We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF

238 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

8.6% more ownership

Funds ownership: 82.25%90.85% (+8.6%)

8% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 89

2% more capital invested

Capital invested by funds: $3.31B → $3.37B (+$59.5M)

1% more funds holding

Funds holding: 236238 (+2)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.1%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.34%
New
32
Increased
96
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
26
Stadion Money Management
Georgia
$16.1M -$496K -16,959 -3%
AssetMark Inc
27
AssetMark Inc
California
$15.5M +$8.83M +302,070 +121%
LFAS
28
Level Four Advisory Services
Texas
$14.9M +$409K +13,994 +3%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$14.7M +$15.1M +517,710 +13,060%
Truist Financial
30
Truist Financial
North Carolina
$14.2M +$95.4K +3,262 +0.6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$13.4M +$1.37M +46,835 +11%
FTUS
32
Flow Traders U.S.
New York
$13.4M +$12.3M +422,183 +760%
SRSA
33
S.R. Schill & Associates
Washington
$12.8M -$44.5K -1,523 -0.3%
OIA
34
OneDigital Investment Advisors
Kansas
$12.8M +$13.3M +455,352 New
OBWP
35
O'Brien Wealth Partners
Massachusetts
$12.4M -$311K -10,638 -2%
Osaic Holdings
36
Osaic Holdings
Arizona
$11.8M -$10.2M -349,174 -45%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$11.3M +$6.65M +227,215 +130%
SFP
38
Strategic Financial Partners
Oregon
$11.3M +$511K +17,485 +5%
AWM
39
AE Wealth Management
Kansas
$11.3M +$5.96M +203,780 +104%
MG
40
Mather Group
Illinois
$11M +$2.16M +73,857 +23%
GRP
41
Global Retirement Partners
California
$10.4M +$6.34M +216,852 +138%
Citadel Advisors
42
Citadel Advisors
Florida
$10.2M -$24.7M -844,446 -70%
SFM
43
Signet Financial Management
New Jersey
$9.68M -$1.28M -43,916 -11%
MML Investors Services
44
MML Investors Services
Massachusetts
$9.39M +$9.45M +323,069 +2,980%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$8.37M -$21.1M -721,572 -71%
AMR
46
Asset Management Resources
Massachusetts
$7.87M +$116K +3,964 +1%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$6.9M +$54.5K +1,862 +0.8%
MFT
48
Moisand Fitzgerald Tamayo
Florida
$6.57M -$94.9K -3,244 -1%
CIM
49
Confluence Investment Management
Missouri
$6.39M +$6.64M +227,040 New
BCM
50
Brookstone Capital Management
Illinois
$6.1M -$2.37M -81,197 -27%

SPTI Hedge Fund Activity: Q3 2022 in Review

238 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2022, worth a combined $3.37B — up 1.8% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPTI positions and 26 closed out — a net gain of 6 holders — while 96 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $172M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $91.9M.

  • 238 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2022, up from 236 in Q2 2022.
  • Funds reported $3.37B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2022 was Jane Street, an estimated $172M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2022 was Municipal Employees' Retirement System of Michigan, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2022.