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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

315 hedge funds and large institutions have $4.94B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

20% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 109

20% more capital invested

Capital invested by funds: $4.13B → $4.94B (+$813M)

1.83% more ownership

Funds ownership: 91.06% → 92.9% (+1.8%)

1% more funds holding

Funds holding: 312 → 315 (+3)

4% less funds holding in top 10

Funds holding in top 10: 27 → 26 (-1)

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.54%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.37%
New
44
Increased
131
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$577M
2
LPL Financial
LPL Financial
California
+$118M
3
GI
GLOBALT Investments
Georgia
+$42.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$35.5M
5
AssetMark Inc
AssetMark Inc
California
+$35.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$58.4M
2
Morgan Stanley
Morgan Stanley
New York
-$33.6M
3
AWM
AE Wealth Management
Kansas
-$29.6M
4
CA
CoreCap Advisors
Michigan
-$15.4M
5
OIA
OneDigital Investment Advisors
Kansas
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
26
Portland Global Advisors
Maine
$26.7M +$1.99M +70,651 +8%
DF
27
Donoghue Forlines
Massachusetts
$25.9M +$26M +919,919 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$25.8M +$1.5M +53,120 +6%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$25.4M +$816K +28,890 +3%
Morgan Stanley
30
Morgan Stanley
New York
$24.7M -$33.6M -1,188,487 -58%
WS
31
Wela Strategies
Georgia
$24.3M +$1.77M +62,648 +8%
GVAG
32
Great Valley Advisor Group
Delaware
$24.1M -$816K -28,902 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$22.7M -$1.45M -51,384 -6%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$22.6M +$2.32M +82,028 +11%
Bank of America
35
Bank of America
North Carolina
$21.4M -$265K -9,374 -1%
PAS
36
Park Avenue Securities
New York
$19.6M +$2.21M +78,386 +13%
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$19.2M +$3.36M +119,136 +21%
NW
38
NewEdge Wealth
Pennsylvania
$18.8M +$1.24M +43,788 +7%
Truist Financial
39
Truist Financial
North Carolina
$18.4M -$1.6M -56,659 -8%
MG
40
Mather Group
Illinois
$17.9M -$249K -8,802 -1%
APA
41
Astoria Portfolio Advisors
New York
$17.8M +$1.2M +42,613 +7%
FFM
42
Flagstone Financial Management
Nebraska
$16.2M +$650K +23,034 +4%
SPIA
43
Steward Partners Investment Advisory
New York
$14.4M +$153K +5,427 +1%
Mariner
44
Mariner
Kansas
$14.4M +$3.53M +124,882 +32%
FHA
45
Flagship Harbor Advisors
Massachusetts
$14.1M -$111K -3,923 -0.8%
SRSA
46
S.R. Schill & Associates
Washington
$14M +$435K +15,418 +3%
Stifel Financial
47
Stifel Financial
Missouri
$13.7M +$1.28M +45,260 +10%
CAC
48
Certified Advisory Corp
Florida
$13.7M +$8.53M +302,213 +164%
WCWM
49
Willow Creek Wealth Management
California
$13.6M +$1.45M +51,441 +12%
AWMNH
50
Arcadia Wealth Management (New Hampshire)
New Hampshire
$13.1M -$3.15M -111,699 -19%
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SPTI Hedge Fund Activity: Q1 2024 in Review

315 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2024, worth a combined $4.94B — up 20% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPTI positions and 35 closed out — a net gain of 9 holders — while 131 added to existing stakes and 109 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $577M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $58.4M.

  • 315 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2024, up from 312 in Q4 2023.
  • Funds reported $4.94B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2024 and 35 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $577M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $58.4M sold.

Based on aggregated 13F filings for Q1 2024.