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State Street SPDR Portfolio Intermediate Term Treasury ETF

317 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.94B → $5.23B (+$286M)

1% more funds holding

Funds holding: 315317 (+2)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

2.65% less ownership

Funds ownership: 92.9%90.25% (-2.6%)

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.58%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
40
Increased
121
Reduced
122
Closed
35
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
26
O'Brien Wealth Partners
Massachusetts
$33.8M +$764K +27,460 +2%
SPA
27
Sentinel Pension Advisors
Massachusetts
$31M -$5.1M -183,383 -14%
HighTower Advisors
28
HighTower Advisors
Illinois
$29M +$1.04M +37,363 +4%
PGA
29
Portland Global Advisors
Maine
$28.3M +$1.76M +63,405 +7%
DF
30
Donoghue Forlines
Massachusetts
$25M -$797K -28,668 -3%
GVAG
31
Great Valley Advisor Group
Delaware
$24.9M +$962K +34,586 +4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$24.3M -$4.94M -177,539 -17%
WS
33
Wela Strategies
Georgia
$23.9M -$299K -10,752 -1%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$23.4M +$886K +31,839 +4%
APA
35
Astoria Portfolio Advisors
New York
$22.1M +$3.9M +140,382 +22%
GI
36
Gradient Investments
Minnesota
$21.4M +$21M +755,275 +8,117%
Osaic Holdings
37
Osaic Holdings
Arizona
$20.4M -$2.13M -76,591 -10%
Truist Financial
38
Truist Financial
North Carolina
$20.1M +$1.79M +64,442 +10%
NW
39
NewEdge Wealth
Pennsylvania
$19.8M +$752K +27,024 +4%
SWA
40
Stratos Wealth Advisors
Ohio
$19.1M +$18.3M +657,197 +2,788%
BDF
41
Black Diamond Financial
Maryland
$18.9M +$18.1M +650,903 +2,918%
MG
42
Mather Group
Illinois
$18.5M +$820K +29,481 +5%
FFM
43
Flagstone Financial Management
Nebraska
$16.9M +$789K +28,353 +5%
HGA
44
Hobbs Group Advisors
South Carolina
$15.4M +$15.3M +551,180 New
SRSA
45
S.R. Schill & Associates
Washington
$14.9M +$1.01M +36,261 +7%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$14.5M +$14.4M +517,613 New
SPIA
47
Steward Partners Investment Advisory
New York
$14.5M +$137K +4,911 +1%
Mariner
48
Mariner
Kansas
$14M -$277K -9,973 -2%
TC
49
Trilogy Capital
California
$13.7M +$940K +33,795 +7%
Stifel Financial
50
Stifel Financial
Missouri
$13.2M -$410K -14,755 -3%

SPTI Hedge Fund Activity: Q2 2024 in Review

317 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2024, worth a combined $5.23B — up 5.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPTI positions and 35 closed out — a net gain of 5 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $64.5M. The largest seller was Envestnet Asset Management, cutting an estimated $36.5M.

  • 317 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2024, up from 315 in Q1 2024.
  • Funds reported $5.23B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2024 and 35 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $64.5M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.