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State Street SPDR Portfolio Intermediate Term Treasury ETF

332 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 96

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

13% more capital invested

Capital invested by funds: $5.23B → $5.91B (+$676M)

5% more funds holding

Funds holding: 317332 (+15)

0.72% less ownership

Funds ownership: 90.25%89.52% (-0.72%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
332
Holders Change
+15
Holders Change %
+4.73%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
46
Increased
151
Reduced
96
Closed
30
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
26
O'Brien Wealth Partners
Massachusetts
$36.6M +$1.49M +51,985 +4%
SPA
27
Sentinel Pension Advisors
Massachusetts
$34M +$1.87M +65,212 +6%
HighTower Advisors
28
HighTower Advisors
Illinois
$31.3M +$1.23M +42,713 +4%
PGA
29
Portland Global Advisors
Maine
$30.2M +$776K +27,039 +3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$28.4M -$10.9M -380,856 -28%
WS
31
Wela Strategies
Georgia
$27.1M +$2.31M +80,469 +9%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$26M +$796K +27,716 +3%
Stifel Financial
33
Stifel Financial
Missouri
$25.8M +$12M +416,884 +88%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$24.1M -$163K -5,662 -0.7%
GVAG
35
Great Valley Advisor Group
Delaware
$23M -$2.81M -98,007 -11%
BDF
36
Black Diamond Financial
Maryland
$22.5M +$2.81M +98,006 +15%
GI
37
Gradient Investments
Minnesota
$22.4M +$158K +5,487 +0.7%
Truist Financial
38
Truist Financial
North Carolina
$21.9M +$1.07M +37,377 +5%
APA
39
Astoria Portfolio Advisors
New York
$21.8M -$714K -24,861 -3%
Osaic Holdings
40
Osaic Holdings
Arizona
$21.7M +$572K +19,941 +3%
WIC
41
Woodmont Investment Counsel
Tennessee
$21.4M +$21.2M +736,861 New
SWA
42
Stratos Wealth Advisors
Ohio
$18.4M -$1.33M -46,192 -7%
FFM
43
Flagstone Financial Management
Nebraska
$18.4M +$854K +29,761 +5%
HGA
44
Hobbs Group Advisors
South Carolina
$17.2M +$1.2M +41,775 +8%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$16M +$2.64M +91,988 +20%
FHA
46
Flagship Harbor Advisors
Massachusetts
$15.4M -$29.3M -1,020,756 -66%
SPIA
47
Steward Partners Investment Advisory
New York
$15.1M +$116K +4,031 +0.8%
SRSA
48
S.R. Schill & Associates
Washington
$14.6M -$908K -31,633 -6%
TC
49
Trilogy Capital
California
$13.9M -$258K -8,977 -2%
WC
50
Waterloo Capital
Texas
$13.9M +$6.95M +242,167 +103%

SPTI Hedge Fund Activity: Q3 2024 in Review

332 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2024, worth a combined $5.91B — up 13% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPTI positions and 30 closed out — a net gain of 16 holders — while 151 added to existing stakes and 96 trimmed.

The largest buyer was Mather Group, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $44.3M.

  • 332 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2024, up from 317 in Q2 2024.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2024 was Mather Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2024 was JP Morgan Chase, an estimated $44.3M sold.

Based on aggregated 13F filings for Q3 2024.