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State Street SPDR Portfolio Intermediate Term Treasury ETF

360 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

43% more funds holding in top 10

Funds holding in top 10: 3043 (+13)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

8% more funds holding

Funds holding: 332360 (+28)

6% more capital invested

Capital invested by funds: $5.91B → $6.26B (+$350M)

2.53% more ownership

Funds ownership: 89.52%92.05% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
69
Increased
140
Reduced
124
Closed
31
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
26
O'Brien Wealth Partners
Massachusetts
$39.2M +$4.14M +146,423 +12%
HighTower Advisors
27
HighTower Advisors
Illinois
$35.9M +$5.94M +210,083 +19%
Morgan Stanley
28
Morgan Stanley
New York
$35.9M -$14.1M -499,345 -28%
SWIG
29
Strategic Wealth Investment Group
Kentucky
$34.3M -$7.63M -269,852 -18%
PGA
30
Portland Global Advisors
Maine
$34M +$5.12M +181,156 +17%
SPA
31
Sentinel Pension Advisors
Massachusetts
$33.4M +$744K +26,320 +2%
BDF
32
Black Diamond Financial
Maryland
$32.4M +$11.1M +391,784 +51%
CWP
33
Concord Wealth Partners
Virginia
$31.8M +$32.3M +1,141,717 New
CAMV
34
Concord Asset Management (Virginia)
Virginia
$31.8M +$32.2M +1,140,712 New
EWM
35
Evermay Wealth Management
Virginia
$30.9M +$31.3M +1,108,327 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$28.5M +$3.63M +128,488 +14%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$27.9M +$742K +26,260 +3%
EH
38
Equitable Holdings
New York
$27.7M +$17.3M +612,354 +160%
WS
39
Wela Strategies
Georgia
$27.1M +$1.09M +38,509 +4%
Stifel Financial
40
Stifel Financial
Missouri
$24.8M -$4.72K -167 -0%
LFPWM
41
Leicht Financial Planning & Wealth Management
New Jersey
$23.2M +$145K +5,120 +0.6%
GVAG
42
Great Valley Advisor Group
Delaware
$23M +$945K +33,446 +4%
Raymond James Financial
43
Raymond James Financial
Florida
$23M +$23.3M +825,093 New
VAMG
44
Voisard Asset Management Group
Michigan
$21.6M +$21M +744,486 +2,410%
Truist Financial
45
Truist Financial
North Carolina
$21M -$56.7K -2,005 -0.3%
Osaic Holdings
46
Osaic Holdings
Arizona
$20.1M -$742K -26,259 -4%
CWM
47
Comprehensive Wealth Management
Washington
$19.3M -$19.8M -698,792 -50%
FFM
48
Flagstone Financial Management
Nebraska
$18.9M +$1.21M +42,874 +7%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$18.2M +$2.91M +103,039 +19%
SWA
50
Stratos Wealth Advisors
Ohio
$18M +$265K +9,365 +1%

SPTI Hedge Fund Activity: Q4 2024 in Review

360 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2024, worth a combined $6.26B — up 5.9% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPTI positions and 31 closed out — a net gain of 38 holders — while 140 added to existing stakes and 124 trimmed.

The largest buyer was Mather Group, adding an estimated $77M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 360 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $6.26B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2024 and 31 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2024 was Mather Group, an estimated $77M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.