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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

110 hedge funds and large institutions have $703M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

40% more capital invested

Capital invested by funds: $503M → $703M (+$200M)

11.88% more ownership

Funds ownership: 53.85% → 65.73% (+12%)

10% more funds holding

Funds holding: 100 → 110 (+10)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
45
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$110M
2
BlackRock
BlackRock
New York
+$23.7M
3
Stifel Financial
Stifel Financial
Missouri
+$16.7M
4
GI
Gradient Investments
Minnesota
+$12M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
-$17.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$14.4M
3
Ameriprise
Ameriprise
Minnesota
-$11M
4
SI
Stephens Inc
Arkansas
-$4.17M
5
SRSA
S.R. Schill & Associates
Washington
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$913K -$1.03K -33 -0.1%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$871K – – –
MIFH
53
Migdal Insurance & Financial Holdings
Israel
$838K +$408K +13,111 +94%
SWP
54
Stratos Wealth Partners
Ohio
$838K +$843K +27,109 New
FC
55
Financial Consulate
Maryland
$812K +$254K +8,175 +45%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$784K +$31.9K +1,027 +4%
PAG
57
Private Advisor Group
New Jersey
$721K -$31.4K -1,009 -4%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$703K – – –
HFA
59
HC Financial Advisors
California
$637K +$119K +3,828 +23%
TM
60
Titan Managers
Arizona
$516K – – –
WI
61
WrapManager Inc
California
$495K +$113K +3,639 +29%
CRC
62
Curi RMB Capital
Illinois
$493K – – –
BAM
63
Belpointe Asset Management
Nevada
$452K – – –
CCA
64
Cobblestone Capital Advisors
New York
$423K -$185K -5,960 -30%
WS
65
Wedbush Securities
California
$416K +$1.18K +38 +0.3%
HNB
66
Huntington National Bank
Ohio
$397K – – –
LFG
67
LifePlan Financial Group
Ohio
$383K -$2.52K -81 -0.6%
CB
68
Community Bank
New York
$359K – – –
VWA
69
Visionary Wealth Advisors
Illinois
$348K +$350K +11,236 New
US Bancorp
70
US Bancorp
Minnesota
$328K +$14.9K +479 +5%
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$324K +$28K +900 +9%
GG
72
GenWealth Group
New Jersey
$318K -$114K -3,679 -26%
PWA
73
Physician Wealth Advisors
Utah
$318K +$311 +10 +0.1%
VCP
74
Verus Capital Partners
Arizona
$302K +$304K +9,764 New
FAAS
75
First Allied Advisory Services
California
$283K +$31K +995 +12%
1 2
3
4 5

SPTI Hedge Fund Activity: Q4 2019 in Review

110 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2019, worth a combined $703M — up 40% from $503M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPTI positions and 14 closed out — a net gain of 10 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $110M. The largest seller was Financial Enhancement Group, cutting an estimated $17.4M.

  • 110 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2019, up from 100 in Q3 2019.
  • Funds reported $703M of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2019, up 40% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2019 and 14 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2019 was Municipal Employees' Retirement System of Michigan, an estimated $110M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2019 was Financial Enhancement Group, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2019.