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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

160 hedge funds and large institutions have $2.05B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

11% more funds holding

Funds holding: 144 → 160 (+16)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

4.98% more ownership

Funds ownership: 74.98% → 79.96% (+5%)

4% more capital invested

Capital invested by funds: $1.97B → $2.05B (+$83.9M)

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
2.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
35
Increased
53
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$114M
2
MCM
Model Capital Management
Massachusetts
+$80.9M
3
AssetMark Inc
AssetMark Inc
California
+$57.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$145M
2
UBS Group
UBS Group
Switzerland
-$58M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$14.4M
4
FI
FormulaFolio Investments
Michigan
-$12.6M
5
Goldman Sachs
Goldman Sachs
New York
-$9.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$4.25M +$176K +5,322 +4%
CPFP
52
Clear Perspectives Financial Planning
Ohio
$4.24M +$4.24M +128,215 New
KAS
53
Kestra Advisory Services
Texas
$4M +$918K +27,765 +30%
PAG
54
Private Advisor Group
New Jersey
$3.85M -$1.68M -50,755 -30%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$3.77M +$348K +10,533 +10%
CA
56
Continuum Advisory
Idaho
$3.53M -$3.89M -117,711 -52%
LFGH
57
Lee Financial Group Hawaii
Hawaii
$3.39M +$3.39M +102,576 New
SI
58
Stephens Inc
Arkansas
$2.94M – – –
CAG
59
Csenge Advisory Group
Florida
$2.7M +$2.7M +81,608 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$2.59M +$2.59M +78,281 New
KAM
61
Knightsbridge Asset Management
California
$2.55M +$2.55M +77,048 New
TAIM
62
TD Ameritrade Investment Management
Nebraska
$2.43M -$105K -3,188 -4%
MFT
63
Moisand Fitzgerald Tamayo
Florida
$2.21M +$146K +4,428 +7%
AWA
64
Arete Wealth Advisors
Illinois
$2.19M +$402K +12,154 +22%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$2.15M +$105K +3,188 +5%
CIA
66
Capital Investment Advisors
Georgia
$1.85M +$96.4K +2,916 +5%
BWAM
67
Boyd Watterson Asset Management
Ohio
$1.68M +$1.68M +50,952 New
WWM
68
WJ Wealth Management
Arizona
$1.68M -$1.22M -37,045 -42%
NA
69
Nottingham Advisors
New York
$1.63M -$82.5K -2,497 -5%
Prudential Financial
70
Prudential Financial
New Jersey
$1.57M +$246K +7,440 +19%
CWM
71
Cranbrook Wealth Management
Michigan
$1.54M +$39.1K +1,182 +3%
VAS
72
Vestmark Advisory Solutions
Massachusetts
$1.4M +$1.4M +42,325 New
GVAG
73
Great Valley Advisor Group
Delaware
$1.39M +$74.6K +2,257 +6%
Citadel Advisors
74
Citadel Advisors
Florida
$1.36M -$2.46M -74,337 -64%
IA
75
Insight Advisors
Pennsylvania
$1.35M +$1.35M +40,800 New
1 2
3
4 5

SPTI Hedge Fund Activity: Q4 2020 in Review

160 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2020, worth a combined $2.05B — up 4.3% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPTI positions and 15 closed out — a net gain of 20 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $114M. The largest seller was Ameriprise, cutting an estimated $145M.

  • 160 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $2.05B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2020, up 4.3% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2020 and 15 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2020 was Municipal Employees' Retirement System of Michigan, an estimated $114M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2020 was Ameriprise, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.