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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

165 hedge funds and large institutions have $2.8B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 59

7% more capital invested

Capital invested by funds: $2.62B → $2.8B (+$183M)

2.57% more ownership

Funds ownership: 87.47% → 90.05% (+2.6%)

1% more funds holding

Funds holding: 163 → 165 (+2)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

Holders
165
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.89%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
17
Increased
76
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS AM
UBS AM
Illinois
+$197M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$34.1M
3
LPL Financial
LPL Financial
California
+$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$14.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.95M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$75M
2
MC
McMorgan & Co
California
-$28.7M
3
5L
55I LLC
Massachusetts
-$16.3M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.76M
5
IA
IFS Advisors
Kansas
-$5.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$4.93M +$2.97M +91,143 +148%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$4.82M +$1.19M +36,413 +32%
MPW
53
MA Private Wealth
California
$4.77M +$346K +10,600 +8%
Osaic Holdings
54
Osaic Holdings
Arizona
$4.76M -$290K -8,898 -6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$4.59M -$202K -6,196 -4%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$4.34M +$2.84M +87,238 +186%
ICMP
57
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.88M -$156K -4,799 -4%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$3.65M -$1.3M -39,828 -26%
JFS
59
JD Financial Services
Pennsylvania
$3.32M +$154K +4,725 +5%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$3.25M +$1.04M +31,922 +46%
Citadel Advisors
61
Citadel Advisors
Florida
$3.02M -$2.07M -63,533 -40%
SFP
62
Strategic Financial Partners
Oregon
$3.02M -$27.4K -841 -0.9%
TAIM
63
TD Ameritrade Investment Management
Nebraska
$2.55M -$30K -919 -1%
SI
64
Stephens Inc
Arkansas
$2.41M -$33.6K -1,030 -1%
MFT
65
Moisand Fitzgerald Tamayo
Florida
$2.37M +$38.5K +1,180 +2%
Comerica Bank
66
Comerica Bank
Texas
$2.31M +$138K +4,243 +6%
IWC
67
Integrated Wealth Concepts
Massachusetts
$2.15M -$486K -14,909 -18%
Renaissance Technologies
68
Renaissance Technologies
New York
$2.05M -$6.76M -207,500 -77%
CIA
69
Capital Investment Advisors
Georgia
$2M -$51.7K -1,587 -3%
BWAM
70
Boyd Watterson Asset Management
Ohio
$1.84M +$413K +12,660 +29%
KAS
71
Kestra Advisory Services
Texas
$1.8M -$382K -11,715 -17%
AWA
72
Arete Wealth Advisors
Illinois
$1.76M +$27.1K +832 +2%
CWM
73
Cornerstone Wealth Management
Missouri
$1.65M +$158K +4,847 +11%
Prudential Financial
74
Prudential Financial
New Jersey
$1.63M +$32.5K +996 +2%
ARC
75
Advisor Resource Council
Texas
$1.38M -$2.72M -83,535 -66%
1 2
3
4 5

SPTI Hedge Fund Activity: Q3 2021 in Review

165 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2021, worth a combined $2.8B — up 7% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SPTI positions and 11 closed out — a net gain of 6 holders — while 76 added to existing stakes and 59 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $197M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $75M.

  • 165 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2021, up from 163 in Q2 2021.
  • Funds reported $2.8B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2021, up 7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2021 and 11 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2021 was UBS AM, an estimated $197M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2021 was Municipal Employees' Retirement System of Michigan, an estimated $75M sold.

Based on aggregated 13F filings for Q3 2021.