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State Street SPDR Portfolio Intermediate Term Treasury ETF

238 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

8.6% more ownership

Funds ownership: 82.25%90.85% (+8.6%)

8% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 89

2% more capital invested

Capital invested by funds: $3.31B → $3.37B (+$59.5M)

1% more funds holding

Funds holding: 236238 (+2)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.1%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.34%
New
32
Increased
96
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Seaside Wealth Management
California
$6.08M +$458K +15,646 +8%
MIAN
52
Mariner Independent Advisor Network
Kansas
$6.01M -$70.8K -2,422 -1%
MA
53
Mutual Advisors
Nebraska
$5.75M +$242K +8,265 +4%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$5.66M +$402K +13,732 +7%
CPP
55
Capasso Planning Partners
South Carolina
$5.38M -$813K -27,808 -13%
SCP
56
Syntal Capital Partners
Texas
$5.31M +$5.52M +188,757 New
Wells Fargo
57
Wells Fargo
California
$5.2M -$794K -27,165 -13%
KWM
58
Kingsview Wealth Management
Oregon
$5.19M +$24.7K +843 +0.5%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$5.18M -$99.8K -3,412 -2%
LFPWM
60
Leicht Financial Planning & Wealth Management
New Jersey
$4.94M -$191K -6,525 -4%
MPW
61
MA Private Wealth
California
$4.81M +$73.5K +2,512 +1%
SC
62
Scotia Capital
Ontario, Canada
$4.65M +$24.8K +848 +0.5%
PGA
63
Portland Global Advisors
Maine
$4.64M +$1.66M +56,659 +52%
DF
64
Donoghue Forlines
Massachusetts
$4.33M +$678K +23,198 +18%
LPT
65
Legacy Private Trust
Wisconsin
$4.21M -$602K -20,586 -12%
KAS
66
Kestra Advisory Services
Texas
$4.17M +$584K +19,956 +16%
CA
67
CGN Advisors
Kansas
$4.1M +$37.2K +1,273 +0.9%
DJSG
68
D.J. St. Germain
Massachusetts
$4.05M
RW
69
Rede Wealth
Virginia
$3.96M +$1.43M +48,786 +53%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$3.76M -$532K -18,177 -12%
LW
71
Libra Wealth
California
$3.5M
ICMP
72
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.35M -$15.9K -542 -0.5%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$3.26M -$3.14M -107,513 -48%
APC
74
Aspire Private Capital
North Carolina
$3.25M +$1.69M +57,936 +101%
BEI
75
Benjamin Edwards Inc
Missouri
$3.23M +$3.29M +112,564 +4,746%

SPTI Hedge Fund Activity: Q3 2022 in Review

238 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2022, worth a combined $3.37B — up 1.8% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPTI positions and 26 closed out — a net gain of 6 holders — while 96 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $172M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $91.9M.

  • 238 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2022, up from 236 in Q2 2022.
  • Funds reported $3.37B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2022 was Jane Street, an estimated $172M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2022 was Municipal Employees' Retirement System of Michigan, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2022.