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State Street SPDR Portfolio Intermediate Term Treasury ETF

317 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.94B → $5.23B (+$286M)

1% more funds holding

Funds holding: 315317 (+2)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

2.65% less ownership

Funds ownership: 92.9%90.25% (-2.6%)

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.58%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
40
Increased
121
Reduced
122
Closed
35
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
AWMNH
51
Arcadia Wealth Management (New Hampshire)
New Hampshire
$13.1M +$130K +4,661 +1%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$12.8M +$1.56M +56,244 +14%
WCWM
53
Willow Creek Wealth Management
California
$12.8M -$798K -28,688 -6%
Jane Street
54
Jane Street
New York
$12.7M +$12.6M +454,575 New
OIA
55
OneDigital Investment Advisors
Kansas
$12.6M +$3.33M +119,818 +37%
AC
56
Arjuna Capital
North Carolina
$12.5M -$51.6K -1,856 -0.4%
GAG
57
GM Advisory Group
New York
$12.4M +$2.18M +78,516 +21%
CAC
58
Certified Advisory Corp
Florida
$12.3M -$1.29M -46,309 -10%
UFA
59
US Financial Advisors
Massachusetts
$12.1M +$1.74M +62,654 +17%
RJA
60
Raymond James & Associates
Florida
$11.6M +$111K +3,977 +1%
FTUS
61
Flow Traders U.S.
New York
$10.9M +$10.8M +389,503 New
PAS
62
Park Avenue Securities
New York
$10.5M -$8.97M -322,588 -46%
LFAS
63
Level Four Advisory Services
Texas
$10.4M -$873K -31,377 -8%
NA
64
NewEdge Advisors
Louisiana
$10.4M -$18M -647,662 -64%
LGW
65
Leslie Global Wealth
Illinois
$9.97M +$9.9M +355,747 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$9.26M +$286K +10,282 +3%
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$9.24M -$49.6K -1,783 -0.5%
KWM
68
Kingsview Wealth Management
Oregon
$9.12M +$478K +17,173 +6%
TFG
69
Tilson Financial Group
New Jersey
$8.73M +$132K +4,733 +2%
CPP
70
Capasso Planning Partners
South Carolina
$8.71M +$130K +4,690 +2%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$8.59M -$17M -610,547 -67%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$8.54M +$111K +4,000 +1%
EH
73
Equitable Holdings
New York
$8.34M -$4.25M -152,812 -34%
TFGT
74
TS Financial Group (TSFG)
Illinois
$7.7M -$806K -28,976 -10%
SL
75
Salomon & Ludwin
Virginia
$7.57M -$547K -19,654 -7%

SPTI Hedge Fund Activity: Q2 2024 in Review

317 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2024, worth a combined $5.23B — up 5.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPTI positions and 35 closed out — a net gain of 5 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $64.5M. The largest seller was Envestnet Asset Management, cutting an estimated $36.5M.

  • 317 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2024, up from 315 in Q1 2024.
  • Funds reported $5.23B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2024 and 35 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $64.5M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.