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State Street SPDR Portfolio Intermediate Term Treasury ETF

332 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 96

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

13% more capital invested

Capital invested by funds: $5.23B → $5.91B (+$676M)

5% more funds holding

Funds holding: 317332 (+15)

0.72% less ownership

Funds ownership: 90.25%89.52% (-0.72%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
332
Holders Change
+15
Holders Change %
+4.73%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
46
Increased
151
Reduced
96
Closed
30
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$13.7M -$905K -31,509 -6%
GAG
52
GM Advisory Group
New York
$13.4M +$518K +18,052 +4%
OIA
53
OneDigital Investment Advisors
Kansas
$13.4M +$381K +13,279 +3%
WCWM
54
Willow Creek Wealth Management
California
$13.3M +$71.9K +2,506 +0.6%
UFA
55
US Financial Advisors
Massachusetts
$13.1M +$564K +19,631 +5%
AA
56
Apriem Advisors
California
$12.8M +$12.6M +439,312 New
VAS
57
Vestmark Advisory Solutions
Massachusetts
$12.7M -$2.34M -81,452 -16%
CAC
58
Certified Advisory Corp
Florida
$12.6M -$176K -6,143 -1%
LFAS
59
Level Four Advisory Services
Texas
$12.4M +$1.96M +68,183 +18%
BlackRock
60
BlackRock
New York
$12.4M +$12.3M +426,852 +179,350%
RJA
61
Raymond James & Associates
Florida
$12.2M +$177K +6,155 +1%
AC
62
Arjuna Capital
North Carolina
$12.1M -$890K -30,986 -7%
IPW
63
Impact Partnership Wealth
Georgia
$11.9M +$4.83M +168,157 +70%
EH
64
Equitable Holdings
New York
$11.1M +$2.43M +84,592 +28%
LGW
65
Leslie Global Wealth
Illinois
$11M +$666K +23,210 +7%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$10.7M +$4.67M +162,545 +79%
TFGT
67
TS Financial Group (TSFG)
Illinois
$10.6M +$2.56M +89,115 +32%
PAS
68
Park Avenue Securities
New York
$10.5M -$344K -11,991 -3%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$9.87M +$266K +9,281 +3%
SL
70
Salomon & Ludwin
Virginia
$9.83M +$2.02M +70,190 +26%
CPP
71
Capasso Planning Partners
South Carolina
$9.8M +$754K +26,269 +8%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$9.59M +$718K +25,000 +8%
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$9.55M -$34.7K -1,208 -0.4%
TFG
74
Tilson Financial Group
New Jersey
$9.12M +$68.7K +2,393 +0.8%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$9.06M +$150K +5,212 +2%

SPTI Hedge Fund Activity: Q3 2024 in Review

332 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2024, worth a combined $5.91B — up 13% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPTI positions and 30 closed out — a net gain of 16 holders — while 151 added to existing stakes and 96 trimmed.

The largest buyer was Mather Group, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $44.3M.

  • 332 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2024, up from 317 in Q2 2024.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2024 was Mather Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2024 was JP Morgan Chase, an estimated $44.3M sold.

Based on aggregated 13F filings for Q3 2024.