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State Street SPDR Portfolio Intermediate Term Treasury ETF

360 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

43% more funds holding in top 10

Funds holding in top 10: 3043 (+13)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

8% more funds holding

Funds holding: 332360 (+28)

6% more capital invested

Capital invested by funds: $5.91B → $6.26B (+$350M)

2.53% more ownership

Funds ownership: 89.52%92.05% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
69
Increased
140
Reduced
124
Closed
31
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
HGA
51
Hobbs Group Advisors
South Carolina
$17.2M +$666K +23,556 +4%
SPIA
52
Steward Partners Investment Advisory
New York
$16.2M +$1.7M +60,193 +12%
TFA
53
TPG Financial Advisors
Oregon
$15.5M +$13.9M +491,185 +742%
APA
54
Astoria Portfolio Advisors
New York
$14.7M -$6.58M -232,713 -31%
Mariner
55
Mariner
Kansas
$14.6M +$1.49M +52,742 +11%
WCWM
56
Willow Creek Wealth Management
California
$14M +$1.25M +44,104 +10%
MPW
57
Melone Private Wealth
Michigan
$13.9M +$14.1M +498,951 New
FHA
58
Flagship Harbor Advisors
Massachusetts
$13.8M -$980K -34,673 -7%
WIC
59
Woodmont Investment Counsel
Tennessee
$13.5M -$7.12M -251,824 -34%
TC
60
Trilogy Capital
California
$13.5M +$122K +4,311 +0.9%
CAC
61
Certified Advisory Corp
Florida
$13.4M +$1.28M +45,376 +10%
UFA
62
US Financial Advisors
Massachusetts
$13M +$464K +16,399 +4%
OIA
63
OneDigital Investment Advisors
Kansas
$12.8M -$98.3K -3,477 -0.8%
SRSA
64
S.R. Schill & Associates
Washington
$12.6M -$1.39M -49,004 -10%
GAG
65
GM Advisory Group
New York
$12.6M -$314K -11,108 -2%
LFAS
66
Level Four Advisory Services
Texas
$12.5M +$280K +9,889 +2%
HC
67
Headland Capital
South Carolina
$12.3M +$12.5M +440,958 New
AA
68
Apriem Advisors
California
$12M -$283K -10,016 -2%
AC
69
Arjuna Capital
North Carolina
$11.6M +$66.1K +2,340 +0.6%
LGW
70
Leslie Global Wealth
Illinois
$11.2M +$596K +21,074 +6%
SWAG
71
Spectrum Wealth Advisory Group
California
$10.6M +$2.56M +90,700 +31%
CPP
72
Capasso Planning Partners
South Carolina
$10.4M +$1.01M +35,789 +11%
M
73
MATAURO
New York
$10.1M +$10.2M +362,024 New
PAS
74
Park Avenue Securities
New York
$10.1M -$11.4K -404 -0.1%
SL
75
Salomon & Ludwin
Virginia
$9.79M +$359K +12,714 +4%

SPTI Hedge Fund Activity: Q4 2024 in Review

360 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2024, worth a combined $6.26B — up 5.9% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPTI positions and 31 closed out — a net gain of 38 holders — while 140 added to existing stakes and 124 trimmed.

The largest buyer was Mather Group, adding an estimated $77M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 360 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $6.26B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2024 and 31 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2024 was Mather Group, an estimated $77M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.