State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
127 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
60% more capital invested
Capital invested by funds: $703M → $1.13B (+$425M)
15% more funds holding
Funds holding: 110 → 127 (+17)
11% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 35
10.54% more ownership
Funds ownership: 65.73% → 76.27% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$329M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$51.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$42.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$37.6M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$226M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$27.6M |
| 3 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$26M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$17.9M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$8.23M |
SPTI Hedge Fund Activity: Q1 2020 in Review
127 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2020, worth a combined $1.13B — up 60% from $703M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SPTI positions and 15 closed out — a net gain of 20 holders — while 39 added to existing stakes and 35 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $329M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $226M sold.
- 127 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2020, up from 110 in Q4 2019.
- Funds reported $1.13B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2020, up 60% quarter-over-quarter.
- 35 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2020 and 15 closed out, a net change of +20 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2020 was FormulaFolio Investments, an estimated $329M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2020 was Municipal Employees' Retirement System of Michigan, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2020.