State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
160 hedge funds and large institutions have $2.05B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
20% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 44
11% more funds holding
Funds holding: 144 → 160 (+16)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
4.98% more ownership
Funds ownership: 74.98% → 79.96% (+5%)
4% more capital invested
Capital invested by funds: $1.97B → $2.05B (+$83.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$114M |
| 2 |
MCM
Model Capital Management
Wellesley,
Massachusetts
|
+$80.9M |
| 3 |
AssetMark Inc
Concord,
California
|
+$57.7M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$39M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$145M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$58M |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$14.4M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$12.6M |
| 5 |
Goldman Sachs
New York
|
-$9.99M |
SPTI Hedge Fund Activity: Q4 2020 in Review
160 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2020, worth a combined $2.05B — up 4.3% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SPTI positions and 15 closed out — a net gain of 20 holders — while 53 added to existing stakes and 44 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $114M. The largest seller was Ameriprise, cutting an estimated $145M.
- 160 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2020, up from 144 in Q3 2020.
- Funds reported $2.05B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2020, up 4.3% quarter-over-quarter.
- 35 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2020 and 15 closed out, a net change of +20 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2020 was Municipal Employees' Retirement System of Michigan, an estimated $114M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2020 was Ameriprise, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2020.