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State Street SPDR Portfolio Intermediate Term Treasury ETF

165 hedge funds and large institutions have $2.8B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 59

7% more capital invested

Capital invested by funds: $2.62B → $2.8B (+$183M)

2.57% more ownership

Funds ownership: 87.47%90.05% (+2.6%)

1% more funds holding

Funds holding: 163165 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
165
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.89%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
17
Increased
76
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cranbrook Wealth Management
Michigan
$1.32M -$52.9K -1,622 -4%
IF
77
Intrua Financial
Texas
$1.27M -$65.6K -2,012 -5%
IA
78
Insight Advisors
Pennsylvania
$1.2M -$167K -5,117 -12%
SCA
79
Snowden Capital Advisors
New York
$1.2M -$38.7K -1,187 -3%
Mariner
80
Mariner
Kansas
$1.17M +$1.18M +36,278 New
B
81
Bailard
California
$1.08M +$1.09M +33,575 New
GG
82
GenWealth Group
New Jersey
$1.06M +$12.6K +385 +1%
ACM
83
AlphaStar Capital Management
North Carolina
$1.05M +$1.07M +32,893 New
MIFH
84
Migdal Insurance & Financial Holdings
Israel
$1.04M +$6.03K +185 +0.6%
FEG
85
Financial Enhancement Group
Indiana
$1M +$14.5K +446 +1%
IA
86
IFP Advisors
Florida
$969K +$195K +5,978 +25%
FIM
87
Freedom Investment Management
Connecticut
$938K -$314K -9,634 -25%
MML Investors Services
88
MML Investors Services
Massachusetts
$891K +$501K +15,367 +126%
PWMG
89
Pinnacle Wealth Management Group
Michigan
$873K -$214K -6,551 -20%
CA
90
Continuum Advisory
Idaho
$863K +$3.94K +121 +0.5%
VAS
91
Vestmark Advisory Solutions
Massachusetts
$844K +$146K +4,484 +21%
CCFM
92
Clear Creek Financial Management
Washington
$781K -$6.62K -203 -0.8%
FC
93
Financial Consulate
Maryland
$768K -$27.3K -838 -3%
IA
94
IFS Advisors
Kansas
$759K -$5.51M -168,971 -88%
MWA
95
MFA Wealth Advisors
Pennsylvania
$730K +$198K +6,059 +37%
NA
96
Nottingham Advisors
New York
$668K -$7.69K -236 -1%
PGA
97
Portland Global Advisors
Maine
$666K +$164K +5,045 +32%
OBWG
98
Onyx Bridge Wealth Group
New York
$640K +$191K +5,864 +42%
EH
99
Equitable Holdings
New York
$630K +$170K +5,226 +37%
GLA
100
Good Life Advisors
Pennsylvania
$592K -$1.12M -34,439 -65%

SPTI Hedge Fund Activity: Q3 2021 in Review

165 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2021, worth a combined $2.8B — up 7% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SPTI positions and 11 closed out — a net gain of 6 holders — while 76 added to existing stakes and 59 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $197M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $75M.

  • 165 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2021, up from 163 in Q2 2021.
  • Funds reported $2.8B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2021, up 7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2021 and 11 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2021 was UBS AM, an estimated $197M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2021 was Municipal Employees' Retirement System of Michigan, an estimated $75M sold.

Based on aggregated 13F filings for Q3 2021.