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State Street SPDR Portfolio Intermediate Term Treasury ETF

238 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

8.6% more ownership

Funds ownership: 82.25%90.85% (+8.6%)

8% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 89

2% more capital invested

Capital invested by funds: $3.31B → $3.37B (+$59.5M)

1% more funds holding

Funds holding: 236238 (+2)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.1%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.34%
New
32
Increased
96
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$3.05M +$3.17M +108,461 New
WS
77
Wela Strategies
Georgia
$2.94M +$1.01M +34,684 +5%
MCC
78
Money Concepts Capital
Florida
$2.88M +$119K +4,052 +4%
KW
79
KWB Wealth
California
$2.76M +$1.19M +40,612 +71%
GWAG
80
Garrett Wealth Advisory Group
Texas
$2.71M +$215K +7,345 +8%
IWC
81
Integrated Wealth Concepts
Massachusetts
$2.71M +$75.2K +2,572 +3%
WCWM
82
Willow Creek Wealth Management
California
$2.69M -$1.49M -50,894 -35%
NFP
83
Narus Financial Partners
Utah
$2.55M +$125K +4,289 +5%
AWA
84
Arete Wealth Advisors
Illinois
$2.42M +$2.51M +85,867 New
HF
85
HRT Financial
New York
$2.28M -$233K -7,952 -9%
D
86
Dentgroup
Louisiana
$2.18M +$2.28M +77,971 New
AI
87
Atria Investments
North Carolina
$2.16M -$1.03M -35,318 -31%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$2.09M -$107K -3,642 -5%
TSS
89
Two Sigma Securities
New York
$2.08M +$451K +15,415 +26%
IA
90
IFP Advisors
Florida
$2.06M +$201K +6,880 +25%
LA
91
Lifeworks Advisors
Michigan
$2.01M +$1.41M +48,159 +202%
TAIM
92
TD Ameritrade Investment Management
Nebraska
$1.98M -$197K -6,748 -9%
AWM
93
Axxcess Wealth Management
California
$1.98M +$169K +5,784 +9%
YAL
94
Your Advocates Ltd
Texas
$1.95M -$156K -5,334 -7%
SI
95
Stephens Inc
Arkansas
$1.79M -$3.57K -122 -0.2%
CIA
96
Capital Investment Advisors
Georgia
$1.54M -$175K -5,986 -10%
ACA
97
Aptus Capital Advisors
Alabama
$1.46M +$1.52M +52,023 New
FHA
98
First Horizon Advisors
Tennessee
$1.38M -$2.2M -75,380 -61%
GG
99
GenWealth Group
New Jersey
$1.38M -$14.6K -500 -1%
WA
100
WBH Advisory
Maryland
$1.36M -$30.9K -1,058 -2%

SPTI Hedge Fund Activity: Q3 2022 in Review

238 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2022, worth a combined $3.37B — up 1.8% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPTI positions and 26 closed out — a net gain of 6 holders — while 96 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $172M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $91.9M.

  • 238 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2022, up from 236 in Q2 2022.
  • Funds reported $3.37B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2022 was Jane Street, an estimated $172M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2022 was Municipal Employees' Retirement System of Michigan, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2022.