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State Street SPDR Portfolio Intermediate Term Treasury ETF

266 hedge funds and large institutions have $3.83B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

2% more funds holding

Funds holding: 261266 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 101

6% less capital invested

Capital invested by funds: $4.06B → $3.83B (-$227M)

10.58% less ownership

Funds ownership: 103.09%92.51% (-11%)

96% less call options, than puts

Call options by funds: $102K | Put options by funds: $2.89M

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.22%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
PSI Advisors
Florida
$6.82M -$33.4K -1,196 -0.5%
SFM
77
Signet Financial Management
New Jersey
$6.23M +$410K +14,663 +7%
SW
78
SMART Wealth
Nebraska
$5.94M +$184K +6,590 +3%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$5.69M -$184K -6,568 -3%
EH
80
Equitable Holdings
New York
$5.54M -$5.86M -209,627 -51%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$5.42M +$3.7M +132,484 +206%
DF
82
Donoghue Forlines
Massachusetts
$5.41M +$5.49M +196,362 New
ACP
83
Aveo Capital Partners
Colorado
$5.13M +$110K +3,942 +2%
AI
84
Auour Investments
Massachusetts
$5.1M +$362K +12,945 +7%
CPP
85
Capasso Planning Partners
South Carolina
$5.07M +$117K +4,200 +2%
SFP
86
Strategic Financial Partners
Oregon
$5.01M -$4.31M -154,191 -46%
IWC
87
Integrated Wealth Concepts
Massachusetts
$5M -$456K -16,305 -8%
EFN
88
Equita Financial Network
Pennsylvania
$4.85M +$4.92M +176,045 New
CAC
89
Certified Advisory Corp
Florida
$4.67M +$583K +20,844 +13%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$4.45M +$4.52M +161,765 New
GWSG
91
GPS Wealth Strategies Group
Colorado
$4.44M +$599K +21,428 +15%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$4.35M +$666K +23,815 +18%
D
93
Dentgroup
Louisiana
$4.23M -$570K -20,405 -12%
B
94
Bailard
California
$4.11M -$599K -21,430 -13%
TFGT
95
TS Financial Group (TSFG)
Illinois
$3.83M +$3.89M +139,092 +80,867%
KAS
96
Kestra Advisory Services
Texas
$3.83M +$410K +14,681 +12%
RW
97
Rede Wealth
Virginia
$3.77M -$144K -5,170 -4%
Mariner
98
Mariner
Kansas
$3.54M -$3.28M -117,218 -48%
BWM
99
Baystate Wealth Management
Massachusetts
$3.51M -$103K -3,668 -3%
LW
100
Libra Wealth
California
$3.31M -$105K -3,745 -3%

SPTI Hedge Fund Activity: Q3 2023 in Review

266 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2023, worth a combined $3.83B — down 5.6% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPTI positions and 30 closed out — a net gain of 8 holders — while 101 added to existing stakes and 101 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $164M.

  • 266 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $3.83B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2023 and 30 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2023 was Municipal Employees' Retirement System of Michigan, an estimated $167M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2023 was Morgan Stanley, an estimated $164M sold.

Based on aggregated 13F filings for Q3 2023.