State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
312 hedge funds and large institutions have $4.13B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 32 closing their positions.
144% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 32
17% more funds holding
Funds holding: 266 → 312 (+46)
13% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 98
8% more capital invested
Capital invested by funds: $3.83B → $4.13B (+$297M)
1.45% less ownership
Funds ownership: 92.51% → 91.06% (-1.4%)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$99.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$53.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$42.2M |
| 4 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$19M |
| 5 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$94.2M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$56.4M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$39.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.6M |
| 5 |
Morgan Stanley
New York
|
-$15.6M |
SPTI Hedge Fund Activity: Q4 2023 in Review
312 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2023, worth a combined $4.13B — up 7.7% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SPTI positions and 32 closed out — a net gain of 46 holders — while 111 added to existing stakes and 98 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $99.5M. The largest seller was AssetMark Inc, cutting an estimated $94.2M.
- 312 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2023, up from 266 in Q3 2023.
- Funds reported $4.13B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2023, up 7.7% quarter-over-quarter.
- 78 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2023 and 32 closed out, a net change of +46 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2023 was Merit Financial Group, an estimated $99.5M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2023 was AssetMark Inc, an estimated $94.2M sold.
Based on aggregated 13F filings for Q4 2023.