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State Street SPDR Portfolio Intermediate Term Treasury ETF

317 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.94B → $5.23B (+$286M)

1% more funds holding

Funds holding: 315317 (+2)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

2.65% less ownership

Funds ownership: 92.9%90.25% (-2.6%)

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.58%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
40
Increased
121
Reduced
122
Closed
35
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
EFN
76
Equita Financial Network
Pennsylvania
$7.35M +$866K +31,125 +13%
Comerica Bank
77
Comerica Bank
Texas
$7.29M -$731K -26,273 -9%
IWM
78
IHT Wealth Management
Illinois
$6.82M +$429K +15,423 +7%
IPW
79
Impact Partnership Wealth
Georgia
$6.76M +$3.41M +122,679 +104%
WC
80
Waterloo Capital
Texas
$6.58M -$4.9M -176,208 -43%
D
81
Dentgroup
Louisiana
$6.54M -$652K -23,432 -9%
VWWMG
82
Vermillion & White Wealth Management Group
Pennsylvania
$6.46M +$1.2M +43,064 +23%
B
83
Bailard
California
$6.32M +$163K +5,850 +3%
HB
84
HTLF Bank
Colorado
$6.25M +$202K +7,256 +3%
IA
85
IFG Advisory
Georgia
$6.22M -$189K -6,800 -3%
KFI
86
Key Financial Inc
Pennsylvania
$6.13M +$484K +17,390 +9%
XF
87
XML Financial
Maryland
$6.07M +$435K +15,639 +8%
TFA
88
Transamerica Financial Advisors
Florida
$5.94M
RJFSA
89
Raymond James Financial Services Advisors
Florida
$5.79M -$426K -15,317 -7%
WWM
90
Western Wealth Management
Colorado
$5.42M +$935K +33,631 +21%
AI
91
Auour Investments
Massachusetts
$5.42M +$118K +4,254 +2%
EIA
92
Eldridge Investment Advisors
New Hampshire
$5.1M +$709K +25,500 +16%
GRP
93
Global Retirement Partners
California
$4.99M -$475K -17,060 -9%
IWC
94
Integrated Wealth Concepts
Massachusetts
$4.98M -$88.6K -3,186 -2%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$4.91M -$112K -4,024 -2%
CWM
96
Centric Wealth Management
Illinois
$4.77M +$4.68M +168,329 New
GS
97
GTS Securities
New York
$4.68M +$4.64M +166,919 New
SF
98
Synovus Financial
Georgia
$4.59M +$1.31M +47,032 +40%
TWD
99
True Wealth Design
Ohio
$4.53M -$4.7K -169 -0.1%
SFM
100
Signet Financial Management
New Jersey
$4.5M -$3.13M -112,490 -41%

SPTI Hedge Fund Activity: Q2 2024 in Review

317 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2024, worth a combined $5.23B — up 5.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPTI positions and 35 closed out — a net gain of 5 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $64.5M. The largest seller was Envestnet Asset Management, cutting an estimated $36.5M.

  • 317 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2024, up from 315 in Q1 2024.
  • Funds reported $5.23B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2024 and 35 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $64.5M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.