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State Street SPDR Portfolio Intermediate Term Treasury ETF

332 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 96

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

13% more capital invested

Capital invested by funds: $5.23B → $5.91B (+$676M)

5% more funds holding

Funds holding: 317332 (+15)

0.72% less ownership

Funds ownership: 90.25%89.52% (-0.72%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
332
Holders Change
+15
Holders Change %
+4.73%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
46
Increased
151
Reduced
96
Closed
30
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFG Advisory
Georgia
$8.59M +$2.11M +73,525 +33%
EFN
77
Equita Financial Network
Pennsylvania
$8.55M +$914K +31,854 +12%
SWAG
78
Spectrum Wealth Advisory Group
California
$8.43M +$8.33M +289,989 New
NA
79
NewEdge Advisors
Louisiana
$8.29M -$2.42M -84,292 -23%
IWM
80
IHT Wealth Management
Illinois
$8.15M +$1.06M +36,892 +15%
Comerica Bank
81
Comerica Bank
Texas
$8.09M +$519K +18,071 +7%
EIA
82
Eldridge Investment Advisors
New Hampshire
$7.63M +$2.34M +81,398 +45%
IWC
83
Integrated Wealth Concepts
Massachusetts
$7.46M +$2.27M +79,025 +44%
SF
84
Synovus Financial
Georgia
$7.05M +$2.26M +78,809 +48%
KFI
85
Key Financial Inc
Pennsylvania
$6.86M +$498K +17,346 +8%
XF
86
XML Financial
Maryland
$6.65M +$341K +11,879 +5%
VWWMG
87
Vermillion & White Wealth Management Group
Pennsylvania
$5.99M -$706K -24,579 -11%
AI
88
Auour Investments
Massachusetts
$5.79M +$313K +10,886 +6%
VWA
89
Visionary Wealth Advisors
Illinois
$5.41M +$3.33M +115,842 +164%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$5.33M +$239K +8,318 +5%
TFA
91
Transamerica Financial Advisors
Florida
$5.17M -$976K -34,004 -16%
IA
92
Inspire Advisors
Idaho
$4.87M +$1.13M +39,441 +31%
Jane Street
93
Jane Street
New York
$4.81M -$8.3M -288,973 -64%
B
94
Bailard
California
$4.75M -$1.78M -61,893 -27%
KWM
95
Kingsview Wealth Management
Oregon
$4.74M -$4.67M -162,583 -50%
SFM
96
Signet Financial Management
New Jersey
$4.67M +$8.13K +283 +0.2%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$4.62M +$2.14M +74,475 +88%
MCC
98
Money Concepts Capital
Florida
$4.23M -$16.7K -580 -0.4%
GRP
99
Global Retirement Partners
California
$4M -$1.16M -40,578 -23%
ICMP
100
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.99M -$125K -4,349 -3%

SPTI Hedge Fund Activity: Q3 2024 in Review

332 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2024, worth a combined $5.91B — up 13% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPTI positions and 30 closed out — a net gain of 16 holders — while 151 added to existing stakes and 96 trimmed.

The largest buyer was Mather Group, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $44.3M.

  • 332 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2024, up from 317 in Q2 2024.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2024 was Mather Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2024 was JP Morgan Chase, an estimated $44.3M sold.

Based on aggregated 13F filings for Q3 2024.