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State Street SPDR Portfolio Intermediate Term Treasury ETF

360 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

43% more funds holding in top 10

Funds holding in top 10: 3043 (+13)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

8% more funds holding

Funds holding: 332360 (+28)

6% more capital invested

Capital invested by funds: $5.91B → $6.26B (+$350M)

2.53% more ownership

Funds ownership: 89.52%92.05% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
69
Increased
140
Reduced
124
Closed
31
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$9.72M +$223K +7,901 +2%
TFGT
77
TS Financial Group (TSFG)
Illinois
$9.7M -$446K -15,780 -4%
TFG
78
Tilson Financial Group
New Jersey
$9.24M +$492K +17,403 +6%
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$8.82M -$345K -12,221 -4%
EFN
80
Equita Financial Network
Pennsylvania
$8.8M +$601K +21,270 +7%
IPW
81
Impact Partnership Wealth
Georgia
$8.47M -$2.99M -105,628 -26%
EIA
82
Eldridge Investment Advisors
New Hampshire
$8.42M +$1.09M +38,502 +15%
AF
83
Abound Financial
California
$8.32M +$8.43M +298,248 New
IWA
84
Integrity Wealth Advisors
California
$8.28M +$8.4M +296,994 New
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$8.26M -$933K -33,000 -10%
Comerica Bank
86
Comerica Bank
Texas
$8.01M +$261K +9,236 +3%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$7.91M -$793K -28,064 -9%
WC
88
Waterloo Capital
Texas
$7.9M -$5.47M -193,597 -41%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$7.8M -$4.42M -156,402 -36%
IA
90
IFG Advisory
Georgia
$7.68M -$570K -20,179 -7%
SIM
91
Synergy Investment Management
Florida
$7.31M +$7.41M +262,023 New
3AM
92
3EDGE Asset Management
Florida
$7.18M +$7.27M +257,357 New
IWC
93
Integrated Wealth Concepts
Massachusetts
$6.83M -$331K -11,696 -5%
BAM
94
Berkshire Asset Management
Pennsylvania
$6.52M +$2.71M +95,765 +70%
XF
95
XML Financial
Maryland
$6.48M +$103K +3,656 +2%
NA
96
NewEdge Advisors
Louisiana
$6.48M -$1.5M -53,057 -19%
KFI
97
Key Financial Inc
Pennsylvania
$6.42M -$158K -5,593 -2%
BF
98
Bonfire Financial
Colorado
$6.13M +$6.22M +219,921 New
AI
99
Auour Investments
Massachusetts
$5.97M +$235K +8,306 +4%
VWWMG
100
Vermillion & White Wealth Management Group
Pennsylvania
$5.89M +$147K +5,207 +3%

SPTI Hedge Fund Activity: Q4 2024 in Review

360 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2024, worth a combined $6.26B — up 5.9% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPTI positions and 31 closed out — a net gain of 38 holders — while 140 added to existing stakes and 124 trimmed.

The largest buyer was Mather Group, adding an estimated $77M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 360 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $6.26B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2024 and 31 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2024 was Mather Group, an estimated $77M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.