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State Street SPDR Portfolio Intermediate Term Treasury ETF

236 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

20% more funds holding

Funds holding: 197236 (+39)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

9% less capital invested

Capital invested by funds: $3.63B → $3.31B (-$318M)

10.32% less ownership

Funds ownership: 92.57%82.25% (-10%)

Holders
236
Holders Change
+39
Holders Change %
+19.8%
% of All Funds
3.98%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.35%
New
58
Increased
79
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$1.22M +$1.23M +41,532 New
BWAM
102
Boyd Watterson Asset Management
Ohio
$1.18M -$63.3K -2,145 -5%
IIC
103
Integrated Investment Consultants
Michigan
$1.15M +$728K +24,664 +171%
FHA
104
Flagship Harbor Advisors
Massachusetts
$1.13M +$64.5K +2,184 +6%
IF
105
Intrua Financial
Texas
$1.1M -$988K -33,461 -47%
FPAS
106
Focus Partners Advisor Solutions
Missouri
$1.07M +$835K +28,279 +352%
TFA
107
Transamerica Financial Advisors
Florida
$1.06M +$1.06M +35,982 New
SCA
108
Snowden Capital Advisors
New York
$1.05M +$18.5K +625 +2%
B
109
Bailard
California
$981K +$59.6K +2,020 +6%
CWM
110
Cornerstone Wealth Management
Missouri
$906K +$93.9K +3,180 +12%
FEG
111
Financial Enhancement Group
Indiana
$898K -$13.3K -450 -1%
TSA
112
Tri-Star Advisors
Texas
$877K +$872K +29,518 New
ACK
113
Andrew C. Karlinski
$870K +$361K +12,220 +71%
ACM
114
AlphaStar Capital Management
North Carolina
$868K -$57.7K -1,954 -6%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$825K -$6.7K -227 -0.8%
IA
116
Insight Advisors
Pennsylvania
$797K -$140K -4,744 -15%
AIA
117
Acute Investment Advisory
Arizona
$786K +$454K +15,383 +136%
OPS
118
Orion Portfolio Solutions
Nebraska
$771K -$21.2K -718 -3%
CWM
119
Cranbrook Wealth Management
Michigan
$762K -$426K -14,431 -36%
GWSG
120
GPS Wealth Strategies Group
Colorado
$751K +$729K +24,672 +3,084%
GT
121
Greenleaf Trust
Michigan
$746K +$747K +25,310 New
CF
122
Convergence Financial
Missouri
$732K -$812K -27,490 -53%
CWM
123
Collaborative Wealth Management
Florida
$731K +$732K +24,788 New
FFG
124
Ford Financial Group
California
$725K +$457K +15,461 +169%
CA
125
Continuum Advisory
Idaho
$712K -$45.6K -1,546 -6%

SPTI Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2022, worth a combined $3.31B — down 8.8% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPTI positions and 19 closed out — a net gain of 39 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $81.3M. The largest seller was Jane Street, cutting an estimated $280M.

  • 236 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2022 and 19 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $81.3M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2022 was Jane Street, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2022.