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State Street SPDR Portfolio Intermediate Term Treasury ETF

238 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

8.6% more ownership

Funds ownership: 82.25%90.85% (+8.6%)

8% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 89

2% more capital invested

Capital invested by funds: $3.31B → $3.37B (+$59.5M)

1% more funds holding

Funds holding: 236238 (+2)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.1%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.34%
New
32
Increased
96
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$1.32M -$51.8K -1,771 -4%
BCM
102
Boltwood Capital Management
California
$1.19M -$334K -11,415 -21%
GM
103
GeoWealth Management
Illinois
$1.18M +$892K +30,482 +264%
FFG
104
Ford Financial Group
California
$1.17M +$494K +16,901 +69%
FHA
105
Flagship Harbor Advisors
Massachusetts
$1.16M +$80.2K +2,742 +7%
B
106
Bailard
California
$1.14M +$211K +7,224 +22%
BWAM
107
Boyd Watterson Asset Management
Ohio
$1.11M -$20.1K -688 -2%
CWM
108
Cornerstone Wealth Management
Missouri
$1.09M +$230K +7,867 +26%
HIF
109
Hill Island Financial
Michigan
$1.06M -$128K -4,374 -10%
GWSG
110
GPS Wealth Strategies Group
Colorado
$1.04M +$334K +11,412 +45%
OMC
111
Old Mission Capital
Illinois
$1.02M +$1.06M +36,392 New
SCA
112
Snowden Capital Advisors
New York
$1.01M
FEG
113
Financial Enhancement Group
Indiana
$1M +$151K +5,161 +17%
TFA
114
Transamerica Financial Advisors
Florida
$987K -$27.1K -926 -3%
FPAS
115
Focus Partners Advisor Solutions
Missouri
$972K -$50.8K -1,738 -5%
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$914K +$308K +10,515 +48%
ACK
117
Andrew C. Karlinski
$854K +$25.4K +869 +3%
CA
118
Continuum Advisory
Idaho
$838K +$165K +5,640 +23%
CW
119
CreativeOne Wealth
Kansas
$837K +$560K +19,142 +180%
Vontobel Holding
120
Vontobel Holding
Switzerland
$826K +$859K +29,376 New
GT
121
Greenleaf Trust
Michigan
$820K +$113K +3,854 +15%
ACM
122
AlphaStar Capital Management
North Carolina
$797K -$32.3K -1,105 -4%
HGWM
123
Horst & Graben Wealth Management
Oregon
$747K -$1.75M -59,685 -69%
VT
124
Vise Technologies
New York
$735K +$764K +26,113 New
IA
125
Insight Advisors
Pennsylvania
$715K -$35.2K -1,204 -5%

SPTI Hedge Fund Activity: Q3 2022 in Review

238 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2022, worth a combined $3.37B — up 1.8% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPTI positions and 26 closed out — a net gain of 6 holders — while 96 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $172M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $91.9M.

  • 238 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2022, up from 236 in Q2 2022.
  • Funds reported $3.37B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2022 was Jane Street, an estimated $172M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2022 was Municipal Employees' Retirement System of Michigan, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2022.