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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

315 hedge funds and large institutions have $4.94B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

20% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 109

20% more capital invested

Capital invested by funds: $4.13B → $4.94B (+$813M)

1.83% more ownership

Funds ownership: 91.06% → 92.9% (+1.8%)

1% more funds holding

Funds holding: 312 → 315 (+3)

4% less funds holding in top 10

Funds holding in top 10: 27 → 26 (-1)

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.54%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.37%
New
44
Increased
131
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$577M
2
LPL Financial
LPL Financial
California
+$118M
3
GI
GLOBALT Investments
Georgia
+$42.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$35.5M
5
AssetMark Inc
AssetMark Inc
California
+$35.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$58.4M
2
Morgan Stanley
Morgan Stanley
New York
-$33.6M
3
AWM
AE Wealth Management
Kansas
-$29.6M
4
CA
CoreCap Advisors
Michigan
-$15.4M
5
OIA
OneDigital Investment Advisors
Kansas
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$3.33M +$836K +29,621 +33%
SF
102
Synovus Financial
Georgia
$3.29M +$30.1K +1,065 +0.9%
FAIM
103
Financial Advocates Investment Management
Washington
$3.28M +$461K +16,320 +16%
LW
104
Libra Wealth
California
$3.13M -$127K -4,495 -4%
PCIA
105
Prime Capital Investment Advisors
Kansas
$3.1M +$3.11M +110,024 New
CA
106
Cetera Advisors
Colorado
$2.8M +$822K +29,119 +42%
FFM
107
Forum Financial Management
Illinois
$2.64M +$2.65M +93,803 New
NFP
108
Narus Financial Partners
Utah
$2.62M +$203K +7,197 +8%
GWSG
109
GPS Wealth Strategies Group
Colorado
$2.53M -$108K -3,815 -4%
SFP
110
Strategic Financial Partners
Oregon
$2.41M -$141K -5,007 -6%
Kovitz Investment Group Partners
111
Kovitz Investment Group Partners
Illinois
$2.33M +$2.34M +82,732 New
VWA
112
Visionary Wealth Advisors
Illinois
$2.31M -$117K -4,129 -5%
JSL
113
JT Stratford LLC
Georgia
$2.28M +$2.29M +80,997 New
ASN
114
Advisory Services Network
Georgia
$2.28M -$263K -9,304 -10%
MA
115
Mutual Advisors
Nebraska
$2.24M +$150K +5,304 +7%
CWM
116
Cornerstone Wealth Management
Missouri
$2.24M +$117K +4,139 +5%
AWS
117
Atria Wealth Solutions
New York
$2.21M +$136K +4,826 +7%
PTC
118
Private Trust Company
Ohio
$2.16M +$270K +9,558 +14%
MOS
119
MGO One Seven
Ohio
$2.1M +$2.11M +74,573 New
GWAG
120
Garrett Wealth Advisory Group
Texas
$2.07M -$1.05M -37,027 -34%
SFS
121
Sowell Financial Services
Arkansas
$2.01M +$3.56K +126 +0.2%
VFPW
122
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.8M -$17.4K -618 -1%
GKWIM
123
Gerber Kawasaki Wealth & Investment Management
California
$1.79M +$17.2K +608 +1%
SI
124
Stephens Inc
Arkansas
$1.73M – – –
GG
125
GenWealth Group
New Jersey
$1.72M +$350K +12,378 +25%
3 4
5
6 7

SPTI Hedge Fund Activity: Q1 2024 in Review

315 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2024, worth a combined $4.94B — up 20% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPTI positions and 35 closed out — a net gain of 9 holders — while 131 added to existing stakes and 109 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $577M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $58.4M.

  • 315 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2024, up from 312 in Q4 2023.
  • Funds reported $4.94B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2024 and 35 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $577M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $58.4M sold.

Based on aggregated 13F filings for Q1 2024.