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State Street SPDR Portfolio Intermediate Term Treasury ETF

317 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.94B → $5.23B (+$286M)

1% more funds holding

Funds holding: 315317 (+2)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

2.65% less ownership

Funds ownership: 92.9%90.25% (-2.6%)

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.58%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
40
Increased
121
Reduced
122
Closed
35
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
101
Money Concepts Capital
Florida
$4.1M +$4.07M +146,288 New
DJSG
102
D.J. St. Germain
Massachusetts
$4.08M -$569K -20,456 -12%
ICMP
103
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.97M -$15.9K -573 -0.4%
BAM
104
Berkshire Asset Management
Pennsylvania
$3.85M +$3.82M +137,504 New
IA
105
Inspire Advisors
Idaho
$3.59M +$3.56M +128,131 New
SW
106
SMART Wealth
Nebraska
$3.59M -$513K -18,442 -13%
FAIM
107
Financial Advocates Investment Management
Washington
$3.46M +$198K +7,136 +6%
KAS
108
Kestra Advisory Services
Texas
$3.36M -$163K -5,858 -5%
LW
109
Libra Wealth
California
$3.1M -$13K -467 -0.4%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$3.1M -$210K -7,564 -6%
BBWP
111
Beacon Bridge Wealth Partners
Pennsylvania
$2.93M -$1.05M -37,859 -27%
NFP
112
Narus Financial Partners
Utah
$2.7M +$93.6K +3,364 +4%
E3F
113
Eight 31 Financial
Texas
$2.69M -$1.15M -41,516 -30%
CWM
114
Cornerstone Wealth Management
Missouri
$2.44M +$212K +7,631 +10%
JSL
115
JT Stratford LLC
Georgia
$2.39M +$117K +4,210 +5%
ASN
116
Advisory Services Network
Georgia
$2.38M +$111K +3,991 +5%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$2.37M -$1.55M -55,859 -40%
MA
118
Mutual Advisors
Nebraska
$2.36M +$95.5K +3,435 +4%
SFP
119
Strategic Financial Partners
Oregon
$2.35M -$50.7K -1,821 -2%
PTC
120
Private Trust Company
Ohio
$2.32M +$164K +5,911 +8%
GWSG
121
GPS Wealth Strategies Group
Colorado
$2.28M -$239K -8,581 -10%
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$2.25M -$70.2K -2,525 -3%
HF
123
HRT Financial
New York
$2.2M +$2.18M +78,539 New
GWAG
124
Garrett Wealth Advisory Group
Texas
$2.18M +$126K +4,520 +6%
SFS
125
Sowell Financial Services
Arkansas
$2.06M +$55.8K +2,006 +3%

SPTI Hedge Fund Activity: Q2 2024 in Review

317 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2024, worth a combined $5.23B — up 5.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPTI positions and 35 closed out — a net gain of 5 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $64.5M. The largest seller was Envestnet Asset Management, cutting an estimated $36.5M.

  • 317 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2024, up from 315 in Q1 2024.
  • Funds reported $5.23B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2024 and 35 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $64.5M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.