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State Street SPDR Portfolio Intermediate Term Treasury ETF

332 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 96

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

13% more capital invested

Capital invested by funds: $5.23B → $5.91B (+$676M)

5% more funds holding

Funds holding: 317332 (+15)

0.72% less ownership

Funds ownership: 90.25%89.52% (-0.72%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
332
Holders Change
+15
Holders Change %
+4.73%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
46
Increased
151
Reduced
96
Closed
30
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$3.98M +$753K +26,236 +24%
BAM
102
Berkshire Asset Management
Pennsylvania
$3.85M
Goldman Sachs
103
Goldman Sachs
New York
$3.76M +$3.72M +129,454 New
FAIM
104
Financial Advocates Investment Management
Washington
$3.73M +$136K +4,742 +4%
KAS
105
Kestra Advisory Services
Texas
$3.61M +$123K +4,272 +4%
DJSG
106
D.J. St. Germain
Massachusetts
$3.55M -$675K -23,502 -16%
LW
107
Libra Wealth
California
$3.21M -$517 -18 -0%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$3.02M +$1.88M +65,486 +171%
Citadel Advisors
109
Citadel Advisors
Florida
$2.96M +$2.93M +101,998 New
NFP
110
Narus Financial Partners
Utah
$2.93M +$137K +4,775 +5%
WWM
111
Western Wealth Management
Colorado
$2.92M -$2.67M -93,051 -48%
SW
112
SMART Wealth
Nebraska
$2.85M -$862K -30,015 -23%
JSW
113
Journey Strategic Wealth
New Jersey
$2.75M +$2.71M +94,525 New
CWM
114
Cornerstone Wealth Management
Missouri
$2.74M +$208K +7,262 +8%
JSL
115
JT Stratford LLC
Georgia
$2.65M +$174K +6,065 +7%
E3F
116
Eight 31 Financial
Texas
$2.62M -$176K -6,142 -6%
PTC
117
Private Trust Company
Ohio
$2.55M +$145K +5,043 +6%
BBWP
118
Beacon Bridge Wealth Partners
Pennsylvania
$2.47M -$569K -19,835 -19%
SFP
119
Strategic Financial Partners
Oregon
$2.42M -$20.8K -723 -0.9%
ASN
120
Advisory Services Network
Georgia
$2.38M
GIA
121
Gladstone Institutional Advisory
Florida
$2.29M +$251K +8,760 +12%
GWAG
122
Garrett Wealth Advisory Group
Texas
$2.28M +$10.8K +376 +0.5%
SFS
123
Sowell Financial Services
Arkansas
$2.22M +$80.9K +2,818 +4%
GKWIM
124
Gerber Kawasaki Wealth & Investment Management
California
$2.21M +$298K +10,363 +16%
GWSG
125
GPS Wealth Strategies Group
Colorado
$2.16M -$196K -6,817 -8%

SPTI Hedge Fund Activity: Q3 2024 in Review

332 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2024, worth a combined $5.91B — up 13% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPTI positions and 30 closed out — a net gain of 16 holders — while 151 added to existing stakes and 96 trimmed.

The largest buyer was Mather Group, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $44.3M.

  • 332 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2024, up from 317 in Q2 2024.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2024 was Mather Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2024 was JP Morgan Chase, an estimated $44.3M sold.

Based on aggregated 13F filings for Q3 2024.