We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF

360 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

43% more funds holding in top 10

Funds holding in top 10: 3043 (+13)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

8% more funds holding

Funds holding: 332360 (+28)

6% more capital invested

Capital invested by funds: $5.91B → $6.26B (+$350M)

2.53% more ownership

Funds ownership: 89.52%92.05% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
69
Increased
140
Reduced
124
Closed
31
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$5.88M +$780K +27,577 +15%
HSWS
102
Higgins & Schmidt Wealth Strategies
Colorado
$5.83M +$5.91M +208,970 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$5.71M +$1.3M +45,967 +29%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$5.6M +$5.68M +200,883 New
BlackRock
105
BlackRock
New York
$5.41M -$6.58M -232,927 -55%
Fisher Asset Management
106
Fisher Asset Management
Washington
$5.03M +$4.09M +144,635 +406%
FDW
107
Fourth Dimension Wealth
Ohio
$5.01M +$5.07M +179,476 New
IA
108
Inspire Advisors
Idaho
$4.91M +$245K +8,652 +5%
TFA
109
Transamerica Financial Advisors
Florida
$4.81M -$159K -5,615 -3%
VWA
110
Visionary Wealth Advisors
Illinois
$4.7M -$499K -17,670 -9%
SFM
111
Signet Financial Management
New Jersey
$4.67M +$186K +6,576 +4%
GLA
112
Good Life Advisors
Pennsylvania
$4.43M +$3.01M +106,600 +204%
SF
113
Synovus Financial
Georgia
$4.37M -$2.43M -85,835 -35%
GRP
114
Global Retirement Partners
California
$4.09M +$257K +9,098 +7%
FAIM
115
Financial Advocates Investment Management
Washington
$3.98M +$411K +14,530 +11%
ICMP
116
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.8M -$25K -883 -0.6%
AA
117
ArborFi Advisors
Michigan
$3.7M +$3.76M +132,862 New
KAS
118
Kestra Advisory Services
Texas
$3.61M +$151K +5,348 +4%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$3.6M -$213K -7,536 -6%
WWM
120
Western Wealth Management
Colorado
$3.53M +$742K +26,240 +26%
CWM
121
Cornerstone Wealth Management
Missouri
$3.2M +$583K +20,636 +22%
LW
122
Libra Wealth
California
$3.08M -$7.07K -250 -0.2%
DJSG
123
D.J. St. Germain
Massachusetts
$3.01M -$407K -14,402 -12%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$2.86M +$2.9M +102,525 New
AFA
125
Avant Financial Advisors
Texas
$2.82M +$2.86M +101,035 New

SPTI Hedge Fund Activity: Q4 2024 in Review

360 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2024, worth a combined $6.26B — up 5.9% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPTI positions and 31 closed out — a net gain of 38 holders — while 140 added to existing stakes and 124 trimmed.

The largest buyer was Mather Group, adding an estimated $77M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 360 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $6.26B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2024 and 31 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2024 was Mather Group, an estimated $77M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.