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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

121 hedge funds and large institutions have $1.17B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

182% more capital invested

Capital invested by funds: $416M → $1.17B (+$756M)

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

38% more funds holding

Funds holding: 88 → 121 (+33)

16.97% more ownership

Funds ownership: 121.97% → 138.94% (+17%)

Holders
121
Holders Change
+33
Holders Change %
+37.5%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.24%
New
48
Increased
35
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$262M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$194M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150M
4
AG
Advisor Group
Arizona
+$43.9M
5
VFA
Voya Financial Advisors
Connecticut
+$33.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$128M
2
SGAM
Stephens Group Asset Management
Arkansas
-$6.21M
3
RIM
Redwood Investment Management
Arizona
-$5.88M
4
RFM
Royal Fund Management
Florida
-$2.68M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
126
Moloney Securities Asset Management
Missouri
– -$1.72M -56,870 Closed
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
– -$785K -25,990 Closed
AII
128
AGF Investments Inc
Ontario, Canada
– -$495K -16,388 Closed
Principal Financial Group
129
Principal Financial Group
Iowa
– -$285K -9,434 Closed
JWS
130
Juncture Wealth Strategies
Arizona
– -$215K -7,116 Closed
SWM
131
SeaCrest Wealth Management
New York
– -$19K -624 Closed
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
– -$16K -518 Closed
CA
133
Cetera Advisors
Colorado
– -$12K -400 Closed
DWM
134
Destination Wealth Management
California
– -$6K -206 Closed
TA
135
TCG Advisors
Texas
– -$4K -126 Closed
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -32 Closed
2 3 4 5
6