State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
110 hedge funds and large institutions have $703M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 14 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 26
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
40% more capital invested
Capital invested by funds: $503M → $703M (+$200M)
11.88% more ownership
Funds ownership: 53.85% → 65.73% (+12%)
10% more funds holding
Funds holding: 100 → 110 (+10)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$110M |
| 2 |
BlackRock
New York
|
+$23.7M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$16.7M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$12M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$17.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$14.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$11M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$4.17M |
| 5 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
-$2.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GFPC
126
Global Financial Private Capital
Sarasota,
Florida
| – | -$4K | -126 | Closed |
|
127
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$2K | -66 | Closed |
|
SPTI Hedge Fund Activity: Q4 2019 in Review
110 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2019, worth a combined $703M — up 40% from $503M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SPTI positions and 14 closed out — a net gain of 10 holders — while 45 added to existing stakes and 26 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $110M. The largest seller was Financial Enhancement Group, cutting an estimated $17.4M.
- 110 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2019, up from 100 in Q3 2019.
- Funds reported $703M of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2019, up 40% quarter-over-quarter.
- 24 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2019 and 14 closed out, a net change of +10 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2019 was Municipal Employees' Retirement System of Michigan, an estimated $110M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2019 was Financial Enhancement Group, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2019.