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State Street SPDR Portfolio Intermediate Term Treasury ETF

236 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

20% more funds holding

Funds holding: 197236 (+39)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

9% less capital invested

Capital invested by funds: $3.63B → $3.31B (-$318M)

10.32% less ownership

Funds ownership: 92.57%82.25% (-10%)

Holders
236
Holders Change
+39
Holders Change %
+19.8%
% of All Funds
3.98%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.35%
New
58
Increased
79
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$711K +$32.2K +1,092 +5%
LA
127
Lifeworks Advisors
Michigan
$703K +$275K +9,304 +64%
HighTower Advisors
128
HighTower Advisors
Illinois
$658K +$196K +6,627 +42%
MIFH
129
Migdal Insurance & Financial Holdings
Israel
$648K -$155K -5,256 -19%
RA
130
RFG Advisory
Alabama
$630K +$628K +21,270 New
Mariner
131
Mariner
Kansas
$627K -$987K -33,416 -61%
PWMG
132
Pinnacle Wealth Management Group
Michigan
$544K -$44.3K -1,500 -8%
FIM
133
Freedom Investment Management
Connecticut
$520K -$62.2K -2,107 -11%
FPWM
134
FSB Premier Wealth Management
Iowa
$510K -$17.8K -604 -3%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$493K +$430K +14,565 +671%
RCM
136
Raleigh Capital Management
North Carolina
$463K +$449K +15,216 +3,137%
FC
137
Financial Consulate
Maryland
$456K -$29.4K -997 -6%
HWM
138
Heirloom Wealth Management
Colorado
$446K -$8.21K -278 -2%
Charles Schwab
139
Charles Schwab
California
$438K -$52.7K -1,785 -11%
PG
140
Proffitt & Goodson
Tennessee
$424K -$868K -29,383 -67%
LFA
141
LifeGuide Financial Advisors
Pennsylvania
$422K +$423K +14,335 New
GWM
142
Geneos Wealth Management
Colorado
$402K +$9.63K +326 +2%
AIM
143
Acropolis Investment Management
Missouri
$394K +$395K +13,367 New
TC
144
Trilogy Capital
California
$392K -$56.4K -1,911 -13%
CRC
145
Curi RMB Capital
Illinois
$379K
GHA
146
GW Henssler & Associates
Georgia
$375K
HA
147
HYA Advisors
Missouri
$365K +$366K +12,395 New
AG
148
Ascent Group
Virginia
$355K +$349K +11,810 New
GM
149
GeoWealth Management
Illinois
$341K +$341K +11,558 New
TRCT
150
Tower Research Capital (TRC)
New York
$332K +$319K +10,801 +2,255%

SPTI Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2022, worth a combined $3.31B — down 8.8% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPTI positions and 19 closed out — a net gain of 39 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $81.3M. The largest seller was Jane Street, cutting an estimated $280M.

  • 236 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2022 and 19 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $81.3M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2022 was Jane Street, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2022.