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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
CAM
126
Costello Asset Management
Pennsylvania
$2.07M +$2.05M +71,307 New
MOS
127
MGO One Seven
Ohio
$2.01M +$1.51M +52,529 +314%
SI
128
Stephens Inc
Arkansas
$2.01M +$17.7K +617 +0.9%
WA
129
Waverly Advisors
Alabama
$1.97M +$180K +6,276 +10%
IFG
130
Independent Financial Group
California
$1.94M +$450K +15,680 +31%
NWM
131
Napa Wealth Management
California
$1.94M +$109K +3,802 +6%
TFA
132
TPG Financial Advisors
Oregon
$1.92M -$88.5K -3,083 -4%
OBWG
133
Onyx Bridge Wealth Group
New York
$1.9M +$462K +16,092 +33%
GG
134
GenWealth Group
New Jersey
$1.9M +$8.73K +304 +0.5%
IA
135
IFP Advisors
Florida
$1.89M +$1.62M +56,269 +654%
GWP
136
Gateway Wealth Partners
Wisconsin
$1.88M +$178K +6,211 +11%
CA
137
Cambridge Associates
Massachusetts
$1.86M +$1.84M +64,010 New
JF
138
Jump Financial
Illinois
$1.8M +$1.78M +62,068 New
TDC
139
Thompson Davis & Co
Virginia
$1.76M +$852K +29,662 +96%
LMKC
140
L.M. Kohn & Company
Ohio
$1.61M +$730K +25,418 +84%
PA
141
PSI Advisors
Florida
$1.59M +$225K +7,838 +17%
HIF
142
Hill Island Financial
Michigan
$1.55M -$38.8K -1,352 -2%
AWA
143
Arete Wealth Advisors
Illinois
$1.55M +$660K +23,004 +76%
HB
144
HTLF Bank
Colorado
$1.54M -$4.89M -170,312 -76%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$1.53M +$284K +9,907 +23%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$1.52M -$45.9K -1,598 -3%
GLA
147
Good Life Advisors
Pennsylvania
$1.52M +$704K +24,525 +88%
T
148
Tidemark
California
$1.39M +$53K +1,845 +4%
OFG
149
OmniStar Financial Group
North Carolina
$1.36M +$278K +9,680 +26%
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$1.35M -$967K -33,666 -42%

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.