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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
ZCA
151
Zeke Capital Advisors
Pennsylvania
$326K +$327K +11,069 New
MML Investors Services
152
MML Investors Services
Massachusetts
$320K +$6.14K +208 +2%
Millennium Management
153
Millennium Management
New York
$313K +$9.3K +315 +3%
CW
154
CreativeOne Wealth
Kansas
$313K +$314K +10,618 New
RJA
155
Raymond James & Associates
Florida
$301K -$12.5K -424 -4%
CA
156
Cetera Advisors
Colorado
$290K -$116K -3,942 -29%
EAM
157
Empirical Asset Management
Massachusetts
$289K -$14.2K -482 -5%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$279K -$150K -5,079 -35%
EH
159
Equitable Holdings
New York
$278K -$37.4K -1,267 -12%
ACP
160
Aveo Capital Partners
Colorado
$275K +$275K +9,316 New
BF
161
Brooklyn FI
New York
$272K -$226K -7,643 -82%
AAS
162
Avantax Advisory Services
Texas
$268K -$8.46M -286,539 -97%
T
163
TCWP
Ohio
$261K +$25.8K +873 +11%
EFG
164
Erickson Financial Group
Pennsylvania
$249K -$297K -10,049 -54%
IA
165
Inspire Advisors
Idaho
$243K +$10K +340 +4%
CAN
166
Cetera Advisor Networks
California
$232K +$233K +7,889 New
WCF
167
West Coast Financial
California
$221K +$4.87K +165 +2%
SS
168
Simplicity Solutions
Minnesota
$218K +$219K +7,405 New
SCA
169
Stonebridge Capital Advisors
Minnesota
$217K
LS
170
Leelyn Smith
Illinois
$216K
I2I
171
Insight 2811 Inc
Illinois
$211K -$16K -542 -7%
PFA
172
Pure Financial Advisors
California
$203K +$203K +6,883 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$202K +$79K +2,676 +64%
GLA
174
Good Life Advisors
Pennsylvania
$201K -$259K -8,785 -56%
PTC
175
Private Trust Company
Ohio
$185K +$185K +6,264 New

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.