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State Street SPDR Portfolio Intermediate Term Treasury ETF

266 hedge funds and large institutions have $3.83B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

2% more funds holding

Funds holding: 261266 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 101

6% less capital invested

Capital invested by funds: $4.06B → $3.83B (-$227M)

10.58% less ownership

Funds ownership: 103.09%92.51% (-11%)

96% less call options, than puts

Call options by funds: $102K | Put options by funds: $2.89M

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.22%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Axxcess Wealth Management
California
$930K -$580K -20,740 -38%
FEG
152
Financial Enhancement Group
Indiana
$876K +$18.8K +671 +2%
AWA
153
Arete Wealth Advisors
Illinois
$873K -$78.1K -2,794 -8%
KP
154
Keel Point
Alabama
$862K -$289K -10,352 -25%
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$843K +$856K +30,631 New
Vontobel Holding
156
Vontobel Holding
Switzerland
$836K -$8.52K -305 -1%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$823K -$46.9K -1,679 -5%
MPW
158
MA Private Wealth
California
$820K -$241K -8,620 -22%
AAS
159
Avantax Advisory Services
Texas
$799K +$3.38K +121 +0.4%
GT
160
Greenleaf Trust
Michigan
$780K -$856K -30,631 -52%
VT
161
Vise Technologies
New York
$755K -$61.7K -2,207 -7%
CA
162
Continuum Advisory
Idaho
$740K -$27.2K -974 -3%
IA
163
Insight Advisors
Pennsylvania
$710K +$3.58K +128 +0.5%
SAG
164
SageView Advisory Group
California
$700K +$203K +7,268 +40%
GM
165
GeoWealth Management
Illinois
$676K +$90.4K +3,236 +15%
CWM
166
Cranbrook Wealth Management
Michigan
$671K
BCI
167
Brinker Capital Investments
Pennsylvania
$633K +$643K +23,011 New
OPS
168
Orion Portfolio Solutions
Nebraska
$633K +$643K +23,011 New
LEFP
169
Leading Edge Financial Planning
Tennessee
$624K -$110K -3,932 -15%
OBWG
170
Onyx Bridge Wealth Group
New York
$608K -$8.42M -301,284 -93%
IA
171
IFP Advisors
Florida
$603K -$1.39M -49,598 -69%
IWM
172
IHT Wealth Management
Illinois
$590K +$599K +21,416 New
MML Investors Services
173
MML Investors Services
Massachusetts
$578K +$168K +6,021 +40%
BWAM
174
Boyd Watterson Asset Management
Ohio
$571K -$401K -14,334 -41%
OMC
175
Old Mission Capital
Illinois
$559K +$567K +20,289 New

SPTI Hedge Fund Activity: Q3 2023 in Review

266 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2023, worth a combined $3.83B — down 5.6% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPTI positions and 30 closed out — a net gain of 8 holders — while 101 added to existing stakes and 101 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $164M.

  • 266 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $3.83B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2023 and 30 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2023 was Municipal Employees' Retirement System of Michigan, an estimated $167M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2023 was Morgan Stanley, an estimated $164M sold.

Based on aggregated 13F filings for Q3 2023.