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State Street SPDR Portfolio Intermediate Term Treasury ETF

317 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.94B → $5.23B (+$286M)

1% more funds holding

Funds holding: 315317 (+2)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

2.65% less ownership

Funds ownership: 92.9%90.25% (-2.6%)

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.58%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
40
Increased
121
Reduced
122
Closed
35
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
Simplicity Wealth
New Jersey
$1.11M +$371K +13,342 +51%
LA
152
Latitude Advisors
Florida
$1.1M +$84.1K +3,022 +8%
HGERS
153
Householder Group Estate & Retirement Specialist
Arizona
$1.09M +$287K +10,301 +36%
WFPG
154
Waller Financial Planning Group
Ohio
$1.08M +$128K +4,602 +14%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$513K -18,457 -32%
OFG
156
OmniStar Financial Group
North Carolina
$1.04M +$23.2K +835 +2%
NC
157
Napatree Capital
Rhode Island
$1.02M +$50.7K +1,822 +5%
FG
158
Foster Group
Iowa
$984K
Fisher Asset Management
159
Fisher Asset Management
Washington
$971K -$119K -4,288 -11%
VPP
160
Vertex Planning Partners
Illinois
$964K +$8.98K +323 +0.9%
HPC
161
Hobart Private Capital
North Carolina
$960K -$574K -20,648 -38%
HWP
162
Hibernia Wealth Partners
Louisiana
$946K +$636K +22,850 +209%
HCP
163
Hardin Capital Partners
South Carolina
$933K +$926K +33,305 New
MFT
164
Moisand Fitzgerald Tamayo
Florida
$927K -$463K -16,644 -33%
TPWA
165
Twin Peaks Wealth Advisors
California
$924K +$25.3K +908 +3%
TDC
166
Thompson Davis & Co
Virginia
$862K +$508K +18,250 +146%
Vontobel Holding
167
Vontobel Holding
Switzerland
$854K +$723 +26 +0.1%
AWA
168
Arete Wealth Advisors
Illinois
$847K +$6.34K +228 +0.8%
SIA
169
Strategic Investment Advisors
Michigan
$846K -$35.2K -1,266 -4%
LA
170
Lifeworks Advisors
Michigan
$846K -$73.9K -2,657 -8%
LMKC
171
L.M. Kohn & Company
Ohio
$843K -$127K -4,555 -13%
SCA
172
Snowden Capital Advisors
New York
$833K -$114K -4,089 -12%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$819K -$4.3M -154,476 -82%
GLA
174
Good Life Advisors
Pennsylvania
$778K +$527K +18,946 +215%
BWAM
175
Boyd Watterson Asset Management
Ohio
$776K -$70.2K -2,522 -8%

SPTI Hedge Fund Activity: Q2 2024 in Review

317 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2024, worth a combined $5.23B — up 5.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPTI positions and 35 closed out — a net gain of 5 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $64.5M. The largest seller was Envestnet Asset Management, cutting an estimated $36.5M.

  • 317 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2024, up from 315 in Q1 2024.
  • Funds reported $5.23B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2024 and 35 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $64.5M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.