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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
NC
151
Napatree Capital
Rhode Island
$1.32M +$264K +9,191 +25%
CWM
152
Collaborative Wealth Management
Florida
$1.31M -$80.2K -2,794 -6%
PWG
153
Private Wealth Group
Florida
$1.24M +$1.23M +42,839 New
BFA
154
Brown Financial Advisors
Ohio
$1.22M +$47.1K +1,639 +4%
CWM
155
Cranbrook Wealth Management
Michigan
$1.19M +$637K +22,186 +119%
WFPG
156
Waller Financial Planning Group
Ohio
$1.19M +$70.1K +2,442 +6%
NL
157
NWAM LLC
Washington
$1.18M +$1.17M +40,765 New
Charles Schwab
158
Charles Schwab
California
$1.18M -$23.8K -829 -2%
PFA
159
Pathway Financial Advisors
Vermont
$1.18M
VFPW
160
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.18M -$274K -9,555 -19%
HGERS
161
Householder Group Estate & Retirement Specialist
Arizona
$1.15M +$18.8K +655 +2%
HWP
162
Hibernia Wealth Partners
Louisiana
$1.13M +$146K +5,082 +15%
HMS
163
Hanseatic Management Services
New Mexico
$1.11M +$1.09M +38,088 New
HCP
164
Hardin Capital Partners
South Carolina
$1.1M +$152K +5,310 +16%
AWS
165
Atria Wealth Solutions
New York
$1.09M +$867K +30,197 +409%
JCM
166
Jacobi Capital Management
Pennsylvania
$1.08M +$302K +10,532 +40%
LA
167
Latitude Advisors
Florida
$1.06M -$82.5K -2,872 -7%
SC
168
Scotia Capital
Ontario, Canada
$1.05M -$383K -13,336 -27%
Fisher Asset Management
169
Fisher Asset Management
Washington
$1.04M +$29.1K +1,014 +3%
FG
170
Foster Group
Iowa
$1.02M
VPP
171
Vertex Planning Partners
Illinois
$1.01M +$14.7K +512 +1%
PW
172
Paladin Wealth
Minnesota
$995K +$983K +34,248 New
FFA
173
Farther Finance Advisors
California
$987K +$963K +33,555 +8,538%
FEG
174
Financial Enhancement Group
Indiana
$973K +$662K +23,044 +219%
HPC
175
Hobart Private Capital
North Carolina
$949K -$46.2K -1,608 -5%

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.