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State Street SPDR Portfolio Intermediate Term Treasury ETF

360 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

43% more funds holding in top 10

Funds holding in top 10: 3043 (+13)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

8% more funds holding

Funds holding: 332360 (+28)

6% more capital invested

Capital invested by funds: $5.91B → $6.26B (+$350M)

2.53% more ownership

Funds ownership: 89.52%92.05% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
69
Increased
140
Reduced
124
Closed
31
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$1.44M -$22.2K -786 -1%
GG
152
GenWealth Group
New Jersey
$1.42M -$409K -14,481 -22%
HB
153
HTLF Bank
Colorado
$1.42M -$59.9K -2,120 -4%
CWM
154
Collaborative Wealth Management
Florida
$1.4M +$141K +5,003 +11%
CWM
155
Cranbrook Wealth Management
Michigan
$1.35M +$213K +7,527 +18%
OFG
156
OmniStar Financial Group
North Carolina
$1.31M +$6.5K +230 +0.5%
T
157
Tidemark
California
$1.3M -$27.6K -977 -2%
TDC
158
Thompson Davis & Co
Virginia
$1.3M -$394K -13,930 -23%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$1.26M -$1.66M -58,647 -56%
OWA
160
Opal Wealth Advisors
New York
$1.22M +$1.23M +43,666 New
JCM
161
Jacobi Capital Management
Pennsylvania
$1.19M +$160K +5,675 +15%
RWM
162
RKL Wealth Management
Pennsylvania
$1.19M +$958K +33,874 +387%
HCP
163
Hardin Capital Partners
South Carolina
$1.18M +$100K +3,545 +9%
SIA
164
Strategic Investment Advisors
Michigan
$1.17M +$315K +11,140 +36%
GSWM
165
Golden State Wealth Management
California
$1.16M +$1.17M +41,534 New
WFPG
166
Waller Financial Planning Group
Ohio
$1.16M +$18.2K +645 +2%
PWG
167
Private Wealth Group
Florida
$1.13M -$65.7K -2,325 -5%
JSW
168
Journey Strategic Wealth
New Jersey
$1.12M -$1.54M -54,492 -58%
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
$1.1M -$197K -6,961 -15%
NC
170
Napatree Capital
Rhode Island
$1.1M -$170K -6,028 -13%
PFA
171
Pathway Financial Advisors
Vermont
$1.07M -$60.6K -2,144 -5%
Charles Schwab
172
Charles Schwab
California
$1.07M -$65.5K -2,316 -6%
JF
173
Jump Financial
Illinois
$1.07M -$671K -23,749 -38%
SC
174
Scotia Capital
Ontario, Canada
$1.04M +$27.8K +985 +3%
SWP
175
Stratos Wealth Partners
Ohio
$1.03M +$441K +15,605 +73%

SPTI Hedge Fund Activity: Q4 2024 in Review

360 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2024, worth a combined $6.26B — up 5.9% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPTI positions and 31 closed out — a net gain of 38 holders — while 140 added to existing stakes and 124 trimmed.

The largest buyer was Mather Group, adding an estimated $77M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 360 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $6.26B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2024 and 31 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2024 was Mather Group, an estimated $77M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.