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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
SW
176
Simplicity Wealth
New Jersey
$946K -$206K -7,175 -18%
VAMG
177
Voisard Asset Management Group
Michigan
$898K +$887K +30,888 New
SIA
178
Strategic Investment Advisors
Michigan
$896K +$18.2K +633 +2%
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$891K +$91.4K +3,184 +12%
SCA
180
Snowden Capital Advisors
New York
$883K +$19.1K +665 +2%
LA
181
Lifeworks Advisors
Michigan
$882K +$4.94K +172 +0.6%
IA
182
Insight Advisors
Pennsylvania
$869K +$108K +3,776 +14%
PIA
183
Perennial Investment Advisors
California
$862K +$102K +3,541 +14%
Vontobel Holding
184
Vontobel Holding
Switzerland
$852K -$33.2K -1,155 -4%
MML Investors Services
185
MML Investors Services
Massachusetts
$834K -$613K -21,355 -43%
BWAM
186
Boyd Watterson Asset Management
Ohio
$828K +$22.9K +798 +3%
TC
187
TownSquare Capital
Utah
$823K +$181K +6,290 +29%
NP
188
NorthRock Partners
Minnesota
$814K -$739K -25,754 -48%
IAA
189
Independent Advisor Alliance
North Carolina
$781K +$4.25K +148 +0.6%
HP
190
Hilltop Partners
Indiana
$770K -$26.7K -930 -3%
DLHL
191
Donald L. Hagan LLC
Florida
$756K +$746K +26,002 New
WWA
192
WCG Wealth Advisors
Nevada
$748K +$29.1K +1,013 +4%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$745K +$736K +25,622 New
CWM
194
Certus Wealth Management
California
$744K -$52.9K -1,843 -7%
Betterment LLC
195
Betterment LLC
New York
$702K +$29.4K +1,025 +4%
VT
196
Vise Technologies
New York
$698K +$61.4K +2,140 +10%
KP
197
Keel Point
Alabama
$693K -$68.9K -2,400 -9%
MFG
198
Mosaic Financial Group
Illinois
$674K +$666K +23,188 New
CFAM
199
Center For Asset Management
Florida
$673K +$121K +4,204 +22%
HBS
200
Howard Bailey Securities
Indiana
$666K +$658K +22,919 New

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.