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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
VPP
176
Vertex Planning Partners
Illinois
$1.01M +$37.1K +1,312 +4%
FFA
177
Farther Finance Advisors
California
$996K +$50.7K +1,794 +5%
B
178
Bailard
California
$994K -$3.62M -127,945 -78%
HMS
179
Hanseatic Management Services
New Mexico
$989K -$74.4K -2,631 -7%
MML Investors Services
180
MML Investors Services
Massachusetts
$953K +$154K +5,461 +19%
MFG
181
Mosaic Financial Group
Illinois
$925K +$283K +9,994 +43%
HPC
182
Hobart Private Capital
North Carolina
$921K +$10.8K +383 +1%
SW
183
SMART Wealth
Nebraska
$872K -$1.89M -66,731 -68%
Vontobel Holding
184
Vontobel Holding
Switzerland
$866K +$49.1K +1,736 +6%
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$855K
IA
186
Insight Advisors
Pennsylvania
$852K +$17.5K +619 +2%
SCA
187
Snowden Capital Advisors
New York
$849K +$1.39K +49 +0.2%
LA
188
Lifeworks Advisors
Michigan
$838K -$7.89K -279 -0.9%
VFPW
189
Vantage Financial Partners (Wisconsin)
Wisconsin
$832K -$302K -10,685 -26%
PMWMG
190
Parr McKnight Wealth Management Group
Minnesota
$831K +$842K +29,802 New
NL
191
NWAM LLC
Washington
$826K -$315K -11,140 -27%
BBWP
192
Beacon Bridge Wealth Partners
Pennsylvania
$815K -$1.57M -55,681 -66%
SG
193
StoneX Group
New York
$807K +$818K +28,953 New
DLHL
194
Donald L. Hagan LLC
Florida
$797K +$73.1K +2,585 +10%
LA
195
Latitude Advisors
Florida
$784K -$236K -8,344 -23%
CWM
196
Certus Wealth Management
California
$766K +$49.7K +1,758 +7%
OS
197
Objectivity Squared
South Carolina
$759K +$195K +6,892 +34%
PIA
198
Perennial Investment Advisors
California
$751K -$77.3K -2,735 -9%
BWAM
199
Boyd Watterson Asset Management
Ohio
$746K -$49.7K -1,759 -6%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$740K +$182K +6,440 +27%

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.