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State Street SPDR Portfolio Intermediate Term Treasury ETF

236 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

20% more funds holding

Funds holding: 197236 (+39)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

9% less capital invested

Capital invested by funds: $3.63B → $3.31B (-$318M)

10.32% less ownership

Funds ownership: 92.57%82.25% (-10%)

Holders
236
Holders Change
+39
Holders Change %
+19.8%
% of All Funds
3.98%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.35%
New
58
Increased
79
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
201
Bartlett & Co Wealth Management
Ohio
$20.2K +$20.2K +685 New
BC
202
Bartlett & Co
Ohio
$20K +$20.2K +685 New
FCA
203
FinTrust Capital Advisors
South Carolina
$19K
SWM
204
Spire Wealth Management
Virginia
$19K +$18.7K +634 New
PB
205
Pinnacle Bancorp
Nebraska
$19K +$19.3K +653 New
VVP
206
Venture Visionary Partners
Ohio
$18.8K +$18.8K +637 New
CJL
207
Cyrus J. Lawrence
New York
$18K +$17.7K +600 New
SWM
208
SeaCrest Wealth Management
New York
$18K +$18.4K +624 New
CA
209
CoreCap Advisors
Michigan
$17K +$16.6K +561 New
HI
210
Harbour Investments
Wisconsin
$12K +$12.3K +416 New
PA
211
Parallel Advisors
California
$10K -$289K -9,781 -97%
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$10K
LWP
213
Lumature Wealth Partners
Georgia
$10K +$10.1K +343 New
BHWM
214
Bay Harbor Wealth Management
Maryland
$10K +$10.5K +355 New
JHCP
215
Jackson Hole Capital Partners
Oklahoma
$9K
PFA
216
Professional Financial Advisors
Nebraska
$8K -$16K -543 -68%
GIA
217
Goodwin Investment Advisory
Georgia
$7.87K +$7.88K +267 New
TCM
218
Tradewinds Capital Management
Washington
$7K
PP
219
PrairieView Partners
Minnesota
$5K
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$5K +$1.42K +48 +39%
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.72K +160 New
TCWM
222
Total Clarity Wealth Management
Illinois
$5K +$4.81K +163 New
Fidelity Investments
223
Fidelity Investments
Massachusetts
$4K -$21.9K -742 -85%
TC
224
Truvestments Capital
Florida
$4K +$3.93K +133 New
AA
225
Ancora Advisors
Ohio
$4K +$4.4K +149 New

SPTI Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2022, worth a combined $3.31B — down 8.8% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPTI positions and 19 closed out — a net gain of 39 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $81.3M. The largest seller was Jane Street, cutting an estimated $280M.

  • 236 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2022 and 19 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $81.3M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2022 was Jane Street, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2022.