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State Street SPDR Portfolio Intermediate Term Treasury ETF

317 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.94B → $5.23B (+$286M)

1% more funds holding

Funds holding: 315317 (+2)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

2.65% less ownership

Funds ownership: 92.9%90.25% (-2.6%)

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.58%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
40
Increased
121
Reduced
122
Closed
35
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
201
Old Mission Capital
Illinois
$462K +$459K +16,500 New
MFS
202
Mattson Financial Services
Michigan
$455K +$452K +16,236 New
Cerity Partners
203
Cerity Partners
New York
$452K +$449K +16,132 New
RFP
204
Root Financial Partners
California
$452K +$501 +18 +0.1%
AQR Capital Management
205
AQR Capital Management
Connecticut
$441K +$438K +15,742 New
RFS
206
Richardson Financial Services
Massachusetts
$418K -$166K -5,974 -29%
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$398K +$96.3K +3,462 +32%
AP
208
Americana Partners
Texas
$389K -$468K -16,835 -55%
LWM
209
LongView Wealth Management
Georgia
$387K +$168K +6,032 +78%
CA
210
Continuum Advisory
Idaho
$383K -$20K -719 -5%
AWM
211
Axxcess Wealth Management
California
$382K -$106K -3,825 -22%
CIA
212
Capital Investment Advisors
Georgia
$379K -$15.4K -555 -4%
CRC
213
Curi RMB Capital
Illinois
$376K
Citigroup
214
Citigroup
New York
$374K +$139 +5 +0%
EWM
215
Evercore Wealth Management
New York
$348K +$346K +12,434 New
CW
216
Cook Wealth
North Carolina
$346K +$76.7K +2,756 +29%
AG
217
Ascent Group
Virginia
$344K -$125K -4,489 -27%
AWM
218
AE Wealth Management
Kansas
$341K -$82.1K -2,952 -20%
BCM
219
Brookstone Capital Management
Illinois
$338K +$36.2K +1,302 +12%
AF
220
Allworth Financial
California
$332K -$68.7K -2,470 -17%
ML
221
McAdam LLC
Pennsylvania
$330K +$29.2K +1,051 +10%
GM
222
GeoWealth Management
Illinois
$328K -$838K -30,124 -72%
BSHC
223
Breed's Hill Capital
Massachusetts
$327K
QC
224
Quadrature Capital
United Kingdom
$305K +$303K +10,902 New
EAM
225
Empirical Asset Management
Massachusetts
$303K +$811K +29,143 +279%

SPTI Hedge Fund Activity: Q2 2024 in Review

317 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2024, worth a combined $5.23B — up 5.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPTI positions and 35 closed out — a net gain of 5 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $64.5M. The largest seller was Envestnet Asset Management, cutting an estimated $36.5M.

  • 317 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2024, up from 315 in Q1 2024.
  • Funds reported $5.23B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2024 and 35 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $64.5M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.