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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
SWP
201
Stratos Wealth Partners
Ohio
$620K +$2.35K +82 +0.4%
HFS
202
Heritage Financial Services
Massachusetts
$620K
MFT
203
Moisand Fitzgerald Tamayo
Florida
$616K -$341K -11,884 -36%
OS
204
Objectivity Squared
South Carolina
$587K +$41.5K +1,444 +8%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$584K -$262K -9,114 -28%
RW
206
Rede Wealth
Virginia
$574K -$77.8K -2,711 -12%
SA
207
Sanctuary Advisors
Indiana
$566K -$66.5K -2,317 -10%
VCM
208
Virtue Capital Management
Tennessee
$563K +$557K +19,390 New
BCM
209
Boltwood Capital Management
California
$535K
PCIA
210
Prime Capital Investment Advisors
Kansas
$525K -$132K -4,599 -20%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$515K +$102K +3,542 +25%
Cerity Partners
212
Cerity Partners
New York
$480K +$11.6K +403 +2%
RFP
213
Root Financial Partners
California
$477K +$8.55K +298 +2%
DAS
214
Diversify Advisory Services
Utah
$476K +$480K +16,735 New
TWP
215
Triad Wealth Partners
Kansas
$461K +$455K +15,849 New
AQR Capital Management
216
AQR Capital Management
Connecticut
$457K
MFS
217
Mattson Financial Services
Michigan
$453K -$1.75K -61 -0.4%
AP
218
Americana Partners
Texas
$442K +$38K +1,322 +10%
RFS
219
Richardson Financial Services
Massachusetts
$425K +$6.92K +241 +2%
CRC
220
Curi RMB Capital
Illinois
$414K +$23.4K +816 +6%
BCM
221
Brookstone Capital Management
Illinois
$410K +$62.6K +2,181 +18%
GS
222
GTS Securities
New York
$405K -$4.39M -152,970 -92%
Prudential Financial
223
Prudential Financial
New Jersey
$403K +$104K +3,606 +35%
CA
224
Continuum Advisory
Idaho
$391K +$8.73K +304 +2%
Citigroup
225
Citigroup
New York
$387K -$144 -5 -0%

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.