We are live on ! Find out more
SPTI icon

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
NWM
201
Napa Wealth Management
California
$734K -$1.14M -40,458 -61%
SF
202
Symphony Financial
Texas
$727K +$735K +25,998 New
HP
203
Hilltop Partners
Indiana
$726K -$12.5K -443 -2%
DADC
204
D.A. Davidson & Co
Montana
$718K +$728K +25,738 New
FPAS
205
Focus Partners Advisor Solutions
Missouri
$711K -$3.67K -130 -0.5%
VT
206
Vise Technologies
New York
$703K +$33.6K +1,190 +5%
Cerity Partners
207
Cerity Partners
New York
$694K +$236K +8,352 +51%
CFAM
208
Center For Asset Management
Florida
$688K +$43.5K +1,538 +7%
TRCT
209
Tower Research Capital (TRC)
New York
$678K +$688K +24,327 New
CWA
210
CogentBlue Wealth Advisors
Tennessee
$654K +$663K +23,457 New
HBS
211
Howard Bailey Securities
Indiana
$622K -$17.4K -617 -3%
TC
212
TownSquare Capital
Utah
$603K -$189K -6,696 -24%
HWP
213
Hibernia Wealth Partners
Louisiana
$594K -$496K -17,546 -45%
BWMG
214
Barnes Wealth Management Group
California
$585K +$593K +20,984 New
HFS
215
Heritage Financial Services
Massachusetts
$576K -$18.9K -668 -3%
SA
216
Sanctuary Advisors
Indiana
$538K -$27.9K -987 -5%
VCM
217
Virtue Capital Management
Tennessee
$514K -$26.9K -952 -5%
BCM
218
Boltwood Capital Management
California
$513K
KP
219
Keel Point
Alabama
$512K -$156K -5,508 -23%
Betterment LLC
220
Betterment LLC
New York
$506K -$170K -5,998 -25%
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$505K +$11.1K +393 +2%
RFP
222
Root Financial Partners
California
$489K +$32.1K +1,134 +7%
Creative Planning
223
Creative Planning
Kansas
$488K +$208K +7,354 +72%
AQR Capital Management
224
AQR Capital Management
Connecticut
$474K +$35.5K +1,257 +8%
CFS
225
Coordinated Financial Services
Colorado
$474K +$480K +16,988 New

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.