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State Street SPDR Portfolio Intermediate Term Treasury ETF

24 hedge funds and large institutions have $102M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

6% more capital invested

Capital invested by funds: $96.2M → $102M (+$5.98M)

1.86% more ownership

Funds ownership: 106.98%108.84% (+1.9%)

11% less funds holding

Funds holding: 2724 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Managed Account Advisors
New Jersey
$31.7M +$5.2M +172,300 +20%
Bank of America
2
Bank of America
North Carolina
$27.6M -$897K -29,736 -3%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$25.3M -$951K -31,528 -4%
PAG
4
Private Advisor Group
New Jersey
$2.86M +$2.21M +73,374 +351%
Wells Fargo
5
Wells Fargo
California
$2.77M +$253K +8,402 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.69M +$35.2K +1,166 +1%
AssetMark Inc
7
AssetMark Inc
California
$2.53M +$447K +14,820 +22%
BEC
8
Blue Edge Capital
Virginia
$1.85M -$32K -1,062 -2%
UBS Group
9
UBS Group
Switzerland
$1.82M +$305K +10,108 +20%
ACM
10
Americafirst Capital Management
California
$633K +$629K +20,850 New
FBNAT
11
FirstMerit Bank N.A. Trustee
Ohio
$632K
Morgan Stanley
12
Morgan Stanley
New York
$462K +$8.03K +266 +2%
LPL Financial
13
LPL Financial
California
$382K +$2.53K +84 +0.7%
Invesco
14
Invesco
Georgia
$378K -$234K -7,764 -38%
Creative Planning
15
Creative Planning
Kansas
$289K -$4.71K -156 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$261K +$21.5K +712 +9%
OIA
17
Optimum Investment Advisors
Illinois
$21K
RFA
18
Reilly Financial Advisors
California
$21K
BL
19
Balentine LLC
Georgia
$17K +$17.3K +574 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$16K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$13K -$422 -14 -3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$8K +$7.84K +260 New
Citigroup
23
Citigroup
New York
$1K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.14M -37,994 Closed
PAG
25
Pinnacle Advisory Group
Maryland
-$613K -20,460 Closed

SPTI Hedge Fund Activity: Q1 2015 in Review

24 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2015, worth a combined $102M — up 6.2% from $96.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SPTI and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Managed Account Advisors, adding an estimated $5.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.14M sold.

  • 24 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2015, down from 27 in Q4 2014.
  • Funds reported $102M of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2015, up 6.2% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2015 and 6 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $5.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2015 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2015.