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State Street SPDR Portfolio Intermediate Term Treasury ETF

56 hedge funds and large institutions have $330M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $274M → $330M (+$55.8M)

9.3% more ownership

Funds ownership: 120.65%129.95% (+9.3%)

3% less funds holding

Funds holding: 5856 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
15
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$73.1M -$2.81M -93,278 -4%
SI
2
Stephens Inc
Arkansas
$50.7M +$4.84M +160,668 +10%
BJ
3
Brouwer & Janachowski
California
$45.7M +$46.2M +1,532,934 New
PPA
4
Parametric Portfolio Associates
Washington
$26.1M +$119K +3,960 +0.5%
SMM
5
Stadion Money Management
Georgia
$22.1M +$15.6M +516,302 +231%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$18.2M -$336K -11,156 -2%
CIA
7
Capital Investment Advisors
Georgia
$11.8M +$755K +25,040 +7%
State Street
8
State Street
Massachusetts
$9.64M +$3.8M +126,110 +64%
UBS Group
9
UBS Group
Switzerland
$9.63M -$2.3M -76,268 -19%
Comerica Bank
10
Comerica Bank
Texas
$6.86M
Jane Street
11
Jane Street
New York
$5.09M +$5.14M +170,538 New
Wells Fargo
12
Wells Fargo
California
$4.45M -$3.95M -130,954 -47%
Morgan Stanley
13
Morgan Stanley
New York
$4.2M +$11.7K +388 +0.3%
Ameriprise
14
Ameriprise
Minnesota
$4.2M +$623K +20,686 +17%
LPL Financial
15
LPL Financial
California
$4.06M -$116K -3,854 -3%
AssetMark Inc
16
AssetMark Inc
California
$4.02M -$88.5K -2,936 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.91M +$3.35M +111,082 +558%
PP
18
PagnatoKarp Partners
Virginia
$3.55M +$3.58M +118,880 New
X
19
Xponance
Pennsylvania
$3.36M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.87M +$141K +4,670 +5%
PAG
21
Private Advisor Group
New Jersey
$1.77M -$3.28M -108,860 -65%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.76M +$183K +6,088 +12%
Citadel Advisors
23
Citadel Advisors
Florida
$1.69M +$1.71M +56,688 New
SCA
24
Snowden Capital Advisors
New York
$1.56M +$379K +12,560 +32%
Wolverine Trading
25
Wolverine Trading
Illinois
$1.54M -$798K -26,492 -34%

SPTI Hedge Fund Activity: Q4 2016 in Review

56 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2016, worth a combined $330M — up 20% from $274M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SPTI and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 15 added.

The largest buyer was Brouwer & Janachowski, opening a new position worth an estimated $46.2M. The largest seller was Philadelphia Trust Company, cutting an estimated $4.01M.

  • 56 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2016, down from 58 in Q3 2016.
  • Funds reported $330M of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2016, up 20% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2016 and 9 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2016 was Brouwer & Janachowski, an estimated $46.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2016 was Philadelphia Trust Company, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2016.