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State Street SPDR Portfolio Intermediate Term Treasury ETF

65 hedge funds and large institutions have $479M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

0.86% more ownership

Funds ownership: 139.55%140.41% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $490M → $479M (-$10.5M)

4% less funds holding

Funds holding: 6865 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
23
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
1
Thomaspartners
Massachusetts
$227M +$27.9M +948,528 +14%
SMM
2
Stadion Money Management
Georgia
$50.1M +$11.9M +405,380 +31%
SI
3
Stephens Inc
Arkansas
$34.9M -$946K -32,166 -3%
BJ
4
Brouwer & Janachowski
California
$25.8M -$38.4M -1,305,220 -60%
SGAM
5
Stephens Group Asset Management
Arkansas
$25M +$1.94M +65,888 +8%
Bank of America
6
Bank of America
North Carolina
$21.5M -$162K -5,522 -0.7%
LPT
7
Legacy Private Trust
Wisconsin
$13.2M -$2.94M -99,972 -18%
UBS Group
8
UBS Group
Switzerland
$11.1M +$490K +16,664 +5%
State Street
9
State Street
Massachusetts
$9.2M +$5.21M +177,248 +131%
Ameriprise
10
Ameriprise
Minnesota
$6.57M +$727K +24,716 +12%
JP Morgan Chase
11
JP Morgan Chase
New York
$6.45M +$2.94M +99,958 +84%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.85M +$1.04M +35,486 +22%
Jane Street
13
Jane Street
New York
$4.03M +$572K +19,460 +17%
AssetMark Inc
14
AssetMark Inc
California
$3.84M +$286K +9,732 +8%
SFM
15
Signet Financial Management
New Jersey
$3.82M +$2.19M +74,618 +135%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.09M -$4K -136 -0.1%
Wolverine Trading
17
Wolverine Trading
Illinois
$2.97M +$2.97M +101,014 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.91M +$2.34M +79,690 +399%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$2.51M -$21K -714 -0.8%
Wells Fargo
20
Wells Fargo
California
$2.04M -$246K -8,362 -11%
SCA
21
Snowden Capital Advisors
New York
$1.79M -$9.64K -328 -0.5%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$1.63M +$1.63M +55,278 New
CIA
23
Capital Investment Advisors
Georgia
$1.37M +$60.3K +2,050 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.09M +$23.6K +804 +2%
CCA
25
Cobblestone Capital Advisors
New York
$1.03M +$38.2K +1,300 +4%

SPTI Hedge Fund Activity: Q1 2018 in Review

65 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2018, worth a combined $479M — down 2.1% from $490M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SPTI and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 23 added.

The largest buyer was Thomaspartners, adding an estimated $27.9M. The largest seller was Brouwer & Janachowski, cutting an estimated $38.4M.

  • 65 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2018, down from 68 in Q4 2017.
  • Funds reported $479M of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2018, down 2.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2018 and 13 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2018 was Thomaspartners, an estimated $27.9M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2018 was Brouwer & Janachowski, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2018.