State Street SPDR Portfolio Intermediate Term Treasury Index ETF
SPTI
88 hedge funds and large institutions have $417M invested in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 11 closing their positions.
198% more capital inflows, than outflows
Capital inflows: $89.6M | Capital outflows: $30.1M
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
19% more funds holding
Funds holding: 74 → 88 (+14)
2.65% more ownership
Funds ownership: 58.33% → 60.98% (+2.6%)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$16.4M |
| 2 |
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$11.4M |
| 3 |
Wela Strategies
Atlanta,
Georgia
|
+$9.07M |
| 4 |
Jane Street
New York
|
+$7.33M |
| 5 |
JP Morgan Chase
New York
|
+$5.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.42M |
| 2 |
Flow Traders U.S.
New York
|
-$4.54M |
| 3 |
TPG Financial Advisors
Portland,
Oregon
|
-$4.31M |
| 4 |
AssetMark Inc
Concord,
California
|
-$3.67M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.03M |
SPTI Hedge Fund Activity: Q1 2019 in Review
88 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) for Q1 2019, worth a combined $417M — up 19% from $351M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPTI positions and 11 closed out — a net gain of 14 holders — while 27 added to existing stakes and 26 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $16.4M. The largest seller was Royal Bank of Canada, cutting an estimated $6.42M.
- 88 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) as of Q1 2019, up from 74 in Q4 2018.
- Funds reported $417M of State Street SPDR Portfolio Intermediate Term Treasury Index ETF stock for Q1 2019, up 19% quarter-over-quarter.
- 25 funds opened new State Street SPDR Portfolio Intermediate Term Treasury Index ETF positions in Q1 2019 and 11 closed out, a net change of +14 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury Index ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $16.4M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury Index ETF seller in Q1 2019 was Royal Bank of Canada, an estimated $6.42M sold.
Based on aggregated 13F filings for Q1 2019.