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State Street SPDR Portfolio Intermediate Term Treasury ETF

127 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

60% more capital invested

Capital invested by funds: $703M → $1.13B (+$425M)

15% more funds holding

Funds holding: 110127 (+17)

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

10.54% more ownership

Funds ownership: 65.73%76.27% (+11%)

Holders
127
Holders Change
+17
Holders Change %
+15.45%
% of All Funds
2.8%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
35
Increased
39
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$346M +$329M +10,349,270 +11,122%
Financial Engines Advisors
2
Financial Engines Advisors
California
$66.4M +$51.3M +1,613,056 +414%
Bank of America
3
Bank of America
North Carolina
$59.1M +$37.6M +1,179,841 +195%
State Street
4
State Street
Massachusetts
$54.8M +$42.5M +1,335,883 +420%
BlackRock
5
BlackRock
New York
$46.6M -$4.26K -134 -0%
Ameriprise
6
Ameriprise
Minnesota
$44.3M +$27.9M +877,952 +190%
SMM
7
Stadion Money Management
Georgia
$35.5M +$34.1M +1,070,869 New
JP Morgan Chase
8
JP Morgan Chase
New York
$33.9M -$2.41M -75,566 -7%
GI
9
Gradient Investments
Minnesota
$33.1M +$14M +441,360 +79%
SGAM
10
Stephens Group Asset Management
Arkansas
$26.6M -$26M -818,196 -50%
NC
11
NewSquare Capital
Pennsylvania
$24M +$23M +723,005 New
WS
12
Wela Strategies
Georgia
$21.2M +$1.14M +35,854 +6%
Morgan Stanley
13
Morgan Stanley
New York
$21.1M +$18.9M +594,560 +1,426%
LFPWM
14
Leicht Financial Planning & Wealth Management
New Jersey
$19.8M +$16.2M +509,197 +584%
MNG
15
Manning & Napier Group
New York
$19M
PWG
16
Private Wealth Group
Florida
$17.1M +$16.4M +514,788 New
Wells Fargo
17
Wells Fargo
California
$17M +$7.29M +228,936 +80%
SWP
18
Stratos Wealth Partners
Ohio
$15.8M +$14.4M +451,104 +1,664%
HGWM
19
Horst & Graben Wealth Management
Oregon
$15.5M +$14.9M +469,125 New
UBS Group
20
UBS Group
Switzerland
$14.8M -$478K -15,024 -3%
LPL Financial
21
LPL Financial
California
$13.8M +$6.84M +214,770 +107%
William Blair & Company
22
William Blair & Company
Illinois
$13.2M +$12.6M +395,223 +12,499%
SRSA
23
S.R. Schill & Associates
Washington
$12.6M +$98.8K +3,104 +0.8%
WCWM
24
Willow Creek Wealth Management
California
$12.3M -$1.86M -58,469 -14%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$12M -$1.47M -46,033 -11%

SPTI Hedge Fund Activity: Q1 2020 in Review

127 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2020, worth a combined $1.13B — up 60% from $703M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPTI positions and 15 closed out — a net gain of 20 holders — while 39 added to existing stakes and 35 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $329M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $226M sold.

  • 127 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2020, up from 110 in Q4 2019.
  • Funds reported $1.13B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2020, up 60% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2020 and 15 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2020 was FormulaFolio Investments, an estimated $329M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2020 was Municipal Employees' Retirement System of Michigan, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2020.