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State Street SPDR Portfolio Intermediate Term Treasury ETF

238 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

8.6% more ownership

Funds ownership: 82.25%90.85% (+8.6%)

8% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 89

2% more capital invested

Capital invested by funds: $3.31B → $3.37B (+$59.5M)

1% more funds holding

Funds holding: 236238 (+2)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.1%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.34%
New
32
Increased
96
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$562M +$17.2M +588,801 +3%
Ameriprise
2
Ameriprise
Minnesota
$383M -$60.4M -2,065,788 -13%
State Street
3
State Street
Massachusetts
$305M +$9.67M +330,727 +3%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$295M -$91.9M -3,143,085 -23%
Jane Street
5
Jane Street
New York
$206M +$172M +5,886,058 +409%
LPL Financial
6
LPL Financial
California
$153M +$16.1M +549,469 +11%
GI
7
Gradient Investments
Minnesota
$136M +$91M +3,110,412 +182%
UBS Group
8
UBS Group
Switzerland
$111M +$4.62M +157,858 +4%
Bank of America
9
Bank of America
North Carolina
$96.8M -$14M -479,347 -12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$80.9M +$8.59M +293,756 +11%
CWM
11
Congress Wealth Management
Massachusetts
$79.9M +$2.59M +88,571 +3%
Morgan Stanley
12
Morgan Stanley
New York
$72.7M +$23.9M +818,324 +46%
SF
13
Synovus Financial
Georgia
$61.3M +$617K +21,105 +1%
SGAM
14
Stephens Group Asset Management
Arkansas
$51M +$1.55M +52,873 +3%
NA
15
NewEdge Advisors
Louisiana
$38.7M -$99.8K -3,412 -0.2%
CI
16
CX Institutional
Indiana
$35.3M +$18.2M +623,738 +99%
MNG
17
Manning & Napier Group
New York
$34.3M
JP Morgan Chase
18
JP Morgan Chase
New York
$28.8M -$71K -2,426 -0.2%
Stifel Financial
19
Stifel Financial
Missouri
$28.1M +$28M +957,752 +2,306%
SWP
20
Stratos Wealth Partners
Ohio
$26.2M +$6.78M +231,781 +33%
OBWG
21
Onyx Bridge Wealth Group
New York
$19.8M -$2.47M -84,553 -11%
CWM
22
Comprehensive Wealth Management
Washington
$19M +$3.79M +129,751 +24%
PAG
23
Private Advisor Group
New Jersey
$17.4M +$4.45M +152,150 +33%
BWM
24
Boyd Wealth Management
California
$16.9M +$6.25M +213,535 +55%
PAS
25
Park Avenue Securities
New York
$16.8M +$3.38M +115,598 +24%

SPTI Hedge Fund Activity: Q3 2022 in Review

238 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2022, worth a combined $3.37B — up 1.8% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPTI positions and 26 closed out — a net gain of 6 holders — while 96 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $172M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $91.9M.

  • 238 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2022, up from 236 in Q2 2022.
  • Funds reported $3.37B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2022 was Jane Street, an estimated $172M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2022 was Municipal Employees' Retirement System of Michigan, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2022.