State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
268 hedge funds and large institutions have $4.98B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 67
62% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 42
19% more funds holding in top 10
Funds holding in top 10: 21 → 25 (+4)
11% more capital invested
Capital invested by funds: $4.5B → $4.98B (+$480M)
9% more funds holding
Funds holding: 247 → 268 (+21)
1.48% less ownership
Funds ownership: 88.54% → 87.07% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$661M |
| 2 |
AssetMark Inc
Concord,
California
|
+$384M |
| 3 |
LPL Financial
San Diego,
California
|
+$336M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$235M |
| 5 |
Morgan Stanley
New York
|
+$98.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$268M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$155M |
| 3 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$69.1M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$61M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$38M |
SPTI Hedge Fund Activity: Q1 2023 in Review
268 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2023, worth a combined $4.98B — up 11% from $4.5B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SPTI positions and 42 closed out — a net gain of 26 holders — while 111 added to existing stakes and 67 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $661M. The largest seller was State Street, cutting an estimated $268M.
- 268 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2023, up from 247 in Q4 2022.
- Funds reported $4.98B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 68 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2023 and 42 closed out, a net change of +26 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2023 was Clark Capital Management Group, an estimated $661M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2023 was State Street, an estimated $268M sold.
Based on aggregated 13F filings for Q1 2023.