State Street SPDR Portfolio Intermediate Term Treasury Index ETF
SPTI
313 hedge funds and large institutions have $4.1B invested in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 32 closing their positions.
147% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 32
28% more capital inflows, than outflows
Capital inflows: $553M | Capital outflows: $431M
18% more funds holding
Funds holding: 266 → 313 (+47)
13% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 98
2.1% less ownership
Funds ownership: 92.51% → 90.41% (-2.1%)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merit Financial Group
Alpharetta,
Georgia
|
+$99.5M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$53.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$42.2M |
| 4 |
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$19M |
| 5 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$94.2M |
| 2 |
Synovus Financial
Columbus,
Georgia
|
-$56.4M |
| 3 |
Morgan Stanley
New York
|
-$44.3M |
| 4 |
Flow Traders U.S.
New York
|
-$39.1M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.6M |
SPTI Hedge Fund Activity: Q4 2023 in Review
313 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) for Q4 2023, worth a combined $4.1B — up 7% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SPTI positions and 32 closed out — a net gain of 47 holders — while 111 added to existing stakes and 98 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $99.5M. The largest seller was AssetMark Inc, cutting an estimated $94.2M.
- 313 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) as of Q4 2023, up from 266 in Q3 2023.
- Funds reported $4.1B of State Street SPDR Portfolio Intermediate Term Treasury Index ETF stock for Q4 2023, up 7% quarter-over-quarter.
- 79 funds opened new State Street SPDR Portfolio Intermediate Term Treasury Index ETF positions in Q4 2023 and 32 closed out, a net change of +47 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury Index ETF buyer in Q4 2023 was Merit Financial Group, an estimated $99.5M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury Index ETF seller in Q4 2023 was AssetMark Inc, an estimated $94.2M sold.
Based on aggregated 13F filings for Q4 2023.