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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

315 hedge funds and large institutions have $4.94B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

20% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 109

20% more capital invested

Capital invested by funds: $4.13B → $4.94B (+$813M)

1.83% more ownership

Funds ownership: 91.06% → 92.9% (+1.8%)

1% more funds holding

Funds holding: 312 → 315 (+3)

4% less funds holding in top 10

Funds holding in top 10: 27 → 26 (-1)

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.54%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.37%
New
44
Increased
131
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$577M
2
LPL Financial
LPL Financial
California
+$118M
3
GI
GLOBALT Investments
Georgia
+$42.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$35.5M
5
AssetMark Inc
AssetMark Inc
California
+$35.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$58.4M
2
Morgan Stanley
Morgan Stanley
New York
-$33.6M
3
AWM
AE Wealth Management
Kansas
-$29.6M
4
CA
CoreCap Advisors
Michigan
-$15.4M
5
OIA
OneDigital Investment Advisors
Kansas
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$907M +$118M +4,164,467 +15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$824M +$35.5M +1,256,337 +4%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$745M +$577M +20,446,705 +342%
Ameriprise
4
Ameriprise
Minnesota
$185M +$12.1M +428,595 +7%
MFG
5
Merit Financial Group
Georgia
$142M +$26.7M +944,864 +23%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$129M +$8.3M +293,800 +7%
UBS Group
7
UBS Group
Switzerland
$115M +$15.5M +548,440 +15%
CWM
8
Congress Wealth Management
Massachusetts
$99M +$3.96M +140,327 +4%
GI
9
GLOBALT Investments
Georgia
$97.8M +$42.3M +1,498,163 +76%
State Street
10
State Street
Massachusetts
$76.7M -$9.75M -345,203 -11%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$61.5M +$7.22M +255,706 +13%
SGAM
12
Stephens Group Asset Management
Arkansas
$58.3M +$796K +28,174 +1%
AssetMark Inc
13
AssetMark Inc
California
$55.1M +$35.3M +1,248,995 +177%
PAG
14
Private Advisor Group
New Jersey
$53.3M +$2.2M +77,985 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$48.1M +$1.39M +49,105 +3%
MNG
16
Manning & Napier Group
New York
$46M – – –
CI
17
CX Institutional
Indiana
$43M +$5.29M +187,230 +14%
Wells Fargo
18
Wells Fargo
California
$43M +$20.7M +731,700 +92%
CWM
19
Comprehensive Wealth Management
Washington
$40M +$30M +1,062,440 +297%
SPA
20
Sentinel Pension Advisors
Massachusetts
$36.3M +$2.42M +85,827 +7%
OBWP
21
O'Brien Wealth Partners
Massachusetts
$33.2M +$1.11M +39,385 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$29.4M +$16.5M +585,250 +128%
NA
23
NewEdge Advisors
Louisiana
$28.7M -$4.81M -170,418 -14%
HighTower Advisors
24
HighTower Advisors
Illinois
$28.1M +$2.02M +71,658 +8%
ODIJL
25
One Day In July LLC
Vermont
$27.5M +$19.7M +696,788 +249%
1
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SPTI Hedge Fund Activity: Q1 2024 in Review

315 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2024, worth a combined $4.94B — up 20% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPTI positions and 35 closed out — a net gain of 9 holders — while 131 added to existing stakes and 109 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $577M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $58.4M.

  • 315 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2024, up from 312 in Q4 2023.
  • Funds reported $4.94B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2024 and 35 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $577M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $58.4M sold.

Based on aggregated 13F filings for Q1 2024.