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State Street SPDR Portfolio Intermediate Term Treasury ETF

360 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

43% more funds holding in top 10

Funds holding in top 10: 3043 (+13)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

8% more funds holding

Funds holding: 332360 (+28)

6% more capital invested

Capital invested by funds: $5.91B → $6.26B (+$350M)

2.53% more ownership

Funds ownership: 89.52%92.05% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
69
Increased
140
Reduced
124
Closed
31
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.07B +$45.6M +1,612,302 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$984M +$37.3M +1,320,750 +4%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$737M
MG
4
Mather Group
Illinois
$243M +$77M +2,724,009 +45%
Ameriprise
5
Ameriprise
Minnesota
$211M +$25M +885,100 +13%
State Street
6
State Street
Massachusetts
$144M +$3.39M +119,878 +2%
MFG
7
Merit Financial Group
Georgia
$126M +$5.63M +199,315 +5%
UBS Group
8
UBS Group
Switzerland
$123M +$10.3M +365,116 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$94.5M +$1.83M +64,650 +2%
Bank of America
10
Bank of America
North Carolina
$93.5M -$26.5M -937,528 -22%
GI
11
GLOBALT Investments
Georgia
$92.3M -$514K -18,182 -0.5%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$88.8M +$5.43M +192,119 +6%
Wells Fargo
13
Wells Fargo
California
$83.8M +$27.9M +985,838 +49%
CWM
14
Congress Wealth Management
Massachusetts
$82.1M -$3.81M -134,909 -4%
KWM
15
Kingsview Wealth Management
Oregon
$80.3M +$76.8M +2,718,481 +1,667%
SGAM
16
Stephens Group Asset Management
Arkansas
$80.2M +$913K +32,302 +1%
ODIJL
17
One Day In July LLC
Vermont
$73M +$10.8M +381,321 +17%
CI
18
CX Institutional
Indiana
$61M +$19.4M +686,745 +46%
AssetMark Inc
19
AssetMark Inc
California
$60.2M +$8.96M +316,834 +17%
Goldman Sachs
20
Goldman Sachs
New York
$59.7M +$56.8M +2,010,149 +1,553%
PAG
21
Private Advisor Group
New Jersey
$50.3M -$5.96M -210,741 -10%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$48.3M +$1.48M +52,394 +3%
MNA
23
Manning & Napier Advisors
New York
$45.8M -$922K -32,634 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$41M -$37.8K -1,337 -0.1%
IAA
25
Independent Advisor Alliance
North Carolina
$40.3M +$40.1M +1,420,236 +5,283%

SPTI Hedge Fund Activity: Q4 2024 in Review

360 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2024, worth a combined $6.26B — up 5.9% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPTI positions and 31 closed out — a net gain of 38 holders — while 140 added to existing stakes and 124 trimmed.

The largest buyer was Mather Group, adding an estimated $77M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 360 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $6.26B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2024 and 31 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2024 was Mather Group, an estimated $77M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.