SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

236 hedge funds and large institutions have $3.31B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+39
Holders Change %
+19.8%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.36%
New
58
Increased
79
Reduced
80
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
$81.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
$571M
3
SF
Synovus Financial
Georgia
$63.6M
4
Citadel Advisors
Citadel Advisors
Florida
$35.6M
5
Morgan Stanley
Morgan Stanley
New York
$52.1M

Top Sellers

1
Jane Street
Jane Street
New York
$42.4M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$402M
3
Ameriprise
Ameriprise
Minnesota
$464M
4
MNG
Manning & Napier Group
New York
$27.1M
5
5L
55I LLC
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
226
Cambridge Trust
Massachusetts
$4K +$4K +150 New
M1FG
227
Mach-1 Financial Group
Arkansas
$4K +$4K +167 New
KSWA
228
Kathleen S. Wright Associates
Pennsylvania
$3K -$11.6K -443 -79%
CP
229
Castleview Partners
Texas
$2.85K -$6.63K -114 -70%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$2K – – –
PP
231
Pacifica Partners
Canada
$2K +$2K +79 New
LPWM
232
Lake Point Wealth Management
Texas
$2K +$2K +81 New
US Bancorp
233
US Bancorp
Minnesota
$2K +$2K +81 New
MFAM
234
M Financial Asset Management
Oregon
$1K – – –
PA
235
PSI Advisors
Florida
$1K – – –
CWP
236
Concord Wealth Partners
Virginia
$1K +$1K +40 New
5L
237
55I LLC
Massachusetts
– -$22.8M -753,464 Closed
William Blair & Company
238
William Blair & Company
Illinois
– -$4.28M -141,348 Closed
AWA
239
Arete Wealth Advisors
Illinois
– -$2.45M -80,959 Closed
MWA
240
MFA Wealth Advisors
Pennsylvania
– -$981K -32,375 Closed
CCFM
241
Clear Creek Financial Management
Washington
– -$567K -18,734 Closed
PWG
242
Private Wealth Group
Florida
– -$420K -13,882 Closed
BI
243
Berkeley Inc
Idaho
– -$392K -12,953 Closed
FSG
244
Financial Strategies Group
Michigan
– -$340K -11,234 Closed
GVAG
245
Great Valley Advisor Group
Delaware
– -$285K -9,423 Closed
PWA
246
Physician Wealth Advisors
Utah
– -$215K -7,265 Closed
CRI
247
Colonial River Investments
Virginia
– -$206K -6,791 Closed
CPFP
248
Clear Perspectives Financial Planning
Ohio
– -$195K -6,445 Closed
ED
249
Exane Derivatives
France
– -$146K -4,804 Closed
AF
250
Allworth Financial
California
– -$81K -2,680 Closed
7 8 9
10
11