SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
MNG
4
Manning & Napier Group
New York
$43.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
226
Bay Harbor Wealth Management
Maryland
$7K -$13.9K -489 -66%
TCM
227
Tradewinds Capital Management
Washington
$6.5K – – –
DWP
228
Destiny Wealth Partners
Florida
$5.37K +$5.37K +190 New
TFGT
229
TS Financial Group (TSFG)
Illinois
$5K – – –
AAG
230
Armstrong Advisory Group
Massachusetts
$4.41K +$4.41K +156 New
AA
231
Ancora Advisors
Ohio
$4K – – –
Fidelity Investments
232
Fidelity Investments
Massachusetts
$3.9K -$988 -35 -20%
TC
233
Truvestments Capital
Florida
$3.76K – – –
PIMG
234
Patriot Investment Management Group
Tennessee
$3.61K +$3.61K +125 New
CT
235
Cambridge Trust
Massachusetts
$3K -$5K -150 -63%
FFA
236
Farther Finance Advisors
California
$2.69K +$2.69K +95 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$2.57K – – –
US Bancorp
238
US Bancorp
Minnesota
$2.29K -$35K -1,238 -94%
PP
239
Pacifica Partners
Canada
$2.24K – – –
GGI
240
Godsey & Gibb Inc
Virginia
$2.09K +$2.09K +74 New
PP
241
PrairieView Partners
Minnesota
$2K – – –
EE
242
EWG Elevate
California
$1.89K +$1.89K +67 New
AWM
243
Abound Wealth Management
Tennessee
$1.33K +$1.33K +47 New
PB
244
Pinnacle Bancorp
Nebraska
$1K -$326K -651 -100%
MFAM
245
M Financial Asset Management
Oregon
$1K – – –
LFG
246
Larson Financial Group
Missouri
$537 +$537 +19 New
BlackRock
247
BlackRock
New York
$367 +$367 +13 New
FTUS
248
Flow Traders U.S.
New York
– -$13.4M -477,752 Closed
Citadel Advisors
249
Citadel Advisors
Florida
– -$10.2M -363,472 Closed
CIM
250
Confluence Investment Management
Missouri
– -$6.39M -227,040 Closed
8 9
10
11 12