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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
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
$745M
2
LPL Financial
LPL Financial
California
$907M
3
GI
GLOBALT Investments
Georgia
$97.8M
4
Financial Engines Advisors
Financial Engines Advisors
California
$824M
5
AssetMark Inc
AssetMark Inc
California
$55.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.26M
2
MNG
Manning & Napier Group
New York
$46M
3
Morgan Stanley
Morgan Stanley
New York
$24.7M
4
AWM
AE Wealth Management
Kansas
$427K
5
CA
CoreCap Advisors
Michigan
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$286K +$2.82K +100 +1%
Prudential Financial
227
Prudential Financial
New Jersey
$281K +$3.72K +132 +1%
MCWS
228
McKinley Carter Wealth Services
West Virginia
$279K +$7.19K +255 +3%
Creative Planning
229
Creative Planning
Kansas
$269K +$24.3K +864 +10%
CW
230
Cook Wealth
North Carolina
$262K +$262K +9,500 New
GI
231
Gradient Investments
Minnesota
$262K -$197K -6,980 -43%
CW
232
CreativeOne Wealth
Kansas
$260K -$163K -5,786 -39%
GLA
233
Good Life Advisors
Pennsylvania
$248K +$248K +8,817 New
CA
234
CoreCap Advisors
Michigan
$231K -$15.4M -546,084 -99%
D
235
Diversified
Delaware
$227K +$227K +8,072 New
ACA
236
Aptus Capital Advisors
Alabama
$227K +$21.3K +756 +10%
LWM
237
LongView Wealth Management
Georgia
$219K +$219K +7,775 New
SLC
238
Second Line Capital
Louisiana
$215K -$32.7K -1,159 -13%
GHA
239
GW Henssler & Associates
Georgia
$212K +$212K +7,524 New
HKIMG
240
Hutchens & Kramer Investment Management Group
Indiana
$211K -$15.5K -554 -7%
PWMG
241
Pinnacle Wealth Management Group
Michigan
$211K -$64.4K -2,287 -23%
SFC
242
Strategic Financial Concepts
Texas
$210K +$210K +7,449 New
SWM
243
Spire Wealth Management
Virginia
$203K +$35.3K +1,253 +21%
BF
244
Brooklyn FI
New York
$202K +$202K +7,184 New
TNBTD
245
Trustmark National Bank Trust Department
Mississippi
$202K +$202K +7,159 New
IA
246
IFP Advisors
Florida
$193K -$7.16K -254 -4%
CFD
247
Creative Financial Designs
Indiana
$189K +$15.9K +563 +9%
FHA
248
First Horizon Advisors
Tennessee
$185K -$344K -12,219 -65%
AFWM
249
Abich Financial Wealth Management
Virginia
$174K -$114K -4,055 -40%
PS
250
Principal Securities
Iowa
$150K +$29.7K +1,053 +25%
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10
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