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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$64.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.7M
3
LPL Financial
LPL Financial
California
+$34.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$33.8M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$30.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.8M
2
NA
NewEdge Advisors
Louisiana
-$18.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.1M
4
MFG
Merit Financial Group
Georgia
-$12.5M
5
PAS
Park Avenue Securities
New York
-$9.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$299K +$31.6K +1,127 +12%
Prudential Financial
227
Prudential Financial
New Jersey
$288K +$8.57K +306 +3%
MPW
228
MA Private Wealth
California
$286K -$28.3K -1,010 -9%
MCWS
229
McKinley Carter Wealth Services
West Virginia
$285K +$7.57K +270 +3%
GWM
230
Geneos Wealth Management
Colorado
$279K -$6.16K -220 -2%
TSS
231
Two Sigma Securities
New York
$277K +$277K +9,896 New
APW
232
Austin Private Wealth
Texas
$266K -$67.6K -2,413 -20%
HFA
233
High Falls Advisors
New York
$257K +$257K +9,181 New
ACP
234
Aveo Capital Partners
Colorado
$246K -$189K -6,740 -43%
SWM
235
Seaside Wealth Management
California
$245K +$245K +8,733 New
IPWA
236
International Private Wealth Advisors
California
$243K -$67.7K -2,416 -22%
IA
237
IFP Advisors
Florida
$241K +$49.6K +1,772 +26%
AFWM
238
Abich Financial Wealth Management
Virginia
$238K +$65.6K +2,342 +38%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$237K +$111K +3,977 +89%
WA
240
WBH Advisory
Maryland
$236K -$54K -1,927 -19%
D
241
Diversified
Delaware
$227K +$841 +30 +0.4%
GT
242
Greenleaf Trust
Michigan
$224K -$197K -7,025 -47%
GHA
243
GW Henssler & Associates
Georgia
$211K – – –
HKIMG
244
Hutchens & Kramer Investment Management Group
Indiana
$209K -$1.84K -66 -0.9%
AWS
245
Atria Wealth Solutions
New York
$207K -$1.99M -71,036 -91%
SFC
246
Strategic Financial Concepts
Texas
$205K -$3.36K -120 -2%
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$201K – – –
SWM
248
Spire Wealth Management
Virginia
$200K -$1.57K -56 -0.8%
CFD
249
Creative Financial Designs
Indiana
$187K -$1.35K -48 -0.7%
ACA
250
Aptus Capital Advisors
Alabama
$172K -$53.6K -1,913 -24%
8 9
10
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