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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
Mather Group
Illinois
$174M
2
Financial Engines Advisors
Financial Engines Advisors
California
$987M
3
LPL Financial
LPL Financial
California
$1.07B
4
State Street
State Street
Massachusetts
$147M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.8M
2
DF
Donoghue Forlines
Massachusetts
$0
3
NW
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Capital Investment Advisors
Georgia
$357K -$36.3K -1,248 -9%
AAS
227
Avantax Advisory Services
Texas
$353K -$248K -8,520 -41%
Jones Financial Companies
228
Jones Financial Companies
Missouri
$347K +$101K +3,451 +41%
CW
229
Cook Wealth
North Carolina
$347K – – –
AG
230
Ascent Group
Virginia
$341K -$15.6K -536 -4%
BSHC
231
Breed's Hill Capital
Massachusetts
$339K – – –
MCWS
232
McKinley Carter Wealth Services
West Virginia
$336K +$40.1K +1,381 +14%
AWM
233
AE Wealth Management
Kansas
$330K -$23.7K -814 -7%
EAM
234
Empirical Asset Management
Massachusetts
$315K +$636 +80 +0.2%
SIM
235
Stratos Investment Management
Ohio
$311K +$311K +10,691 New
ML
236
McAdam LLC
Pennsylvania
$308K -$34.5K -1,186 -10%
Creative Planning
237
Creative Planning
Kansas
$295K -$15.4K -530 -5%
CAM
238
Clark Asset Management
New Hampshire
$292K +$292K +10,048 New
LWM
239
LongView Wealth Management
Georgia
$289K -$112K -3,851 -28%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$280K +$261K +8,976 +1,396%
BF
241
Brooklyn FI
New York
$270K +$270K +9,294 New
ACM
242
AlphaStar Capital Management
North Carolina
$269K -$41.8K -1,440 -13%
MWM
243
Modern Wealth Management
Kansas
$263K +$263K +9,057 New
BWM
244
Brophy Wealth Management
New Hampshire
$259K +$259K +8,923 New
ACP
245
Aveo Capital Partners
Colorado
$255K -$320 -11 -0.1%
RWM
246
RKL Wealth Management
Pennsylvania
$255K +$255K +8,762 New
SWM
247
Seaside Wealth Management
California
$254K – – –
IPWA
248
International Private Wealth Advisors
California
$252K – – –
GWM
249
Geneos Wealth Management
Colorado
$249K -$40.1K -1,380 -14%
FWM
250
Fonville Wealth Management
Virginia
$244K +$244K +8,387 New
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