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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
Mather Group
Illinois
$243M
2
KWM
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.7M
4
LPL Financial
LPL Financial
California
$1.07B
5
IAA
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$93.5M
2
GI
Gradient Investments
Minnesota
$388K
3
CWM
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
Morgan Stanley
New York
$35.9M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
226
Curi RMB Capital
Illinois
$446K +$48.9K +1,753 +12%
MFS
227
Mattson Financial Services
Michigan
$444K -$25.7K -886 -5%
PCIA
228
Prime Capital Investment Advisors
Kansas
$440K -$63.1K -2,263 -13%
DAS
229
Diversify Advisory Services
Utah
$439K -$23.6K -854 -5%
CP
230
Clarendon Private
Massachusetts
$423K +$423K +15,163 New
AAS
231
Avantax Advisory Services
Texas
$420K +$80.6K +2,892 +24%
MFT
232
Moisand Fitzgerald Tamayo
Florida
$410K -$181K -6,481 -31%
AG
233
Ascent Group
Virginia
$401K +$73.7K +2,642 +22%
GI
234
Gradient Investments
Minnesota
$388K -$21.1M -756,163 -98%
RFS
235
Richardson Financial Services
Massachusetts
$388K -$35.9K -1,287 -8%
BCM
236
Brookstone Capital Management
Illinois
$386K -$7.5K -269 -2%
NP
237
NorthRock Partners
Minnesota
$386K -$396K -14,190 -51%
IWM
238
IHT Wealth Management
Illinois
$384K -$7.43M -266,647 -95%
EWM
239
Empirical Wealth Management
Washington
$378K +$378K +13,554 New
RW
240
Rede Wealth
Virginia
$366K -$185K -6,619 -34%
AP
241
Americana Partners
Texas
$365K -$59.7K -2,142 -14%
AWM
242
Axxcess Wealth Management
California
$363K -$3.37K -121 -0.9%
GS
243
GTS Securities
New York
$362K -$26.8K -961 -7%
Citigroup
244
Citigroup
New York
$362K -$9.76K -350 -3%
LMKC
245
L.M. Kohn & Company
Ohio
$360K -$1.19M -42,609 -77%
CW
246
Cook Wealth
North Carolina
$342K – – –
MCWS
247
McKinley Carter Wealth Services
West Virginia
$339K +$16.4K +588 +5%
Focus Partners Wealth
248
Focus Partners Wealth
Massachusetts
$324K +$324K +11,606 New
CAM
249
Clark Asset Management
New Hampshire
$321K +$41K +1,471 +15%
CIA
250
Capital Investment Advisors
Georgia
$320K -$22.7K -815 -7%
8 9
10
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