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.

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 %
LPT
251
Legacy Private Trust
Wisconsin
– -$4.21M -149,775 Closed
BEI
252
Benjamin Edwards Inc
Missouri
– -$3.23M -114,936 Closed
HF
253
HRT Financial
New York
– -$2.28M -80,933 Closed
AI
254
Atria Investments
North Carolina
– -$2.16M -76,931 Closed
OMC
255
Old Mission Capital
Illinois
– -$1.02M -36,392 Closed
ACK
256
Andrew C. Karlinski
– -$854K -30,377 Closed
CF
257
Convergence Financial
Missouri
– -$631K -22,420 Closed
RA
258
RFG Advisory
Alabama
– -$595K -21,453 Closed
AIM
259
Acropolis Investment Management
Missouri
– -$461K -16,379 Closed
Charles Schwab
260
Charles Schwab
California
– -$416K -14,783 Closed
Millennium Management
261
Millennium Management
New York
– -$406K -14,426 Closed
IIC
262
Integrated Investment Consultants
Michigan
– -$380K -13,502 Closed
HighTower Advisors
263
HighTower Advisors
Illinois
– -$323K -11,401 Closed
ZCA
264
Zeke Capital Advisors
Pennsylvania
– -$311K -11,069 Closed
OPS
265
Orion Portfolio Solutions
Nebraska
– -$307K -10,907 Closed
ARC
266
Advisor Resource Council
Texas
– -$290K -10,327 Closed
TRCT
267
Tower Research Capital (TRC)
New York
– -$280K -9,949 Closed
AIA
268
Acute Investment Advisory
Arizona
– -$260K -9,253 Closed
SWIG
269
Strategic Wealth Investment Group
Kentucky
– -$249K -8,838 Closed
IA
270
Inspire Advisors
Idaho
– -$237K -8,437 Closed
EFG
271
Erickson Financial Group
Pennsylvania
– -$230K -8,179 Closed
LCM
272
Leisure Capital Management
California
– -$212K -7,536 Closed
SIS
273
Sound Income Strategies
Florida
– -$29K -1,028 Closed
CJL
274
Cyrus J. Lawrence
New York
– -$16K -600 Closed
WPWM
275
Western Pacific Wealth Management
Illinois
– -$15K -554 Closed
8 9 10
11
12