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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
AssetMark Inc
California
$408M
3
LPL Financial
LPL Financial
California
$533M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
State Street
Massachusetts
$63M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
Gradient Investments
Minnesota
$56M
5
MNG
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Washington Trust
Rhode Island
$7.24K – – –
TAM
252
Tucker Asset Management
Colorado
$5.35K +$5.35K +185 New
TFGT
253
TS Financial Group (TSFG)
Illinois
$5K – – –
CIA
254
Cape Investment Advisory
Georgia
$4.8K +$4.8K +166 New
FFA
255
Farther Finance Advisors
California
$4.33K +$1.59K +55 +58%
AA
256
Ancora Advisors
Ohio
$4.31K – – –
FPFS
257
First Personal Financial Services
North Carolina
$4.14K +$4.14K +143 New
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$3.86K +$3.25K +112,152 +527%
CT
259
Cambridge Trust
Massachusetts
$2.61K – – –
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$2.37K +$2.37K +82 New
HI
261
Horizon Investments
North Carolina
$2.28K +$2.28K +79 New
GGI
262
Godsey & Gibb Inc
Virginia
$2.14K – – –
PP
263
PrairieView Partners
Minnesota
$2K – – –
AF
264
Advisornet Financial
Minnesota
$1.27K -$9.2K -318 -88%
HS
265
Horan Securities
United States
$726 +$726 +25 New
LFG
266
Larson Financial Group
Missouri
$608 +$58 +2 +11%
PP
267
Pacifica Partners
Canada
$436 -$1.86K -64 -81%
CIAS
268
Capital Investment Advisory Services
North Carolina
$318 +$318 +11 New
SMM
269
Stadion Money Management
Georgia
– -$16.1M -570,558 Closed
BWM
270
Boyd Wealth Management
California
– -$14.1M -498,103 Closed
GIM
271
Goelzer Investment Management
Indiana
– -$7.74M -274,108 Closed
DF
272
Donoghue Forlines
Massachusetts
– -$3.81M -134,779 Closed
WCM
273
Wealthcare Capital Management
Virginia
– -$3.76M -133,172 Closed
TVAMP
274
Tennessee Valley Asset Management Partners
Tennessee
– -$3.3M -116,685 Closed
FFG
275
Ford Financial Group
California
– -$1.19M -41,973 Closed
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