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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

261 hedge funds and large institutions have $4.06B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.12%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K

Top Buyers

1
LPL Financial
LPL Financial
California
$711M
2
Ameriprise
Ameriprise
Minnesota
$239M
3
Morgan Stanley
Morgan Stanley
New York
$241M
4
Jane Street
Jane Street
New York
$163M
5
FTUS
Flow Traders U.S.
New York
$82.9M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
AssetMark Inc
California
$119M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$5K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$130M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
251
Cambridge Trust
Massachusetts
$2.55K – – –
SSB
252
Sandy Spring Bank
Maryland
$2.26K +$2.26K +80 New
PB
253
Pinnacle Bancorp
Nebraska
$2.15K -$16.5K -583 -88%
GGI
254
Godsey & Gibb Inc
Virginia
$2.09K – – –
FGAM
255
Financial Gravity Asset Management
Texas
$1.93K +$1.93K +28 New
PP
256
PrairieView Partners
Minnesota
$1K -$232 -16 -19%
CPG
257
Cornerstone Planning Group
New Jersey
$877 +$877 +31 New
LFG
258
Larson Financial Group
Missouri
$594 – – –
PP
259
Pacifica Partners
Canada
$421 – – –
CIAS
260
Capital Investment Advisory Services
North Carolina
$311 – – –
RWPA
261
Richard W. Paul & Associates
Michigan
$57 -$1.39M -48,907 -100%
KFS
262
Kelly Financial Services
Massachusetts
$22 -$77.6K -3,529 -100%
CCMG
263
Clark Capital Management Group
Pennsylvania
– -$669M -23,125,477 Closed
CRI
264
Colonial River Investments
Virginia
– -$9.31M -321,583 Closed
VFA
265
Voya Financial Advisors
Connecticut
– -$9.17M -318,348 Closed
WWM
266
WJ Wealth Management
Arizona
– -$7.97M -275,375 Closed
SWM
267
Seaside Wealth Management
California
– -$6.7M -231,896 Closed
AI
268
Atria Investments
North Carolina
– -$3.84M -132,652 Closed
BFEC
269
Benjamin F. Edwards & Company
Missouri
– -$3.47M -119,955 Closed
PCS
270
Personal CFO Solutions
New Jersey
– -$2.48M -85,634 Closed
TA
271
TFB Advisors
Kansas
– -$1.77M -61,018 Closed
CWA
272
Centennial Wealth Advisory
Michigan
– -$1.48M -51,187 Closed
CP
273
Covenant Partners
Tennessee
– -$1.45M -49,986 Closed
US Bancorp
274
US Bancorp
Minnesota
– -$1.23M -42,643 Closed
BAM
275
Belpointe Asset Management
Nevada
– -$1.14M -39,492 Closed
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