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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

266 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$165M
2
Financial Engines Advisors
Financial Engines Advisors
California
$759M
3
LPL Financial
LPL Financial
California
$729M
4
State Street
State Street
Massachusetts
$75.1M
5
APA
Astoria Portfolio Advisors
New York
$17.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$72.4M
2
Jane Street
Jane Street
New York
$15.2M
3
GS
GTS Securities
New York
$12.7M
4
Ameriprise
Ameriprise
Minnesota
$169M
5
MNG
Manning & Napier Group
New York
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
251
Castleview Partners
Texas
$6.99K -$2.59K -94 -27%
WT
252
Washington Trust
Rhode Island
$6.88K – – –
AA
253
Ancora Advisors
Ohio
$4.1K – – –
AF
254
Advisornet Financial
Minnesota
$3.02K +$27 +1 +0.9%
HPC
255
HM Payson & Co
Maine
$2.78K +$2.78K +101 New
GJIA
256
Glass Jacobson Investment Advisors
Maryland
$2.75K – – –
CT
257
Cambridge Trust
Massachusetts
$2.48K – – –
GGI
258
Godsey & Gibb Inc
Virginia
$2.04K – – –
PP
259
PrairieView Partners
Minnesota
$1K -$169 -10 -14%
CPG
260
Cornerstone Planning Group
New Jersey
$853 – – –
AWA
261
Authentikos Wealth Advisory
California
$798 +$798 +29 New
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$716 +$716 +26 New
LFG
263
Larson Financial Group
Missouri
$578 – – –
FWP
264
FAS Wealth Partners
Kansas
$469 +$469 +17 New
PP
265
Pacifica Partners
Canada
$410 – – –
CIAS
266
Capital Investment Advisory Services
North Carolina
$303 – – –
KFS
267
Kelly Financial Services
Massachusetts
$21 – – –
BWM
268
Boyd Wealth Management
California
– -$14.1M -498,526 Closed
HWM
269
Horizon Wealth Management
Illinois
– -$12.6M -444,285 Closed
VWA
270
V Wealth Advisors
Kansas
– -$2.25M -79,551 Closed
HF
271
HRT Financial
New York
– -$2.19M -77,305 Closed
AWM
272
Apollon Wealth Management
South Carolina
– -$1.98M -69,830 Closed
TAIM
273
TD Ameritrade Investment Management
Nebraska
– -$1.78M -62,864 Closed
OWM
274
Opes Wealth Management
California
– -$669K -23,638 Closed
BCM
275
Boltwood Capital Management
California
– -$525K -18,575 Closed
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