SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF

311 hedge funds and large institutions have $4.13B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+45
Holders Change %
+16.92%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
77
Increased
111
Reduced
98
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$155K +$142K +4,987 +1,173%
TCG
252
Transcendent Capital Group
Oklahoma
$149K +$149K +5,234 New
RWPA
253
Richard W. Paul & Associates
Michigan
$143K +$143K +5,006 New
Fidelity Investments
254
Fidelity Investments
Massachusetts
$140K +$45.2K +1,582 +48%
YAL
255
Your Advocates Ltd
Texas
$137K +$72.3K +2,530 +112%
RFG
256
RFP Financial Group
Georgia
$135K -$12.4M -433,833 -99%
TVAMP
257
Tennessee Valley Asset Management Partners
Tennessee
$132K +$132K +4,612 New
PS
258
Principal Securities
Iowa
$122K +$122K +4,256 New
William Blair & Company
259
William Blair & Company
Illinois
$102K +$16.9K +590 +20%
VAG
260
VisionPoint Advisory Group
Texas
$89.2K +$89.2K +3,122 New
PA
261
Pineridge Advisors
Missouri
$83.6K +$83.6K +2,926 New
FAM
262
Family Asset Management
South Carolina
$83.1K +$67.1K +2,348 +419%
CP
263
Castleview Partners
Texas
$61.9K +$54.7K +1,915 +754%
CFGS
264
Concourse Financial Group Securities
Alabama
$54.7K -$83.7K -2,930 -60%
OP
265
ORG Partners
Indiana
$52.8K +$28.6K +1,003 +119%
AGWCA
266
Annis Gardner Whiting Capital Advisors
Florida
$50.4K +$1.54K +54 +3%
CIA
267
Cape Investment Advisory
Georgia
$46.8K
TIM
268
Tortoise Investment Management
New York
$46.1K +$46.1K +1,615 New
CJ
269
Caitlin John
Michigan
$42.4K +$42.4K +1,485 New
US Bancorp
270
US Bancorp
Minnesota
$29K +$943 +33 +3%
PB
271
Pinnacle Bancorp
Nebraska
$27.7K
SS
272
Sunbelt Securities
Texas
$27.1K -$27.1K -950 -50%
Franklin Resources
273
Franklin Resources
California
$23.6K
GEA
274
Glen Eagle Advisors
New Jersey
$22.6K
S
275
SignatureFD
Georgia
$20.3K