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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$64.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.7M
3
LPL Financial
LPL Financial
California
+$34.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$33.8M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$30.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.8M
2
NA
NewEdge Advisors
Louisiana
-$18.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.1M
4
MFG
Merit Financial Group
Georgia
-$12.5M
5
PAS
Park Avenue Securities
New York
-$9.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$151K – – –
TCG
252
Transcendent Capital Group
Oklahoma
$147K +$224 +8 +0.2%
YAL
253
Your Advocates Ltd
Texas
$134K -$9.89K -353 -7%
VCP
254
Verus Capital Partners
Arizona
$119K +$119K +4,233 New
PS
255
Principal Securities
Iowa
$111K -$38.2K -1,362 -26%
CA
256
CoreCap Advisors
Michigan
$100K -$130K -4,632 -56%
PA
257
Pineridge Advisors
Missouri
$82K – – –
FHA
258
First Horizon Advisors
Tennessee
$75.5K -$108K -3,853 -59%
TRCT
259
Tower Research Capital (TRC)
New York
$72.5K -$28.2K -1,008 -28%
William Blair & Company
260
William Blair & Company
Illinois
$62.9K -$17.4K -620 -22%
LFG
261
Larson Financial Group
Missouri
$59.6K +$59.2K +2,114 +16,262%
CIA
262
Cape Investment Advisory
Georgia
$50.4K +$11.4K +407 +29%
AGWCA
263
Annis Gardner Whiting Capital Advisors
Florida
$49.4K – – –
CJ
264
Caitlin John
Michigan
$45.3K +$224 +8 +0.5%
TIM
265
Tortoise Investment Management
New York
$45.3K – – –
CAS
266
Coppell Advisory Solutions
Texas
$40.4K +$40.4K +1,442 New
US Bancorp
267
US Bancorp
Minnesota
$31.6K +$1.18K +42 +4%
HI
268
Harbour Investments
Wisconsin
$30.4K -$112K -3,999 -79%
CP
269
Castleview Partners
Texas
$29.5K -$25.9K -926 -47%
OP
270
ORG Partners
Indiana
$27.9K +$27.9K +1,003 New
PB
271
Pinnacle Bancorp
Nebraska
$27.2K – – –
SS
272
Sunbelt Securities
Texas
$26.6K – – –
AWA
273
Alaska Wealth Advisors
Alaska
$25.2K -$2.75K -98 -10%
TFF
274
The Family Firm
Maryland
$23.9K +$23.9K +852 New
Franklin Resources
275
Franklin Resources
California
$23.1K – – –
9 10
11
12 13