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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
Mather Group
Illinois
$174M
2
Financial Engines Advisors
Financial Engines Advisors
California
$987M
3
LPL Financial
LPL Financial
California
$1.07B
4
State Street
State Street
Massachusetts
$147M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.8M
2
DF
Donoghue Forlines
Massachusetts
$0
3
NW
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
251
Diversified
Delaware
$235K – – –
DE
252
Diversified Enterprises
Delaware
$235K +$235K +8,102 New
WA
253
WBH Advisory
Maryland
$235K -$9.36K -322 -4%
CCG
254
Capital CS Group
California
$228K +$228K +7,840 New
QC
255
Quadrature Capital
United Kingdom
$227K -$89.7K -3,086 -28%
AWMNH
256
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K -$13.4M -459,933 -98%
APW
257
Austin Private Wealth
Texas
$225K -$51.3K -1,766 -19%
GT
258
Greenleaf Trust
Michigan
$209K -$23.2K -800 -10%
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$208K – – –
RWP
260
RWA Wealth Partners
Massachusetts
$207K +$207K +7,109 New
PS
261
Principal Securities
Iowa
$205K +$90.8K +3,124 +79%
PWMG
262
Pioneer Wealth Management Group
Texas
$201K +$201K +6,916 New
AF
263
Allworth Financial
California
$200K -$142K -4,870 -41%
ACA
264
Aptus Capital Advisors
Alabama
$179K +$262 +9 +0.1%
EWA
265
EverSource Wealth Advisors
Alabama
$154K – – –
TCG
266
Transcendent Capital Group
Oklahoma
$153K +$232 +8 +0.2%
YAL
267
Your Advocates Ltd
Texas
$139K – – –
GM
268
GeoWealth Management
Illinois
$131K -$209K -7,200 -62%
CFD
269
Creative Financial Designs
Indiana
$118K -$75.3K -2,591 -39%
CA
270
CoreCap Advisors
Michigan
$116K +$11.7K +404 +11%
PFG
271
Peterson Financial Group
Iowa
$98.2K +$98.2K +3,379 New
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$98K +$91.1K +3,134 +1,306%
PA
273
Pineridge Advisors
Missouri
$85.3K +$262 +9 +0.3%
FHA
274
First Horizon Advisors
Tennessee
$82.1K +$3.81K +131 +5%
WPW
275
Waldron Private Wealth
Pennsylvania
$81.5K +$81.5K +2,803 New
9 10
11
12 13