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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
Mather Group
Illinois
$243M
2
KWM
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.7M
4
LPL Financial
LPL Financial
California
$1.07B
5
IAA
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$93.5M
2
GI
Gradient Investments
Minnesota
$388K
3
CWM
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
Morgan Stanley
New York
$35.9M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
251
Cobblestone Capital Advisors
New York
$313K +$313K +11,225 New
CA
252
Continuum Advisory
Idaho
$312K -$77.9K -2,794 -20%
SW
253
Simplicity Wealth
New Jersey
$304K -$604K -21,664 -67%
CNBOF
254
City National Bank of Florida
Florida
$304K +$304K +10,886 New
AWM
255
AE Wealth Management
Kansas
$302K -$14.9K -536 -5%
EAM
256
Empirical Asset Management
Massachusetts
$290K -$3.66K -495 -1%
RIA
257
Realta Investment Advisors
Delaware
$283K +$283K +10,160 New
BF
258
Brooklyn FI
New York
$277K +$18.4K +659 +7%
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$277K +$77.4K +2,777 +39%
ASN
260
Advisory Services Network
Georgia
$276K -$2.09M -74,953 -88%
ACM
261
AlphaStar Capital Management
North Carolina
$271K +$12.5K +448 +5%
GWM
262
Geneos Wealth Management
Colorado
$270K +$31.1K +1,114 +13%
BF
263
Brucke Financial
Indiana
$267K +$267K +9,527 New
ML
264
McAdam LLC
Pennsylvania
$264K -$30.8K -1,103 -10%
ACP
265
Aveo Capital Partners
Colorado
$264K +$19.5K +700 +8%
RWB
266
RMR Wealth Builders
New Jersey
$254K +$254K +9,126 New
DE
267
Diversified Enterprises
Delaware
$249K +$23.2K +831 +10%
TVAMP
268
Tennessee Valley Asset Management Partners
Tennessee
$242K +$242K +8,692 New
SWM
269
Seaside Wealth Management
California
$242K -$1.23K -44 -0.5%
IPWA
270
International Private Wealth Advisors
California
$241K – – –
SA
271
Sovran Advisors
California
$239K +$239K +8,631 New
EWA
272
EverSource Wealth Advisors
Alabama
$234K +$87.1K +3,123 +59%
CCG
273
Capital CS Group
California
$233K +$14.9K +535 +7%
4A
274
4Wealth Advisors
Illinois
$233K +$233K +8,347 New
BSHC
275
Breed's Hill Capital
Massachusetts
$226K -$99.3K -3,563 -31%
9 10
11
12 13