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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
AssetMark Inc
California
$408M
3
LPL Financial
LPL Financial
California
$533M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
State Street
Massachusetts
$63M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
Gradient Investments
Minnesota
$56M
5
MNG
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
276
LifeGuide Financial Advisors
Pennsylvania
– -$909K -32,206 Closed
DADC
277
D.A. Davidson & Co
Montana
– -$853K -30,212 Closed
WMS
278
Wealth Management Solutions
Pennsylvania
– -$749K -26,522 Closed
TSA
279
Tri-Star Advisors
Texas
– -$704K -24,411 Closed
DFC
280
DB Fitzpatrick & Co
Idaho
– -$573K -20,300 Closed
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
– -$555K -19,666 Closed
PPP
282
Private Portfolio Partners
New Jersey
– -$506K -17,933 Closed
FPWM
283
FSB Premier Wealth Management
Iowa
– -$470K -16,644 Closed
TC
284
TownSquare Capital
Utah
– -$469K -16,619 Closed
BTWM
285
Baker Tilly Wealth Management
Wisconsin
– -$399K -14,137 Closed
MPW
286
MGO Private Wealth
California
– -$378K -13,396 Closed
FC
287
Financial Consulate
Maryland
– -$350K -12,390 Closed
RJT
288
Raymond James Trust
Florida
– -$287K -10,180 Closed
Fisher Asset Management
289
Fisher Asset Management
Washington
– -$286K -10,121 Closed
SWM
290
SFG Wealth Management
Maryland
– -$265K -9,374 Closed
GHA
291
GW Henssler & Associates
Georgia
– -$231K -8,194 Closed
LS
292
Leelyn Smith
Illinois
– -$188K -6,645 Closed
AWM
293
Accurate Wealth Management
Florida
– -$159K -5,537 Closed
SA
294
SRH Advisors
Kansas
– -$142K -5,034 Closed
CWP
295
Concord Wealth Partners
Virginia
– -$98K -3,470 Closed
FWP
296
FAS Wealth Partners
Kansas
– -$51.2K -1,814 Closed
MCC
297
Money Concepts Capital
Florida
– -$11.1K -392 Closed
CAS
298
Coppell Advisory Solutions
Texas
– -$8.87K -314 Closed
CASC
299
Coppell Advisory Solutions Corp
Texas
– -$8.87K -314 Closed
BHWM
300
Bay Harbor Wealth Management
Maryland
– -$7K -247 Closed
9 10 11
12
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