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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

261 hedge funds and large institutions have $4.06B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.12%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K

Top Buyers

1
LPL Financial
LPL Financial
California
$711M
2
Ameriprise
Ameriprise
Minnesota
$239M
3
Morgan Stanley
Morgan Stanley
New York
$241M
4
Jane Street
Jane Street
New York
$163M
5
FTUS
Flow Traders U.S.
New York
$82.9M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
AssetMark Inc
California
$119M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$5K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$130M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
276
Centaurus Financial
California
– -$934K -32,289 Closed
BRWA
277
B. Riley Wealth Advisors
Florida
– -$838K -28,972 Closed
IWM
278
IHT Wealth Management
Illinois
– -$820K -28,318 Closed
RWA
279
Rooted Wealth Advisors
Illinois
– -$765K -26,485 Closed
CBFP
280
Cedar Brook Financial Partners
Ohio
– -$718K -24,823 Closed
BCI
281
Brinker Capital Investments
Pennsylvania
– -$714K -24,655 Closed
OPS
282
Orion Portfolio Solutions
Nebraska
– -$714K -24,655 Closed
Citadel Advisors
283
Citadel Advisors
Florida
– -$700K -24,183 Closed
Qube Research & Technologies (QRT)
284
Qube Research & Technologies (QRT)
United Kingdom
– -$634K -21,906 Closed
ATPW
285
Ashton Thomas Private Wealth
Arizona
– -$518K -17,892 Closed
DSN
286
D. Scott Neal
Kentucky
– -$492K -16,994 Closed
T
287
TCWP
Ohio
– -$463K -16,013 Closed
SIC
288
Sterling Investment Counsel
New York
– -$398K -13,748 Closed
WAP
289
Wealthcare Advisory Partners
Pennsylvania
– -$331K -11,450 Closed
FIM
290
Freedom Investment Management
Connecticut
– -$280K -9,672 Closed
BWP
291
Balboa Wealth Partners
Arizona
– -$235K -8,134 Closed
WA
292
WBH Advisory
Maryland
– -$234K -8,100 Closed
LFG
293
Lockerman Financial Group
California
– -$206K -7,119 Closed
FAG
294
Fortitude Advisory Group
Washington
– -$201K -6,961 Closed
AAS
295
Ameritas Advisory Services
Nebraska
– -$130K -4,487 Closed
WEG
296
World Equity Group
Illinois
– -$240K -3,712 Closed
GFWA
297
Grey Fox Wealth Advisors
Delaware
– -$77.9K -2,691 Closed
GWS
298
Glassman Wealth Services
Virginia
– -$68.2K -2,357 Closed
BFPW
299
BOK Financial Private Wealth
Colorado
– -$56.2K -1,943 Closed
BWL
300
Bogart Wealth LLC
Virginia
– -$16.9K -584 Closed
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