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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 %
AGWCA
276
Annis Gardner Whiting Capital Advisors
Florida
$70.5K +$19.3K +664 +38%
AFWM
277
Abich Financial Wealth Management
Virginia
$63.6K -$183K -6,314 -74%
LFG
278
Larson Financial Group
Missouri
$61.6K -$233 -8 -0.4%
CIA
279
Cape Investment Advisory
Georgia
$50.6K -$1.74K -60 -3%
FAM
280
Flaharty Asset Management
Florida
$49.1K +$49.1K +1,691 New
William Blair & Company
281
William Blair & Company
Illinois
$48.5K -$16.7K -576 -26%
CP
282
Castleview Partners
Texas
$47.7K +$17.1K +590 +56%
TIM
283
Tortoise Investment Management
New York
$46.9K – – –
RWPA
284
Richard W. Paul & Associates
Michigan
$45.8K +$42K +1,446 +1,121%
CJ
285
Caitlin John
Michigan
$45.5K +$140 +5 +0.3%
CAS
286
Coppell Advisory Solutions
Texas
$41.3K -$699 -24 -2%
CB
287
Centennial Bank
Arkansas
$39.5K +$39.5K +1,358 New
US Bancorp
288
US Bancorp
Minnesota
$32.8K +$29 +1 +0.1%
SWM
289
Spire Wealth Management
Virginia
$29.6K -$178K -6,131 -86%
PB
290
Pinnacle Bancorp
Nebraska
$28.2K – – –
SS
291
Sunbelt Securities
Texas
$27.6K – – –
AWA
292
Alaska Wealth Advisors
Alaska
$26.2K +$87 +3 +0.3%
OWP
293
ORG Wealth Partners
Texas
$24.7K +$24.7K +851 New
Franklin Resources
294
Franklin Resources
California
$23.6K – – –
S
295
SignatureFD
Georgia
$20.6K – – –
FCA
296
FinTrust Capital Advisors
South Carolina
$18.8K – – –
KSWA
297
Kathleen S. Wright Associates
Pennsylvania
$17.1K +$29 +1 +0.2%
CFGS
298
Concourse Financial Group Securities
Alabama
$16.4K – – –
FAM
299
Family Asset Management
South Carolina
$15.6K – – –
VF
300
VitalStone Financial
Texas
$12.9K -$87 -3 -0.7%
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