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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$745M
2
LPL Financial
LPL Financial
California
$907M
3
GI
GLOBALT Investments
Georgia
$97.8M
4
Financial Engines Advisors
Financial Engines Advisors
California
$824M
5
AssetMark Inc
AssetMark Inc
California
$55.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.26M
2
MNG
Manning & Napier Group
New York
$46M
3
Morgan Stanley
Morgan Stanley
New York
$24.7M
4
AWM
AE Wealth Management
Kansas
$427K
5
CA
CoreCap Advisors
Michigan
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
301
Founders Financial Alliance
North Carolina
$3.18K +$3.18K +113 New
WPWM
302
Western Pacific Wealth Management
Illinois
$2.71K +$2.71K +96 New
CT
303
Cambridge Trust
Massachusetts
$2.54K – – –
PP
304
PrairieView Partners
Minnesota
$2K – – –
GWSA
305
Global Wealth Strategies & Associates
Colorado
$1.52K +$1.52K +54 New
RFG
306
REAP Financial Group
Texas
$1.3K -$2.51K -89 -66%
HIA
307
Harbor Investment Advisory
Maryland
$1.07K +$1.07K +38 New
CAM
308
Creekmur Asset Management
Illinois
$930 – – –
CPG
309
Cornerstone Planning Group
New Jersey
$863 +$27 +1 +3%
PP
310
Pacifica Partners
Canada
$421 – – –
LFG
311
Larson Financial Group
Missouri
$366 – – –
RFG
312
RFP Financial Group
Georgia
$165 -$130K -4,735 -100%
FFA
313
Frazier Financial Advisors
Ohio
$145 – – –
SIS
314
Sound Income Strategies
Florida
$126 -$6.49K -206 -98%
SI
315
SimpliFi Inc
California
– -$6.91M -251,076 Closed
RWA
316
Redhawk Wealth Advisors
Minnesota
– -$4.01M -140,539 Closed
GS
317
GTS Securities
New York
– -$2.85M -99,775 Closed
TSS
318
Two Sigma Securities
New York
– -$2.11M -73,875 Closed
HF
319
HRT Financial
New York
– -$1.38M -48,259 Closed
FPAS
320
Focus Partners Advisor Solutions
Missouri
– -$921K -32,256 Closed
SAG
321
SageView Advisory Group
California
– -$647K -22,733 Closed
CIR
322
Clear Investment Research
Georgia
– -$484K -16,949 Closed
HT
323
Headlands Technologies
Illinois
– -$442K -15,474 Closed
OWA
324
Outlook Wealth Advisors
Texas
– -$406K -14,232 Closed
RA
325
RFG Advisory
Alabama
– -$398K -13,924 Closed
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