SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$64.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.7M
3
LPL Financial
LPL Financial
California
+$34.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$33.8M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$30.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.8M
2
NA
NewEdge Advisors
Louisiana
-$18.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.1M
4
MFG
Merit Financial Group
Georgia
-$12.5M
5
PAS
Park Avenue Securities
New York
-$9.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
301
Richard W. Paul & Associates
Michigan
$3.62K -$41.8K -1,490 -92%
FFA
302
Founders Financial Alliance
North Carolina
$3.17K – – –
SAM
303
Smartleaf Asset Management
Massachusetts
$2.87K -$5.2K -185 -64%
RCM
304
Raleigh Capital Management
North Carolina
$2.51K -$354K -12,683 -99%
FHC
305
First Heartland Consultants
Missouri
$1.54K -$58 -2,057 -4%
PP
306
PrairieView Partners
Minnesota
$1K – – –
CAM
307
Creekmur Asset Management
Illinois
$925 – – –
CPG
308
Cornerstone Planning Group
New Jersey
$909 – – –
BNP Paribas Financial Markets
309
BNP Paribas Financial Markets
France
$560 +$560 +20 New
PP
310
Pacifica Partners
Canada
$420 – – –
IAIM
311
International Assets Investment Management
Florida
$168 +$168 +6 New
RFG
312
RFP Financial Group
Georgia
$164 – – –
SIS
313
Sound Income Strategies
Florida
$125 – – –
RS
314
Rakuten Securities
Japan
$56 +$56 +2 New
KFS
315
Kelly Financial Services
Massachusetts
$2 -$140K -4,962 Closed
FFM
316
Forum Financial Management
Illinois
– -$2.64M -93,803 Closed
APC
317
Aspire Private Capital
North Carolina
– -$1.18M -41,796 Closed
OPS
318
Orion Portfolio Solutions
Nebraska
– -$1.02M -36,245 Closed
BCI
319
Brinker Capital Investments
Pennsylvania
– -$1.02M -36,245 Closed
MIS
320
Morningstar Investment Services
Illinois
– -$864K -30,636 Closed
IGWM
321
ICA Group Wealth Management
Colorado
– -$669K -23,743 Closed
ARC
322
Advisor Resource Council
Texas
– -$674K -23,600 Closed
AF
323
Apollon Financial
South Carolina
– -$663K -23,545 Closed
TWM
324
TSA Wealth Management
Texas
– -$601K -21,318 Closed
Susquehanna International Group
325
Susquehanna International Group
Pennsylvania
– -$460K -16,319 Closed
10 11 12
13
14