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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 %
HCP
301
Hexagon Capital Partners
Arkansas
$11.6K -$436 -15 -4%
HIA
302
Harbor Investment Advisory
Maryland
$11.4K – – –
GEA
303
Glen Eagle Advisors
New Jersey
$10K – – –
DFA
304
DHJJ Financial Advisors
Illinois
$10K – – –
JHCP
305
Jackson Hole Capital Partners
Oklahoma
$9.07K – – –
TPW
306
Talon Private Wealth
Florida
$8.98K +$8.98K +309 New
HI
307
Harbour Investments
Wisconsin
$8.34K -$23.2K -799 -74%
BTI
308
Blue Trust Inc
Georgia
$8.11K -$2.52K -90 -24%
AWM
309
Avior Wealth Management
Nebraska
$7.93K -$1.69K -58 -18%
PA
310
Parallel Advisors
California
$7.56K – – –
WT
311
Washington Trust
Rhode Island
$7.27K – – –
SIS
312
Sound Income Strategies
Florida
$6.94K +$6.83K +235 +5,875%
1IA
313
1620 Investment Advisors
Massachusetts
$6.57K – – –
AA
314
Ancora Advisors
Ohio
$4.33K – – –
AAP
315
Arax Advisory Partners
Colorado
$4.01K – – –
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$3.34K +$3.34K +115 New
FFA
317
Founders Financial Alliance
North Carolina
$3.28K – – –
RCM
318
Raleigh Capital Management
North Carolina
$2.63K – – –
EB
319
Eastern Bank
Massachusetts
$2.62K +$2.62K +90 New
Bessemer Group
320
Bessemer Group
New Jersey
$2K +$2K +54 New
PP
321
PrairieView Partners
Minnesota
$1K – – –
CAM
322
Creekmur Asset Management
Illinois
$959 – – –
CPG
323
Cornerstone Planning Group
New Jersey
$898 – – –
FCM
324
Fourpath Capital Management
Oklahoma
$872 +$872 +30 New
LIS
325
Legacy Investment Solutions
Idaho
$617 +$617 +22 New
11 12
13
14 15