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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
Mather Group
Illinois
$243M
2
KWM
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.7M
4
LPL Financial
LPL Financial
California
$1.07B
5
IAA
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$93.5M
2
GI
Gradient Investments
Minnesota
$388K
3
CWM
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
Morgan Stanley
New York
$35.9M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
301
Castleview Partners
Texas
$50K +$4.16K +149 +9%
CJ
302
Caitlin John
Michigan
$45.2K – – –
TIM
303
Tortoise Investment Management
New York
$45K – – –
RWPA
304
Richard W. Paul & Associates
Michigan
$43.3K -$641 -23 -1%
Fidelity Investments
305
Fidelity Investments
Massachusetts
$40.2K -$228K -8,178 -85%
CAS
306
Coppell Advisory Solutions
Texas
$39.6K – – –
BTI
307
Blue Trust Inc
Georgia
$37.6K +$29.5K +1,058 +365%
SC
308
SouthState Corp
Florida
$34.6K +$34.6K +1,241 New
CFGS
309
Concourse Financial Group Securities
Alabama
$33.7K +$18K +644 +114%
MDA
310
Minot DeBlois Advisors
Massachusetts
$29.4K +$29.4K +1,056 New
PB
311
Pinnacle Bancorp
Nebraska
$27K – – –
AA
312
Ancora Advisors
Ohio
$24K +$19.8K +711 +477%
Franklin Resources
313
Franklin Resources
California
$23K – – –
DRP
314
Decker Retirement Planning
Utah
$21.2K +$21.2K +761 New
VHAM
315
Van Hulzen Asset Management
California
$20K +$20K +717 New
S
316
SignatureFD
Georgia
$19.8K – – –
MCM
317
MAI Capital Management
Ohio
$19.1K +$19.1K +684 New
OWP
318
ORG Wealth Partners
Texas
$18.6K -$5.1K -183 -22%
US Bancorp
319
US Bancorp
Minnesota
$17K -$14.5K -519 -46%
KSWA
320
Kathleen S. Wright Associates
Pennsylvania
$16.4K – – –
BTD
321
BankPlus Trust Department
Mississippi
$15.9K +$15.9K +569 New
HCP
322
Hexagon Capital Partners
Arkansas
$12.7K +$1.56K +56 +14%
HIA
323
Harbor Investment Advisory
Maryland
$10.9K – – –
CFD
324
Creative Financial Designs
Indiana
$10.6K -$103K -3,692 -91%
DFA
325
DHJJ Financial Advisors
Illinois
$9.59K – – –
11 12
13
14 15