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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 %
WWG
326
West Wealth Group
California
– -$360K -12,608 Closed
SA
327
Strategic Advocates
Utah
– -$324K -11,360 Closed
PCM
328
Presidio Capital Management
California
– -$296K -10,356 Closed
BWP
329
Balboa Wealth Partners
Arizona
– -$287K -10,033 Closed
LEFP
330
Leading Edge Financial Planning
Tennessee
– -$281K -9,843 Closed
CA
331
Crane Advisory
California
– -$253K -8,927 Closed
M1FG
332
Mach-1 Financial Group
Arkansas
– -$238K -8,318 Closed
LNC
333
Lincoln National Corp
Pennsylvania
– -$234K -8,204 Closed
FBB
334
Fulton Breakefield Broenniman
Maryland
– -$231K -8,096 Closed
FPW
335
Flagship Private Wealth
Massachusetts
– -$228K -7,984 Closed
KW
336
KWB Wealth
California
– -$226K -7,929 Closed
BWCS
337
Beirne Wealth Consulting Services
Connecticut
– -$210K -7,365 Closed
AA
338
Advisory Alpha
Michigan
– -$209K -7,307 Closed
TVAMP
339
Tennessee Valley Asset Management Partners
Tennessee
– -$132K -4,612 Closed
OP
340
ORG Partners
Indiana
– -$52.8K -1,848 Closed
GWANC
341
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$14.2K -497 Closed
CA
342
Clearstead Advisors
Ohio
– -$10.9K -383 Closed
CFB
343
Cullen/Frost Bankers
Texas
– -$8.34K -292 Closed
Bessemer Group
344
Bessemer Group
New Jersey
– -$6K -203 Closed
ICM
345
Islay Capital Management
Texas
– -$5.66K -198 Closed
AWM
346
Able Wealth Management
New Jersey
– -$5.38K -188 Closed
HR
347
Howe & Rusling
New York
– -$2.09K -73 Closed
PMFA
348
Plante Moran Financial Advisors
Michigan
– -$1.77K -62 Closed
AF
349
Advisornet Financial
Minnesota
– -$33 -1 Closed
HNB
350
Huntington National Bank
Ohio
– -$14.2K – –
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