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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 %
LWMI
326
Legacy Wealth Management (Idaho)
Idaho
$617 +$617 +22 New
BNP Paribas Financial Markets
327
BNP Paribas Financial Markets
France
$581 – – –
DWM
328
Darwin Wealth Management
Florida
$523 +$523 +18 New
SAM
329
Smartleaf Asset Management
Massachusetts
$262 -$2.71K -93 -91%
GSEP
330
Golden State Equity Partners
California
$2 – – –
DF
331
Donoghue Forlines
Massachusetts
– -$25M -891,251 Closed
NW
332
NewEdge Wealth
Pennsylvania
– -$19.8M -706,012 Closed
FTUS
333
Flow Traders U.S.
New York
– -$10.9M -389,503 Closed
D
334
Dentgroup
Louisiana
– -$6.54M -233,339 Closed
CWM
335
Centric Wealth Management
Illinois
– -$4.77M -168,329 Closed
TWD
336
True Wealth Design
Ohio
– -$4.53M -161,699 Closed
MA
337
Mutual Advisors
Nebraska
– -$2.36M -83,012 Closed
HF
338
HRT Financial
New York
– -$2.2M -78,539 Closed
MHS
339
M Holdings Securities
Oregon
– -$1.82M -64,784 Closed
FHC
340
First Heartland Consultants
Missouri
– -$1.54K -54,982 Closed
TPWA
341
Twin Peaks Wealth Advisors
California
– -$924K -32,984 Closed
COCM
342
Charter Oak Capital Management
New Hampshire
– -$463K -16,511 Closed
OMC
343
Old Mission Capital
Illinois
– -$462K -16,500 Closed
EWM
344
Evercore Wealth Management
New York
– -$348K -12,434 Closed
MPW
345
MA Private Wealth
California
– -$286K -10,210 Closed
TSS
346
Two Sigma Securities
New York
– -$277K -9,896 Closed
HFA
347
High Falls Advisors
New York
– -$257K -9,181 Closed
GHA
348
GW Henssler & Associates
Georgia
– -$211K -7,524 Closed
HKIMG
349
Hutchens & Kramer Investment Management Group
Indiana
– -$209K -7,501 Closed
SFC
350
Strategic Financial Concepts
Texas
– -$205K -7,329 Closed
11 12 13
14
15