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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 %
BIM
326
Breakwater Investment Management
Washington
$9.34K +$9.34K +335 New
JHCP
327
Jackson Hole Capital Partners
Oklahoma
$8.7K – – –
HI
328
Harbour Investments
Wisconsin
$7.92K -$84 -3 -1%
AWM
329
Avior Wealth Management
Nebraska
$7.61K – – –
WT
330
Washington Trust
Rhode Island
$6.97K – – –
1IA
331
1620 Investment Advisors
Massachusetts
$6.3K – – –
CPA
332
Compass Planning Associates
Massachusetts
$5.95K +$5.95K +213 New
AAP
333
Arax Advisory Partners
Colorado
$5.8K +$1.95K +70 +51%
BOJHT
334
Bank of Jackson Hole Trust
Wyoming
$5.55K +$5.55K +199 New
T
335
Transce3nd
Texas
$5.33K +$5.33K +191 New
GEA
336
Glen Eagle Advisors
New Jersey
$4.02K -$5.58K -200 -58%
SAM
337
Synergy Asset Management
Washington
$3.57K +$3.57K +123 New
FFA
338
Founders Financial Alliance
North Carolina
$3.15K – – –
NMG
339
New Millennium Group
Utah
$2.84K +$2.84K +102 New
RCM
340
Raleigh Capital Management
North Carolina
$2.55K +$55 +2 +2%
EB
341
Eastern Bank
Massachusetts
$2.51K – – –
MCM
342
Mainstream Capital Management
California
$2.51K +$2.51K +90 New
Q1WB
343
Quest 10 Wealth Builders
Virginia
$2.26K +$2.26K +81 New
Simplex Trading
344
Simplex Trading
Illinois
$2K +$2K +91 New
MMCM
345
Murphy & Mullick Capital Management
New York
$1.9K +$1.9K +68 New
PSFG
346
Park Square Financial Group
Georgia
$1.7K +$1.7K +61 New
PP
347
PrairieView Partners
Minnesota
$1K – – –
LIS
348
Legacy Investment Solutions
Idaho
$925 +$308 +11 +50%
LWMI
349
Legacy Wealth Management (Idaho)
Idaho
$925 +$308 +11 +50%
CAM
350
Creekmur Asset Management
Illinois
$920 – – –
12 13
14
15 16