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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 %
CPG
351
Cornerstone Planning Group
New Jersey
$897 – – –
GA
352
GoalVest Advisory
New York
$892 +$892 +32 New
DWM
353
Darwin Wealth Management
Florida
$501 – – –
SIS
354
Sound Income Strategies
Florida
$264 -$6.75K -230 -96%
HHGA
355
Halbert Hargrove Global Advisors
California
$112 +$112 +4 New
KIM
356
Kestra Investment Management
Texas
$27 +$27 +1 New
Jane Street
357
Jane Street
New York
– -$4.81M -165,602 Closed
MCC
358
Money Concepts Capital
Florida
– -$4.23M -145,708 Closed
SFS
359
Sowell Financial Services
Arkansas
– -$2.22M -76,276 Closed
AWA
360
Arete Wealth Advisors
Illinois
– -$1.55M -53,236 Closed
BFA
361
Brown Financial Advisors
Ohio
– -$1.22M -42,150 Closed
FG
362
Foster Group
Iowa
– -$1.02M -35,114 Closed
PW
363
Paladin Wealth
Minnesota
– -$995K -34,248 Closed
FEG
364
Financial Enhancement Group
Indiana
– -$973K -33,570 Closed
WWA
365
WCG Wealth Advisors
Nevada
– -$748K -25,748 Closed
TWP
366
Triad Wealth Partners
Kansas
– -$461K -15,849 Closed
Prudential Financial
367
Prudential Financial
New Jersey
– -$403K -13,875 Closed
SIM
368
Stratos Investment Management
Ohio
– -$311K -10,691 Closed
LWM
369
LongView Wealth Management
Georgia
– -$289K -9,956 Closed
MWM
370
Modern Wealth Management
Kansas
– -$263K -9,057 Closed
FWM
371
Fonville Wealth Management
Virginia
– -$244K -8,387 Closed
QC
372
Quadrature Capital
United Kingdom
– -$227K -7,816 Closed
AWMNH
373
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$225K -7,754 Closed
GT
374
Greenleaf Trust
Michigan
– -$209K -7,180 Closed
RWP
375
RWA Wealth Partners
Massachusetts
– -$207K -7,109 Closed
12 13 14
15
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