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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

110 hedge funds and large institutions have $703M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
45
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$226M
2
BlackRock
2
BlackRock
New York
$43.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.9M
4
GI
4
Gradient Investments
Minnesota
$17.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$12.1M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$7.93M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Ameriprise
3
Ameriprise
Minnesota
$14.3M
4
SI
4
Stephens Inc
Arkansas
$29.6M
5
SRSA
5
S.R. Schill & Associates
Washington
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.71M 184,471 +68,961 +60%
Jane Street
27
Jane Street
New York
$5.48M 177,264 -36,193 -17%
AWM
28
AE Wealth Management
Kansas
$4.85M 156,747 +4,699 +3%
SS
29
Simplicity Solutions
Minnesota
$4.55M 146,986 +2,102 +1%
LWS
30
Lucia Wealth Services
California
$4.33M 140,080 +13,253 +10%
RJA
31
Raymond James & Associates
Florida
$2.96M 95,601 -2,150 -2%
NA
32
Nottingham Advisors
New York
$2.88M 93,079 +4,796 +5%
FI
33
FormulaFolio Investments
Michigan
$2.88M 93,053 +93,053 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.83M 91,594 +58,074 +173%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$2.7M 87,162 +87,162 New
MPW
36
MA Private Wealth
California
$2.69M 86,947 +86,947 New
TAIM
37
TD Ameritrade Investment Management
Nebraska
$2M 64,807 -865 -1%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$1.95M 62,944 +1,060 +2%
EIA
39
Eldridge Investment Advisors
New Hampshire
$1.73M 55,786 +55,786 New
CIA
40
Capital Investment Advisors
Georgia
$1.67M 53,939 +53,939 New
SCA
41
Snowden Capital Advisors
New York
$1.35M 43,610 -122 -0.3%
NFP
42
Narus Financial Partners
Utah
$1.31M 42,267 +14,969 +55%
Morgan Stanley
43
Morgan Stanley
New York
$1.29M 41,703 -4,519 -10%
CA
44
Continuum Advisory
Idaho
$1.23M 39,712 +39,712 New
WCF
45
West Coast Financial
California
$1.13M 36,444 -6,406 -15%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.07M 34,611 +26,261 +315%
AWA
47
Arete Wealth Advisors
Illinois
$1M 32,403 -5,058 -14%
GTAM
48
Global Trust Asset Management
Florida
$987K 31,920 +850 +3%
AG
49
Advisor Group
Arizona
$958K 30,967 -3,872 -11%
CSIA
50
Charles Schwab Investment Advisory
California
$952K 30,765 -2,177 -7%
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