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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

160 hedge funds and large institutions have $2.05B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
2.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
35
Increased
53
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$595M
2
MCM
2
Model Capital Management
Massachusetts
$81M
3
AssetMark Inc
3
AssetMark Inc
California
$57.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$242M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
UBS Group
2
UBS Group
Switzerland
$96.6M
3
MNG
3
Manning & Napier Group
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$16.4M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$11.2M +$3.32M +100,399 +42%
State Street
27
State Street
Massachusetts
$10.8M -$3.27M -99,056 -23%
PWG
28
Private Wealth Group
Florida
$9.74M -$796K -24,093 -8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$9.58M +$2.1M +63,439 +28%
FI
30
FormulaFolio Investments
Michigan
$9.42M -$12.6M -380,158 -57%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$8.93M -$492K -14,892 -5%
Renaissance Technologies
32
Renaissance Technologies
New York
$8.45M +$4.47M +135,211 +112%
MIAN
33
Mariner Independent Advisor Network
Kansas
$8.43M +$2.46M +74,563 +41%
Truist Financial
34
Truist Financial
North Carolina
$8.39M +$8.39M +253,817 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$8.12M -$1.83M -55,321 -18%
LPT
36
Legacy Private Trust
Wisconsin
$7.93M -$229K -6,926 -3%
IA
37
IFS Advisors
Kansas
$6.81M +$6.81M +205,952 New
Wells Fargo
38
Wells Fargo
California
$6.81M -$110K -3,331 -2%
Osaic Holdings
39
Osaic Holdings
Arizona
$6.75M -$359K -10,857 -5%
Jane Street
40
Jane Street
New York
$6.75M +$4.74M +143,284 +236%
SWP
41
Stratos Wealth Partners
Ohio
$6.65M +$407K +12,312 +7%
SFP
42
Strategic Financial Partners
Oregon
$6.35M -$6.11M -184,764 -49%
AAS
43
Avantax Advisory Services
Texas
$5.88M +$2.16M +65,375 +58%
FHC
44
First Horizon Corporation
Tennessee
$5.87M -$168K -5,078 -3%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$5.58M +$1.92M +58,011 +52%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$5.09M -$7.35M -222,424 -59%
WCWM
47
Willow Creek Wealth Management
California
$4.79M -$8.43M -254,850 -64%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$4.75M +$4.75M +143,694 New
CCP
49
Cardan Capital Partners
Colorado
$4.58M -$604K -18,275 -12%
MPW
50
MA Private Wealth
California
$4.43M +$585K +17,700 +15%
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