SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

165 hedge funds and large institutions have $2.8B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
17
Increased
76
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$196M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$469M
3
LPL Financial
3
LPL Financial
California
$86.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$16.7M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$7.87M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$676M
2
MNG
2
Manning & Napier Group
New York
$30.8M
3
MC
3
McMorgan & Co
California
$23.7M
4
5L
4
55I LLC
Massachusetts
$21.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRSA
26
S.R. Schill & Associates
Washington
$12.2M +$56K +1,734 +0.5%
CWM
27
Comprehensive Wealth Management
Washington
$11.5M +$892K +27,597 +8%
MIAN
28
Mariner Independent Advisor Network
Kansas
$11.4M -$395K -12,238 -3%
GRP
29
Global Retirement Partners
California
$11.1M +$991K +30,661 +10%
Morgan Stanley
30
Morgan Stanley
New York
$11M +$705K +21,825 +7%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$9.75M +$364K +11,170 +4%
AAS
32
Avantax Advisory Services
Texas
$9.27M +$741K +22,915 +9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$9.16M +$4.73M +146,317 +107%
PAG
34
Private Advisor Group
New Jersey
$8.71M +$791K +24,493 +10%
BCM
35
Brookstone Capital Management
Illinois
$8.66M +$95.1K +2,954 +1%
William Blair & Company
36
William Blair & Company
Illinois
$8.24M -$214K -6,639 -3%
SWP
37
Stratos Wealth Partners
Ohio
$8.1M +$387K +11,983 +5%
PWG
38
Private Wealth Group
Florida
$7.87M -$403K -12,463 -5%
RWA
39
Redhawk Wealth Advisors
Minnesota
$7.87M +$7.87M +243,708 New
Barclays
40
Barclays
United Kingdom
$7.76M +$6.4M +198,057 +470%
LPT
41
Legacy Private Trust
Wisconsin
$7.4M -$119K -3,675 -2%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$7.05M -$444K -13,741 -6%
AWM
43
AE Wealth Management
Kansas
$6.95M +$230K +7,121 +3%
Wells Fargo
44
Wells Fargo
California
$6.66M -$49.3K -1,525 -0.7%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$6.42M +$270K +8,352 +4%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$5.87M +$1.26M +39,009 +27%
LFAS
47
Level Four Advisory Services
Texas
$5.69M +$2.15M +66,481 +61%
KAM
48
Knightsbridge Asset Management
California
$5.38M +$699K +21,623 +15%
FHA
49
First Horizon Advisors
Tennessee
$5.34M +$5.34M +165,279 New
WCWM
50
Willow Creek Wealth Management
California
$4.94M +$147K +4,535 +3%
1
2
3 4 5