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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

199 hedge funds and large institutions have $3.12B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 15 closing their positions.

Holders
199
Holders Change
+34
Holders Change %
+20.61%
% of All Funds
3.07%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
52
Increased
63
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$333M
2
Jane Street
2
Jane Street
New York
$135M
3
Goldman Sachs
3
Goldman Sachs
New York
$57.1M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$515M
5
Bank of America
5
Bank of America
North Carolina
$57.5M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
SGAM
2
Stephens Group Asset Management
Arkansas
$57.6M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$9.11M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
CI
5
CX Institutional
Indiana
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$13.5M 422,250 +422,250 New
Truist Financial
27
Truist Financial
North Carolina
$13.4M 417,971 +12,161 +3%
PAS
28
Park Avenue Securities
New York
$13.2M 410,877 +1,816 +0.4%
SRSA
29
S.R. Schill & Associates
Washington
$13M 405,954 +27,890 +7%
HGWM
30
Horst & Graben Wealth Management
Oregon
$11.3M 351,440 -28,214 -7%
Morgan Stanley
31
Morgan Stanley
New York
$11.2M 349,328 +8,375 +2%
AWM
32
Axxcess Wealth Management
California
$11M 343,603 +343,603 New
AMR
33
Asset Management Resources
Massachusetts
$9.78M 305,034 +305,034 New
AAS
34
Avantax Advisory Services
Texas
$9.53M 297,214 +10,425 +4%
PAG
35
Private Advisor Group
New Jersey
$9.47M 295,570 +25,937 +10%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
– – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$8.93M 278,691 +131,225 +89%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$8.73M 272,389 -11,242 -4%
William Blair & Company
39
William Blair & Company
Illinois
$8.64M 269,637 +14,535 +6%
BWM
40
Boyd Wealth Management
California
$7.69M 239,795 +239,795 New
CPP
41
Capasso Planning Partners
South Carolina
$7.38M 230,129 +230,129 New
LPT
42
Legacy Private Trust
Wisconsin
$7.1M 221,512 -7,356 -3%
AWM
43
AE Wealth Management
Kansas
$6.98M 217,818 +2,761 +1%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$6.67M 208,176 +9,391 +5%
MPW
45
MA Private Wealth
California
$6.46M 201,495 +53,906 +37%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$6.42M 200,238 +66,000 +49%
Wells Fargo
47
Wells Fargo
California
$5.93M 184,923 -21,151 -10%
LFPWM
48
Leicht Financial Planning & Wealth Management
New Jersey
$5.89M 183,848 -115,638 -39%
Renaissance Technologies
49
Renaissance Technologies
New York
$5.7M 177,800 +114,400 +180%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$5.51M 171,926 +29,817 +21%
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