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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
MNG
4
Manning & Napier Group
New York
$43.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$17.2M +$4.33M +153,226 +34%
SMM
27
Stadion Money Management
Georgia
$16.1M -$79.2K -2,803 -0.5%
PAS
28
Park Avenue Securities
New York
$15.8M -$1.09M -38,565 -6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$15.6M +$12.3M +436,442 +376%
SFP
30
Strategic Financial Partners
Oregon
$15.3M +$3.92M +138,778 +35%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$14.8M +$14.2M +501,490 +2,317%
Truist Financial
32
Truist Financial
North Carolina
$14.4M +$129K +4,568 +0.9%
BWM
33
Boyd Wealth Management
California
$14.1M -$2.91M -103,032 -17%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$13.8M +$299K +10,585 +2%
UFA
35
US Financial Advisors
Massachusetts
$13.1M +$13.1M +465,021 New
MG
36
Mather Group
Illinois
$12.7M +$1.69M +59,821 +15%
SRSA
37
S.R. Schill & Associates
Washington
$12.7M -$146K -5,159 -1%
MA
38
Mutual Advisors
Nebraska
$12.3M +$6.55M +231,977 +113%
Stifel Financial
39
Stifel Financial
Missouri
$12.2M -$16M -568,173 -57%
FFM
40
Flagstone Financial Management
Nebraska
$11.7M +$11.7M +414,433 New
AWM
41
AE Wealth Management
Kansas
$11.4M +$79.6K +2,818 +0.7%
LFAS
42
Level Four Advisory Services
Texas
$10.9M -$4.05M -143,563 -27%
GRP
43
Global Retirement Partners
California
$10.7M +$118K +4,180 +1%
BBWP
44
Beacon Bridge Wealth Partners
Pennsylvania
$10.6M +$10.6M +374,134 New
CAN
45
Cetera Advisor Networks
California
$8.81M +$8.56M +303,107 +3,417%
SCP
46
Syntal Capital Partners
Texas
$8.18M +$2.85M +100,794 +53%
TC
47
Trilogy Capital
California
$8.02M +$7.38M +261,186 +1,146%
PGA
48
Portland Global Advisors
Maine
$7.82M +$3.16M +112,045 +68%
GIM
49
Goelzer Investment Management
Indiana
$7.74M +$7.74M +274,108 New
GAG
50
GM Advisory Group
New York
$7.56M +$7.56M +267,591 New
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