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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
2
AssetMark Inc
California
$408M
3
LPL Financial
3
LPL Financial
California
$533M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
5
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
1
State Street
Massachusetts
$63M
2
Ameriprise
2
Ameriprise
Minnesota
$110M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
4
Gradient Investments
Minnesota
$56M
5
MNG
5
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$28.2M +$16.6M +571,914 +142%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$27.4M +$12.3M +423,994 +81%
PAG
28
Private Advisor Group
New Jersey
$24.1M +$3.17M +109,568 +15%
PAS
29
Park Avenue Securities
New York
$22.9M +$6.71M +231,946 +42%
OBWP
30
O'Brien Wealth Partners
Massachusetts
$22.5M +$115K +3,974 +0.5%
WS
31
Wela Strategies
Georgia
$22.4M +$1.12M +38,644 +5%
CWM
32
Comprehensive Wealth Management
Washington
$21.1M +$1.17M +40,420 +6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$19.8M +$3.8M +131,161 +24%
EH
34
Equitable Holdings
New York
$19.2M +$18M +622,638 +1,556%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$18.8M +$4.71M +162,621 +33%
LFPWM
36
Leicht Financial Planning & Wealth Management
New Jersey
$18.7M +$13.6M +468,999 +264%
Truist Financial
37
Truist Financial
North Carolina
$16.1M +$1.39M +48,124 +9%
SRSA
38
S.R. Schill & Associates
Washington
$16.1M +$3.04M +105,159 +23%
GRP
39
Global Retirement Partners
California
$14.5M +$3.46M +118,237 +31%
FHA
40
Flagship Harbor Advisors
Massachusetts
$14.1M +$11.4M +394,809 +426%
FFM
41
Flagstone Financial Management
Nebraska
$14M +$2.03M +70,094 +17%
UFA
42
US Financial Advisors
Massachusetts
$13.8M +$386K +13,329 +3%
CAG
43
Csenge Advisory Group
Florida
$13.8M +$13.8M +478,223 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$7.27M +251,070 +125%
MG
45
Mather Group
Illinois
$12.8M -$258K -8,931 -2%
MML Investors Services
46
MML Investors Services
Massachusetts
$12.2M +$11.8M +409,331 +3,376%
LFAS
47
Level Four Advisory Services
Texas
$11.9M +$725K +25,035 +6%
GVAG
48
Great Valley Advisor Group
Delaware
$11.5M +$9.38M +324,260 +440%
KAS
49
Kestra Advisory Services
Texas
$10.9M +$6.18M +213,615 +130%
Stifel Financial
50
Stifel Financial
Missouri
$10.8M -$1.72M -59,294 -14%
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