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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

261 hedge funds and large institutions have $4.06B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.12%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$711M
2
Ameriprise
2
Ameriprise
Minnesota
$239M
3
Morgan Stanley
3
Morgan Stanley
New York
$241M
4
Jane Street
4
Jane Street
New York
$163M
5
FTUS
5
Flow Traders U.S.
New York
$82.9M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
2
AssetMark Inc
California
$119M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$5K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$130M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$24.4M +$5.08M +179,502 +26%
OBWP
27
O'Brien Wealth Partners
Massachusetts
$22.7M +$743K +26,247 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$22.6M +$20.9M +739,529 +1,218%
WS
29
Wela Strategies
Georgia
$21.4M -$451K -15,952 -2%
LFPWM
30
Leicht Financial Planning & Wealth Management
New Jersey
$21M +$2.67M +94,230 +15%
PGA
31
Portland Global Advisors
Maine
$20.4M +$11.8M +417,048 +137%
CWM
32
Comprehensive Wealth Management
Washington
$20.3M -$308K -10,880 -1%
Bank of America
33
Bank of America
North Carolina
$18.6M -$36.2M -1,279,584 -66%
PAS
34
Park Avenue Securities
New York
$17M -$5.37M -190,000 -24%
AWMNH
35
Arcadia Wealth Management (New Hampshire)
New Hampshire
$15.7M +$15.7M +554,915 New
Truist Financial
36
Truist Financial
North Carolina
$15.6M -$209K -7,383 -1%
BBWP
37
Beacon Bridge Wealth Partners
Pennsylvania
$15.4M +$7.28M +257,231 +89%
AC
38
Arjuna Capital
North Carolina
$14.9M +$13.9M +492,281 +1,379%
GRP
39
Global Retirement Partners
California
$14.9M +$873K +30,856 +6%
MFG
40
Merit Financial Group
Georgia
$14.7M +$12.1M +426,036 +460%
SPIA
41
Steward Partners Investment Advisory
New York
$14.5M +$14.5M +512,560 +32,877%
BWM
42
Boyd Wealth Management
California
$14.1M +$14.1M +498,526 New
FFM
43
Flagstone Financial Management
Nebraska
$14M +$342K +12,081 +2%
UFA
44
US Financial Advisors
Massachusetts
$13.8M +$300K +10,619 +2%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$13.6M -$13.2M -466,262 -49%
MG
46
Mather Group
Illinois
$13.3M +$817K +28,877 +7%
SRSA
47
S.R. Schill & Associates
Washington
$13.2M -$2.5M -88,534 -16%
FHA
48
Flagship Harbor Advisors
Massachusetts
$13.2M -$629K -22,218 -5%
HWM
49
Horizon Wealth Management
Illinois
$12.6M +$12.6M +444,285 New
LFAS
50
Level Four Advisory Services
Texas
$12.2M +$608K +21,500 +5%
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