SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$745M
2
LPL Financial
2
LPL Financial
California
$907M
3
GI
3
GLOBALT Investments
Georgia
$97.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$824M
5
AssetMark Inc
5
AssetMark Inc
California
$55.1M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.26M
2
MNG
2
Manning & Napier Group
New York
$46M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.7M
4
AWM
4
AE Wealth Management
Kansas
$427K
5
CA
5
CoreCap Advisors
Michigan
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
26
Portland Global Advisors
Maine
$26.7M +$1.99M +70,651 +8%
DF
27
Donoghue Forlines
Massachusetts
$25.9M +$25.9M +919,919 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$25.8M +$1.5M +53,120 +6%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$25.4M +$815K +28,890 +3%
Morgan Stanley
30
Morgan Stanley
New York
$24.7M -$33.5M -1,188,487 -58%
WS
31
Wela Strategies
Georgia
$24.3M +$1.77M +62,648 +8%
GVAG
32
Great Valley Advisor Group
Delaware
$24.1M -$814K -28,902 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$22.7M -$1.45M -51,384 -6%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$22.6M +$2.31M +82,028 +11%
Bank of America
35
Bank of America
North Carolina
$21.4M -$264K -9,374 -1%
PAS
36
Park Avenue Securities
New York
$19.6M +$2.21M +78,386 +13%
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$19.2M +$3.36M +119,136 +21%
NW
38
NewEdge Wealth
Pennsylvania
$18.8M +$1.21M +43,788 +7%
Truist Financial
39
Truist Financial
North Carolina
$18.4M -$1.6M -56,659 -8%
MG
40
Mather Group
Illinois
$17.9M -$251K -8,802 -1%
APA
41
Astoria Portfolio Advisors
New York
$17.8M +$1.17M +42,613 +7%
FFM
42
Flagstone Financial Management
Nebraska
$16.2M +$649K +23,034 +4%
SPIA
43
Steward Partners Investment Advisory
New York
$14.4M +$153K +5,427 +1%
Mariner
44
Mariner
Kansas
$14.4M +$3.52M +124,882 +32%
FHA
45
Flagship Harbor Advisors
Massachusetts
$14.1M -$111K -3,923 -0.8%
SRSA
46
S.R. Schill & Associates
Washington
$14M +$434K +15,418 +3%
Stifel Financial
47
Stifel Financial
Missouri
$13.7M +$1.28M +45,260 +10%
CAC
48
Certified Advisory Corp
Florida
$13.7M +$8.52M +302,213 +164%
WCWM
49
Willow Creek Wealth Management
California
$13.6M +$1.45M +51,441 +12%
AWMNH
50
Arcadia Wealth Management (New Hampshire)
New Hampshire
$13.1M -$3.15M -111,699 -19%
1
2
3 4 5