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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$86.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$84.5M
3
LPL Financial
3
LPL Financial
California
$936M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$853M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$50M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$91.4M
2
NA
2
NewEdge Advisors
Louisiana
$10.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.59M
4
MFG
4
Merit Financial Group
Georgia
$130M
5
PAS
5
Park Avenue Securities
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$31M -$5.14M -183,383 -14%
HighTower Advisors
27
HighTower Advisors
Illinois
$29M +$1.05M +37,363 +4%
PGA
28
Portland Global Advisors
Maine
$28.3M +$1.78M +63,405 +7%
DF
29
Donoghue Forlines
Massachusetts
$25M -$803K -28,668 -3%
GVAG
30
Great Valley Advisor Group
Delaware
$24.9M +$969K +34,586 +4%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$24.3M -$4.97M -177,539 -17%
WS
32
Wela Strategies
Georgia
$23.9M -$301K -10,752 -1%
LFPWM
33
Leicht Financial Planning & Wealth Management
New Jersey
$23.4M +$892K +31,839 +4%
APA
34
Astoria Portfolio Advisors
New York
$22.1M +$3.93M +140,382 +22%
GI
35
Gradient Investments
Minnesota
$21.4M +$21.2M +755,275 +8,117%
Osaic Holdings
36
Osaic Holdings
Arizona
$20.4M -$2.15M -76,591 -10%
Truist Financial
37
Truist Financial
North Carolina
$20.1M +$1.81M +64,442 +10%
NW
38
NewEdge Wealth
Pennsylvania
$19.8M +$757K +27,024 +4%
SWA
39
Stratos Wealth Advisors
Ohio
$19.1M +$18.4M +657,197 +2,788%
BDF
40
Black Diamond Financial
Maryland
$18.9M +$18.2M +650,903 +2,918%
MG
41
Mather Group
Illinois
$18.5M +$831K +29,481 +5%
FFM
42
Flagstone Financial Management
Nebraska
$16.9M +$794K +28,353 +5%
HGA
43
Hobbs Group Advisors
South Carolina
$15.4M +$15.4M +551,180 New
SRSA
44
S.R. Schill & Associates
Washington
$14.9M +$1.02M +36,261 +7%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$14.5M +$14.5M +517,613 New
SPIA
46
Steward Partners Investment Advisory
New York
$14.5M +$138K +4,911 +1%
Mariner
47
Mariner
Kansas
$14M -$279K -9,973 -2%
TC
48
Trilogy Capital
California
$13.7M +$947K +33,795 +7%
Stifel Financial
49
Stifel Financial
Missouri
$13.2M -$413K -14,755 -3%
AWMNH
50
Arcadia Wealth Management (New Hampshire)
New Hampshire
$13.1M +$131K +4,661 +1%
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