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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
1
Mather Group
Illinois
$174M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$987M
3
LPL Financial
3
LPL Financial
California
$1.07B
4
State Street
4
State Street
Massachusetts
$147M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$42.8M
2
DF
2
Donoghue Forlines
Massachusetts
$0
3
NW
3
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
4
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWP
26
O'Brien Wealth Partners
Massachusetts
$36.6M +$1.51M +51,985 +4%
SPA
27
Sentinel Pension Advisors
Massachusetts
$34M +$1.9M +65,212 +6%
HighTower Advisors
28
HighTower Advisors
Illinois
$31.3M +$1.24M +42,713 +4%
PGA
29
Portland Global Advisors
Maine
$30.2M +$786K +27,039 +3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$28.4M -$11.1M -380,856 -28%
WS
31
Wela Strategies
Georgia
$27.1M +$2.34M +80,469 +9%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$26M +$805K +27,716 +3%
Stifel Financial
33
Stifel Financial
Missouri
$25.8M +$12.1M +416,884 +88%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$24.1M -$165K -5,662 -0.7%
GVAG
35
Great Valley Advisor Group
Delaware
$23M -$2.85M -98,007 -11%
BDF
36
Black Diamond Financial
Maryland
$22.5M +$2.85M +98,006 +15%
GI
37
Gradient Investments
Minnesota
$22.4M +$159K +5,487 +0.7%
Truist Financial
38
Truist Financial
North Carolina
$21.9M +$1.09M +37,377 +5%
APA
39
Astoria Portfolio Advisors
New York
$21.8M -$710K -24,861 -3%
Osaic Holdings
40
Osaic Holdings
Arizona
$21.7M +$579K +19,941 +3%
WIC
41
Woodmont Investment Counsel
Tennessee
$21.4M +$21.4M +736,861 New
SWA
42
Stratos Wealth Advisors
Ohio
$18.4M -$1.34M -46,192 -7%
FFM
43
Flagstone Financial Management
Nebraska
$18.4M +$865K +29,761 +5%
HGA
44
Hobbs Group Advisors
South Carolina
$17.2M +$1.21M +41,775 +8%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$16M +$2.67M +91,988 +20%
FHA
46
Flagship Harbor Advisors
Massachusetts
$15.4M +$15.4M +530,652 New
SPIA
47
Steward Partners Investment Advisory
New York
$15.1M +$117K +4,031 +0.8%
SRSA
48
S.R. Schill & Associates
Washington
$14.6M -$919K -31,633 -6%
TC
49
Trilogy Capital
California
$13.9M -$261K -8,977 -2%
WC
50
Waterloo Capital
Texas
$13.9M +$7.04M +242,167 +103%
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