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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
1
Mather Group
Illinois
$243M
2
KWM
2
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.7M
4
LPL Financial
4
LPL Financial
California
$1.07B
5
IAA
5
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$93.5M
2
GI
2
Gradient Investments
Minnesota
$388K
3
CWM
3
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.9M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWP
26
O'Brien Wealth Partners
Massachusetts
$39.2M +$4.08M +146,423 +12%
HighTower Advisors
27
HighTower Advisors
Illinois
$35.9M +$5.86M +210,083 +19%
Morgan Stanley
28
Morgan Stanley
New York
$35.9M -$13.9M -499,345 -28%
SWIG
29
Strategic Wealth Investment Group
Kentucky
$34.3M -$7.52M -269,852 -18%
PGA
30
Portland Global Advisors
Maine
$34M +$5.05M +181,156 +17%
SPA
31
Sentinel Pension Advisors
Massachusetts
$33.4M +$734K +26,320 +2%
BDF
32
Black Diamond Financial
Maryland
$32.4M +$10.9M +391,784 +51%
CWP
33
Concord Wealth Partners
Virginia
$31.8M +$31.8M +1,141,717 New
CAMV
34
Concord Asset Management (Virginia)
Virginia
$31.8M +$31.8M +1,140,712 New
EWM
35
Evermay Wealth Management
Virginia
$30.9M +$30.9M +1,108,327 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$28.5M +$3.58M +128,488 +14%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$27.9M +$732K +26,260 +3%
EH
38
Equitable Holdings
New York
$27.7M +$17.1M +612,354 +160%
WS
39
Wela Strategies
Georgia
$27.1M +$1.07M +38,509 +4%
Stifel Financial
40
Stifel Financial
Missouri
$24.8M -$4.66K -167 -0%
LFPWM
41
Leicht Financial Planning & Wealth Management
New Jersey
$23.2M +$143K +5,120 +0.6%
GVAG
42
Great Valley Advisor Group
Delaware
$23M +$932K +33,446 +4%
Raymond James Financial
43
Raymond James Financial
Florida
$23M +$23M +825,093 New
VAMG
44
Voisard Asset Management Group
Michigan
$21.6M +$20.8M +744,486 +2,410%
Truist Financial
45
Truist Financial
North Carolina
$21M -$55.9K -2,005 -0.3%
Osaic Holdings
46
Osaic Holdings
Arizona
$20.1M -$732K -26,259 -4%
CWM
47
Comprehensive Wealth Management
Washington
$19.3M -$19.5M -698,792 -50%
FFM
48
Flagstone Financial Management
Nebraska
$18.9M +$1.2M +42,874 +7%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$18.2M +$2.87M +103,039 +19%
SWA
50
Stratos Wealth Advisors
Ohio
$18M +$261K +9,365 +1%
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