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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

77 hedge funds and large institutions have $473M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+29
Holders Change %
+60.42%
% of All Funds
2.02%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
34
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
$21K
Net Calls
-$21K
Net Calls Change
-$21K

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$70.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.9M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$23.3M
4
ACM
4
Aviance Capital Management
Florida
$12.5M
5
FA
5
FDx Advisors
Illinois
$11.4M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
DS
2
DRW Securities
Illinois
$360K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
Bank of America
4
Bank of America
North Carolina
$61.7M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
51
AGF Investments Inc
Ontario, Canada
$533K +$431K +14,354 +421%
AWA
52
ARS Wealth Advisors
Florida
$463K +$247K +8,200 +114%
DS
53
DRW Securities
Illinois
$360K -$3.61M -120,000 -91%
BTS
54
BB&T Securities
Virginia
$351K +$98K +3,262 +39%
IP
55
Investment Partners
Ohio
$347K -$12K -398 -3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$278K -$16.8K -558 -6%
AIA
57
Allegis Investment Advisors
Idaho
$255K +$255K +8,468 New
CP
58
Camelot Portfolios
Ohio
$253K +$253K +8,404 New
VFS
59
VSR Financial Services
Kansas
$232K -$56.9K -1,894 -20%
Creative Planning
60
Creative Planning
Kansas
$222K -$59.3K -1,968 -21%
BRWA
61
B. Riley Wealth Advisors
Florida
$221K +$221K +7,332 New
Bank of New York Mellon
62
Bank of New York Mellon
New York
$215K -$7.7K -256 -3%
SWP
63
Stratos Wealth Partners
Ohio
$204K +$204K +6,762 New
MIFH
64
Migdal Insurance & Financial Holdings
Israel
$162K +$162K +5,370 New
US Bancorp
65
US Bancorp
Minnesota
$141K +$141K +4,678 New
MWM
66
MinichMacGregor Wealth Management
New York
$107K +$107K +3,566 New
AFP
67
Ausdal Financial Partners
Iowa
$100K +$100K +3,336 New
MFS
68
MSI Financial Services
Massachusetts
$95K +$95K +3,144 New
IA
69
IFP Advisors
Florida
$65K +$65K +2,152 New
Citigroup
70
Citigroup
New York
$60K -$4.87K -162 -8%
WA
71
WFG Advisors
Texas
$51K +$15.1K +498 +42%
ASN
72
Advisory Services Network
Georgia
$31K +$31K +1,044 New
EDRH
73
Edmond de Rothschild Holding
Switzerland
$19K – – –
BlackRock
74
BlackRock
New York
$17K +$17K +570 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$16K – – –
1 2
3
4