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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

54 hedge funds and large institutions have $298M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-23
Holders Change %
-29.87%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
11
Increased
22
Reduced
15
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UFF
1
USA Financial Formulas
Michigan
$15.8M
2
SI
2
Stephens Inc
Arkansas
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$70.7M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8.37M
5
CIA
5
Capital Investment Advisors
Georgia
$10M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.99M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$589K
4
NC
4
NewSquare Capital
Pennsylvania
$11K
5
ACM
5
Aviance Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
51
NewSquare Capital
Pennsylvania
$11K -$13.5M -442,282 -100%
BlackRock
52
BlackRock
New York
$11K -$7.02K -222 -39%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +28 New
CCMG
54
Clark Capital Management Group
Pennsylvania
– -$70.3M -2,335,838 Closed
ACM
55
Aviance Capital Management
Florida
– -$12.5M -415,308 Closed
VFA
56
Voya Financial Advisors
Connecticut
– -$11.3M -377,932 Closed
FA
57
FDx Advisors
Illinois
– -$11.4M -377,524 Closed
VAM
58
Visionary Asset Management
Texas
– -$9.82M -326,402 Closed
ACM
59
Argentus Capital Management
Texas
– -$9.31M -309,488 Closed
PFS
60
Prospera Financial Services
Texas
– -$7.67M -254,742 Closed
HighTower Advisors
61
HighTower Advisors
Illinois
– -$4.69M -155,756 Closed
SS
62
Simplicity Solutions
Minnesota
– -$4.44M -147,606 Closed
X
63
Xponance
Pennsylvania
– -$3.39M -112,532 Closed
CAM
64
Concorde Asset Management
Michigan
– -$3.01M -99,880 Closed
FAAS
65
First Allied Advisory Services
California
– -$2.74M -90,986 Closed
FIM
66
Freedom Investment Management
Connecticut
– -$2.25M -74,704 Closed
CIM
67
Cetera Investment Management
California
– -$1.71M -56,762 Closed
AIM
68
Advantage Investment Management
Iowa
– -$1.49M -49,520 Closed
Baird Financial Group
69
Baird Financial Group
Wisconsin
– -$1.31M -43,428 Closed
Stifel Financial
70
Stifel Financial
Missouri
– -$1.28M -42,664 Closed
FHA
71
First Horizon Advisors
Tennessee
– -$1.24M -41,172 Closed
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
– -$793K -26,344 Closed
BAC
73
Boys Arnold & Co
North Carolina
– -$635K -21,100 Closed
PAS
74
Park Avenue Securities
New York
– -$611K -20,290 Closed
RCAG
75
Rehmann Capital Advisory Group
Michigan
– -$609K -20,224 Closed
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