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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

70 hedge funds and large institutions have $360M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
25
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$130M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.5M
3
I
3
IberiaBank
Louisiana
$3.72M
4
SMM
4
Stadion Money Management
Georgia
$39.4M
5
WCWM
5
Willow Creek Wealth Management
California
$1.47M

Top Sellers

1
LPT
1
Legacy Private Trust
Wisconsin
$11.7M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
State Street
3
State Street
Massachusetts
$3.92M
4
UBS Group
4
UBS Group
Switzerland
$10.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$909K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$54K -$5.75K -196 -10%
AG
52
Advisor Group
Arizona
$43K +$12.4K +426 +41%
RWA
53
River Wealth Advisors
Pennsylvania
$37K +$37K +1,286 New
ASN
54
Advisory Services Network
Georgia
$22K – – –
SWM
55
SeaCrest Wealth Management
New York
$18K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$17K +$13.7K +474 +409%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$15K – – –
WP
58
WealthShield Partners
North Carolina
$14K -$4.38K -150 -24%
TPWA
59
TRUE Private Wealth Advisors
Oregon
$13.2K +$13.2K +454 New
SWP
60
Stratos Wealth Partners
Ohio
$12K +$12K +400 New
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$12K +$12K +400 New
BlackRock
62
BlackRock
New York
$10K – – –
CI
63
CX Institutional
Indiana
$7K +$5.19K +172 +287%
GRP
64
Global Retirement Partners
California
$4K – – –
IA
65
IFP Advisors
Florida
$3K -$48.4K -1,644 -94%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$2K – – –
TFA
67
Transamerica Financial Advisors
Florida
$1K +$273 +6 +38%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1K +$1K +18 New
ADL
69
Asset Dedication LLC
California
$1K +$1K +32 New
FTUS
70
Flow Traders U.S.
New York
– -$5.95M -202,658 Closed
Barclays
71
Barclays
United Kingdom
– -$1.33M -45,420 Closed
PTC
72
Philadelphia Trust Company
Pennsylvania
– -$785K -26,750 Closed
VF
73
Virtu Financial
New York
– -$366K -12,488 Closed
WS
74
Wedbush Securities
California
– -$335K -11,414 Closed
AA
75
Advisory Alpha
Michigan
– -$30K -1,012 Closed
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