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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

160 hedge funds and large institutions have $2.05B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
2.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
35
Increased
53
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$595M
2
MCM
2
Model Capital Management
Massachusetts
$81M
3
AssetMark Inc
3
AssetMark Inc
California
$57.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$242M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
UBS Group
2
UBS Group
Switzerland
$96.6M
3
MNG
3
Manning & Napier Group
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$16.4M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$4.25M +$176K +5,322 +4%
CPFP
52
Clear Perspectives Financial Planning
Ohio
$4.24M +$4.24M +128,215 New
KAS
53
Kestra Advisory Services
Texas
$4M +$918K +27,765 +30%
PAG
54
Private Advisor Group
New Jersey
$3.85M -$1.68M -50,755 -30%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$3.77M +$348K +10,533 +10%
CA
56
Continuum Advisory
Idaho
$3.53M -$3.89M -117,711 -52%
LFGH
57
Lee Financial Group Hawaii
Hawaii
$3.39M +$3.39M +102,576 New
SI
58
Stephens Inc
Arkansas
$2.94M – – –
CAG
59
Csenge Advisory Group
Florida
$2.7M +$2.7M +81,608 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$2.59M +$2.59M +78,281 New
KAM
61
Knightsbridge Asset Management
California
$2.55M +$2.55M +77,048 New
TAIM
62
TD Ameritrade Investment Management
Nebraska
$2.43M -$105K -3,188 -4%
MFT
63
Moisand Fitzgerald Tamayo
Florida
$2.21M +$146K +4,428 +7%
AWA
64
Arete Wealth Advisors
Illinois
$2.19M +$402K +12,154 +22%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$2.15M +$105K +3,188 +5%
CIA
66
Capital Investment Advisors
Georgia
$1.86M +$96.4K +2,916 +5%
BWAM
67
Boyd Watterson Asset Management
Ohio
$1.68M +$1.68M +50,952 New
WWM
68
WJ Wealth Management
Arizona
$1.68M -$1.22M -37,045 -42%
NA
69
Nottingham Advisors
New York
$1.63M -$82.5K -2,497 -5%
Prudential Financial
70
Prudential Financial
New Jersey
$1.57M +$246K +7,440 +19%
CWM
71
Cranbrook Wealth Management
Michigan
$1.54M +$39.1K +1,182 +3%
VAS
72
Vestmark Advisory Solutions
Massachusetts
$1.4M +$1.4M +42,325 New
GVAG
73
Great Valley Advisor Group
Delaware
$1.39M +$74.6K +2,257 +6%
Citadel Advisors
74
Citadel Advisors
Florida
$1.36M -$2.46M -74,337 -64%
IA
75
Insight Advisors
Pennsylvania
$1.35M +$1.35M +40,800 New
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3
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