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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
MNG
4
Manning & Napier Group
New York
$43.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$7.23M -$1.18M -41,521 -14%
Jane Street
52
Jane Street
New York
$7.11M -$200M -7,071,859 -97%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$7.11M -$7.62M -270,002 -52%
MFT
54
Moisand Fitzgerald Tamayo
Florida
$6.87M +$275K +9,725 +4%
Mariner
55
Mariner
Kansas
$6.48M +$5.86M +207,548 +948%
SW
56
SMART Wealth
Nebraska
$6.47M +$6.47M +229,264 New
SWM
57
Seaside Wealth Management
California
$6.29M +$124K +4,390 +2%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$6.24M -$5.1M -180,569 -45%
Wells Fargo
59
Wells Fargo
California
$6.16M +$933K +33,035 +18%
SFM
60
Signet Financial Management
New Jersey
$5.96M -$3.76M -133,094 -39%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$5.93M -$994K -35,194 -14%
VAS
62
Vestmark Advisory Solutions
Massachusetts
$5.72M +$39.1K +1,386 +0.7%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$5.67M +$5.66M +200,410 +78,902%
AMR
64
Asset Management Resources
Massachusetts
$5.5M -$2.4M -84,843 -30%
KWM
65
Kingsview Wealth Management
Oregon
$5.28M +$70.5K +2,498 +1%
CPP
66
Capasso Planning Partners
South Carolina
$5.18M -$216K -7,638 -4%
LFPWM
67
Leicht Financial Planning & Wealth Management
New Jersey
$5.02M +$58.7K +2,077 +1%
BCM
68
Brookstone Capital Management
Illinois
$4.88M -$1.37M -47,757 -22%
KAS
69
Kestra Advisory Services
Texas
$4.63M +$441K +15,632 +11%
IA
70
IFP Advisors
Florida
$4.1M +$2.09M +35,729 +104%
RW
71
Rede Wealth
Virginia
$3.87M -$108K -3,823 -3%
DF
72
Donoghue Forlines
Massachusetts
$3.81M -$542K -19,197 -12%
WCM
73
Wealthcare Capital Management
Virginia
$3.76M +$3.76M +133,172 New
B
74
Bailard
California
$3.71M +$2.56M +90,715 +224%
SC
75
Scotia Capital
Ontario, Canada
$3.63M -$1.04M -36,659 -22%
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3
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