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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
2
AssetMark Inc
California
$408M
3
LPL Financial
3
LPL Financial
California
$533M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
5
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
1
State Street
Massachusetts
$63M
2
Ameriprise
2
Ameriprise
Minnesota
$110M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
4
Gradient Investments
Minnesota
$56M
5
MNG
5
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
51
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.4M +$6.59M +202,730 +171%
GAG
52
GM Advisory Group
New York
$9.32M +$1.57M +54,311 +20%
CRI
53
Colonial River Investments
Virginia
$9.31M +$9.31M +321,583 New
VFA
54
Voya Financial Advisors
Connecticut
$9.17M +$9.17M +318,348 New
Mariner
55
Mariner
Kansas
$9.14M +$2.5M +86,410 +38%
TC
56
Trilogy Capital
California
$8.8M +$581K +20,069 +7%
PGA
57
Portland Global Advisors
Maine
$8.8M +$777K +26,857 +10%
MA
58
Mutual Advisors
Nebraska
$8.67M -$3.97M -137,058 -31%
BBWP
59
Beacon Bridge Wealth Partners
Pennsylvania
$8.32M -$2.5M -86,529 -23%
WWM
60
WJ Wealth Management
Arizona
$7.97M +$7.97M +275,375 New
AWS
61
Atria Wealth Solutions
New York
$7.95M +$5.99M +206,947 +306%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$7.91M +$874K +30,192 +12%
SW
63
SMART Wealth
Nebraska
$7.84M +$1.21M +41,685 +18%
SCP
64
Syntal Capital Partners
Texas
$7.6M -$777K -26,848 -9%
HPC
65
Hobart Private Capital
North Carolina
$7.25M +$7.25M +250,617 New
AMR
66
Asset Management Resources
Massachusetts
$7.07M +$1.44M +49,612 +25%
CA
67
Continuum Advisory
Idaho
$7.06M +$6.52M +225,144 +1,198%
SWM
68
Seaside Wealth Management
California
$6.7M +$268K +9,276 +4%
TSS
69
Two Sigma Securities
New York
$6.68M +$5.02M +173,581 +303%
Wells Fargo
70
Wells Fargo
California
$6.43M +$124K +4,281 +2%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$6.31M +$230K +7,946 +4%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$6.31M -$83.5K -2,884 -1%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$5.84M +$2.66M +92,000 +84%
SFM
74
Signet Financial Management
New Jersey
$5.7M -$410K -14,156 -7%
KWM
75
Kingsview Wealth Management
Oregon
$5.42M +$11K +379 +0.2%
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3
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