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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

261 hedge funds and large institutions have $4.06B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.12%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$711M
2
Ameriprise
2
Ameriprise
Minnesota
$239M
3
Morgan Stanley
3
Morgan Stanley
New York
$241M
4
Jane Street
4
Jane Street
New York
$163M
5
FTUS
5
Flow Traders U.S.
New York
$82.9M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
2
AssetMark Inc
California
$119M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$5K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$130M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$12M +$788K +27,853 +7%
EH
52
Equitable Holdings
New York
$11.6M -$7.13M -251,954 -38%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$11.5M +$5.32M +188,000 +86%
MA
54
Mutual Advisors
Nebraska
$11.4M +$2.96M +104,633 +35%
CAN
55
Cetera Advisor Networks
California
$11.2M -$24.2M -856,882 -68%
TC
56
Trilogy Capital
California
$11M +$2.43M +85,978 +28%
DJSG
57
D.J. St. Germain
Massachusetts
$10.5M +$10.5M +369,966 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$9.78M -$8.64M -305,498 -47%
GAG
59
GM Advisory Group
New York
$9.59M +$484K +17,122 +5%
SFP
60
Strategic Financial Partners
Oregon
$9.51M +$4.91M +173,399 +107%
Stifel Financial
61
Stifel Financial
Missouri
$9.29M -$1.23M -43,599 -12%
OBWG
62
Onyx Bridge Wealth Group
New York
$9.15M +$7.69M +271,864 +528%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$8.66M +$7.18M +253,909 +488%
BFA
64
BMS Financial Advisors
South Dakota
$8.32M +$8.09M +285,872 +3,441%
MFT
65
Moisand Fitzgerald Tamayo
Florida
$7.77M +$36.6K +1,292 +0.5%
HPC
66
Hobart Private Capital
North Carolina
$7.55M +$463K +16,349 +7%
SCP
67
Syntal Capital Partners
Texas
$7.37M -$57K -2,014 -0.8%
AMR
68
Asset Management Resources
Massachusetts
$7.22M +$309K +10,940 +4%
PA
69
PSI Advisors
Florida
$7.04M +$7.04M +248,967 New
MIFH
70
Migdal Insurance & Financial Holdings
Israel
$7.04M +$4.2M +148,438 +148%
Mariner
71
Mariner
Kansas
$6.95M -$1.98M -70,044 -22%
Wells Fargo
72
Wells Fargo
California
$6.93M +$638K +22,564 +10%
SI
73
SimpliFi Inc
California
$6.79M +$6.79M +240,009 New
CA
74
CoreCap Advisors
Michigan
$6.26M +$6.26M +221,129 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$6.03M -$138K -4,870 -2%
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3
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