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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$745M
2
LPL Financial
2
LPL Financial
California
$907M
3
GI
3
GLOBALT Investments
Georgia
$97.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$824M
5
AssetMark Inc
5
AssetMark Inc
California
$55.1M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.26M
2
MNG
2
Manning & Napier Group
New York
$46M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.7M
4
AWM
4
AE Wealth Management
Kansas
$427K
5
CA
5
CoreCap Advisors
Michigan
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
Trilogy Capital
California
$12.8M +$1.51M +53,760 +13%
EH
52
Equitable Holdings
New York
$12.7M +$3.17M +112,316 +33%
CAN
53
Cetera Advisor Networks
California
$12.7M +$749K +26,577 +6%
AC
54
Arjuna Capital
North Carolina
$12.6M -$286K -10,157 -2%
WC
55
Waterloo Capital
Texas
$11.6M +$2.15M +76,281 +23%
RJA
56
Raymond James & Associates
Florida
$11.6M +$3.42M +121,334 +42%
LFAS
57
Level Four Advisory Services
Texas
$11.5M +$393K +13,762 +4%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$8.07M +286,279 +249%
UFA
59
US Financial Advisors
Massachusetts
$10.4M +$448K +15,885 +5%
GAG
60
GM Advisory Group
New York
$10.3M +$980K +34,777 +11%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$9.85M +$175K +6,209 +2%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$9.35M +$9.35M +331,708 New
OIA
63
OneDigital Investment Advisors
Kansas
$9.25M -$11.4M -402,847 -55%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$9.02M +$172K +6,100 +2%
KWM
65
Kingsview Wealth Management
Oregon
$8.69M +$346K +12,262 +4%
TFG
66
Tilson Financial Group
New Jersey
$8.65M +$8.32M +295,225 +2,545%
CPP
67
Capasso Planning Partners
South Carolina
$8.63M +$283K +10,052 +3%
TFGT
68
TS Financial Group (TSFG)
Illinois
$8.56M +$2.01M +71,180 +31%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$8.45M +$338K +12,000 +4%
SL
70
Salomon & Ludwin
Virginia
$8.11M +$6.7M +237,848 +477%
Comerica Bank
71
Comerica Bank
Texas
$8.07M +$1.34M +47,479 +20%
SFM
72
Signet Financial Management
New Jersey
$7.69M +$852K +30,236 +12%
D
73
Dentgroup
Louisiana
$7.24M -$339K -12,031 -4%
EFN
74
Equita Financial Network
Pennsylvania
$6.52M +$1.71M +60,509 +35%
IA
75
IFG Advisory
Georgia
$6.45M -$1.44M -51,137 -18%
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