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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$86.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$84.5M
3
LPL Financial
3
LPL Financial
California
$936M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$853M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$50M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$91.4M
2
NA
2
NewEdge Advisors
Louisiana
$10.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.59M
4
MFG
4
Merit Financial Group
Georgia
$130M
5
PAS
5
Park Avenue Securities
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$12.8M +$1.58M +56,244 +14%
WCWM
52
Willow Creek Wealth Management
California
$12.8M -$804K -28,688 -6%
Jane Street
53
Jane Street
New York
$12.7M +$12.7M +454,575 New
OIA
54
OneDigital Investment Advisors
Kansas
$12.6M +$3.36M +119,818 +37%
AC
55
Arjuna Capital
North Carolina
$12.5M -$52K -1,856 -0.4%
GAG
56
GM Advisory Group
New York
$12.4M +$2.2M +78,516 +21%
CAC
57
Certified Advisory Corp
Florida
$12.3M -$1.3M -46,309 -10%
UFA
58
US Financial Advisors
Massachusetts
$12.1M +$1.76M +62,654 +17%
RJA
59
Raymond James & Associates
Florida
$11.6M +$111K +3,977 +1%
FTUS
60
Flow Traders U.S.
New York
$10.9M +$10.9M +389,503 New
PAS
61
Park Avenue Securities
New York
$10.5M -$9.04M -322,588 -46%
LFAS
62
Level Four Advisory Services
Texas
$10.4M -$879K -31,377 -8%
NA
63
NewEdge Advisors
Louisiana
$10.4M -$18.1M -647,662 -64%
LGW
64
Leslie Global Wealth
Illinois
$9.97M +$9.97M +355,747 New
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$9.26M +$288K +10,282 +3%
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$9.24M -$50K -1,783 -0.5%
KWM
67
Kingsview Wealth Management
Oregon
$9.12M +$481K +17,173 +6%
TFG
68
Tilson Financial Group
New Jersey
$8.73M +$133K +4,733 +2%
CPP
69
Capasso Planning Partners
South Carolina
$8.71M +$131K +4,690 +2%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$8.59M -$17.1M -610,547 -67%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$8.54M +$112K +4,000 +1%
EH
72
Equitable Holdings
New York
$8.34M -$4.28M -152,812 -34%
TFGT
73
TS Financial Group (TSFG)
Illinois
$7.7M -$812K -28,976 -10%
SL
74
Salomon & Ludwin
Virginia
$7.57M -$555K -19,654 -7%
EFN
75
Equita Financial Network
Pennsylvania
$7.35M +$872K +31,125 +13%
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