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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
1
Mather Group
Illinois
$174M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$987M
3
LPL Financial
3
LPL Financial
California
$1.07B
4
State Street
4
State Street
Massachusetts
$147M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$42.8M
2
DF
2
Donoghue Forlines
Massachusetts
$0
3
NW
3
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
4
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$13.7M -$916K -31,509 -6%
GAG
52
GM Advisory Group
New York
$13.4M +$525K +18,052 +4%
OIA
53
OneDigital Investment Advisors
Kansas
$13.4M +$386K +13,279 +3%
WCWM
54
Willow Creek Wealth Management
California
$13.3M +$72.8K +2,506 +0.6%
UFA
55
US Financial Advisors
Massachusetts
$13.1M +$570K +19,631 +5%
AA
56
Apriem Advisors
California
$12.8M +$12.8M +439,312 New
VAS
57
Vestmark Advisory Solutions
Massachusetts
$12.7M -$2.37M -81,452 -16%
CAC
58
Certified Advisory Corp
Florida
$12.6M -$179K -6,143 -1%
LFAS
59
Level Four Advisory Services
Texas
$12.4M +$1.93M +68,183 +18%
BlackRock
60
BlackRock
New York
$12.4M +$12.4M +426,852 +179,350%
RJA
61
Raymond James & Associates
Florida
$12.2M +$179K +6,155 +1%
AC
62
Arjuna Capital
North Carolina
$12.1M -$900K -30,986 -7%
IPW
63
Impact Partnership Wealth
Georgia
$11.9M +$4.89M +168,157 +70%
EH
64
Equitable Holdings
New York
$11.1M +$2.46M +84,592 +28%
LGW
65
Leslie Global Wealth
Illinois
$11M +$674K +23,210 +7%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$10.7M +$4.72M +162,545 +79%
TFGT
67
TS Financial Group (TSFG)
Illinois
$10.6M +$2.59M +89,115 +32%
PAS
68
Park Avenue Securities
New York
$10.5M -$348K -11,991 -3%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$9.87M +$270K +9,281 +3%
SL
70
Salomon & Ludwin
Virginia
$9.83M +$2.04M +70,190 +26%
CPP
71
Capasso Planning Partners
South Carolina
$9.8M +$763K +26,269 +8%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$9.59M +$729K +25,000 +8%
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$9.55M -$35.1K -1,208 -0.4%
TFG
74
Tilson Financial Group
New Jersey
$9.12M +$69.5K +2,393 +0.8%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$9.06M +$151K +5,212 +2%
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3
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