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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
1
Mather Group
Illinois
$243M
2
KWM
2
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.7M
4
LPL Financial
4
LPL Financial
California
$1.07B
5
IAA
5
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$93.5M
2
GI
2
Gradient Investments
Minnesota
$388K
3
CWM
3
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.9M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGA
51
Hobbs Group Advisors
South Carolina
$17.2M +$657K +23,556 +4%
SPIA
52
Steward Partners Investment Advisory
New York
$16.2M +$1.68M +60,193 +12%
TFA
53
TPG Financial Advisors
Oregon
$15.5M +$13.7M +491,185 +742%
APA
54
Astoria Portfolio Advisors
New York
$14.7M -$6.44M -232,713 -31%
Mariner
55
Mariner
Kansas
$14.6M +$1.47M +52,742 +11%
WCWM
56
Willow Creek Wealth Management
California
$14M +$1.23M +44,104 +10%
MPW
57
Melone Private Wealth
Michigan
$13.9M +$13.9M +498,951 New
FHA
58
Flagship Harbor Advisors
Massachusetts
$13.8M -$967K -34,673 -7%
WIC
59
Woodmont Investment Counsel
Tennessee
$13.5M -$7.02M -251,824 -34%
TC
60
Trilogy Capital
California
$13.5M +$120K +4,311 +0.9%
CAC
61
Certified Advisory Corp
Florida
$13.4M +$1.27M +45,376 +10%
UFA
62
US Financial Advisors
Massachusetts
$13M +$457K +16,399 +4%
OIA
63
OneDigital Investment Advisors
Kansas
$12.8M -$96.9K -3,477 -0.8%
SRSA
64
S.R. Schill & Associates
Washington
$12.6M -$1.37M -49,004 -10%
GAG
65
GM Advisory Group
New York
$12.6M -$310K -11,108 -2%
LFAS
66
Level Four Advisory Services
Texas
$12.5M +$276K +9,889 +2%
HC
67
Headland Capital
South Carolina
$12.3M +$12.3M +440,958 New
AA
68
Apriem Advisors
California
$12M -$279K -10,016 -2%
AC
69
Arjuna Capital
North Carolina
$11.6M +$65.2K +2,340 +0.6%
LGW
70
Leslie Global Wealth
Illinois
$11.2M +$588K +21,074 +6%
SWAG
71
Spectrum Wealth Advisory Group
California
$10.6M +$2.53M +90,700 +31%
CPP
72
Capasso Planning Partners
South Carolina
$10.4M +$998K +35,789 +11%
M
73
MATAURO
New York
$10.1M +$10.1M +362,024 New
PAS
74
Park Avenue Securities
New York
$10.1M -$11.3K -404 -0.1%
SL
75
Salomon & Ludwin
Virginia
$9.79M +$354K +12,714 +4%
1 2
3
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