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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

160 hedge funds and large institutions have $2.05B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
2.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
35
Increased
53
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$595M
2
MCM
2
Model Capital Management
Massachusetts
$81M
3
AssetMark Inc
3
AssetMark Inc
California
$57.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$242M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
UBS Group
2
UBS Group
Switzerland
$96.6M
3
MNG
3
Manning & Napier Group
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$16.4M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
76
Golden State Equity Partners
California
$1.35M +$1.35M +40,792 New
SCA
77
Snowden Capital Advisors
New York
$1.34M -$35K -1,060 -3%
Comerica Bank
78
Comerica Bank
Texas
$1.25M +$224K +6,801 +22%
PA
79
Parallel Advisors
California
$1.24M +$1.23M +37,273 +13,408%
CA
80
CGN Advisors
Kansas
$1.23M +$1.23M +37,214 New
GLA
81
Good Life Advisors
Pennsylvania
$1.23M +$111K +3,370 +10%
CIM
82
Confluence Investment Management
Missouri
$1.2M +$50.7K +1,535 +4%
CCFM
83
Clear Creek Financial Management
Washington
$1.07M +$1.07M +32,239 New
MIFH
84
Migdal Insurance & Financial Holdings
Israel
$1.05M +$195K +5,887 +23%
KWM
85
Kingsview Wealth Management
Oregon
$946K +$400K +12,104 +73%
OBWG
86
Onyx Bridge Wealth Group
New York
$929K +$929K +28,109 New
FEG
87
Financial Enhancement Group
Indiana
$813K +$121K +3,659 +17%
Charles Schwab
88
Charles Schwab
California
$734K -$77.3K -2,340 -10%
FC
89
Financial Consulate
Maryland
$720K +$28.8K +870 +4%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$703K – – –
WS
91
Wedbush Securities
California
$631K +$6.44K +195 +1%
FHC
92
First Heartland Consultants
Missouri
$607K -$33.4K -1,009 -5%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$607K +$135K +4,099 +29%
MML Investors Services
94
MML Investors Services
Massachusetts
$580K +$305K +9,215 +111%
IA
95
IFP Advisors
Florida
$555K -$870K -26,416 -61%
RJA
96
Raymond James & Associates
Florida
$544K +$14.2K +429 +3%
SPI
97
Santori & Peters Inc
Pennsylvania
$509K +$509K +15,518 New
BI
98
Berkeley Inc
Idaho
$503K +$503K +15,211 New
EH
99
Equitable Holdings
New York
$477K -$465K -14,076 -49%
Citigroup
100
Citigroup
New York
$471K – – –
2 3
4
5 6