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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
MNG
4
Manning & Napier Group
New York
$43.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
76
Libra Wealth
California
$3.5M -$9.97K -353 -0.3%
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.36M -$8.13K -288 -0.2%
TVAMP
78
Tennessee Valley Asset Management Partners
Tennessee
$3.3M +$2.76M +97,899 +521%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$3.1M -$2.1M -74,538 -40%
TWD
80
True Wealth Design
Ohio
$2.85M +$2.85M +100,796 New
IWC
81
Integrated Wealth Concepts
Massachusetts
$2.83M +$116K +4,110 +4%
D
82
Dentgroup
Louisiana
$2.79M +$587K +20,775 +27%
GWAG
83
Garrett Wealth Advisory Group
Texas
$2.79M +$61.8K +2,188 +2%
FHA
84
Flagship Harbor Advisors
Massachusetts
$2.62M +$1.46M +51,535 +125%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$2.54M -$1.24M -43,818 -33%
MFG
86
Merit Financial Group
Georgia
$2.52M +$2.17M +76,863 +628%
MPW
87
MA Private Wealth
California
$2.44M -$2.47M -87,429 -50%
NFP
88
Narus Financial Partners
Utah
$2.25M -$317K -11,214 -12%
LA
89
Lifeworks Advisors
Michigan
$2.19M +$158K +5,612 +8%
HP
90
Hilltop Partners
Indiana
$2.14M +$2.14M +75,904 New
GVAG
91
Great Valley Advisor Group
Delaware
$2.08M +$1.5M +53,270 +260%
AWS
92
Atria Wealth Solutions
New York
$1.91M +$584K +20,684 +44%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$1.91M -$77.2K -2,733 -4%
CAC
94
Certified Advisory Corp
Florida
$1.91M +$1.55M +54,892 +431%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$1.89M -$210K -7,419 -10%
TFA
96
Transamerica Financial Advisors
Florida
$1.85M +$861K +30,464 +87%
ACP
97
Aveo Capital Partners
Colorado
$1.82M +$1.2M +42,409 +192%
BWM
98
Baystate Wealth Management
Massachusetts
$1.8M +$1.19M +42,059 +193%
SI
99
Stephens Inc
Arkansas
$1.79M – – –
Comerica Bank
100
Comerica Bank
Texas
$1.76M +$1.5M +51,861 +574%
2 3
4
5 6