SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
2
AssetMark Inc
California
$408M
3
LPL Financial
3
LPL Financial
California
$533M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
5
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
1
State Street
Massachusetts
$63M
2
Ameriprise
2
Ameriprise
Minnesota
$110M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
4
Gradient Investments
Minnesota
$56M
5
MNG
5
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
76
Aveo Capital Partners
Colorado
$5.39M +$3.53M +121,855 +189%
AG
77
Ascent Group
Virginia
$5.32M +$4.94M +170,758 +1,318%
CPP
78
Capasso Planning Partners
South Carolina
$5.25M -$63.5K -2,195 -1%
IWC
79
Integrated Wealth Concepts
Massachusetts
$5.18M +$2.28M +78,610 +78%
CA
80
Cetera Advisors
Colorado
$4.86M +$3.43M +118,432 +239%
M1FG
81
Mach-1 Financial Group
Arkansas
$4.83M +$4.83M +167 New
SS
82
Simplicity Solutions
Minnesota
$4.83M +$4.61M +159,237 +2,065%
SFP
83
Strategic Financial Partners
Oregon
$4.71M -$10.9M -377,321 -70%
BCM
84
Brookstone Capital Management
Illinois
$4.53M -$362K -12,568 -7%
CAC
85
Certified Advisory Corp
Florida
$4.26M +$2.3M +79,470 +118%
IA
86
IFP Advisors
Florida
$4.1M -$1.46K -25 -0%
RW
87
Rede Wealth
Virginia
$4.08M +$113K +3,913 +3%
B
88
Bailard
California
$3.99M +$195K +6,730 +5%
AI
89
Atria Investments
North Carolina
$3.84M +$3.84M +132,652 New
LW
90
Libra Wealth
California
$3.59M – – –
SC
91
Scotia Capital
Ontario, Canada
$3.59M -$132K -4,556 -4%
D
92
Dentgroup
Louisiana
$3.52M +$663K +22,896 +23%
AWM
93
Apollon Wealth Management
South Carolina
$3.5M +$3.5M +121,000 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$3.47M -$3.81M -131,717 -52%
HF
95
HRT Financial
New York
$3.24M +$3.24M +111,831 New
MPW
96
Melone Private Wealth
Michigan
$3.12M +$3.12M +106,739 New
Bank of New York Mellon
97
Bank of New York Mellon
New York
$3.11M +$513K +17,731 +20%
TWD
98
True Wealth Design
Ohio
$2.98M +$62.7K +2,168 +2%
GWAG
99
Garrett Wealth Advisory Group
Texas
$2.96M +$99.9K +3,452 +3%
MIFH
100
Migdal Insurance & Financial Holdings
Israel
$2.9M +$1.95M +67,392 +205%
2 3
4
5 6