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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

266 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$165M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$759M
3
LPL Financial
3
LPL Financial
California
$729M
4
State Street
4
State Street
Massachusetts
$75.1M
5
APA
5
Astoria Portfolio Advisors
New York
$17.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.4M
2
Jane Street
2
Jane Street
New York
$15.2M
3
GS
3
GTS Securities
New York
$12.7M
4
Ameriprise
4
Ameriprise
Minnesota
$169M
5
MNG
5
Manning & Napier Group
New York
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
PSI Advisors
Florida
$6.82M -$32.9K -1,196 -0.5%
SFM
77
Signet Financial Management
New Jersey
$6.23M +$404K +14,663 +7%
SW
78
SMART Wealth
Nebraska
$5.94M +$181K +6,590 +3%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$5.69M -$181K -6,568 -3%
EH
80
Equitable Holdings
New York
$5.54M -$5.77M -209,627 -51%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$5.42M +$3.65M +132,484 +206%
DF
82
Donoghue Forlines
Massachusetts
$5.41M +$5.41M +196,362 New
ACP
83
Aveo Capital Partners
Colorado
$5.13M +$109K +3,942 +2%
AI
84
Auour Investments
Massachusetts
$5.1M +$354K +12,945 +7%
CPP
85
Capasso Planning Partners
South Carolina
$5.07M +$116K +4,200 +2%
SFP
86
Strategic Financial Partners
Oregon
$5.01M -$4.24M -154,191 -46%
IWC
87
Integrated Wealth Concepts
Massachusetts
$5M -$449K -16,305 -8%
EFN
88
Equita Financial Network
Pennsylvania
$4.85M +$4.85M +176,045 New
CAC
89
Certified Advisory Corp
Florida
$4.67M +$522K +20,844 +13%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$4.45M +$4.45M +161,765 New
GWSG
91
GPS Wealth Strategies Group
Colorado
$4.44M +$590K +21,428 +15%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$4.35M +$656K +23,815 +18%
D
93
Dentgroup
Louisiana
$4.23M -$562K -20,405 -12%
B
94
Bailard
California
$4.11M -$590K -21,430 -13%
TFGT
95
TS Financial Group (TSFG)
Illinois
$3.83M +$3.83M +139,092 +80,867%
KAS
96
Kestra Advisory Services
Texas
$3.83M +$404K +14,681 +12%
RW
97
Rede Wealth
Virginia
$3.77M -$142K -5,170 -4%
Mariner
98
Mariner
Kansas
$3.54M -$3.23M -117,218 -48%
BWM
99
Baystate Wealth Management
Massachusetts
$3.51M -$101K -3,668 -3%
LW
100
Libra Wealth
California
$3.31M -$103K -3,745 -3%
2 3
4
5 6