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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$745M
2
LPL Financial
2
LPL Financial
California
$907M
3
GI
3
GLOBALT Investments
Georgia
$97.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$824M
5
AssetMark Inc
5
AssetMark Inc
California
$55.1M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.26M
2
MNG
2
Manning & Napier Group
New York
$46M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.7M
4
AWM
4
AE Wealth Management
Kansas
$427K
5
CA
5
CoreCap Advisors
Michigan
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$6.43M +$381K +13,508 +6%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$6.26M -$58.3M -2,068,283 -90%
B
78
Bailard
California
$6.19M +$261K +9,262 +4%
HB
79
HTLF Bank
Colorado
$6.09M +$6.09M +215,938 New
TFA
80
Transamerica Financial Advisors
Florida
$5.98M +$4.33M +153,679 +263%
KFI
81
Key Financial Inc
Pennsylvania
$5.67M +$523K +18,566 +10%
XF
82
XML Financial
Maryland
$5.67M +$5.67M +201,162 New
GRP
83
Global Retirement Partners
California
$5.5M -$6.01M -213,341 -52%
NP
84
NorthRock Partners
Minnesota
$5.38M -$2.67M -94,682 -33%
AI
85
Auour Investments
Massachusetts
$5.33M +$59.7K +2,119 +1%
VWWMG
86
Vermillion & White Wealth Management Group
Pennsylvania
$5.28M -$499K -17,707 -9%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$5.18M +$4.63M +167,904 +855%
IWC
88
Integrated Wealth Concepts
Massachusetts
$5.1M -$609K -21,597 -11%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$5.05M +$159K +5,634 +3%
DJSG
90
D.J. St. Germain
Massachusetts
$4.68M -$2.2M -78,131 -32%
TWD
91
True Wealth Design
Ohio
$4.56M -$101K -3,575 -2%
WWM
92
Western Wealth Management
Colorado
$4.51M +$272K +9,658 +6%
EIA
93
Eldridge Investment Advisors
New Hampshire
$4.41M +$1.02M +36,100 +30%
SW
94
SMART Wealth
Nebraska
$4.13M -$1.13M -40,110 -21%
BBWP
95
Beacon Bridge Wealth Partners
Pennsylvania
$4.02M -$2.23M -79,007 -36%
ICMP
96
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.01M +$863K +30,617 +27%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$3.95M +$673K +23,898 +21%
E3F
98
Eight 31 Financial
Texas
$3.88M -$1.73M -61,445 -31%
KAS
99
Kestra Advisory Services
Texas
$3.54M -$283K -10,048 -7%
IPW
100
Impact Partnership Wealth
Georgia
$3.34M -$2.85M -101,262 -46%
2 3
4
5 6