SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$86.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$84.5M
3
LPL Financial
3
LPL Financial
California
$936M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$853M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$50M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$91.4M
2
NA
2
NewEdge Advisors
Louisiana
$10.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.59M
4
MFG
4
Merit Financial Group
Georgia
$130M
5
PAS
5
Park Avenue Securities
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$7.29M -$736K -26,273 -9%
IWM
77
IHT Wealth Management
Illinois
$6.82M +$432K +15,423 +7%
IPW
78
Impact Partnership Wealth
Georgia
$6.76M +$3.44M +122,679 +104%
WC
79
Waterloo Capital
Texas
$6.58M -$4.94M -176,208 -43%
D
80
Dentgroup
Louisiana
$6.54M -$657K -23,432 -9%
VWWMG
81
Vermillion & White Wealth Management Group
Pennsylvania
$6.46M +$1.21M +43,064 +23%
B
82
Bailard
California
$6.32M +$164K +5,850 +3%
HB
83
HTLF Bank
Colorado
$6.25M +$203K +7,256 +3%
IA
84
IFG Advisory
Georgia
$6.22M -$191K -6,800 -3%
KFI
85
Key Financial Inc
Pennsylvania
$6.13M +$487K +17,390 +9%
XF
86
XML Financial
Maryland
$6.07M +$438K +15,639 +8%
TFA
87
Transamerica Financial Advisors
Florida
$5.94M – – –
RJFSA
88
Raymond James Financial Services Advisors
Florida
$5.79M -$429K -15,317 -7%
WWM
89
Western Wealth Management
Colorado
$5.42M +$942K +33,631 +21%
AI
90
Auour Investments
Massachusetts
$5.42M +$119K +4,254 +2%
EIA
91
Eldridge Investment Advisors
New Hampshire
$5.1M +$715K +25,500 +16%
GRP
92
Global Retirement Partners
California
$4.99M -$478K -17,060 -9%
IWC
93
Integrated Wealth Concepts
Massachusetts
$4.98M -$89.3K -3,186 -2%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$4.91M -$113K -4,024 -2%
CWM
95
Centric Wealth Management
Illinois
$4.77M +$4.77M +168,329 New
GS
96
GTS Securities
New York
$4.68M +$4.68M +166,919 New
SF
97
Synovus Financial
Georgia
$4.59M +$1.32M +47,032 +40%
TWD
98
True Wealth Design
Ohio
$4.53M -$4.74K -169 -0.1%
SFM
99
Signet Financial Management
New Jersey
$4.5M -$3.15M -112,490 -41%
MCC
100
Money Concepts Capital
Florida
$4.1M +$4.1M +146,288 New
2 3
4
5 6