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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
1
Mather Group
Illinois
$174M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$987M
3
LPL Financial
3
LPL Financial
California
$1.07B
4
State Street
4
State Street
Massachusetts
$147M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$42.8M
2
DF
2
Donoghue Forlines
Massachusetts
$0
3
NW
3
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
4
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFG Advisory
Georgia
$8.59M +$2.14M +73,525 +33%
EFN
77
Equita Financial Network
Pennsylvania
$8.55M +$926K +31,854 +12%
SWAG
78
Spectrum Wealth Advisory Group
California
$8.43M +$8.43M +289,989 New
NA
79
NewEdge Advisors
Louisiana
$8.29M -$2.45M -84,292 -23%
IWM
80
IHT Wealth Management
Illinois
$8.15M +$1.07M +36,892 +15%
Comerica Bank
81
Comerica Bank
Texas
$8.09M +$525K +18,071 +7%
EIA
82
Eldridge Investment Advisors
New Hampshire
$7.63M +$2.36M +81,398 +45%
IWC
83
Integrated Wealth Concepts
Massachusetts
$7.46M +$2.3M +79,025 +44%
SF
84
Synovus Financial
Georgia
$7.05M +$2.29M +78,809 +48%
KFI
85
Key Financial Inc
Pennsylvania
$6.86M +$504K +17,346 +8%
XF
86
XML Financial
Maryland
$6.65M +$345K +11,879 +5%
VWWMG
87
Vermillion & White Wealth Management Group
Pennsylvania
$5.99M -$714K -24,579 -11%
AI
88
Auour Investments
Massachusetts
$5.79M +$309K +10,886 +6%
VWA
89
Visionary Wealth Advisors
Illinois
$5.41M +$3.37M +115,842 +164%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$5.33M +$242K +8,318 +5%
TFA
91
Transamerica Financial Advisors
Florida
$5.17M -$988K -34,004 -16%
IA
92
Inspire Advisors
Idaho
$4.87M +$1.15M +39,441 +31%
Jane Street
93
Jane Street
New York
$4.81M -$8.4M -288,973 -64%
B
94
Bailard
California
$4.75M -$1.8M -61,893 -27%
KWM
95
Kingsview Wealth Management
Oregon
$4.74M -$4.72M -162,583 -50%
SFM
96
Signet Financial Management
New Jersey
$4.67M +$8.22K +283 +0.2%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$4.62M +$2.16M +74,475 +88%
MCC
98
Money Concepts Capital
Florida
$4.23M -$16.9K -580 -0.4%
GRP
99
Global Retirement Partners
California
$4M -$1.18M -40,578 -23%
ICMP
100
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.99M -$126K -4,349 -3%
2 3
4
5 6