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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
1
Mather Group
Illinois
$243M
2
KWM
2
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.7M
4
LPL Financial
4
LPL Financial
California
$1.07B
5
IAA
5
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$93.5M
2
GI
2
Gradient Investments
Minnesota
$388K
3
CWM
3
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.9M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$9.72M +$221K +7,901 +2%
TFGT
77
TS Financial Group (TSFG)
Illinois
$9.7M -$440K -15,780 -4%
TFG
78
Tilson Financial Group
New Jersey
$9.24M +$485K +17,403 +6%
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$8.82M -$341K -12,221 -4%
EFN
80
Equita Financial Network
Pennsylvania
$8.8M +$593K +21,270 +7%
IPW
81
Impact Partnership Wealth
Georgia
$8.47M -$2.94M -105,628 -26%
EIA
82
Eldridge Investment Advisors
New Hampshire
$8.42M +$1.07M +38,502 +15%
AF
83
Abound Financial
California
$8.32M +$8.32M +298,248 New
IWA
84
Integrity Wealth Advisors
California
$8.28M +$8.28M +296,994 New
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$8.26M -$921K -33,000 -10%
Comerica Bank
86
Comerica Bank
Texas
$8.01M +$258K +9,236 +3%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$7.91M -$783K -28,064 -9%
WC
88
Waterloo Capital
Texas
$7.9M -$5.4M -193,597 -41%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$7.8M -$4.36M -156,402 -36%
IA
90
IFG Advisory
Georgia
$7.68M -$563K -20,179 -7%
SIM
91
Synergy Investment Management
Florida
$7.31M +$7.31M +262,023 New
3AM
92
3EDGE Asset Management
Florida
$7.18M +$7.18M +257,357 New
IWC
93
Integrated Wealth Concepts
Massachusetts
$6.83M -$326K -11,696 -5%
BAM
94
Berkshire Asset Management
Pennsylvania
$6.52M +$2.67M +95,765 +70%
XF
95
XML Financial
Maryland
$6.48M +$102K +3,656 +2%
NA
96
NewEdge Advisors
Louisiana
$6.48M -$1.48M -53,057 -19%
KFI
97
Key Financial Inc
Pennsylvania
$6.42M -$156K -5,593 -2%
BF
98
Bonfire Financial
Colorado
$6.13M +$6.13M +219,921 New
AI
99
Auour Investments
Massachusetts
$5.97M +$233K +8,306 +4%
VWWMG
100
Vermillion & White Wealth Management Group
Pennsylvania
$5.89M +$145K +5,207 +3%
2 3
4
5 6