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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

160 hedge funds and large institutions have $2.05B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
2.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
35
Increased
53
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$595M
2
MCM
2
Model Capital Management
Massachusetts
$81M
3
AssetMark Inc
3
AssetMark Inc
California
$57.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$242M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
UBS Group
2
UBS Group
Switzerland
$96.6M
3
MNG
3
Manning & Napier Group
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$16.4M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GHA
101
GW Henssler & Associates
Georgia
$464K 14,031 +1,750 +14%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$458K 13,849 +13,849 New
Deutsche Bank
103
Deutsche Bank
Germany
$451K 13,645 +13,645 New
BAM
104
Belpointe Asset Management
Nevada
$450K 13,614 – –
WCF
105
West Coast Financial
California
$429K 12,969 -2,047 -14%
CRC
106
Curi RMB Capital
Illinois
$395K 11,951 +521 +5%
RRWA
107
Rainey & Randall Wealth Advisors
Florida
$336K 10,190 – –
MCWS
108
McKinley Carter Wealth Services
West Virginia
$317K 9,583 +9,583 New
AWM
109
AE Wealth Management
Kansas
$304K 9,199 -748 -8%
GG
110
GenWealth Group
New Jersey
$287K 8,676 – –
GWM
111
Geneos Wealth Management
Colorado
$286K 8,890 +6,580 +285%
LFF
112
Level Four Financial
Texas
$284K 8,596 +8,596 New
MSAM
113
Moloney Securities Asset Management
Missouri
$276K 8,334 +4 +0%
IF
114
Intrua Financial
Texas
$257K 7,775 -10,360 -57%
SCA
115
Stonebridge Capital Advisors
Minnesota
$249K 7,530 – –
ATC
116
Argent Trust Co
Tennessee
$249K 7,541 – –
CWM
117
Cornerstone Wealth Management
Missouri
$249K 7,528 +7,528 New
RCA
118
Rex Capital Advisors
Rhode Island
$241K 7,294 – –
CCA
119
Cobblestone Capital Advisors
New York
$231K 6,980 +6,980 New
NFG
120
Next Financial Group
Texas
$216K 6,512 +5,460 +519%
SSWM
121
Sheets Smith Wealth Management
North Carolina
$215K 6,509 – –
BCM
122
Brookstone Capital Management
Illinois
$215K 6,513 +6,513 New
CA
123
Cetera Advisors
Colorado
$214K 6,472 +6,472 New
CB
124
Community Bank
New York
$212K 6,425 -240 -4%
KPWS
125
Kestra Private Wealth Services
Texas
$211K 6,376 +154 +2%
3 4
5
6 7