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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
MNG
4
Manning & Napier Group
New York
$43.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
101
Two Sigma Securities
New York
$1.62M -$474K -16,776 -23%
FHC
102
First Heartland Consultants
Missouri
$1.62M – – –
GG
103
GenWealth Group
New Jersey
$1.55M +$163K +5,759 +12%
GT
104
Greenleaf Trust
Michigan
$1.53M +$706K +25,019 +86%
CA
105
Cetera Advisors
Colorado
$1.4M +$1.19M +42,295 +577%
AWM
106
Axxcess Wealth Management
California
$1.4M -$589K -20,840 -30%
HIF
107
Hill Island Financial
Michigan
$1.34M +$275K +9,752 +26%
GWSG
108
GPS Wealth Strategies Group
Colorado
$1.24M +$201K +7,131 +19%
Goldman Sachs
109
Goldman Sachs
New York
$1.23M -$1.84M -65,055 -60%
CIA
110
Capital Investment Advisors
Georgia
$1.23M -$323K -11,454 -21%
RWA
111
Rooted Wealth Advisors
Illinois
$1.22M +$1.22M +43,358 New
FFG
112
Ford Financial Group
California
$1.19M +$13.1K +463 +1%
WCWM
113
Willow Creek Wealth Management
California
$1.16M -$1.54M -54,678 -57%
BWAM
114
Boyd Watterson Asset Management
Ohio
$1.13M +$19.7K +699 +2%
EH
115
Equitable Holdings
New York
$1.13M +$824K +29,190 +270%
APC
116
Aspire Private Capital
North Carolina
$1.12M -$2.13M -75,559 -66%
KP
117
Keel Point
Alabama
$1.11M +$1.11M +39,203 New
FHA
118
First Horizon Advisors
Tennessee
$1.1M -$284K -10,060 -21%
SCA
119
Snowden Capital Advisors
New York
$1.1M +$86.2K +3,053 +9%
YAL
120
Your Advocates Ltd
Texas
$1.04M -$919K -32,553 -47%
CA
121
CGN Advisors
Kansas
$1.01M -$3.1M -109,890 -75%
FEG
122
Financial Enhancement Group
Indiana
$994K -$24.5K -856 -2%
FG
123
Foster Group
Iowa
$992K +$992K +35,114 New
MIFH
124
Migdal Insurance & Financial Holdings
Israel
$928K +$10.2K +361 +1%
LFA
125
LifeGuide Financial Advisors
Pennsylvania
$909K +$909K +32,206 New
3 4
5
6 7