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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
2
AssetMark Inc
California
$408M
3
LPL Financial
3
LPL Financial
California
$533M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
5
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
1
State Street
Massachusetts
$63M
2
Ameriprise
2
Ameriprise
Minnesota
$110M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
4
Gradient Investments
Minnesota
$56M
5
MNG
5
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
101
Lifeworks Advisors
Michigan
$2.79M +$546K +18,859 +24%
GWSG
102
GPS Wealth Strategies Group
Colorado
$2.72M +$1.44M +49,844 +113%
MFG
103
Merit Financial Group
Georgia
$2.68M +$99.3K +3,431 +4%
PIA
104
Perennial Investment Advisors
California
$2.59M +$2.59M +89,567 New
SFS
105
Sowell Financial Services
Arkansas
$2.55M +$2.19M +75,517 +608%
NFP
106
Narus Financial Partners
Utah
$2.53M +$227K +7,860 +10%
BWM
107
Baystate Wealth Management
Massachusetts
$2.51M +$665K +22,985 +36%
PCS
108
Personal CFO Solutions
New Jersey
$2.48M +$2.48M +85,634 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$2.05M +$122K +4,225 +6%
AWM
110
Axxcess Wealth Management
California
$1.98M +$549K +18,986 +38%
GT
111
Greenleaf Trust
Michigan
$1.94M +$368K +12,714 +23%
TAIM
112
TD Ameritrade Investment Management
Nebraska
$1.91M -$50.8K -1,755 -3%
TFA
113
Transamerica Financial Advisors
Florida
$1.91M +$9.7K +335 +0.5%
SI
114
Stephens Inc
Arkansas
$1.84M – – –
AWA
115
Arete Wealth Advisors
Illinois
$1.79M +$490K +16,928 +38%
TA
116
TFB Advisors
Kansas
$1.77M +$1.77M +61,018 New
HighTower Advisors
117
HighTower Advisors
Illinois
$1.75M +$1.75M +60,706 New
HIF
118
Hill Island Financial
Michigan
$1.74M +$367K +12,613 +27%
ARC
119
Advisor Resource Council
Texas
$1.7M +$1.7M +58,493 New
IA
120
IFG Advisory
Georgia
$1.69M +$1.25M +43,191 +284%
FHC
121
First Heartland Consultants
Missouri
$1.65M -$5.82K -201 -0.4%
VPP
122
Vertex Planning Partners
Illinois
$1.62M +$964K +33,296 +147%
GKWIM
123
Gerber Kawasaki Wealth & Investment Management
California
$1.61M +$1.61M +55,563 New
PTC
124
Private Trust Company
Ohio
$1.6M +$1.39M +48,038 +660%
ACM
125
AlphaStar Capital Management
North Carolina
$1.57M +$756K +26,461 +93%
3 4
5
6 7