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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

266 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$165M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$759M
3
LPL Financial
3
LPL Financial
California
$729M
4
State Street
4
State Street
Massachusetts
$75.1M
5
APA
5
Astoria Portfolio Advisors
New York
$17.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.4M
2
Jane Street
2
Jane Street
New York
$15.2M
3
GS
3
GTS Securities
New York
$12.7M
4
Ameriprise
4
Ameriprise
Minnesota
$169M
5
MNG
5
Manning & Napier Group
New York
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
101
Melone Private Wealth
Michigan
$3.31M +$190K +6,888 +6%
TWD
102
True Wealth Design
Ohio
$3.22M +$645K +23,417 +25%
ICMP
103
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.18M -$72.3K -2,625 -2%
SCP
104
Syntal Capital Partners
Texas
$3.11M -$4.06M -147,645 -57%
BCM
105
Brookstone Capital Management
Illinois
$3.11M -$774K -28,613 -20%
GWAG
106
Garrett Wealth Advisory Group
Texas
$3M +$93.7K +3,404 +3%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$2.92M +$2.92M +106,043 New
FAIM
108
Financial Advocates Investment Management
Washington
$2.91M +$167K +5,998 +6%
PIA
109
Perennial Investment Advisors
California
$2.9M -$14.7K -534 -0.5%
TSS
110
Two Sigma Securities
New York
$2.63M -$1.48M -53,636 -36%
NFP
111
Narus Financial Partners
Utah
$2.6M +$95.5K +3,469 +4%
AWS
112
Atria Wealth Solutions
New York
$2.44M -$146K -5,292 -6%
KW
113
KWB Wealth
California
$2.4M -$76.8K -2,713 -3%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$1.86M -$33.9K -1,232 -2%
CWM
115
Cornerstone Wealth Management
Missouri
$1.84M +$181K +6,576 +11%
IPW
116
Impact Partnership Wealth
Georgia
$1.83M +$1.75M +63,523 +2,125%
HPC
117
Hobart Private Capital
North Carolina
$1.81M -$5.54M -201,259 -75%
GKWIM
118
Gerber Kawasaki Wealth & Investment Management
California
$1.81M -$176K -6,403 -9%
CAG
119
Csenge Advisory Group
Florida
$1.77M +$59.3K +2,154 +3%
SFS
120
Sowell Financial Services
Arkansas
$1.75M +$352K +12,780 +25%
SI
121
Stephens Inc
Arkansas
$1.75M – – –
PTC
122
Private Trust Company
Ohio
$1.71M -$298K -10,823 -15%
AG
123
Ascent Group
Virginia
$1.69M -$63.3K -2,305 -4%
Charles Schwab
124
Charles Schwab
California
$1.67M +$1.67M +60,482 New
TFA
125
Transamerica Financial Advisors
Florida
$1.66M -$138K -5,003 -8%
3 4
5
6 7