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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
1
Mather Group
Illinois
$174M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$987M
3
LPL Financial
3
LPL Financial
California
$1.07B
4
State Street
4
State Street
Massachusetts
$147M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$42.8M
2
DF
2
Donoghue Forlines
Massachusetts
$0
3
NW
3
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
4
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$3.98M +$762K +26,236 +24%
BAM
102
Berkshire Asset Management
Pennsylvania
$3.85M – – –
Goldman Sachs
103
Goldman Sachs
New York
$3.76M +$3.76M +129,454 New
FAIM
104
Financial Advocates Investment Management
Washington
$3.73M +$138K +4,742 +4%
KAS
105
Kestra Advisory Services
Texas
$3.61M +$124K +4,272 +4%
DJSG
106
D.J. St. Germain
Massachusetts
$3.55M -$683K -23,502 -16%
LW
107
Libra Wealth
California
$3.21M -$523 -18 -0%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$3.02M +$1.9M +65,486 +171%
Citadel Advisors
109
Citadel Advisors
Florida
$2.96M +$2.96M +101,998 New
NFP
110
Narus Financial Partners
Utah
$2.93M +$139K +4,775 +5%
WWM
111
Western Wealth Management
Colorado
$2.92M -$2.7M -93,051 -48%
SW
112
SMART Wealth
Nebraska
$2.85M -$872K -30,015 -23%
JSW
113
Journey Strategic Wealth
New Jersey
$2.75M +$2.75M +94,525 New
CWM
114
Cornerstone Wealth Management
Missouri
$2.74M +$211K +7,262 +8%
JSL
115
JT Stratford LLC
Georgia
$2.65M +$176K +6,065 +7%
E3F
116
Eight 31 Financial
Texas
$2.62M -$178K -6,142 -6%
PTC
117
Private Trust Company
Ohio
$2.55M +$147K +5,043 +6%
BBWP
118
Beacon Bridge Wealth Partners
Pennsylvania
$2.47M -$576K -19,835 -19%
SFP
119
Strategic Financial Partners
Oregon
$2.42M -$21K -723 -0.9%
ASN
120
Advisory Services Network
Georgia
$2.38M – – –
GIA
121
Gladstone Institutional Advisory
Florida
$2.29M +$255K +8,760 +12%
GWAG
122
Garrett Wealth Advisory Group
Texas
$2.28M +$10.9K +376 +0.5%
SFS
123
Sowell Financial Services
Arkansas
$2.22M +$81.9K +2,818 +4%
GKWIM
124
Gerber Kawasaki Wealth & Investment Management
California
$2.21M +$301K +10,363 +16%
GWSG
125
GPS Wealth Strategies Group
Colorado
$2.16M -$198K -6,817 -8%
3 4
5
6 7