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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
1
Mather Group
Illinois
$243M
2
KWM
2
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.7M
4
LPL Financial
4
LPL Financial
California
$1.07B
5
IAA
5
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$93.5M
2
GI
2
Gradient Investments
Minnesota
$388K
3
CWM
3
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.9M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$5.88M +$769K +27,577 +15%
HSWS
102
Higgins & Schmidt Wealth Strategies
Colorado
$5.83M +$5.83M +208,970 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$5.71M +$1.28M +45,967 +29%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$5.6M +$5.6M +200,883 New
BlackRock
105
BlackRock
New York
$5.41M -$6.49M -232,927 -55%
Fisher Asset Management
106
Fisher Asset Management
Washington
$5.03M +$4.03M +144,635 +406%
FDW
107
Fourth Dimension Wealth
Ohio
$5.01M +$5.01M +179,476 New
IA
108
Inspire Advisors
Idaho
$4.91M +$241K +8,652 +5%
TFA
109
Transamerica Financial Advisors
Florida
$4.81M -$157K -5,615 -3%
VWA
110
Visionary Wealth Advisors
Illinois
$4.7M -$493K -17,670 -9%
SFM
111
Signet Financial Management
New Jersey
$4.67M +$183K +6,576 +4%
GLA
112
Good Life Advisors
Pennsylvania
$4.43M +$2.97M +106,600 +204%
SF
113
Synovus Financial
Georgia
$4.37M -$2.39M -85,835 -35%
GRP
114
Global Retirement Partners
California
$4.09M +$254K +9,098 +7%
FAIM
115
Financial Advocates Investment Management
Washington
$3.98M +$405K +14,530 +11%
ICMP
116
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.8M -$24.6K -883 -0.6%
AA
117
ArborFi Advisors
Michigan
$3.7M +$3.7M +132,862 New
KAS
118
Kestra Advisory Services
Texas
$3.61M +$149K +5,348 +4%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$3.6M -$210K -7,536 -6%
WWM
120
Western Wealth Management
Colorado
$3.53M +$732K +26,240 +26%
CWM
121
Cornerstone Wealth Management
Missouri
$3.2M +$575K +20,636 +22%
LW
122
Libra Wealth
California
$3.08M -$6.97K -250 -0.2%
DJSG
123
D.J. St. Germain
Massachusetts
$3.01M -$402K -14,402 -12%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$2.86M +$2.86M +102,525 New
AFA
125
Avant Financial Advisors
Texas
$2.82M +$2.82M +101,035 New
3 4
5
6 7