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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

199 hedge funds and large institutions have $3.12B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+34
Holders Change %
+20.61%
% of All Funds
3.07%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
52
Increased
63
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$333M
2
Jane Street
2
Jane Street
New York
$135M
3
Goldman Sachs
3
Goldman Sachs
New York
$57.1M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$515M
5
Bank of America
5
Bank of America
North Carolina
$57.5M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
MNG
2
Manning & Napier Group
New York
$30.5M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$57.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$9.11M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
126
Great Valley Advisor Group
Delaware
$500K -$74.3K -2,319 -13%
EH
127
Equitable Holdings
New York
$487K -$138K -4,313 -22%
BI
128
Berkeley Inc
Idaho
$473K -$9.42K -294 -2%
IA
129
IFP Advisors
Florida
$455K -$497K -15,428 -52%
WWM
130
WJ Wealth Management
Arizona
$448K -$38K -1,185 -8%
NFG
131
Next Financial Group
Texas
$429K +$212K +6,626 +98%
CA
132
Cetera Advisors
Colorado
$425K +$30.6K +953 +8%
LA
133
Lifeworks Advisors
Michigan
$420K +$420K +13,094 New
GHA
134
GW Henssler & Associates
Georgia
$419K -$2.69K -84 -0.6%
CRC
135
Curi RMB Capital
Illinois
$397K – – –
GWM
136
Geneos Wealth Management
Colorado
$396K – – –
WCF
137
West Coast Financial
California
$388K -$101K -3,143 -21%
RJA
138
Raymond James & Associates
Florida
$378K -$203K -6,324 -35%
SC
139
Scotia Capital
Ontario, Canada
$376K +$95.1K +2,970 +34%
WA
140
WBH Advisory
Maryland
$354K +$354K +11,035 New
OPS
141
Orion Portfolio Solutions
Nebraska
$346K +$346K +10,783 New
IA
142
IFG Advisory
Georgia
$341K +$341K +10,661 New
EAM
143
Empirical Asset Management
Massachusetts
$328K +$328K +10,239 New
CPFP
144
Clear Perspectives Financial Planning
Ohio
$309K -$30.9K -965 -9%
TRCT
145
Tower Research Capital (TRC)
New York
$305K +$305K +9,512 New
BCM
146
Boltwood Capital Management
California
$287K -$223K -6,950 -44%
RRWA
147
Rainey & Randall Wealth Advisors
Florida
$268K +$320 +10 +0.1%
BAM
148
Belpointe Asset Management
Nevada
$252K -$11K -342 -4%
AF
149
Allworth Financial
California
$239K – – –
SCA
150
Stonebridge Capital Advisors
Minnesota
$238K – – –
4 5
6
7 8