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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.

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

Top Sellers

1
State Street
State Street
Massachusetts
$63M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
Gradient Investments
Minnesota
$56M
5
MNG
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
126
Prudential Financial
New Jersey
$1.55M +$1.29M +44,533 +497%
HP
127
Hilltop Partners
Indiana
$1.5M -$692K -23,914 -32%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$1.5M -$5.86M -203,226 -80%
OBWG
129
Onyx Bridge Wealth Group
New York
$1.49M -$16.9M -584,296 -92%
CWA
130
Centennial Wealth Advisory
Michigan
$1.48M +$1.48M +51,187 New
CP
131
Covenant Partners
Tennessee
$1.45M +$1.45M +49,986 New
CWM
132
Cornerstone Wealth Management
Missouri
$1.45M +$1.45M +49,982 New
RWPA
133
Richard W. Paul & Associates
Michigan
$1.42M +$1.35M +46,788 +2,206%
VWA
134
V Wealth Advisors
Kansas
$1.3M +$1.3M +44,861 New
CIA
135
Capital Investment Advisors
Georgia
$1.27M +$16.9K +585 +1%
US Bancorp
136
US Bancorp
Minnesota
$1.23M +$1.23M +42,562 +52,546%
KP
137
Keel Point
Alabama
$1.23M +$94.1K +3,250 +8%
GG
138
GenWealth Group
New Jersey
$1.18M -$402K -13,890 -25%
BAM
139
Belpointe Asset Management
Nevada
$1.14M +$999K +34,516 +694%
SCA
140
Snowden Capital Advisors
New York
$1.12M – – –
MPW
141
MA Private Wealth
California
$1.11M -$1.39M -47,898 -55%
BWAM
142
Boyd Watterson Asset Management
Ohio
$1.06M -$101K -3,485 -9%
AC
143
Arjuna Capital
North Carolina
$1.03M +$1.03M +35,695 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$1.03M +$1.03M +35,567 New
FG
145
Foster Group
Iowa
$1.02M +$6.16K +213 +0.6%
FEG
146
Financial Enhancement Group
Indiana
$973K -$34.7K -1,199 -3%
W
147
WealthOne
New York
$957K +$957K +33,054 New
CF
148
Centaurus Financial
California
$934K +$934K +32,289 New
BCM
149
Beaumont Capital Management
Massachusetts
$933K +$933K +32,224 New
FPAS
150
Focus Partners Advisor Solutions
Missouri
$913K -$550 -19 -0.1%
4 5
6
7 8