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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

261 hedge funds and large institutions have $4.06B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.12%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K

Top Buyers

1
LPL Financial
LPL Financial
California
$711M
2
Ameriprise
Ameriprise
Minnesota
$239M
3
Morgan Stanley
Morgan Stanley
New York
$241M
4
Jane Street
Jane Street
New York
$163M
5
FTUS
Flow Traders U.S.
New York
$82.9M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
AssetMark Inc
California
$119M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$5K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$130M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Axxcess Wealth Management
California
$1.54M -$394K -13,930 -20%
SFS
127
Sowell Financial Services
Arkansas
$1.44M -$1.05M -37,166 -42%
CA
128
Cetera Advisors
Colorado
$1.38M -$3.38M -119,352 -71%
CIA
129
Capital Investment Advisors
Georgia
$1.22M -$20.3K -717 -2%
WWM
130
Western Wealth Management
Colorado
$1.2M +$575K +20,338 +93%
KP
131
Keel Point
Alabama
$1.18M -$22.6K -800 -2%
GG
132
GenWealth Group
New Jersey
$1.17M +$15.4K +545 +1%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$1.16M +$156K +5,522 +16%
LA
134
Lifeworks Advisors
Michigan
$1.15M -$1.58M -55,698 -58%
HP
135
Hilltop Partners
Indiana
$1.14M -$336K -11,861 -23%
ASN
136
Advisory Services Network
Georgia
$1.09M +$474K +16,739 +77%
MPW
137
MA Private Wealth
California
$1.09M -$85 -3 -0%
SCA
138
Snowden Capital Advisors
New York
$1.02M -$77.7K -2,748 -7%
PCM
139
Presidio Capital Management
California
$1M +$213K +7,518 +27%
FG
140
Foster Group
Iowa
$993K -$6.03K -213 -0.6%
BWAM
141
Boyd Watterson Asset Management
Ohio
$993K -$43.6K -1,541 -4%
LMKC
142
L.M. Kohn & Company
Ohio
$978K +$978K +34,556 New
AWA
143
Arete Wealth Advisors
Illinois
$977K -$776K -27,431 -44%
GWP
144
Gateway Wealth Partners
Wisconsin
$965K +$329K +11,626 +52%
CWM
145
Collaborative Wealth Management
Florida
$912K +$139K +4,924 +18%
BCM
146
Beaumont Capital Management
Massachusetts
$905K -$7.04K -249 -0.8%
FPAS
147
Focus Partners Advisor Solutions
Missouri
$893K – – –
FEG
148
Financial Enhancement Group
Indiana
$879K -$62K -2,212 -7%
Vontobel Holding
149
Vontobel Holding
Switzerland
$868K +$21.4K +757 +3%
VT
150
Vise Technologies
New York
$838K +$28.1K +992 +3%
4 5
6
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