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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

266 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$165M
2
Financial Engines Advisors
Financial Engines Advisors
California
$759M
3
LPL Financial
LPL Financial
California
$729M
4
State Street
State Street
Massachusetts
$75.1M
5
APA
Astoria Portfolio Advisors
New York
$17.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$72.4M
2
Jane Street
Jane Street
New York
$15.2M
3
GS
GTS Securities
New York
$12.7M
4
Ameriprise
Ameriprise
Minnesota
$169M
5
MNG
Manning & Napier Group
New York
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$1.6M +$26.2K +952 +2%
SC
127
Scotia Capital
Ontario, Canada
$1.51M -$1.72M -62,342 -53%
HIF
128
Hill Island Financial
Michigan
$1.51M -$50.7K -1,843 -3%
GG
129
GenWealth Group
New Jersey
$1.5M +$356K +12,932 +31%
ASN
130
Advisory Services Network
Georgia
$1.49M +$433K +15,745 +41%
WC
131
Waterloo Capital
Texas
$1.49M +$1.49M +54,020 New
WWM
132
Western Wealth Management
Colorado
$1.45M +$287K +10,409 +25%
SL
133
Salomon & Ludwin
Virginia
$1.37M +$888K +32,268 +183%
CA
134
Cetera Advisors
Colorado
$1.36M +$22.7K +823 +2%
WWA
135
WCG Wealth Advisors
Nevada
$1.26M +$1.26M +45,676 New
CWM
136
Certus Wealth Management
California
$1.22M -$713K -25,900 -37%
GWP
137
Gateway Wealth Partners
Wisconsin
$1.15M +$211K +7,657 +22%
WCWM
138
Willow Creek Wealth Management
California
$1.14M +$348K +12,651 +44%
Goldman Sachs
139
Goldman Sachs
New York
$1.1M +$821K +29,817 +293%
LA
140
Lifeworks Advisors
Michigan
$1.09M -$37.4K -1,358 -3%
CIA
141
Capital Investment Advisors
Georgia
$991K -$200K -7,263 -17%
FG
142
Foster Group
Iowa
$967K – – –
HP
143
Hilltop Partners
Indiana
$962K -$143K -5,203 -13%
SCA
144
Snowden Capital Advisors
New York
$960K -$33.4K -1,214 -3%
LMKC
145
L.M. Kohn & Company
Ohio
$959K +$7.63K +277 +0.8%
CWM
146
Collaborative Wealth Management
Florida
$958K +$70.7K +2,569 +8%
BCM
147
Beaumont Capital Management
Massachusetts
$958K +$77.9K +2,830 +9%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$951K -$1.85M -67,312 -66%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$939K +$187K +6,780 +25%
RJT
150
Raymond James Trust
Florida
$933K +$933K +33,900 New
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6
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