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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

311 hedge funds and large institutions have $4.13B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+45
Holders Change %
+16.92%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
77
Increased
111
Reduced
98
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$119M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$65.4M
3
LPL Financial
3
LPL Financial
California
$800M
4
SGAM
4
Stephens Group Asset Management
Arkansas
$58.3M
5
NW
5
NewEdge Wealth
Pennsylvania
$18.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$20.1M
2
SF
2
Synovus Financial
Georgia
$3.31M
3
MNG
3
Manning & Napier Group
New York
$46M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
126
Ehrlich Financial Group
California
$1.98M +$1.98M +69,285 New
PTC
127
Private Trust Company
Ohio
$1.92M +$147K +5,137 +8%
AWM
128
Axxcess Wealth Management
California
$1.86M +$894K +31,316 +93%
VFPW
129
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.84M +$1.84M +64,429 New
GKWIM
130
Gerber Kawasaki Wealth & Investment Management
California
$1.8M -$78.7K -2,757 -4%
SC
131
Scotia Capital
Ontario, Canada
$1.78M +$216K +7,576 +14%
SI
132
Stephens Inc
Arkansas
$1.75M -$65.1K -2,280 -4%
Charles Schwab
133
Charles Schwab
California
$1.68M -$46.6K -1,630 -3%
TFA
134
Transamerica Financial Advisors
Florida
$1.67M -$56K -1,962 -3%
FHC
135
First Heartland Consultants
Missouri
$1.66M – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$625K +21,886 +64%
HPC
137
Hobart Private Capital
North Carolina
$1.53M -$346K -12,127 -18%
MML Investors Services
138
MML Investors Services
Massachusetts
$1.52M +$923K +32,319 +154%
GG
139
GenWealth Group
New Jersey
$1.39M -$160K -5,616 -10%
HF
140
HRT Financial
New York
$1.38M +$1.38M +48,259 New
SL
141
Salomon & Ludwin
Virginia
$1.37M – – –
CWM
142
Collaborative Wealth Management
Florida
$1.36M +$370K +12,941 +37%
AF
143
Apollon Financial
South Carolina
$1.33M +$1.33M +46,734 New
GWP
144
Gateway Wealth Partners
Wisconsin
$1.33M +$139K +4,884 +12%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$1.27M +$288K +10,082 +29%
LA
146
Latitude Advisors
Florida
$1.26M +$1.26M +43,961 New
KP
147
Keel Point
Alabama
$1.23M +$335K +11,730 +37%
Fisher Asset Management
148
Fisher Asset Management
Washington
$1.2M +$950K +33,267 +377%
HIF
149
Hill Island Financial
Michigan
$1.15M -$409K -14,335 -26%
T
150
Tidemark
California
$1.12M +$1.12M +39,378 New
4 5
6
7 8