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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$745M
2
LPL Financial
LPL Financial
California
$907M
3
GI
GLOBALT Investments
Georgia
$97.8M
4
Financial Engines Advisors
Financial Engines Advisors
California
$824M
5
AssetMark Inc
AssetMark Inc
California
$55.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.26M
2
MNG
Manning & Napier Group
New York
$46M
3
Morgan Stanley
Morgan Stanley
New York
$24.7M
4
AWM
AE Wealth Management
Kansas
$427K
5
CA
CoreCap Advisors
Michigan
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
126
Bank of New York Mellon
New York
$1.72M +$461K +16,342 +37%
PA
127
PSI Advisors
Florida
$1.7M -$5.1M -181,151 -75%
FHC
128
First Heartland Consultants
Missouri
$1.61M -$26.7K -947 -2%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$23.2K +824 +1%
HPC
130
Hobart Private Capital
North Carolina
$1.55M +$37.4K +1,327 +2%
MML Investors Services
131
MML Investors Services
Massachusetts
$1.49M -$14.3K -508 -1%
GWP
132
Gateway Wealth Partners
Wisconsin
$1.45M +$135K +4,806 +10%
KP
133
Keel Point
Alabama
$1.42M +$210K +7,454 +17%
HIF
134
Hill Island Financial
Michigan
$1.42M +$284K +10,065 +25%
MFT
135
Moisand Fitzgerald Tamayo
Florida
$1.4M -$1.64M -58,342 -54%
CWM
136
Collaborative Wealth Management
Florida
$1.4M +$53.2K +1,888 +4%
OBWG
137
Onyx Bridge Wealth Group
New York
$1.33M +$367K +13,323 +38%
SC
138
Scotia Capital
Ontario, Canada
$1.3M -$463K -16,440 -26%
Charles Schwab
139
Charles Schwab
California
$1.23M -$429K -15,216 -26%
GM
140
GeoWealth Management
Illinois
$1.18M -$1.52M -53,981 -56%
APC
141
Aspire Private Capital
North Carolina
$1.18M -$2.27M -80,403 -66%
Fisher Asset Management
142
Fisher Asset Management
Washington
$1.1M -$88.6K -3,143 -7%
LA
143
Latitude Advisors
Florida
$1.02M -$216K -7,659 -17%
BCI
144
Brinker Capital Investments
Pennsylvania
$1.02M +$143K +5,059 +16%
OPS
145
Orion Portfolio Solutions
Nebraska
$1.02M +$143K +5,059 +16%
OFG
146
OmniStar Financial Group
North Carolina
$1.02M +$1.02M +36,144 New
FG
147
Foster Group
Iowa
$990K – – –
LMKC
148
L.M. Kohn & Company
Ohio
$976K +$25.9K +920 +3%
VPP
149
Vertex Planning Partners
Illinois
$960K +$523K +18,550 +119%
SCA
150
Snowden Capital Advisors
New York
$953K -$30.3K -1,077 -3%
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6
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