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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$86.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.5M
3
LPL Financial
LPL Financial
California
$936M
4
Financial Engines Advisors
Financial Engines Advisors
California
$853M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$50M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.4M
2
NA
NewEdge Advisors
Louisiana
$10.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.59M
4
MFG
Merit Financial Group
Georgia
$130M
5
PAS
Park Avenue Securities
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
126
Gladstone Institutional Advisory
Florida
$1.97M +$1.29M +46,128 +192%
TFA
127
TPG Financial Advisors
Oregon
$1.94M +$1.94M +69,243 New
SI
128
Stephens Inc
Arkansas
$1.92M +$201K +7,175 +12%
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$1.84M +$57.3K +2,044 +3%
GG
130
GenWealth Group
New Jersey
$1.82M +$109K +3,898 +6%
MHS
131
M Holdings Securities
Oregon
$1.82M +$1.82M +64,784 New
NWM
132
Napa Wealth Management
California
$1.76M +$1.21M +43,228 +219%
WA
133
Waverly Advisors
Alabama
$1.73M +$944K +33,685 +120%
GWP
134
Gateway Wealth Partners
Wisconsin
$1.64M +$195K +6,948 +14%
HIF
135
Hill Island Financial
Michigan
$1.53M +$118K +4,207 +8%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$1.51M -$8.28M -295,628 -85%
NP
137
NorthRock Partners
Minnesota
$1.51M -$3.84M -137,023 -72%
VFPW
138
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.4M -$385K -13,723 -22%
MML Investors Services
139
MML Investors Services
Massachusetts
$1.4M -$76.3K -2,723 -5%
SC
140
Scotia Capital
Ontario, Canada
$1.39M +$100K +3,576 +8%
OBWG
141
Onyx Bridge Wealth Group
New York
$1.38M +$30.7K +1,095 +2%
CWM
142
Collaborative Wealth Management
Florida
$1.34M -$46.2K -1,648 -3%
PA
143
PSI Advisors
Florida
$1.31M -$383K -13,662 -23%
T
144
Tidemark
California
$1.29M +$631K +22,529 +96%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$1.2M -$510K -18,193 -30%
Charles Schwab
146
Charles Schwab
California
$1.16M -$59.5K -2,124 -5%
PFA
147
Pathway Financial Advisors
Vermont
$1.14M +$204K +7,285 +22%
BFA
148
Brown Financial Advisors
Ohio
$1.14M +$1.14M +40,511 New
SW
149
Simplicity Wealth
New Jersey
$1.11M +$374K +13,342 +51%
LA
150
Latitude Advisors
Florida
$1.1M +$84.7K +3,022 +8%
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6
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