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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
Mather Group
Illinois
$174M
2
Financial Engines Advisors
Financial Engines Advisors
California
$987M
3
LPL Financial
LPL Financial
California
$1.07B
4
State Street
State Street
Massachusetts
$147M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.8M
2
DF
Donoghue Forlines
Massachusetts
$0
3
NW
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Costello Asset Management
Pennsylvania
$2.07M +$2.07M +71,307 New
MOS
127
MGO One Seven
Ohio
$2.01M +$1.53M +52,529 +314%
SI
128
Stephens Inc
Arkansas
$2.01M +$17.9K +617 +0.9%
WA
129
Waverly Advisors
Alabama
$1.97M +$182K +6,276 +10%
NWM
130
Napa Wealth Management
California
$1.94M +$110K +3,802 +6%
TFA
131
TPG Financial Advisors
Oregon
$1.92M -$89.6K -3,083 -4%
OBWG
132
Onyx Bridge Wealth Group
New York
$1.9M +$468K +16,092 +33%
GG
133
GenWealth Group
New Jersey
$1.9M +$8.83K +304 +0.5%
IA
134
IFP Advisors
Florida
$1.89M +$1.64M +56,269 +654%
GWP
135
Gateway Wealth Partners
Wisconsin
$1.88M +$180K +6,211 +11%
CA
136
Cambridge Associates
Massachusetts
$1.86M +$1.86M +64,010 New
JF
137
Jump Financial
Illinois
$1.8M +$1.8M +62,068 New
TDC
138
Thompson Davis & Co
Virginia
$1.76M +$862K +29,662 +96%
LMKC
139
L.M. Kohn & Company
Ohio
$1.61M +$739K +25,418 +84%
PA
140
PSI Advisors
Florida
$1.59M +$228K +7,838 +17%
HIF
141
Hill Island Financial
Michigan
$1.55M -$39.3K -1,352 -2%
AWA
142
Arete Wealth Advisors
Illinois
$1.55M +$668K +23,004 +76%
HB
143
HTLF Bank
Colorado
$1.54M -$4.95M -170,312 -76%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$1.53M +$288K +9,907 +23%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$1.52M -$46.4K -1,598 -3%
GLA
146
Good Life Advisors
Pennsylvania
$1.52M +$713K +24,525 +88%
T
147
Tidemark
California
$1.39M +$53.6K +1,845 +4%
OFG
148
OmniStar Financial Group
North Carolina
$1.36M +$282K +9,680 +26%
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$1.35M -$978K -33,666 -42%
NC
150
Napatree Capital
Rhode Island
$1.32M +$267K +9,191 +25%
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