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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
Mather Group
Illinois
$243M
2
KWM
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.7M
4
LPL Financial
LPL Financial
California
$1.07B
5
IAA
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$93.5M
2
GI
Gradient Investments
Minnesota
$388K
3
CWM
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
Morgan Stanley
New York
$35.9M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
126
Gladstone Institutional Advisory
Florida
$2.57M +$365K +13,097 +17%
JSL
127
JT Stratford LLC
Georgia
$2.53M -$17K -611 -0.7%
E3F
128
Eight 31 Financial
Texas
$2.51M – – –
PTC
129
Private Trust Company
Ohio
$2.49M +$38.6K +1,383 +2%
GWP
130
Gateway Wealth Partners
Wisconsin
$2.45M +$653K +23,436 +36%
GWAG
131
Garrett Wealth Advisory Group
Texas
$2.37M +$187K +6,697 +9%
NFP
132
Narus Financial Partners
Utah
$2.35M -$463K -16,615 -16%
CWD
133
Clarity Wealth Development
Oregon
$2.33M +$2.33M +83,170 New
WA
134
Waverly Advisors
Alabama
$2.19M +$291K +10,441 +15%
SFP
135
Strategic Financial Partners
Oregon
$2.09M -$229K -8,210 -10%
GKWIM
136
Gerber Kawasaki Wealth & Investment Management
California
$2.06M -$60.7K -2,176 -3%
GWSG
137
GPS Wealth Strategies Group
Colorado
$1.98M -$98.9K -3,547 -5%
SI
138
Stephens Inc
Arkansas
$1.93M +$10.6K +381 +0.6%
OBWG
139
Onyx Bridge Wealth Group
New York
$1.92M +$103K +3,693 +6%
IA
140
IFP Advisors
Florida
$1.84M +$35.1K +1,258 +2%
CAM
141
Costello Asset Management
Pennsylvania
$1.81M -$177K -6,341 -9%
CA
142
Cambridge Associates
Massachusetts
$1.78M – – –
PWM
143
Puff Wealth Management
New Jersey
$1.73M +$1.73M +62,075 New
MOS
144
MGO One Seven
Ohio
$1.72M -$206K -7,399 -11%
FGWP
145
Founders Grove Wealth Partners
Virginia
$1.62M +$1.62M +57,974 New
Bank of New York Mellon
146
Bank of New York Mellon
New York
$1.59M +$117K +4,196 +8%
AWS
147
Atria Wealth Solutions
New York
$1.58M +$529K +18,961 +50%
HIF
148
Hill Island Financial
Michigan
$1.56M +$69.6K +2,496 +5%
PA
149
PSI Advisors
Florida
$1.5M -$20K -718 -1%
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$1.44M -$21.9K -786 -1%
4 5
6
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