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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

144 hedge funds and large institutions have $1.97B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 38 closing their positions.

Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.91%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.3%
New
23
Increased
57
Reduced
47
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$204M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$484M
3
CI
3
CX Institutional
Indiana
$36.5M
4
LPL Financial
4
LPL Financial
California
$76M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$27.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$66K
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.2M
4
FI
4
FormulaFolio Investments
Michigan
$22.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Virtue Capital Management
Tennessee
– -$12.8M -386,281 Closed
CAS
152
Cascadia Advisory Services
Oregon
– -$7.76M -233,448 Closed
FTUS
153
Flow Traders U.S.
New York
– -$6.3M -189,537 Closed
CCFM
154
Clear Creek Financial Management
Washington
– -$5.89M -177,235 Closed
BRWA
155
B. Riley Wealth Advisors
Florida
– -$5.85M -175,954 Closed
MFG
156
Menard Financial Group
Texas
– -$4.72M -141,920 Closed
PCS
157
Personal CFO Solutions
New Jersey
– -$3.53M -106,234 Closed
PAS
158
Park Avenue Securities
New York
– -$3.47M -104,292 Closed
TSS
159
Two Sigma Securities
New York
– -$1.82M -54,705 Closed
OPS
160
Orion Portfolio Solutions
Nebraska
– -$1.79M -53,931 Closed
RIA
161
Regal Investment Advisors
Michigan
– -$1.4M -42,044 Closed
W
162
WealthOne
New York
– -$1.28M -38,656 Closed
HighTower Advisors
163
HighTower Advisors
Illinois
– -$1.07M -32,129 Closed
MG
164
Mather Group
Illinois
– -$1.05M -31,562 Closed
CBFP
165
Cedar Brook Financial Partners
Ohio
– -$793K -23,882 Closed
CP
166
Covenant Partners
Tennessee
– -$790K -23,784 Closed
EF
167
Empowered Funds
Pennsylvania
– -$760K -22,914 Closed
Truist Financial
168
Truist Financial
North Carolina
– -$727K -21,889 Closed
ACA
169
Aptus Capital Advisors
Alabama
– -$698K -21,029 Closed
CAM
170
Concorde Asset Management
Michigan
– -$687K -20,692 Closed
Bank of New York Mellon
171
Bank of New York Mellon
New York
– -$321K -9,669 Closed
RCAG
172
Rehmann Capital Advisory Group
Michigan
– -$288K -8,655 Closed
Millennium Management
173
Millennium Management
New York
– -$287K -8,646 Closed
CFGS
174
Concourse Financial Group Securities
Alabama
– -$117K -3,521 Closed
FHA
175
First Horizon Advisors
Tennessee
– -$100K -3,038 Closed
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