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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
MNG
4
Manning & Napier Group
New York
$43.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$502K -$25.8M -912,278 -98%
FPWM
152
FSB Premier Wealth Management
Iowa
$470K -$16.2K -574 -3%
TC
153
TownSquare Capital
Utah
$469K +$469K +16,619 New
CW
154
CreativeOne Wealth
Kansas
$430K -$410K -14,530 -49%
IA
155
IFG Advisory
Georgia
$429K +$86.8K +3,074 +25%
BTWM
156
Baker Tilly Wealth Management
Wisconsin
$399K +$399K +14,137 New
BWP
157
Balboa Wealth Partners
Arizona
$388K -$49.5K -1,753 -11%
PWM
158
Perigon Wealth Management
California
$386K +$386K +13,668 New
T
159
TCWP
Ohio
$378K +$36K +1,274 +11%
MPW
160
MGO Private Wealth
California
$378K -$148K -5,232 -28%
IF
161
Intrua Financial
Texas
$366K -$41.6K -1,432 -10%
AG
162
Ascent Group
Virginia
$366K +$41.6K +1,473 +13%
CRC
163
Curi RMB Capital
Illinois
$364K – – –
RJA
164
Raymond James & Associates
Florida
$358K +$76.3K +2,703 +27%
SFS
165
Sowell Financial Services
Arkansas
$351K +$351K +12,425 New
FC
166
Financial Consulate
Maryland
$350K -$15.5K -550 -4%
BCM
167
Boltwood Capital Management
California
$347K -$848K -30,015 -71%
FIM
168
Freedom Investment Management
Connecticut
$347K -$11.2K -397 -3%
MML Investors Services
169
MML Investors Services
Massachusetts
$342K -$9.08M -321,787 -96%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$311K +$7.74K +274 +3%
FAIM
171
Financial Advocates Investment Management
Washington
$307K +$307K +10,882 New
RJT
172
Raymond James Trust
Florida
$287K +$287K +10,180 New
Fisher Asset Management
173
Fisher Asset Management
Washington
$286K +$42.8K +1,514 +18%
EAM
174
Empirical Asset Management
Massachusetts
$279K +$1.5K +53 +0.5%
SWM
175
SFG Wealth Management
Maryland
$265K +$265K +9,374 New
5 6
7
8 9