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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
AssetMark Inc
California
$408M
3
LPL Financial
LPL Financial
California
$533M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
State Street
Massachusetts
$63M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
Gradient Investments
Minnesota
$56M
5
MNG
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
151
Vontobel Holding
Switzerland
$866K +$6.83K +236 +0.8%
CW
152
Channel Wealth
California
$863K +$863K +29,816 New
LEFP
153
Leading Edge Financial Planning
Tennessee
$845K -$9.32K -322 -1%
BRWA
154
B. Riley Wealth Advisors
Florida
$838K +$838K +28,972 New
VT
155
Vise Technologies
New York
$829K -$12.7K -438 -2%
IWM
156
IHT Wealth Management
Illinois
$820K +$820K +28,318 New
PCM
157
Presidio Capital Management
California
$809K +$809K +27,941 New
HI
158
Harbour Investments
Wisconsin
$808K +$791K +27,330 +4,517%
WCWM
159
Willow Creek Wealth Management
California
$791K -$396K -13,691 -33%
CWM
160
Collaborative Wealth Management
Florida
$791K +$147K +5,065 +23%
KW
161
KWB Wealth
California
$784K -$22K -780 -3%
VAS
162
Vestmark Advisory Solutions
Massachusetts
$782K -$5.08M -175,546 -87%
RWA
163
Rooted Wealth Advisors
Illinois
$765K -$487K -16,873 -39%
GM
164
GeoWealth Management
Illinois
$762K +$21.2K +732 +3%
FHA
165
First Horizon Advisors
Tennessee
$756K -$372K -12,851 -33%
IA
166
Insight Advisors
Pennsylvania
$743K +$32.6K +1,128 +5%
CBFP
167
Cedar Brook Financial Partners
Ohio
$718K +$718K +24,823 New
BCI
168
Brinker Capital Investments
Pennsylvania
$714K +$714K +24,655 New
OPS
169
Orion Portfolio Solutions
Nebraska
$714K +$714K +24,655 New
AAS
170
Avantax Advisory Services
Texas
$705K +$30.7K +1,060 +5%
Citadel Advisors
171
Citadel Advisors
Florida
$700K +$700K +24,183 New
CWM
172
Cranbrook Wealth Management
Michigan
$684K – – –
TF
173
TimeScale Financial
Massachusetts
$655K +$655K +22,619 New
GWP
174
Gateway Wealth Partners
Wisconsin
$651K +$651K +22,486 New
WWM
175
Western Wealth Management
Colorado
$635K +$372K +12,868 +142%
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