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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$576M
2
LPL Financial
LPL Financial
California
+$117M
3
GI
GLOBALT Investments
Georgia
+$42.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$35.4M
5
AssetMark Inc
AssetMark Inc
California
+$35.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$58.3M
2
MNG
Manning & Napier Group
New York
-$46M
3
Morgan Stanley
Morgan Stanley
New York
-$33.5M
4
AWM
AE Wealth Management
Kansas
-$29.6M
5
CA
CoreCap Advisors
Michigan
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
151
Waller Financial Planning Group
Ohio
$953K +$953K +33,806 New
NC
152
Napatree Capital
Rhode Island
$950K +$230K +8,349 +32%
PFA
153
Pathway Financial Advisors
Vermont
$940K -$44K -1,560 -4%
HFS
154
Heritage Financial Services
Massachusetts
$936K -$1.1K -39 -0.1%
LA
155
Lifeworks Advisors
Michigan
$925K -$29.3K -1,038 -3%
TPWA
156
Twin Peaks Wealth Advisors
California
$904K +$229K +8,133 +34%
SIA
157
Strategic Investment Advisors
Michigan
$886K +$886K +31,456 New
AP
158
Americana Partners
Texas
$866K +$396K +14,062 +84%
MIS
159
Morningstar Investment Services
Illinois
$864K +$52.3K +1,853 +6%
Vontobel Holding
160
Vontobel Holding
Switzerland
$858K -$21.2K -751 -2%
BWAM
161
Boyd Watterson Asset Management
Ohio
$852K +$177K +6,284 +26%
AWA
162
Arete Wealth Advisors
Illinois
$846K -$19.4K -689 -2%
HGERS
163
Householder Group Estate & Retirement Specialist
Arizona
$806K +$40.2K +1,426 +5%
HP
164
Hilltop Partners
Indiana
$789K -$51K -1,810 -6%
WA
165
Waverly Advisors
Alabama
$788K +$788K +27,971 New
SWP
166
Stratos Wealth Partners
Ohio
$786K -$6.28M -222,855 -89%
CWM
167
Certus Wealth Management
California
$758K -$56.1K -2,022 -7%
SW
168
Simplicity Wealth
New Jersey
$743K +$335K +11,873 +82%
PIA
169
Perennial Investment Advisors
California
$743K +$22.2K +787 +3%
WWA
170
WCG Wealth Advisors
Nevada
$740K +$42.9K +1,523 +6%
JCM
171
Jacobi Capital Management
Pennsylvania
$740K +$526K +18,682 +247%
RW
172
Rede Wealth
Virginia
$729K -$1.27M -44,997 -64%
IA
173
Insight Advisors
Pennsylvania
$682K -$45.2K -1,604 -6%
GIA
174
Gladstone Institutional Advisory
Florida
$678K +$678K +24,065 New
VT
175
Vise Technologies
New York
$677K -$102K -3,605 -13%
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