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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$86.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.5M
3
LPL Financial
LPL Financial
California
$936M
4
Financial Engines Advisors
Financial Engines Advisors
California
$853M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$50M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.4M
2
NA
NewEdge Advisors
Louisiana
$10.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.59M
4
MFG
Merit Financial Group
Georgia
$130M
5
PAS
Park Avenue Securities
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
151
Householder Group Estate & Retirement Specialist
Arizona
$1.09M +$289K +10,301 +36%
WFPG
152
Waller Financial Planning Group
Ohio
$1.08M +$129K +4,602 +14%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$517K -18,457 -32%
OFG
154
OmniStar Financial Group
North Carolina
$1.04M +$23.4K +835 +2%
NC
155
Napatree Capital
Rhode Island
$1.02M +$51.1K +1,822 +5%
FG
156
Foster Group
Iowa
$984K – – –
Fisher Asset Management
157
Fisher Asset Management
Washington
$971K -$120K -4,288 -11%
VPP
158
Vertex Planning Partners
Illinois
$964K +$9.05K +323 +0.9%
HPC
159
Hobart Private Capital
North Carolina
$960K -$579K -20,648 -38%
HWP
160
Hibernia Wealth Partners
Louisiana
$946K +$640K +22,850 +209%
HCP
161
Hardin Capital Partners
South Carolina
$933K +$933K +33,305 New
MFT
162
Moisand Fitzgerald Tamayo
Florida
$927K -$466K -16,644 -33%
TPWA
163
Twin Peaks Wealth Advisors
California
$924K +$25.4K +908 +3%
TDC
164
Thompson Davis & Co
Virginia
$862K +$511K +18,250 +146%
Vontobel Holding
165
Vontobel Holding
Switzerland
$854K +$729 +26 +0.1%
AWA
166
Arete Wealth Advisors
Illinois
$847K +$6.39K +228 +0.8%
SIA
167
Strategic Investment Advisors
Michigan
$846K -$35.5K -1,266 -4%
LA
168
Lifeworks Advisors
Michigan
$846K -$74.4K -2,657 -8%
LMKC
169
L.M. Kohn & Company
Ohio
$843K -$128K -4,555 -13%
SCA
170
Snowden Capital Advisors
New York
$833K -$115K -4,089 -12%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$819K -$3.83M -154,476 -82%
GLA
172
Good Life Advisors
Pennsylvania
$778K +$531K +18,946 +215%
BWAM
173
Boyd Watterson Asset Management
Ohio
$776K -$70.7K -2,522 -8%
FLPIM
174
F.L. Putnam Investment Management
Massachusetts
$770K +$770K +27,490 New
CWM
175
Certus Wealth Management
California
$769K +$3.81K +136 +0.5%
5 6
7
8 9