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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
Mather Group
Illinois
$174M
2
Financial Engines Advisors
Financial Engines Advisors
California
$987M
3
LPL Financial
LPL Financial
California
$1.07B
4
State Street
State Street
Massachusetts
$147M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.8M
2
DF
Donoghue Forlines
Massachusetts
$0
3
NW
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Collaborative Wealth Management
Florida
$1.31M -$81.2K -2,794 -6%
PWG
152
Private Wealth Group
Florida
$1.24M +$1.24M +42,839 New
BFA
153
Brown Financial Advisors
Ohio
$1.22M +$47.6K +1,639 +4%
CWM
154
Cranbrook Wealth Management
Michigan
$1.19M +$645K +22,186 +119%
WFPG
155
Waller Financial Planning Group
Ohio
$1.19M +$71K +2,442 +6%
NL
156
NWAM LLC
Washington
$1.18M +$1.18M +40,765 New
Charles Schwab
157
Charles Schwab
California
$1.18M -$24.1K -829 -2%
PFA
158
Pathway Financial Advisors
Vermont
$1.18M – – –
VFPW
159
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.18M -$278K -9,555 -19%
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$1.15M +$19K +655 +2%
HWP
161
Hibernia Wealth Partners
Louisiana
$1.13M +$148K +5,082 +15%
HMS
162
Hanseatic Management Services
New Mexico
$1.11M +$1.11M +38,088 New
HCP
163
Hardin Capital Partners
South Carolina
$1.1M +$152K +5,310 +16%
AWS
164
Atria Wealth Solutions
New York
$1.09M +$878K +30,197 +409%
JCM
165
Jacobi Capital Management
Pennsylvania
$1.08M +$306K +10,532 +40%
LA
166
Latitude Advisors
Florida
$1.06M -$83.5K -2,872 -7%
SC
167
Scotia Capital
Ontario, Canada
$1.05M -$388K -13,336 -27%
Fisher Asset Management
168
Fisher Asset Management
Washington
$1.04M +$29.5K +1,014 +3%
FG
169
Foster Group
Iowa
$1.02M – – –
VPP
170
Vertex Planning Partners
Illinois
$1.01M +$14.9K +512 +1%
PW
171
Paladin Wealth
Minnesota
$995K +$995K +34,248 New
FFA
172
Farther Finance Advisors
California
$987K +$975K +33,555 +8,538%
FEG
173
Financial Enhancement Group
Indiana
$973K +$668K +23,044 +219%
HPC
174
Hobart Private Capital
North Carolina
$949K -$46.7K -1,608 -5%
SW
175
Simplicity Wealth
New Jersey
$946K -$209K -7,175 -18%
5 6
7
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