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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
Mather Group
Illinois
$243M
2
KWM
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.7M
4
LPL Financial
LPL Financial
California
$1.07B
5
IAA
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$93.5M
2
GI
Gradient Investments
Minnesota
$388K
3
CWM
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
Morgan Stanley
New York
$35.9M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
151
GenWealth Group
New Jersey
$1.42M -$404K -14,481 -22%
HB
152
HTLF Bank
Colorado
$1.42M -$59.1K -2,120 -4%
CWM
153
Collaborative Wealth Management
Florida
$1.4M +$139K +5,003 +11%
CWM
154
Cranbrook Wealth Management
Michigan
$1.35M +$210K +7,527 +18%
OFG
155
OmniStar Financial Group
North Carolina
$1.31M +$6.41K +230 +0.5%
T
156
Tidemark
California
$1.3M -$27.2K -977 -2%
TDC
157
Thompson Davis & Co
Virginia
$1.3M -$388K -13,930 -23%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$1.26M -$1.64M -58,647 -56%
OWA
159
Opal Wealth Advisors
New York
$1.22M +$1.22M +43,666 New
JCM
160
Jacobi Capital Management
Pennsylvania
$1.19M +$158K +5,675 +15%
RWM
161
RKL Wealth Management
Pennsylvania
$1.19M +$944K +33,874 +387%
HCP
162
Hardin Capital Partners
South Carolina
$1.18M +$98.8K +3,545 +9%
SIA
163
Strategic Investment Advisors
Michigan
$1.17M +$311K +11,140 +36%
GSWM
164
Golden State Wealth Management
California
$1.16M +$1.16M +41,534 New
WFPG
165
Waller Financial Planning Group
Ohio
$1.16M +$18K +645 +2%
PWG
166
Private Wealth Group
Florida
$1.13M -$64.8K -2,325 -5%
JSW
167
Journey Strategic Wealth
New Jersey
$1.12M -$1.52M -54,492 -58%
Kovitz Investment Group Partners
168
Kovitz Investment Group Partners
Illinois
$1.1M -$194K -6,961 -15%
NC
169
Napatree Capital
Rhode Island
$1.1M -$168K -6,028 -13%
PFA
170
Pathway Financial Advisors
Vermont
$1.07M -$59.8K -2,144 -5%
Charles Schwab
171
Charles Schwab
California
$1.07M -$64.6K -2,316 -6%
JF
172
Jump Financial
Illinois
$1.07M -$662K -23,749 -38%
SC
173
Scotia Capital
Ontario, Canada
$1.04M +$27.5K +985 +3%
SWP
174
Stratos Wealth Partners
Ohio
$1.03M +$435K +15,605 +73%
VPP
175
Vertex Planning Partners
Illinois
$1.01M +$36.6K +1,312 +4%
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