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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
MNG
4
Manning & Napier Group
New York
$43.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$260K +$260K +9,213 New
WWM
177
Western Wealth Management
Colorado
$256K -$55.5K -1,966 -18%
Prudential Financial
178
Prudential Financial
New Jersey
$253K -$5.11K -181 -2%
RCM
179
Raleigh Capital Management
North Carolina
$250K -$451K -15,978 -64%
GWM
180
Geneos Wealth Management
Colorado
$243K – – –
GHA
181
GW Henssler & Associates
Georgia
$231K -$3.39K -120 -1%
HWMA
182
Heritage Wealth Management (Arizona)
Arizona
$228K +$89.2K +3,160 +64%
SS
183
Simplicity Solutions
Minnesota
$218K -$1.41K -50 -0.6%
PTC
184
Private Trust Company
Ohio
$206K -$36.1K -1,277 -15%
SCA
185
Stonebridge Capital Advisors
Minnesota
$198K – – –
LS
186
Leelyn Smith
Illinois
$188K +$5.82K +206 +3%
AWM
187
Accurate Wealth Management
Florida
$159K -$109K -3,798 -41%
IGWM
188
ICA Group Wealth Management
Colorado
$149K +$149K +5,270 New
FAM
189
Family Asset Management
South Carolina
$147K +$147K +5,194 New
SA
190
SRH Advisors
Kansas
$142K – – –
BAM
191
Belpointe Asset Management
Nevada
$141K -$21.1K -746 -13%
KFS
192
Kelly Financial Services
Massachusetts
$120K -$160K -5,656 -57%
Citigroup
193
Citigroup
New York
$110K -$12.5K -441 -10%
CFD
194
Creative Financial Designs
Indiana
$108K -$2.57K -91 -2%
CWP
195
Concord Wealth Partners
Virginia
$98K +$98K +3,470 New
HGWM
196
Harvest Group Wealth Management
Massachusetts
$80.9K – – –
AAP
197
Arax Advisory Partners
Colorado
$70.4K -$10.5K -371 -13%
RWPA
198
Richard W. Paul & Associates
Michigan
$59.9K +$59.9K +2,121 New
FWP
199
FAS Wealth Partners
Kansas
$51.2K +$51.2K +1,814 New
CFGS
200
Concourse Financial Group Securities
Alabama
$50K +$1.67K +59 +3%
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8
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