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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
AssetMark Inc
California
$408M
3
LPL Financial
LPL Financial
California
$533M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
State Street
Massachusetts
$63M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
Gradient Investments
Minnesota
$56M
5
MNG
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$634K +$634K +21,906 New
ASN
177
Advisory Services Network
Georgia
$631K +$365K +12,595 +137%
PWM
178
Perigon Wealth Management
California
$626K +$230K +7,947 +58%
APC
179
Aspire Private Capital
North Carolina
$607K -$544K -18,807 -47%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$597K -$182K -6,289 -23%
ACA
181
Aptus Capital Advisors
Alabama
$569K -$340K -11,747 -37%
FAIM
182
Financial Advocates Investment Management
Washington
$537K +$222K +7,678 +71%
ATPW
183
Ashton Thomas Private Wealth
Arizona
$518K +$518K +17,892 New
DSN
184
D. Scott Neal
Kentucky
$492K +$492K +16,994 New
BCM
185
Boltwood Capital Management
California
$485K +$129K +4,450 +36%
T
186
TCWP
Ohio
$463K +$75.6K +2,612 +19%
CA
187
CGN Advisors
Kansas
$463K -$574K -19,830 -55%
SWP
188
Stratos Wealth Partners
Ohio
$446K -$68.1K -2,352 -13%
CW
189
CreativeOne Wealth
Kansas
$432K -$8.98K -310 -2%
SFC
190
Strategic Financial Concepts
Texas
$432K +$432K +14,915 New
IP
191
Ignite Planners
California
$409K +$409K +14,105 New
SIC
192
Sterling Investment Counsel
New York
$398K +$398K +13,748 New
Goldman Sachs
193
Goldman Sachs
New York
$382K -$874K -30,203 -70%
CRC
194
Curi RMB Capital
Illinois
$373K – – –
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$331K +$12.4K +430 +4%
PWMG
196
Pinnacle Wealth Management Group
Michigan
$325K -$196K -6,772 -38%
FPW
197
Flagship Private Wealth
Massachusetts
$309K +$309K +10,670 New
IF
198
Intrua Financial
Texas
$303K -$63.6K -2,185 -17%
HIM
199
Hanlon Investment Management
New Jersey
$300K +$300K +10,351 New
RJA
200
Raymond James & Associates
Florida
$297K -$69.9K -2,415 -19%
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