SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

261 hedge funds and large institutions have $4.06B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.12%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K

Top Buyers

1
LPL Financial
LPL Financial
California
$711M
2
Ameriprise
Ameriprise
Minnesota
$239M
3
Morgan Stanley
Morgan Stanley
New York
$241M
4
Jane Street
Jane Street
New York
$163M
5
FTUS
Flow Traders U.S.
New York
$82.9M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
AssetMark Inc
California
$119M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$5K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$130M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
176
Ignite Planners
California
$401K +$7.51K +269 +2%
Citigroup
177
Citigroup
New York
$377K +$280K +9,902 +289%
BIP
178
Blueprint Investment Partners
North Carolina
$364K +$364K +12,877 New
CRC
179
Curi RMB Capital
Illinois
$364K – – –
TI
180
Trexquant Investment
Connecticut
$363K +$363K +12,843 New
HIM
181
Hanlon Investment Management
New Jersey
$357K +$63.7K +2,252 +22%
SS
182
Simplicity Solutions
Minnesota
$319K -$4.4M -155,668 -93%
SW
183
Simplicity Wealth
New Jersey
$319K +$319K +11,280 New
PWMG
184
Pinnacle Wealth Management Group
Michigan
$315K -$2.83K -100 -0.9%
IGWM
185
ICA Group Wealth Management
Colorado
$313K +$183K +6,461 +140%
PWM
186
Perigon Wealth Management
California
$306K -$306K -10,810 -50%
IF
187
Intrua Financial
Texas
$296K +$934 +33 +0.3%
CW
188
CreativeOne Wealth
Kansas
$295K -$127K -4,500 -30%
WTB
189
Washington Trust Bank
Washington
$292K +$292K +10,334 New
W
190
WealthOne
New York
$291K -$644K -22,762 -69%
Goldman Sachs
191
Goldman Sachs
New York
$288K -$85.4K -3,020 -23%
HGWM
192
Horst & Graben Wealth Management
Oregon
$280K -$5.91K -209 -2%
MCWS
193
McKinley Carter Wealth Services
West Virginia
$278K +$278K +9,821 New
M1FG
194
Mach-1 Financial Group
Arkansas
$269K +$264K +9,333 +5,589%
SFG
195
StrategIQ Financial Group
Indiana
$267K +$267K +9,455 New
EAM
196
Empirical Asset Management
Massachusetts
$264K +$1.61K +57 +0.6%
Prudential Financial
197
Prudential Financial
New Jersey
$259K -$1.25M -44,330 -83%
LSIA
198
LaSalle St. Investment Advisors
Illinois
$252K +$252K +8,910 New
GWM
199
Geneos Wealth Management
Colorado
$251K +$7.21K +255 +3%
CW
200
Channel Wealth
California
$249K -$594K -21,014 -70%
6 7
8
9 10