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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$86.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.5M
3
LPL Financial
LPL Financial
California
$936M
4
Financial Engines Advisors
Financial Engines Advisors
California
$853M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$50M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.4M
2
NA
NewEdge Advisors
Louisiana
$10.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.59M
4
MFG
Merit Financial Group
Georgia
$130M
5
PAS
Park Avenue Securities
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
176
Hilltop Partners
Indiana
$768K -$16.4K -585 -2%
KP
177
Keel Point
Alabama
$758K -$699K -24,226 -48%
IAA
178
Independent Advisor Alliance
North Carolina
$749K +$84.7K +3,024 +13%
JCM
179
Jacobi Capital Management
Pennsylvania
$745K +$9.72K +347 +1%
IA
180
Insight Advisors
Pennsylvania
$732K +$54.7K +1,953 +8%
PIA
181
Perennial Investment Advisors
California
$732K -$6.75K -241 -0.9%
WWA
182
WCG Wealth Advisors
Nevada
$693K -$43.1K -1,540 -6%
Betterment LLC
183
Betterment LLC
New York
$648K +$158K +5,635 +32%
PCIA
184
Prime Capital Investment Advisors
Kansas
$635K -$2.45M -87,376 -79%
RW
185
Rede Wealth
Virginia
$629K -$95.1K -3,394 -13%
SA
186
Sanctuary Advisors
Indiana
$619K +$619K +22,476 New
TC
187
TownSquare Capital
Utah
$618K +$218K +7,766 +54%
VT
188
Vise Technologies
New York
$613K -$60.1K -2,146 -9%
HFS
189
Heritage Financial Services
Massachusetts
$597K -$333K -11,890 -36%
SWP
190
Stratos Wealth Partners
Ohio
$596K -$185K -6,612 -24%
AAS
191
Avantax Advisory Services
Texas
$580K -$19.4K -693 -3%
OS
192
Objectivity Squared
South Carolina
$541K +$111K +3,903 +26%
CFAM
193
Center For Asset Management
Florida
$531K +$531K +18,946 New
CWM
194
Cranbrook Wealth Management
Michigan
$523K +$35.2K +1,255 +7%
BCM
195
Boltwood Capital Management
California
$516K – – –
CFS
196
Coordinated Financial Services
Colorado
$476K +$4.06K +145 +0.9%
MOS
197
MGO One Seven
Ohio
$469K -$1.62M -57,837 -78%
COCM
198
Charter Oak Capital Management
New Hampshire
$463K -$6.25K -223 -1%
OMC
199
Old Mission Capital
Illinois
$462K +$462K +16,500 New
MFS
200
Mattson Financial Services
Michigan
$455K +$455K +16,236 New
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