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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
Mather Group
Illinois
$174M
2
Financial Engines Advisors
Financial Engines Advisors
California
$987M
3
LPL Financial
LPL Financial
California
$1.07B
4
State Street
State Street
Massachusetts
$147M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.8M
2
DF
Donoghue Forlines
Massachusetts
$0
3
NW
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAMG
176
Voisard Asset Management Group
Michigan
$898K +$898K +30,888 New
SIA
177
Strategic Investment Advisors
Michigan
$896K +$18.4K +633 +2%
FLPIM
178
F.L. Putnam Investment Management
Massachusetts
$891K +$92.5K +3,184 +12%
SCA
179
Snowden Capital Advisors
New York
$883K +$19.3K +665 +2%
LA
180
Lifeworks Advisors
Michigan
$882K +$5K +172 +0.6%
IA
181
Insight Advisors
Pennsylvania
$869K +$110K +3,776 +14%
PIA
182
Perennial Investment Advisors
California
$862K +$103K +3,541 +14%
Vontobel Holding
183
Vontobel Holding
Switzerland
$852K -$33.6K -1,155 -4%
MML Investors Services
184
MML Investors Services
Massachusetts
$834K -$620K -21,355 -43%
BWAM
185
Boyd Watterson Asset Management
Ohio
$828K +$23.2K +798 +3%
TC
186
TownSquare Capital
Utah
$823K +$183K +6,290 +29%
NP
187
NorthRock Partners
Minnesota
$814K -$748K -25,754 -48%
IAA
188
Independent Advisor Alliance
North Carolina
$781K +$4.3K +148 +0.6%
HP
189
Hilltop Partners
Indiana
$770K -$27K -930 -3%
DLHL
190
Donald L. Hagan LLC
Florida
$756K +$756K +26,002 New
WWA
191
WCG Wealth Advisors
Nevada
$748K +$29.4K +1,013 +4%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$745K +$745K +25,622 New
CWM
193
Certus Wealth Management
California
$744K -$53.6K -1,843 -7%
Betterment LLC
194
Betterment LLC
New York
$702K +$29.8K +1,025 +4%
VT
195
Vise Technologies
New York
$698K +$62.2K +2,140 +10%
KP
196
Keel Point
Alabama
$693K -$69.7K -2,400 -9%
MFG
197
Mosaic Financial Group
Illinois
$674K +$674K +23,188 New
CFAM
198
Center For Asset Management
Florida
$673K +$122K +4,204 +22%
HBS
199
Howard Bailey Securities
Indiana
$666K +$666K +22,919 New
SWP
200
Stratos Wealth Partners
Ohio
$620K +$2.38K +82 +0.4%
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