SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
Mather Group
Illinois
$243M
2
KWM
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.7M
4
LPL Financial
LPL Financial
California
$1.07B
5
IAA
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$93.5M
2
GI
Gradient Investments
Minnesota
$388K
3
CWM
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
Morgan Stanley
New York
$35.9M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
176
Farther Finance Advisors
California
$996K +$50K +1,794 +5%
B
177
Bailard
California
$994K -$3.57M -127,945 -78%
HMS
178
Hanseatic Management Services
New Mexico
$989K -$73.4K -2,631 -7%
MML Investors Services
179
MML Investors Services
Massachusetts
$953K +$152K +5,461 +19%
MFG
180
Mosaic Financial Group
Illinois
$925K +$279K +9,994 +43%
HPC
181
Hobart Private Capital
North Carolina
$921K +$10.7K +383 +1%
SW
182
SMART Wealth
Nebraska
$872K -$1.86M -66,731 -68%
Vontobel Holding
183
Vontobel Holding
Switzerland
$866K +$48.4K +1,736 +6%
FLPIM
184
F.L. Putnam Investment Management
Massachusetts
$855K – – –
IA
185
Insight Advisors
Pennsylvania
$852K +$17.3K +619 +2%
SCA
186
Snowden Capital Advisors
New York
$849K +$1.37K +49 +0.2%
LA
187
Lifeworks Advisors
Michigan
$838K -$7.78K -279 -0.9%
VFPW
188
Vantage Financial Partners (Wisconsin)
Wisconsin
$832K -$298K -10,685 -26%
PMWMG
189
Parr McKnight Wealth Management Group
Minnesota
$831K +$831K +29,802 New
NL
190
NWAM LLC
Washington
$826K -$311K -11,140 -27%
BBWP
191
Beacon Bridge Wealth Partners
Pennsylvania
$815K -$1.55M -55,681 -66%
SG
192
StoneX Group
New York
$807K +$807K +28,953 New
DLHL
193
Donald L. Hagan LLC
Florida
$797K +$72.1K +2,585 +10%
LA
194
Latitude Advisors
Florida
$784K -$233K -8,344 -23%
CWM
195
Certus Wealth Management
California
$766K +$49.2K +1,758 +7%
OS
196
Objectivity Squared
South Carolina
$759K +$191K +6,892 +34%
PIA
197
Perennial Investment Advisors
California
$751K -$76.2K -2,735 -9%
BWAM
198
Boyd Watterson Asset Management
Ohio
$746K -$49K -1,759 -6%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$740K +$157K +6,440 +27%
NWM
200
Napa Wealth Management
California
$734K -$1.13M -40,458 -61%
6 7
8
9 10