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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
MNG
4
Manning & Napier Group
New York
$43.9M
5
SWP
5
Stratos Wealth Partners
Ohio
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
201
Global Financial Private Client
Florida
$48.7K +$23.8K +844 +96%
SPIA
202
Steward Partners Investment Advisory
New York
$43.7K -$23.7K -840 -35%
SWM
203
Spire Wealth Management
Virginia
$34K +$14.5K +520 +74%
HCP
204
Hexagon Capital Partners
Arkansas
$33.1K +$33.1K +1,173 New
GJIA
205
Glass Jacobson Investment Advisors
Maryland
$30.5K +$30.5K +1,080 New
CP
206
Castleview Partners
Texas
$29.2K -$40.6K -1,439 -58%
GEA
207
Glen Eagle Advisors
New Jersey
$26.4K -$32.2K -1,141 -55%
William Blair & Company
208
William Blair & Company
Illinois
$24.9K +$2.46K +87 +11%
Franklin Resources
209
Franklin Resources
California
$23.3K +$23.3K +826 New
PAG
210
Private Advisor Group
New Jersey
$20.5K +$2.94K +104,086 +17%
S
211
SignatureFD
Georgia
$20.1K – – –
CA
212
CoreCap Advisors
Michigan
$19.1K +$19.1K +675 New
FCA
213
FinTrust Capital Advisors
South Carolina
$18.3K – – –
HI
214
Harbour Investments
Wisconsin
$17.1K +$5.34K +189 +45%
KSWA
215
Kathleen S. Wright Associates
Pennsylvania
$17K +$13.7K +473 +411%
FGAM
216
Financial Gravity Asset Management
Texas
$15.4K +$15.4K +28 New
KM
217
Kalos Management
Georgia
$12.8K +$12.8K +453 New
MCC
218
Money Concepts Capital
Florida
$11.1K -$2.88M -101,847 -100%
AF
219
Advisornet Financial
Minnesota
$10.2K +$2.97K +105 +41%
CAS
220
Coppell Advisory Solutions
Texas
$8.87K +$8.87K +314 New
CASC
221
Coppell Advisory Solutions Corp
Texas
$8.87K +$8.87K +314 New
JHCP
222
Jackson Hole Capital Partners
Oklahoma
$8.81K – – –
DJSG
223
D.J. St. Germain
Massachusetts
$8.01K +$4.13K +146,176 +106%
PA
224
Parallel Advisors
California
$7.34K -$3.67K -130 -33%
WT
225
Washington Trust
Rhode Island
$7.06K +$7.06K +250 New
7 8
9
10 11