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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
AssetMark Inc
California
$408M
3
LPL Financial
LPL Financial
California
$533M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
State Street
Massachusetts
$63M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
Gradient Investments
Minnesota
$56M
5
MNG
Manning & Napier Group
New York
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
201
Horst & Graben Wealth Management
Oregon
$293K -$297K -10,270 -50%
FIM
202
Freedom Investment Management
Connecticut
$280K -$75.3K -2,602 -21%
GLA
203
Good Life Advisors
Pennsylvania
$277K -$421K -14,557 -60%
EAM
204
Empirical Asset Management
Massachusetts
$269K -$17K -589 -6%
GWM
205
Geneos Wealth Management
Colorado
$249K – – –
BFA
206
BMS Financial Advisors
South Dakota
$240K +$240K +8,308 New
WEG
207
World Equity Group
Illinois
$240K +$240K +3,712 New
BWP
208
Balboa Wealth Partners
Arizona
$235K -$162K -5,593 -41%
WA
209
WBH Advisory
Maryland
$234K +$234K +8,100 New
BF
210
Brooklyn FI
New York
$232K +$232K +7,239 New
LFG
211
Lockerman Financial Group
California
$206K +$206K +7,119 New
SCA
212
Stonebridge Capital Advisors
Minnesota
$203K +$145 +5 +0.1%
FAG
213
Fortitude Advisory Group
Washington
$201K +$201K +6,961 New
RCM
214
Raleigh Capital Management
North Carolina
$141K -$115K -3,989 -45%
TRCT
215
Tower Research Capital (TRC)
New York
$135K +$135K +4,677 New
IGWM
216
ICA Group Wealth Management
Colorado
$133K -$19.3K -667 -13%
AAS
217
Ameritas Advisory Services
Nebraska
$130K +$130K +4,487 New
CFD
218
Creative Financial Designs
Indiana
$117K +$6.77K +234 +6%
HGERS
219
Householder Group Estate & Retirement Specialist
Arizona
$117K +$117K +4,031 New
WP
220
WealthPLAN Partners
Nebraska
$115K +$115K +3,985 New
KFS
221
Kelly Financial Services
Massachusetts
$102K -$20.6K -712 -17%
Citigroup
222
Citigroup
New York
$99.3K -$13.3K -460 -12%
YAL
223
Your Advocates Ltd
Texas
$98.9K -$964K -33,317 -91%
CFGS
224
Concourse Financial Group Securities
Alabama
$98.7K +$47.5K +1,642 +93%
HGWM
225
Harvest Group Wealth Management
Massachusetts
$81.1K -$1.77K -61 -2%
7 8
9
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