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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

266 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$165M
2
Financial Engines Advisors
Financial Engines Advisors
California
$759M
3
LPL Financial
LPL Financial
California
$729M
4
State Street
State Street
Massachusetts
$75.1M
5
APA
Astoria Portfolio Advisors
New York
$17.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$72.4M
2
Jane Street
Jane Street
New York
$15.2M
3
GS
GTS Securities
New York
$12.7M
4
Ameriprise
Ameriprise
Minnesota
$169M
5
MNG
Manning & Napier Group
New York
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
201
Horst & Graben Wealth Management
Oregon
$274K +$1.46K +53 +0.5%
Prudential Financial
202
Prudential Financial
New Jersey
$266K +$14K +510 +6%
EAM
203
Empirical Asset Management
Massachusetts
$259K +$1.73K +63 +0.7%
M1FG
204
Mach-1 Financial Group
Arkansas
$251K -$10.5K -382 -4%
MCWS
205
McKinley Carter Wealth Services
West Virginia
$248K -$22.8K -830 -8%
PCM
206
Presidio Capital Management
California
$247K -$729K -26,497 -75%
Fisher Asset Management
207
Fisher Asset Management
Washington
$243K +$36K +1,309 +17%
SWM
208
Seaside Wealth Management
California
$236K +$236K +8,576 New
FPW
209
Flagship Private Wealth
Massachusetts
$224K -$1.59M -57,738 -88%
ACA
210
Aptus Capital Advisors
Alabama
$194K +$187K +6,803 +2,920%
SCA
211
Stonebridge Capital Advisors
Minnesota
$134K -$15.7K -570 -10%
CFGS
212
Concourse Financial Group Securities
Alabama
$133K +$79.4K +2,883 +147%
SSWM
213
Sheets Smith Wealth Management
North Carolina
$124K +$124K +4,500 New
Creative Planning
214
Creative Planning
Kansas
$122K +$122K +4,420 New
CFD
215
Creative Financial Designs
Indiana
$112K – – –
Fidelity Investments
216
Fidelity Investments
Massachusetts
$91K +$68.7K +2,497 +309%
William Blair & Company
217
William Blair & Company
Illinois
$82.4K +$48.3K +1,755 +142%
SWM
218
Spire Wealth Management
Virginia
$71.2K -$3.03K -110 -4%
SIS
219
Sound Income Strategies
Florida
$66.5K +$66.5K +2,417 New
YAL
220
Your Advocates Ltd
Texas
$62K -$32.1K -1,165 -34%
AAP
221
Arax Advisory Partners
Colorado
$56.6K -$3.72K -135 -6%
SS
222
Sunbelt Securities
Texas
$52.3K – – –
AGWCA
223
Annis Gardner Whiting Capital Advisors
Florida
$47K +$47K +1,709 New
CIA
224
Cape Investment Advisory
Georgia
$45.1K -$28 -1 -0.1%
AF
225
Allworth Financial
California
$30K +$30K +1,091 New
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9
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