SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$745M
2
LPL Financial
LPL Financial
California
$907M
3
GI
GLOBALT Investments
Georgia
$97.8M
4
Financial Engines Advisors
Financial Engines Advisors
California
$824M
5
AssetMark Inc
AssetMark Inc
California
$55.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.26M
2
MNG
Manning & Napier Group
New York
$46M
3
Morgan Stanley
Morgan Stanley
New York
$24.7M
4
AWM
AE Wealth Management
Kansas
$427K
5
CA
CoreCap Advisors
Michigan
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
OS
201
Objectivity Squared
South Carolina
$419K +$67.4K +2,443 +19%
PWG
202
Private Wealth Group
Florida
$412K +$412K +14,614 New
TC
203
TownSquare Capital
Utah
$402K +$102K +3,615 +34%
AF
204
Allworth Financial
California
$401K +$400K +14,205 +48,983%
CA
205
Continuum Advisory
Idaho
$400K -$138K -4,951 -26%
CIA
206
Capital Investment Advisors
Georgia
$397K -$214K -7,581 -35%
CRC
207
Curi RMB Capital
Illinois
$378K – – –
Citigroup
208
Citigroup
New York
$376K -$423 -15 -0.1%
WCFA
209
Walkner Condon Financial Advisors
Wisconsin
$371K +$174K +6,174 +88%
RCM
210
Raleigh Capital Management
North Carolina
$360K -$613K -21,738 -63%
BBHC
211
Brown Brothers Harriman & Co
New York
$356K +$356K +12,642 New
TDC
212
Thompson Davis & Co
Virginia
$352K +$352K +12,500 New
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$349K – – –
ACM
214
AlphaStar Capital Management
North Carolina
$341K -$39.8K -1,411 -10%
APW
215
Austin Private Wealth
Texas
$333K -$93.3K -3,340 -22%
BSHC
216
Breed's Hill Capital
Massachusetts
$329K – – –
FEG
217
Financial Enhancement Group
Indiana
$323K -$7.61K -275 -2%
MPW
218
MA Private Wealth
California
$316K -$343K -12,156 -52%
IPWA
219
International Private Wealth Advisors
California
$312K -$262K -9,292 -46%
HWP
220
Hibernia Wealth Partners
Louisiana
$308K +$308K +10,919 New
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$302K +$302K +10,729 New
ML
222
McAdam LLC
Pennsylvania
$302K -$12.2K -432 -4%
BCM
223
Brookstone Capital Management
Illinois
$299K +$9.86K +350 +3%
EAM
224
Empirical Asset Management
Massachusetts
$294K +$1.41K +50 +0.5%
WA
225
WBH Advisory
Maryland
$291K -$4.9K -174 -2%
7 8
9
10 11