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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$86.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.5M
3
LPL Financial
LPL Financial
California
$936M
4
Financial Engines Advisors
Financial Engines Advisors
California
$853M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$50M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.4M
2
NA
NewEdge Advisors
Louisiana
$10.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.59M
4
MFG
Merit Financial Group
Georgia
$130M
5
PAS
Park Avenue Securities
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
201
Cerity Partners
New York
$452K +$452K +16,132 New
RFP
202
Root Financial Partners
California
$452K +$504 +18 +0.1%
AQR Capital Management
203
AQR Capital Management
Connecticut
$441K +$441K +15,742 New
RFS
204
Richardson Financial Services
Massachusetts
$418K -$167K -5,974 -29%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$398K +$97K +3,462 +32%
AP
206
Americana Partners
Texas
$389K -$472K -16,835 -55%
LWM
207
LongView Wealth Management
Georgia
$387K +$169K +6,032 +78%
CA
208
Continuum Advisory
Idaho
$383K -$20.1K -719 -5%
AWM
209
Axxcess Wealth Management
California
$382K -$107K -3,825 -22%
CIA
210
Capital Investment Advisors
Georgia
$379K -$15.6K -555 -4%
CRC
211
Curi RMB Capital
Illinois
$376K – – –
Citigroup
212
Citigroup
New York
$374K +$140 +5 +0%
EWM
213
Evercore Wealth Management
New York
$348K +$348K +12,434 New
CW
214
Cook Wealth
North Carolina
$346K +$77.9K +2,756 +29%
AG
215
Ascent Group
Virginia
$344K -$126K -4,489 -27%
AWM
216
AE Wealth Management
Kansas
$341K -$82.7K -2,952 -20%
BCM
217
Brookstone Capital Management
Illinois
$338K +$36.9K +1,302 +12%
AF
218
Allworth Financial
California
$332K -$69.8K -2,470 -17%
ML
219
McAdam LLC
Pennsylvania
$330K +$29.4K +1,051 +10%
GM
220
GeoWealth Management
Illinois
$328K -$844K -30,124 -72%
BSHC
221
Breed's Hill Capital
Massachusetts
$327K – – –
QC
222
Quadrature Capital
United Kingdom
$305K +$305K +10,902 New
EAM
223
Empirical Asset Management
Massachusetts
$303K +$223K +29,143 +279%
FEG
224
Financial Enhancement Group
Indiana
$301K -$33.2K -1,162 -10%
ACM
225
AlphaStar Capital Management
North Carolina
$300K -$38.6K -1,379 -11%
7 8
9
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