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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
Mather Group
Illinois
$174M
2
Financial Engines Advisors
Financial Engines Advisors
California
$987M
3
LPL Financial
LPL Financial
California
$1.07B
4
State Street
State Street
Massachusetts
$147M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.8M
2
DF
Donoghue Forlines
Massachusetts
$0
3
NW
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
201
Heritage Financial Services
Massachusetts
$620K – – –
MFT
202
Moisand Fitzgerald Tamayo
Florida
$616K -$345K -11,884 -36%
OS
203
Objectivity Squared
South Carolina
$587K +$41.3K +1,444 +8%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$584K -$222K -9,114 -28%
RW
205
Rede Wealth
Virginia
$574K -$78.8K -2,711 -12%
SA
206
Sanctuary Advisors
Indiana
$566K -$65K -2,317 -10%
VCM
207
Virtue Capital Management
Tennessee
$563K +$563K +19,390 New
BCM
208
Boltwood Capital Management
California
$535K – – –
PCIA
209
Prime Capital Investment Advisors
Kansas
$525K -$134K -4,599 -20%
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$515K +$103K +3,542 +25%
Cerity Partners
211
Cerity Partners
New York
$480K +$11.7K +403 +2%
RFP
212
Root Financial Partners
California
$477K +$8.66K +298 +2%
DAS
213
Diversify Advisory Services
Utah
$476K +$476K +16,735 New
TWP
214
Triad Wealth Partners
Kansas
$461K +$461K +15,849 New
AQR Capital Management
215
AQR Capital Management
Connecticut
$457K – – –
MFS
216
Mattson Financial Services
Michigan
$453K -$1.71K -61 -0.4%
AP
217
Americana Partners
Texas
$442K +$38.4K +1,322 +10%
RFS
218
Richardson Financial Services
Massachusetts
$425K +$6.76K +241 +2%
CRC
219
Curi RMB Capital
Illinois
$414K +$23.7K +816 +6%
BCM
220
Brookstone Capital Management
Illinois
$410K +$63.4K +2,181 +18%
GS
221
GTS Securities
New York
$405K -$4.45M -152,970 -92%
Prudential Financial
222
Prudential Financial
New Jersey
$403K +$105K +3,606 +35%
CA
223
Continuum Advisory
Idaho
$391K +$8.51K +304 +2%
Citigroup
224
Citigroup
New York
$387K -$145 -5 -0%
AWM
225
Axxcess Wealth Management
California
$382K -$15K -516 -4%
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9
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