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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
Mather Group
Illinois
$243M
2
KWM
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.7M
4
LPL Financial
LPL Financial
California
$1.07B
5
IAA
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$93.5M
2
GI
Gradient Investments
Minnesota
$388K
3
CWM
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
Morgan Stanley
New York
$35.9M
5
SWIG
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
201
Symphony Financial
Texas
$727K +$727K +25,998 New
HP
202
Hilltop Partners
Indiana
$726K -$12.4K -443 -2%
DADC
203
D.A. Davidson & Co
Montana
$718K +$718K +25,738 New
FPAS
204
Focus Partners Advisor Solutions
Missouri
$711K -$3.62K -130 -0.5%
VT
205
Vise Technologies
New York
$703K +$33.2K +1,190 +5%
Cerity Partners
206
Cerity Partners
New York
$694K +$233K +8,352 +51%
CFAM
207
Center For Asset Management
Florida
$688K +$42.9K +1,538 +7%
TRCT
208
Tower Research Capital (TRC)
New York
$678K +$678K +24,327 New
CWA
209
CogentBlue Wealth Advisors
Tennessee
$654K +$654K +23,457 New
HBS
210
Howard Bailey Securities
Indiana
$622K -$17.2K -617 -3%
TC
211
TownSquare Capital
Utah
$603K -$187K -6,696 -24%
HWP
212
Hibernia Wealth Partners
Louisiana
$594K -$489K -17,546 -45%
BWMG
213
Barnes Wealth Management Group
California
$585K +$585K +20,984 New
HFS
214
Heritage Financial Services
Massachusetts
$576K -$18.6K -668 -3%
SA
215
Sanctuary Advisors
Indiana
$538K -$27.7K -987 -5%
VCM
216
Virtue Capital Management
Tennessee
$514K -$26.5K -952 -5%
BCM
217
Boltwood Capital Management
California
$513K – – –
KP
218
Keel Point
Alabama
$512K -$154K -5,508 -23%
Betterment LLC
219
Betterment LLC
New York
$506K -$167K -5,998 -25%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$505K +$11K +393 +2%
RFP
221
Root Financial Partners
California
$489K +$31.6K +1,134 +7%
Creative Planning
222
Creative Planning
Kansas
$488K +$205K +7,354 +72%
AQR Capital Management
223
AQR Capital Management
Connecticut
$474K +$35K +1,257 +8%
CFS
224
Coordinated Financial Services
Colorado
$474K +$474K +16,988 New
Jones Financial Companies
225
Jones Financial Companies
Missouri
$452K +$120K +4,306 +36%
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9
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