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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

28 hedge funds and large institutions have $87.6M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$9.63M
2
Bank of America
2
Bank of America
North Carolina
$24.2M
3
AssetMark Inc
3
AssetMark Inc
California
$1.45M
4
Jane Street
4
Jane Street
New York
$1.11M
5
Wells Fargo
5
Wells Fargo
California
$331K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$289K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$771K
3
MAA
3
Managed Account Advisors
New Jersey
$19.1M
4
PFS
4
Prospera Financial Services
Texas
$0
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
1
TD Ameritrade Investment Management
Nebraska
$25.2M 424,424 -6,408 -1%
Bank of America
2
Bank of America
North Carolina
$24.2M 407,276 +39,092 +11%
MAA
3
Managed Account Advisors
New Jersey
$19.1M 321,959 -18,278 -5%
PAG
4
Pinnacle Advisory Group
Maryland
$9.63M 162,296 +162,296 New
AssetMark Inc
5
AssetMark Inc
California
$1.45M 24,480 +20,806 +566%
BEC
6
Blue Edge Capital
Virginia
$1.22M 20,620 +603 +3%
U
7
UBS
Switzerland
$1.21M 20,387 -911 -4%
Jane Street
8
Jane Street
New York
$1.11M 18,720 +18,720 New
Invesco
9
Invesco
Georgia
$1.02M 17,211 -1,801 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$771K 12,995 -28,269 -69%
FBNAT
11
FirstMerit Bank N.A. Trustee
Ohio
$598K 10,082 +672 +7%
Morgan Stanley
12
Morgan Stanley
New York
$375K 6,315 -2,727 -30%
Wells Fargo
13
Wells Fargo
California
$331K 5,584 +4,363 +357%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$319K 5,372 +1,074 +25%
Creative Planning
15
Creative Planning
Kansas
$294K 4,956 – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$289K 4,875 -68,421 -93%
Citigroup
17
Citigroup
New York
$130K 2,189 +541 +33%
M&T Bank
18
M&T Bank
New York
$106K 1,781 +1,781 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$90K 1,524 -125 -8%
ECM
20
ETrade Capital Management
Virginia
$39K 665 +6 +0.9%
OIA
21
Optimum Investment Advisors
Illinois
$20K 343 – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$18K 308 – –
BC
23
Bartlett & Co
Ohio
$17K 285 – –
Ameriprise
24
Ameriprise
Minnesota
$15K 253 – –
MFS
25
MSI Financial Services
Massachusetts
$9K 145 -6,940 -98%
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