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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

35 hedge funds and large institutions have $201M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+11
Holders Change %
+45.83%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
15
Increased
11
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Stephens Inc
Arkansas
$44.7M
2
Wells Fargo
2
Wells Fargo
California
$16.1M
3
NC
3
NewSquare Capital
Pennsylvania
$7.95M
4
UBS Group
4
UBS Group
Switzerland
$9.66M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.78M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$145K
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$24M
3
ACM
3
Americafirst Capital Management
California
$0
4
Creative Planning
4
Creative Planning
Kansas
$0
5
Invesco
5
Invesco
Georgia
$198K
Name Market Value Shares Shares
Change 		Shares
Change %
SI
1
Stephens Inc
Arkansas
$44.7M 743,875 +743,875 New
MAA
2
Managed Account Advisors
New Jersey
$34.6M 575,367 +51,790 +10%
Bank of America
3
Bank of America
North Carolina
$27.7M 461,916 +6,818 +1%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$24M 398,854 -18,242 -4%
Wells Fargo
5
Wells Fargo
California
$16.1M 267,531 +221,888 +486%
UBS Group
6
UBS Group
Switzerland
$9.66M 160,817 +130,743 +435%
NC
7
NewSquare Capital
Pennsylvania
$7.95M 132,321 +132,321 New
Morgan Stanley
8
Morgan Stanley
New York
$7.78M 129,585 +121,962 +1,600%
TFA
9
Transamerica Financial Advisors
Florida
$6.17M 102,796 +102,796 New
PFS
10
Prospera Financial Services
Texas
$5.86M 97,559 +97,559 New
PAG
11
Private Advisor Group
New Jersey
$3.43M 57,041 +9,892 +21%
AssetMark Inc
12
AssetMark Inc
California
$2.56M 42,607 +843 +2%
BEC
13
Blue Edge Capital
Virginia
$1.88M 31,233 +741 +2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.43M 23,745 +23,745 New
Ameriprise
15
Ameriprise
Minnesota
$1.27M 21,223 +21,223 New
VKH
16
Virtu KCG Holdings
New York
$1.03M 17,202 +17,202 New
AIM
17
Advantage Investment Management
Iowa
$1.01M 16,777 +16,777 New
RFC
18
Regions Financial Corp
Alabama
$653K 10,870 +10,870 New
FBNAT
19
FirstMerit Bank N.A. Trustee
Ohio
$627K 10,440 – –
Stifel Financial
20
Stifel Financial
Missouri
$557K 9,282 +9,282 New
LPL Financial
21
LPL Financial
California
$362K 6,023 -292 -5%
BCM
22
Bluefin Capital Management
New York
$302K 5,026 +5,026 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$270K 4,496 +181 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$252K 4,192 +4,192 New
Invesco
25
Invesco
Georgia
$198K 3,296 -2,945 -47%
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