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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

70 hedge funds and large institutions have $360M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
25
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$130M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.5M
3
I
3
IberiaBank
Louisiana
$3.72M
4
SMM
4
Stadion Money Management
Georgia
$39.4M
5
WCWM
5
Willow Creek Wealth Management
California
$1.47M

Top Sellers

1
LPT
1
Legacy Private Trust
Wisconsin
$11.7M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
State Street
3
State Street
Massachusetts
$3.92M
4
UBS Group
4
UBS Group
Switzerland
$10.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$909K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$130M 2,235,503 +158,435 +8%
SMM
2
Stadion Money Management
Georgia
$39.4M 677,779 +61,292 +10%
SGAM
3
Stephens Group Asset Management
Arkansas
$34.6M 594,057 +22,153 +4%
SI
4
Stephens Inc
Arkansas
$33.3M 573,254 -889 -0.2%
Bank of America
5
Bank of America
North Carolina
$20.1M 345,930 -5,790 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.6M 216,662 +1,657 +0.8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$12.5M 214,361 +78,841 +58%
LPT
8
Legacy Private Trust
Wisconsin
$11.7M 200,889 -274,554 -58%
UBS Group
9
UBS Group
Switzerland
$10.7M 183,789 -56,199 -23%
Ameriprise
10
Ameriprise
Minnesota
$6.07M 105,337 +6,655 +7%
SFM
11
Signet Financial Management
New Jersey
$5.9M 101,485 +16,396 +19%
State Street
12
State Street
Massachusetts
$3.92M 67,318 -89,738 -57%
AssetMark Inc
13
AssetMark Inc
California
$3.84M 65,967 +147 +0.2%
I
14
IberiaBank
Louisiana
$3.72M 63,949 +63,949 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.86M 49,155 -4,056 -8%
WCF
16
West Coast Financial
California
$2.37M 40,675 +15,284 +60%
Wolverine Trading
17
Wolverine Trading
Illinois
$2.14M 36,860 -13,647 -27%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$2.14M 36,781 -4,331 -11%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$1.87M 32,178 +2,791 +9%
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$1.81M 31,060 -859 -3%
SCA
21
Snowden Capital Advisors
New York
$1.74M 29,916 +41 +0.1%
Wells Fargo
22
Wells Fargo
California
$1.55M 26,562 -9,243 -26%
WCWM
23
Willow Creek Wealth Management
California
$1.47M 25,346 +25,346 New
CIA
24
Capital Investment Advisors
Georgia
$1.11M 18,992 -2,939 -13%
CCA
25
Cobblestone Capital Advisors
New York
$1.05M 17,985 – –
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