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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

74 hedge funds and large institutions have $351M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
13
Increased
23
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.9M
2
FTUS
2
Flow Traders U.S.
New York
$7.47M
3
WCWM
3
Willow Creek Wealth Management
California
$8.37M
4
SRSA
4
S.R. Schill & Associates
Washington
$5.98M
5
RIM
5
Redwood Investment Management
Arizona
$5.59M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
CSIA
2
Charles Schwab Investment Advisory
California
$110M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.21M
4
SGAM
4
Stephens Group Asset Management
Arkansas
$32.5M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$110M 1,848,817 -386,686 -17%
SGAM
2
Stephens Group Asset Management
Arkansas
$32.5M 545,273 -48,784 -8%
SI
3
Stephens Inc
Arkansas
$32.4M 544,436 -28,818 -5%
Bank of America
4
Bank of America
North Carolina
$18.8M 315,623 -30,307 -9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.5M 276,835 +62,474 +29%
UBS Group
6
UBS Group
Switzerland
$12.5M 209,554 +25,765 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.9M 199,084 +149,929 +305%
LPT
8
Legacy Private Trust
Wisconsin
$11.7M 195,652 -5,237 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.21M 154,686 -61,976 -29%
WCWM
10
Willow Creek Wealth Management
California
$8.37M 140,507 +115,161 +454%
I
11
IberiaBank
Louisiana
$7.67M 128,731 +64,782 +101%
FTUS
12
Flow Traders U.S.
New York
$7.47M 125,385 +125,385 New
Ameriprise
13
Ameriprise
Minnesota
$7.06M 121,831 +16,494 +16%
SFM
14
Signet Financial Management
New Jersey
$6.16M 103,397 +1,912 +2%
SRSA
15
S.R. Schill & Associates
Washington
$5.98M 100,363 +100,363 New
State Street
16
State Street
Massachusetts
$5.94M 99,813 +32,495 +48%
RIM
17
Redwood Investment Management
Arizona
$5.59M 93,880 +93,880 New
TFA
18
TPG Financial Advisors
Oregon
$4.31M 72,317 +72,317 New
AssetMark Inc
19
AssetMark Inc
California
$3.67M 61,665 -4,302 -7%
Wells Fargo
20
Wells Fargo
California
$3.6M 60,440 +33,878 +128%
RWA
21
Redhawk Wealth Advisors
Minnesota
$2.45M 41,226 +41,226 New
TAIM
22
TD Ameritrade Investment Management
Nebraska
$2.07M 34,773 -2,008 -5%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$1.81M 30,349 -1,829 -6%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$1.8M 30,224 -836 -3%
SCA
25
Snowden Capital Advisors
New York
$1.71M 28,665 -1,251 -4%
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