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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

110 hedge funds and large institutions have $703M invested in SPDR Portfolio Intermediate Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
45
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$226M
2
BlackRock
2
BlackRock
New York
$43.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.9M
4
GI
4
Gradient Investments
Minnesota
$17.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$12.1M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$7.93M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Ameriprise
3
Ameriprise
Minnesota
$14.3M
4
SI
4
Stephens Inc
Arkansas
$29.6M
5
SRSA
5
S.R. Schill & Associates
Washington
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$226M 7,295,861 +3,550,967 +95%
SGAM
2
Stephens Group Asset Management
Arkansas
$50.2M 1,621,512 +370,879 +30%
BlackRock
3
BlackRock
New York
$43.5M 1,405,879 +762,061 +118%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$34M 1,097,664 +187,017 +21%
SI
5
Stephens Inc
Arkansas
$29.6M 958,263 -134,200 -12%
MNG
6
Manning & Napier Group
New York
– – – –
Bank of America
7
Bank of America
North Carolina
$18.7M 605,405 +20,250 +3%
WS
8
Wela Strategies
Georgia
$18.7M 605,110 +7,795 +1%
Stifel Financial
9
Stifel Financial
Missouri
$17.9M 577,625 +536,210 +1,295%
GI
10
Gradient Investments
Minnesota
$17.2M 556,373 +386,476 +227%
UBS Group
11
UBS Group
Switzerland
$14.3M 462,832 +23,904 +5%
Ameriprise
12
Ameriprise
Minnesota
$14.3M 461,068 -352,371 -43%
WCWM
13
Willow Creek Wealth Management
California
$13.3M 428,733 +18,878 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.6M 407,397 +36,183 +10%
Financial Engines Advisors
15
Financial Engines Advisors
California
$12.1M 390,049 +373,262 +2,224%
SRSA
16
S.R. Schill & Associates
Washington
$11.6M 375,988 -74,467 -17%
State Street
17
State Street
Massachusetts
$9.83M 317,805 +109,295 +52%
Wells Fargo
18
Wells Fargo
California
$8.82M 285,061 +64,362 +29%
LPT
19
Legacy Private Trust
Wisconsin
$8.55M 276,535 -9,684 -3%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$8.23M 266,046 +266,046 New
FEG
21
Financial Enhancement Group
Indiana
$7.93M 256,328 -558,316 -69%
I
22
IberiaBank
Louisiana
$6.95M 224,755 -2,987 -1%
LPL Financial
23
LPL Financial
California
$6.21M 200,870 +10,265 +5%
GRP
24
Global Retirement Partners
California
$5.82M 188,144 +187,994 +125,329%
SFM
25
Signet Financial Management
New Jersey
$5.79M 187,046 +5,249 +3%
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