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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

127 hedge funds and large institutions have $1.13B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+17
Holders Change %
+15.45%
% of All Funds
2.81%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
35
Increased
39
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$346M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$66.4M
3
State Street
3
State Street
Massachusetts
$54.8M
4
Bank of America
4
Bank of America
North Carolina
$59.1M
5
SMM
5
Stadion Money Management
Georgia
$35.5M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$0
2
SI
2
Stephens Inc
Arkansas
$2.98M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$26.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
FEG
5
Financial Enhancement Group
Indiana
$48K
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$346M 10,442,323 +10,349,270 +11,122%
Financial Engines Advisors
2
Financial Engines Advisors
California
$66.4M 2,003,105 +1,613,056 +414%
Bank of America
3
Bank of America
North Carolina
$59.1M 1,785,246 +1,179,841 +195%
State Street
4
State Street
Massachusetts
$54.8M 1,653,688 +1,335,883 +420%
BlackRock
5
BlackRock
New York
$46.6M 1,405,745 -134 -0%
Ameriprise
6
Ameriprise
Minnesota
$44.3M 1,339,020 +877,952 +190%
SMM
7
Stadion Money Management
Georgia
$35.5M 1,070,869 +1,070,869 New
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$33.9M 1,022,098 -75,566 -7%
GI
9
Gradient Investments
Minnesota
$33.1M 997,733 +441,360 +79%
SGAM
10
Stephens Group Asset Management
Arkansas
$26.6M 803,316 -818,196 -50%
NC
11
NewSquare Capital
Pennsylvania
$24M 723,005 +723,005 New
WS
12
Wela Strategies
Georgia
$21.2M 640,964 +35,854 +6%
Morgan Stanley
13
Morgan Stanley
New York
$21.1M 636,263 +594,560 +1,426%
LFPWM
14
Leicht Financial Planning & Wealth Management
New Jersey
$19.8M 596,359 +509,197 +584%
MNG
15
Manning & Napier Group
New York
– – – –
PWG
16
Private Wealth Group
Florida
$17.1M 514,788 +514,788 New
Wells Fargo
17
Wells Fargo
California
$17M 513,997 +228,936 +80%
SWP
18
Stratos Wealth Partners
Ohio
$15.8M 478,213 +451,104 +1,664%
HGWM
19
Horst & Graben Wealth Management
Oregon
$15.5M 469,125 +469,125 New
UBS Group
20
UBS Group
Switzerland
$14.8M 447,808 -15,024 -3%
LPL Financial
21
LPL Financial
California
$13.8M 415,640 +214,770 +107%
William Blair & Company
22
William Blair & Company
Illinois
$13.2M 398,385 +395,223 +12,499%
SRSA
23
S.R. Schill & Associates
Washington
$12.6M 379,092 +3,104 +0.8%
WCWM
24
Willow Creek Wealth Management
California
$12.3M 370,264 -58,469 -14%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$12M 361,364 -46,033 -11%
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