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SPDR Portfolio Intermediate Term Treasury ETF

162 hedge funds and large institutions have $3.21B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
162
Holders Change
+35
Holders Change %
+27.56%
% of All Funds
3.33%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.43%
New
53
Increased
57
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$459M 13,806,687 +13,791,066 +88,285%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$439M 13,211,396 +13,211,396 New
CCMG
3
Clark Capital Management Group
Pennsylvania
$410M 12,332,227 +12,332,227 New
Ameriprise
4
Ameriprise
Minnesota
$337M 10,161,817 +8,822,797 +659%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$303M 9,113,365 +8,752,001 +2,422%
UBS Group
6
UBS Group
Switzerland
$147M 4,434,138 +3,986,330 +890%
FI
7
FormulaFolio Investments
Michigan
$140M 4,218,882 -6,223,441 -60%
Financial Engines Advisors
8
Financial Engines Advisors
California
$138M 4,148,011 +2,144,906 +107%
Bank of America
9
Bank of America
North Carolina
$59.2M 1,782,273 -2,973 -0.2%
SGAM
10
Stephens Group Asset Management
Arkansas
$47.5M 1,429,448 +626,132 +78%
Osaic Holdings
11
Osaic Holdings
Arizona
$45.9M 1,383,167 +1,312,503 +1,857%
LPL Financial
12
LPL Financial
California
$45.7M 1,376,703 +961,063 +231%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$34M 1,022,098
PWG
14
Private Wealth Group
Florida
$31.9M 961,741 +446,953 +87%
GI
15
Gradient Investments
Minnesota
$26.2M 789,477 -208,256 -21%
ATPW
16
Ashton Thomas Private Wealth
Arizona
$25.5M 767,038 +767,038 New
Morgan Stanley
17
Morgan Stanley
New York
$24.2M 728,573 +92,310 +15%
BlackRock
18
BlackRock
New York
$21.4M 643,594 -762,151 -54%
WS
19
Wela Strategies
Georgia
$21.3M 640,565 -399 -0.1%
MNG
20
Manning & Napier Group
New York
SS
21
Simplicity Solutions
Minnesota
$15.5M 465,830 +451,721 +3,202%
GFPC
22
Global Financial Private Capital
Florida
$15.4M 462,373 +462,373 New
AI
23
Atria Investments
North Carolina
$14.9M 448,160 +448,160 New
HGWM
24
Horst & Graben Wealth Management
Oregon
$14.8M 446,442 -22,683 -5%
CAG
25
Csenge Advisory Group
Florida
$14.6M 440,880 +440,880 New