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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

160 hedge funds and large institutions have $2.05B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
2.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
35
Increased
53
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$595M
2
MCM
2
Model Capital Management
Massachusetts
$81M
3
AssetMark Inc
3
AssetMark Inc
California
$57.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$242M
5
JFS
5
JD Financial Services
Pennsylvania
$12.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
UBS Group
2
UBS Group
Switzerland
$96.6M
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$13.4M
4
FI
4
FormulaFolio Investments
Michigan
$9.42M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$595M 18,002,699 +3,435,473 +24%
Financial Engines Advisors
2
Financial Engines Advisors
California
$242M 7,326,263 +1,178,955 +19%
Ameriprise
3
Ameriprise
Minnesota
$211M 6,394,437 -4,392,802 -41%
UBS Group
4
UBS Group
Switzerland
$96.6M 2,923,403 -1,753,004 -37%
MCM
5
Model Capital Management
Massachusetts
$81M 2,448,655 +2,448,655 New
LPL Financial
6
LPL Financial
California
$69.3M 2,097,044 -190,800 -8%
AssetMark Inc
7
AssetMark Inc
California
$57.8M 1,746,851 +1,744,872 +88,169%
SGAM
8
Stephens Group Asset Management
Arkansas
$52.1M 1,576,188 +106,635 +7%
CI
9
CX Institutional
Indiana
$39.9M 1,207,610 +108,277 +10%
Bank of America
10
Bank of America
North Carolina
$39.2M 1,186,067 -41,967 -3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$33.8M 1,022,098 – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$33.5M 1,012,557 +313,473 +45%
Morgan Stanley
13
Morgan Stanley
New York
$26.2M 791,903 +69,192 +10%
MNG
14
Manning & Napier Group
New York
– – – –
GI
15
Gradient Investments
Minnesota
$22.4M 674,994 -6,386 -0.9%
BlackRock
16
BlackRock
New York
$21.3M 643,583 – –
WS
17
Wela Strategies
Georgia
$20.5M 620,112 +14,714 +2%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
– – – –
William Blair & Company
19
William Blair & Company
Illinois
$14.5M 437,073 -5,550 -1%
HGWM
20
Horst & Graben Wealth Management
Oregon
$14.2M 430,527 -21,693 -5%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$13.4M 406,438 -435,525 -52%
JFS
22
JD Financial Services
Pennsylvania
$12.9M 389,242 +389,242 New
GRP
23
Global Retirement Partners
California
$12.4M 375,634 +12,400 +3%
SFM
24
Signet Financial Management
New Jersey
$12.1M 365,627 +40,478 +12%
SRSA
25
S.R. Schill & Associates
Washington
$11.8M 358,093 +10,905 +3%
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