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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

156 hedge funds and large institutions have $2.46B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 26 closing their positions.

Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
2.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
22
Increased
53
Reduced
62
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$227M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$394M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$646M
4
5L
4
55I LLC
Massachusetts
$30.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$56.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$6K
2
Ameriprise
2
Ameriprise
Minnesota
$190M
3
Bank of America
3
Bank of America
North Carolina
$22.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.99M
5
JFS
5
JD Financial Services
Pennsylvania
$670K
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$646M 20,134,895 +2,132,196 +12%
Financial Engines Advisors
2
Financial Engines Advisors
California
$394M 12,295,773 +4,969,510 +68%
State Street
3
State Street
Massachusetts
$227M 7,078,220 +6,752,159 +2,071%
Ameriprise
4
Ameriprise
Minnesota
$190M 5,842,004 -552,433 -9%
UBS Group
5
UBS Group
Switzerland
$105M 3,287,834 +364,431 +12%
MCM
6
Model Capital Management
Massachusetts
$96.8M 3,016,650 +567,995 +23%
LPL Financial
7
LPL Financial
California
$62.6M 1,951,640 -145,404 -7%
AssetMark Inc
8
AssetMark Inc
California
$59.9M 1,867,820 +120,969 +7%
SGAM
9
Stephens Group Asset Management
Arkansas
$57.1M 1,779,390 +203,202 +13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$56.4M 1,757,099 +744,542 +74%
CI
11
CX Institutional
Indiana
$43.5M 1,354,556 +146,946 +12%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$32.8M 1,022,098 – –
5L
13
55I LLC
Massachusetts
$30.5M 951,201 +951,201 New
MNG
14
Manning & Napier Group
New York
– – – –
WS
15
Wela Strategies
Georgia
$22.6M 705,758 +85,646 +14%
Bank of America
16
Bank of America
North Carolina
$22.2M 691,809 -494,258 -42%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
– – – –
PAS
18
Park Avenue Securities
New York
$13.5M 421,557 +421,557 New
HGWM
19
Horst & Graben Wealth Management
Oregon
$12.4M 386,433 -44,094 -10%
SFM
20
Signet Financial Management
New Jersey
$12.4M 386,297 +20,670 +6%
SRSA
21
S.R. Schill & Associates
Washington
$11.9M 371,455 +13,362 +4%
William Blair & Company
22
William Blair & Company
Illinois
$11.5M 357,881 -79,192 -18%
GI
23
Gradient Investments
Minnesota
$11.4M 354,231 -320,763 -48%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$11.2M 349,905 -56,533 -14%
OBWP
25
O'Brien Wealth Partners
Massachusetts
$11.2M 347,119 +347,119 New
1
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