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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

163 hedge funds and large institutions have $2.62B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
2.85%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
24
Increased
66
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$752M
2
MC
2
McMorgan & Co
California
$52.2M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$437M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$38.6M
5
State Street
5
State Street
Massachusetts
$255M

Top Sellers

1
MCM
1
Model Capital Management
Massachusetts
$0
2
AssetMark Inc
2
AssetMark Inc
California
$35K
3
Ameriprise
3
Ameriprise
Minnesota
$180M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$752M 23,226,085 +3,091,190 +15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$437M 13,480,583 +1,184,810 +10%
State Street
3
State Street
Massachusetts
$255M 7,888,857 +810,637 +11%
Ameriprise
4
Ameriprise
Minnesota
$180M 5,564,419 -277,585 -5%
UBS Group
5
UBS Group
Switzerland
$114M 3,524,905 +237,071 +7%
SGAM
6
Stephens Group Asset Management
Arkansas
$83.5M 2,579,961 +800,571 +45%
LPL Financial
7
LPL Financial
California
$71.5M 2,208,411 +256,771 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$57.1M 1,763,475 +6,376 +0.4%
MC
9
McMorgan & Co
California
$52.2M 1,612,330 +1,612,330 New
CI
10
CX Institutional
Indiana
$45.7M 1,412,626 +58,070 +4%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$38.6M 1,192,682 +1,167,248 +4,589%
5L
12
55I LLC
Massachusetts
$37.7M 1,163,373 +212,172 +22%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$33.1M 1,022,098 – –
MNG
14
Manning & Napier Group
New York
– – – –
WS
15
Wela Strategies
Georgia
$22.3M 687,827 -17,931 -3%
Bank of America
16
Bank of America
North Carolina
$18.7M 576,630 -115,179 -17%
OBWP
17
O'Brien Wealth Partners
Massachusetts
$15.7M 482,340 +135,221 +39%
PAS
18
Park Avenue Securities
New York
$14.3M 442,424 +20,867 +5%
SFM
19
Signet Financial Management
New Jersey
$12.9M 398,459 +12,162 +3%
HGWM
20
Horst & Graben Wealth Management
Oregon
$12.4M 381,991 -4,442 -1%
SRSA
21
S.R. Schill & Associates
Washington
$12.2M 376,330 +4,875 +1%
MIAN
22
Mariner Independent Advisor Network
Kansas
$11.8M 365,349 +77,664 +27%
GI
23
Gradient Investments
Minnesota
$11.3M 349,242 -4,989 -1%
CWM
24
Comprehensive Wealth Management
Washington
$10.7M 329,574 +329,574 New
Morgan Stanley
25
Morgan Stanley
New York
$10.3M 319,128 +7,707 +2%
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