SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

247 hedge funds and large institutions have $4.5B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
49
Increased
87
Reduced
90
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$119M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M
3
LPL Financial
3
LPL Financial
California
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
State Street
5
State Street
Massachusetts
$326M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.27B
2
Jane Street
2
Jane Street
New York
$7.11M
3
Ameriprise
3
Ameriprise
Minnesota
$262M
4
SWP
4
Stratos Wealth Partners
Ohio
$502K
5
Morgan Stanley
5
Morgan Stanley
New York
$48.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$1.27B 45,026 -40,841 -48%
Financial Engines Advisors
2
Financial Engines Advisors
California
$598M 21,189,967 +1,228,037 +6%
State Street
3
State Street
Massachusetts
$326M 11,555,348 +696,828 +6%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$297M 10,499,797 – –
Ameriprise
5
Ameriprise
Minnesota
$262M 9,218,378 -4,460,177 -33%
LPL Financial
6
LPL Financial
California
$188M 6,643,312 +1,196,323 +22%
CWM
7
Congress Wealth Management
Massachusetts
$119M 4,215,441 +1,375,199 +48%
GI
8
Gradient Investments
Minnesota
$115M 4,067,534 -751,210 -16%
UBS Group
9
UBS Group
Switzerland
$110M 3,905,177 -27,719 -0.7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$102M 3,617,610 +741,761 +26%
Bank of America
11
Bank of America
North Carolina
$92.2M 3,264,437 -175,600 -5%
SF
12
Synovus Financial
Georgia
$61.2M 2,168,379 -9,942 -0.5%
SGAM
13
Stephens Group Asset Management
Arkansas
$49.7M 1,761,609 -51,284 -3%
Morgan Stanley
14
Morgan Stanley
New York
$48.5M 1,717,634 -866,960 -34%
MNG
15
Manning & Napier Group
New York
– – – –
CI
16
CX Institutional
Indiana
$38.2M 1,352,113 +96,215 +8%
NA
17
NewEdge Advisors
Louisiana
$36.8M 1,305,619 -70,899 -5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$31.5M 1,109,147 -38,185 -3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$28.9M 1,022,246 – –
OBWP
20
O'Brien Wealth Partners
Massachusetts
$21.9M 773,779 +332,066 +75%
WS
21
Wela Strategies
Georgia
$20.7M 734,098 -10,439 -1%
CWM
22
Comprehensive Wealth Management
Washington
$19.4M 687,190 +10,819 +2%
AssetMark Inc
23
AssetMark Inc
California
$19.3M 682,149 +131,405 +24%
OBWG
24
Onyx Bridge Wealth Group
New York
$18.3M 635,812 -72,358 -10%
Osaic Holdings
25
Osaic Holdings
Arizona
$17.6M 623,957 +205,530 +49%
1
2 3 4 5