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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$674K

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$669M
2
AssetMark Inc
2
AssetMark Inc
California
$408M
3
LPL Financial
3
LPL Financial
California
$533M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$343M
5
Morgan Stanley
5
Morgan Stanley
New York
$149M

Top Sellers

1
State Street
1
State Street
Massachusetts
$63M
2
Ameriprise
2
Ameriprise
Minnesota
$110M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
GI
4
Gradient Investments
Minnesota
$56M
5
Bank of America
5
Bank of America
North Carolina
$56.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCMG
1
Clark Capital Management Group
Pennsylvania
$669M 23,125,477 +23,125,477 New
Financial Engines Advisors
2
Financial Engines Advisors
California
$669M 23,111,192 +1,921,225 +9%
LPL Financial
3
LPL Financial
California
$533M 18,406,776 +11,763,464 +177%
AssetMark Inc
4
AssetMark Inc
California
$408M 14,109,783 +13,427,634 +1,968%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$343M 11,850,685 +8,233,075 +228%
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$234M 8,082,671 -2,417,126 -23%
Morgan Stanley
7
Morgan Stanley
New York
$149M 5,154,084 +3,436,450 +200%
UBS Group
8
UBS Group
Switzerland
$118M 4,065,557 +160,380 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$117M 4,030,518 +3,406,561 +546%
Ameriprise
10
Ameriprise
Minnesota
$110M 3,805,580 -5,412,798 -59%
CWM
11
Congress Wealth Management
Massachusetts
$106M 3,648,940 -566,501 -13%
Jane Street
12
Jane Street
New York
$84.1M 2,906,951 +2,655,115 +1,054%
State Street
13
State Street
Massachusetts
$63M 2,176,756 -9,378,592 -81%
SF
14
Synovus Financial
Georgia
$62.9M 2,175,102 +6,723 +0.3%
Bank of America
15
Bank of America
North Carolina
$56.1M 1,937,231 -1,327,206 -41%
GI
16
Gradient Investments
Minnesota
$56M 1,935,314 -2,132,220 -52%
SGAM
17
Stephens Group Asset Management
Arkansas
$54.4M 1,879,063 +117,454 +7%
CI
18
CX Institutional
Indiana
$49.9M 1,724,523 +372,410 +28%
FTUS
19
Flow Traders U.S.
New York
$48.5M 1,676,317 +1,676,317 New
MNG
20
Manning & Napier Group
New York
– – – –
CAN
21
Cetera Advisor Networks
California
$36.2M 1,252,306 +940,329 +301%
NA
22
NewEdge Advisors
Louisiana
$32.6M 1,113,108 -192,511 -15%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$30.8M 1,060,615 -48,532 -4%
OIA
24
OneDigital Investment Advisors
Kansas
$30.6M 1,057,814 +449,236 +74%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$29.6M 1,022,246 – –
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