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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

261 hedge funds and large institutions have $4.06B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.12%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$711M
2
Ameriprise
2
Ameriprise
Minnesota
$239M
3
Morgan Stanley
3
Morgan Stanley
New York
$241M
4
GS
4
GTS Securities
New York
$83.3M
5
Jane Street
5
Jane Street
New York
$163M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
2
AssetMark Inc
California
$119M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$5K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$130M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$711M 25,132,443 +6,725,667 +37%
Financial Engines Advisors
2
Financial Engines Advisors
California
$687M 24,299,904 +1,188,712 +5%
Morgan Stanley
3
Morgan Stanley
New York
$241M 8,508,375 +3,354,291 +65%
Ameriprise
4
Ameriprise
Minnesota
$239M 8,444,672 +4,639,092 +122%
Jane Street
5
Jane Street
New York
$163M 5,760,883 +2,853,932 +98%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$130M 4,606,380 -7,244,305 -61%
AssetMark Inc
7
AssetMark Inc
California
$119M 4,207,186 -9,902,597 -70%
CWM
8
Congress Wealth Management
Massachusetts
$111M 3,940,079 +291,139 +8%
UBS Group
9
UBS Group
Switzerland
$103M 3,639,841 -425,716 -10%
GS
10
GTS Securities
New York
$83.3M 2,946,210 +2,946,210 New
FTUS
11
Flow Traders U.S.
New York
$82.9M 2,930,929 +1,254,612 +75%
SF
12
Synovus Financial
Georgia
$61.9M 2,188,963 +13,861 +0.6%
State Street
13
State Street
Massachusetts
$57.7M 2,040,541 -136,215 -6%
CI
14
CX Institutional
Indiana
$47.2M 1,669,853 -54,670 -3%
MNG
15
Manning & Napier Group
New York
– – – –
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$42.6M 1,507,510 +1,055,776 +234%
Osaic Holdings
17
Osaic Holdings
Arizona
$39.4M 1,393,304 -2,637,214 -65%
PAG
18
Private Advisor Group
New Jersey
$39.2M 1,387,335 +553,417 +66%
SGAM
19
Stephens Group Asset Management
Arkansas
$34.4M 1,215,848 -663,215 -35%
OIA
20
OneDigital Investment Advisors
Kansas
$33.2M 1,172,025 +114,211 +11%
NA
21
NewEdge Advisors
Louisiana
$31.4M 1,108,854 -4,254 -0.4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$29.8M 1,049,945 -10,670 -1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$28.9M 1,022,473 +227 +0%
SPA
24
Sentinel Pension Advisors
Massachusetts
$27.9M 985,462 +985,462 New
AWM
25
AE Wealth Management
Kansas
$27.5M 971,422 -3,857 -0.4%
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