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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

266 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$165M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$759M
3
LPL Financial
3
LPL Financial
California
$729M
4
State Street
4
State Street
Massachusetts
$75.1M
5
APA
5
Astoria Portfolio Advisors
New York
$17.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.4M
2
Jane Street
2
Jane Street
New York
$15.2M
3
GS
3
GTS Securities
New York
$12.7M
4
Ameriprise
4
Ameriprise
Minnesota
$169M
5
FTUS
5
Flow Traders U.S.
New York
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$759M 27,564,375 +3,264,471 +13%
LPL Financial
2
LPL Financial
California
$729M 26,483,434 +1,350,991 +5%
Ameriprise
3
Ameriprise
Minnesota
$169M 6,113,598 -2,331,074 -28%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$165M 5,977,627 +5,977,460 +3,579,317%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$113M 4,105,561 -500,819 -11%
AssetMark Inc
6
AssetMark Inc
California
$113M 4,099,587 -107,599 -3%
CWM
7
Congress Wealth Management
Massachusetts
$105M 3,804,680 -135,399 -3%
UBS Group
8
UBS Group
Switzerland
$99.5M 3,612,691 -27,150 -0.7%
State Street
9
State Street
Massachusetts
$75.1M 2,727,964 +687,423 +34%
Morgan Stanley
10
Morgan Stanley
New York
$72.4M 2,629,609 -5,878,766 -69%
SF
11
Synovus Financial
Georgia
$59.2M 2,148,718 -40,245 -2%
PAG
12
Private Advisor Group
New Jersey
$49.9M 1,813,422 +426,087 +31%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$45.2M 1,640,280 +132,770 +9%
MNG
14
Manning & Napier Group
New York
– – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$43M 1,561,701 +168,397 +12%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$39.9M 1,448,345 +425,872 +42%
FTUS
17
Flow Traders U.S.
New York
$39.1M 1,420,774 -1,510,155 -52%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$38.7M 1,391,514 +341,569 +33%
CI
19
CX Institutional
Indiana
$38.6M 1,403,650 -266,203 -16%
SGAM
20
Stephens Group Asset Management
Arkansas
$37.3M 1,354,396 +138,548 +11%
OBWP
21
O'Brien Wealth Partners
Massachusetts
$31.6M 1,146,596 +342,596 +43%
SPA
22
Sentinel Pension Advisors
Massachusetts
$31.4M 1,139,074 +153,612 +16%
NA
23
NewEdge Advisors
Louisiana
$29.8M 1,083,202 -25,652 -2%
AWM
24
AE Wealth Management
Kansas
$28.7M 1,041,871 +70,449 +7%
HighTower Advisors
25
HighTower Advisors
Illinois
$23.5M 854,330 +54,095 +7%
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