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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

311 hedge funds and large institutions have $4.13B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 32 closing their positions.

Holders
311
Holders Change
+45
Holders Change %
+16.92%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
77
Increased
111
Reduced
98
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$119M
2
GI
2
GLOBALT Investments
Georgia
$56.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$65.4M
4
LPL Financial
4
LPL Financial
California
$800M
5
SGAM
5
Stephens Group Asset Management
Arkansas
$58.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$20.1M
2
SF
2
Synovus Financial
Georgia
$3.31M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$24.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$59M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$800M 28,004,410 +1,520,976 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$799M 27,989,846 +425,471 +2%
Ameriprise
3
Ameriprise
Minnesota
$175M 6,123,049 +9,451 +0.2%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$171M 5,977,627 – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$122M 4,282,681 +177,120 +4%
MFG
6
Merit Financial Group
Georgia
$119M 4,160,010 +3,585,095 +624%
UBS Group
7
UBS Group
Switzerland
$101M 3,550,155 -62,536 -2%
CWM
8
Congress Wealth Management
Massachusetts
$96.3M 3,372,886 -431,794 -11%
State Street
9
State Street
Massachusetts
$87.6M 3,067,638 +339,674 +12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$65.4M 2,290,415 +1,937,968 +550%
Morgan Stanley
11
Morgan Stanley
New York
$59M 2,066,352 -563,257 -21%
SGAM
12
Stephens Group Asset Management
Arkansas
$58.3M 2,040,811 +686,415 +51%
GI
13
GLOBALT Investments
Georgia
$56.3M 1,972,952 +1,972,952 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$55.1M 1,928,303 +288,023 +18%
PAG
15
Private Advisor Group
New Jersey
$51.7M 1,811,876 -1,546 -0.1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$47.3M 1,656,940 +208,595 +14%
MNG
17
Manning & Napier Group
New York
– – – –
CI
18
CX Institutional
Indiana
$38.3M 1,340,760 -62,890 -4%
SPA
19
Sentinel Pension Advisors
Massachusetts
$34.4M 1,202,767 +63,693 +6%
NA
20
NewEdge Advisors
Louisiana
$33.7M 1,187,755 +104,553 +10%
OBWP
21
O'Brien Wealth Partners
Massachusetts
$32.5M 1,139,012 -7,584 -0.7%
AWM
22
AE Wealth Management
Kansas
$30.2M 1,064,739 +22,868 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$26.4M 925,754 +71,424 +8%
GVAG
24
Great Valley Advisor Group
Delaware
$25.3M 884,275 +121,107 +16%
PGA
25
Portland Global Advisors
Maine
$25.1M 877,591 +107,982 +14%
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