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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$745M
2
LPL Financial
2
LPL Financial
California
$907M
3
GI
3
GLOBALT Investments
Georgia
$97.8M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$824M
5
AssetMark Inc
5
AssetMark Inc
California
$55.1M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.26M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
AWM
3
AE Wealth Management
Kansas
$427K
4
CA
4
CoreCap Advisors
Michigan
$231K
5
OIA
5
OneDigital Investment Advisors
Kansas
$9.25M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$907M 32,168,877 +4,164,467 +15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$824M 29,246,183 +1,256,337 +4%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$745M 26,424,332 +20,446,705 +342%
Ameriprise
4
Ameriprise
Minnesota
$185M 6,551,644 +428,595 +7%
MFG
5
Merit Financial Group
Georgia
$142M 5,104,874 +944,864 +23%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$129M 4,576,481 +293,800 +7%
UBS Group
7
UBS Group
Switzerland
$115M 4,098,595 +548,440 +15%
CWM
8
Congress Wealth Management
Massachusetts
$99M 3,513,213 +140,327 +4%
GI
9
GLOBALT Investments
Georgia
$97.8M 3,471,115 +1,498,163 +76%
State Street
10
State Street
Massachusetts
$76.7M 2,722,435 -345,203 -11%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$61.5M 2,184,009 +255,706 +13%
SGAM
12
Stephens Group Asset Management
Arkansas
$58.3M 2,068,985 +28,174 +1%
AssetMark Inc
13
AssetMark Inc
California
$55.1M 1,953,859 +1,248,995 +177%
PAG
14
Private Advisor Group
New Jersey
$53.3M 1,889,861 +77,985 +4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$48.1M 1,706,045 +49,105 +3%
MNG
16
Manning & Napier Group
New York
– – – –
CI
17
CX Institutional
Indiana
$43M 1,527,990 +187,230 +14%
Wells Fargo
18
Wells Fargo
California
$43M 1,524,302 +731,700 +92%
CWM
19
Comprehensive Wealth Management
Washington
$40M 1,420,498 +1,062,440 +297%
SPA
20
Sentinel Pension Advisors
Massachusetts
$36.3M 1,288,594 +85,827 +7%
OBWP
21
O'Brien Wealth Partners
Massachusetts
$33.2M 1,178,397 +39,385 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$29.4M 1,043,238 +585,250 +128%
NA
23
NewEdge Advisors
Louisiana
$28.7M 1,017,337 -170,418 -14%
HighTower Advisors
24
HighTower Advisors
Illinois
$28.1M 997,412 +71,658 +8%
ODIJL
25
One Day In July LLC
Vermont
$27.5M 977,167 +696,788 +249%
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