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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

314 hedge funds and large institutions have $5.18B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
314
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
39
Increased
119
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$86.2M
2
MNA
2
Manning & Napier Advisors
New York
$46.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$84.5M
4
LPL Financial
4
LPL Financial
California
$936M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$853M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$91.4M
2
NA
2
NewEdge Advisors
Louisiana
$10.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.59M
4
MFG
4
Merit Financial Group
Georgia
$130M
5
PAS
5
Park Avenue Securities
New York
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$936M 33,408,943 +1,240,066 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$853M 30,452,844 +1,206,661 +4%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$740M 26,424,332 – –
Ameriprise
4
Ameriprise
Minnesota
$182M 6,510,553 -41,091 -0.6%
MFG
5
Merit Financial Group
Georgia
$130M 4,657,122 -447,752 -9%
UBS Group
6
UBS Group
Switzerland
$115M 4,110,437 +11,842 +0.3%
GI
7
GLOBALT Investments
Georgia
$97M 3,462,729 -8,386 -0.2%
CWM
8
Congress Wealth Management
Massachusetts
$97M 3,460,208 -53,005 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$91.4M 3,262,477 -1,314,004 -29%
State Street
10
State Street
Massachusetts
$87.9M 3,135,689 +413,254 +15%
Bank of America
11
Bank of America
North Carolina
$86.2M 3,077,441 +2,317,385 +305%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$84.5M 3,016,181 +1,310,136 +77%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$72.2M 2,576,316 +392,307 +18%
SGAM
14
Stephens Group Asset Management
Arkansas
$59M 2,105,526 +36,541 +2%
PAG
15
Private Advisor Group
New Jersey
$56.1M 2,002,809 +112,948 +6%
AssetMark Inc
16
AssetMark Inc
California
$51.6M 1,843,088 -110,771 -6%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$50M 1,785,731 +1,102,819 +161%
ODIJL
18
One Day In July LLC
Vermont
$47.1M 1,682,289 +705,122 +72%
Morgan Stanley
19
Morgan Stanley
New York
$47M 1,675,611 +797,746 +91%
MNA
20
Manning & Napier Advisors
New York
$46.6M 1,661,973 +1,661,973 New
Wells Fargo
21
Wells Fargo
California
$41.6M 1,483,444 -40,858 -3%
CI
22
CX Institutional
Indiana
$39.7M 1,417,629 -110,361 -7%
CWM
23
Comprehensive Wealth Management
Washington
$39.4M 1,405,805 -14,693 -1%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$38.2M 1,356,315 +457,616 +51%
OBWP
25
O'Brien Wealth Partners
Massachusetts
$33.8M 1,205,857 +27,460 +2%
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