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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

329 hedge funds and large institutions have $5.9B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
149
Reduced
94
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K

Top Buyers

1
MG
1
Mather Group
Illinois
$174M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$987M
3
LPL Financial
3
LPL Financial
California
$1.07B
4
State Street
4
State Street
Massachusetts
$147M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$43.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$42.8M
2
DF
2
Donoghue Forlines
Massachusetts
$0
3
NW
3
NewEdge Wealth
Pennsylvania
$0
4
AWMNH
4
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$28.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.07B 36,777,902 +3,368,959 +10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$987M 33,980,431 +3,527,587 +12%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$768M 26,424,332 – –
Ameriprise
4
Ameriprise
Minnesota
$194M 6,669,291 +158,738 +2%
MG
5
Mather Group
Illinois
$174M 6,001,803 +5,345,559 +815%
State Street
6
State Street
Massachusetts
$147M 5,042,765 +1,907,076 +61%
MFG
7
Merit Financial Group
Georgia
$125M 4,318,176 -338,946 -7%
Bank of America
8
Bank of America
North Carolina
$125M 4,291,829 +1,214,388 +39%
UBS Group
9
UBS Group
Switzerland
$118M 4,058,953 -51,484 -1%
GI
10
GLOBALT Investments
Georgia
$96.8M 3,329,519 -133,210 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$96.6M 3,323,176 +60,699 +2%
CWM
12
Congress Wealth Management
Massachusetts
$89.5M 3,081,073 -379,135 -11%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$87M 2,993,488 +417,172 +16%
SGAM
14
Stephens Group Asset Management
Arkansas
$82.7M 2,844,903 +739,377 +35%
ODIJL
15
One Day In July LLC
Vermont
$65M 2,236,413 +554,124 +33%
Wells Fargo
16
Wells Fargo
California
$58.7M 2,019,995 +536,551 +36%
PAG
17
Private Advisor Group
New Jersey
$58.6M 2,015,978 +13,169 +0.7%
AssetMark Inc
18
AssetMark Inc
California
$53.6M 1,843,559 +471 +0%
Morgan Stanley
19
Morgan Stanley
New York
$51.9M 1,785,942 +110,331 +7%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$48.8M 1,679,562 -106,169 -6%
MNA
21
Manning & Napier Advisors
New York
$48.7M 1,676,340 +14,367 +0.9%
CI
22
CX Institutional
Indiana
$43.6M 1,500,058 +82,429 +6%
SWIG
23
Strategic Wealth Investment Group
Kentucky
$43.6M 1,499,896 +1,499,896 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$42.8M 1,472,416 -1,543,765 -51%
CWM
25
Comprehensive Wealth Management
Washington
$40.4M 1,391,023 -14,782 -1%
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