SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

356 hedge funds and large institutions have $6.25B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
68
Increased
138
Reduced
124
Closed
31
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K

Top Buyers

1
MG
1
Mather Group
Illinois
$243M
2
KWM
2
Kingsview Wealth Management
Oregon
$80.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.7M
4
LPL Financial
4
LPL Financial
California
$1.07B
5
IAA
5
Independent Advisor Alliance
North Carolina
$40.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$93.5M
2
GI
2
Gradient Investments
Minnesota
$388K
3
CWM
3
Comprehensive Wealth Management
Washington
$19.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.9M
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$34.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.07B 38,390,204 +1,612,302 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$984M 35,301,181 +1,320,750 +4%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$737M 26,424,332 – –
MG
4
Mather Group
Illinois
$243M 8,725,812 +2,724,009 +45%
Ameriprise
5
Ameriprise
Minnesota
$211M 7,554,391 +885,100 +13%
State Street
6
State Street
Massachusetts
$144M 5,162,643 +119,878 +2%
MFG
7
Merit Financial Group
Georgia
$126M 4,517,491 +199,315 +5%
UBS Group
8
UBS Group
Switzerland
$123M 4,424,069 +365,116 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$94.5M 3,387,826 +64,650 +2%
Bank of America
10
Bank of America
North Carolina
$93.5M 3,354,301 -937,528 -22%
GI
11
GLOBALT Investments
Georgia
$92.3M 3,311,337 -18,182 -0.5%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$88.8M 3,185,607 +192,119 +6%
Wells Fargo
13
Wells Fargo
California
$83.8M 3,005,833 +985,838 +49%
CWM
14
Congress Wealth Management
Massachusetts
$82.1M 2,946,164 -134,909 -4%
KWM
15
Kingsview Wealth Management
Oregon
$80.3M 2,881,509 +2,718,481 +1,667%
SGAM
16
Stephens Group Asset Management
Arkansas
$80.2M 2,877,205 +32,302 +1%
ODIJL
17
One Day In July LLC
Vermont
$73M 2,617,734 +381,321 +17%
CI
18
CX Institutional
Indiana
$61M 2,186,803 +686,745 +46%
AssetMark Inc
19
AssetMark Inc
California
$60.2M 2,160,393 +316,834 +17%
Goldman Sachs
20
Goldman Sachs
New York
$59.7M 2,139,603 +2,010,149 +1,553%
PAG
21
Private Advisor Group
New Jersey
$50.3M 1,805,237 -210,741 -10%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$48.3M 1,731,956 +52,394 +3%
MNA
23
Manning & Napier Advisors
New York
$45.8M 1,643,706 -32,634 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$41M 1,471,079 -1,337 -0.1%
IAA
25
Independent Advisor Alliance
North Carolina
$40.3M 1,447,120 +1,420,236 +5,283%
1
2 3 4 5