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State Street SPDR Portfolio Intermediate Term Treasury ETF

403 hedge funds and large institutions have $8.97B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 107

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $8.75B → $8.97B (+$218M)

0.38% more ownership

Funds ownership: 91.24%91.62% (+0.38%)

1% less funds holding

Funds holding: 408403 (-5)

16% less funds holding in top 10

Funds holding in top 10: 5042 (-8)

Holders
403
Holders Change
-5
Holders Change %
-1.23%
% of All Funds
4.96%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
47
Increased
207
Reduced
107
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.54B +$145M +5,039,791 +10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.28B +$16.3M +566,244 +1%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$1.11B +$42M +1,455,301 +4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$368M +$189M +6,558,818 +104%
MG
5
Mather Group
Illinois
$341M +$16.7M +578,120 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$224M +$48.3M +1,674,443 +27%
Ameriprise
7
Ameriprise
Minnesota
$219M +$23.1M +799,805 +12%
MFG
8
Merit Financial Group
Georgia
$178M +$13M +450,448 +8%
GI
9
GLOBALT Investments
Georgia
$170M +$8.72M +302,580 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$157M +$60.4M +2,093,567 +62%
ODIJL
11
One Day In July LLC
Vermont
$154M +$14.2M +491,442 +10%
EWM
12
Evermay Wealth Management
Virginia
$141M +$7.79M +270,295 +6%
OIA
13
OneDigital Investment Advisors
Kansas
$115M +$100M +3,477,038 +668%
State Street
14
State Street
Massachusetts
$108M +$31.6M +1,094,811 +41%
KWM
15
Kingsview Wealth Management
Oregon
$97.8M +$1.52M +52,880 +2%
AssetMark Inc
16
AssetMark Inc
California
$89M +$7.51M +260,437 +9%
Wells Fargo
17
Wells Fargo
California
$84.6M +$2.19M +76,128 +3%
KIM
18
Kestra Investment Management
Texas
$82.2M +$82.7M +2,868,259 New
CI
19
CX Institutional
Indiana
$80.7M +$1.83M +63,583 +2%
SGAM
20
Stephens Group Asset Management
Arkansas
$72.7M -$21.2M -735,515 -22%
IAA
21
Independent Advisor Alliance
North Carolina
$67M +$66.2M +2,295,031 +5,409%
MNA
22
Manning & Napier Advisors
New York
$65.6M -$2.26M -78,345 -3%
SWIG
23
Strategic Wealth Investment Group
Kentucky
$63.5M +$477K +16,545 +0.8%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$59.1M +$4M +138,588 +7%
Bank of America
25
Bank of America
North Carolina
$54M -$360M -12,490,680 -87%