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SPDR Portfolio Intermediate Term Treasury ETF

268 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 67 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+21
Holders Change %
+8.5%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.4%
New
68
Increased
111
Reduced
67
Closed
42
Calls
$674K
Puts
Net Calls
+$674K
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Shares
Change %
GFWA
226
Grey Fox Wealth Advisors
Delaware
$77.9K +$77.9K +2,691 New
AAP
227
Arax Advisory Partners
Colorado
$72.2K
Fidelity Investments
228
Fidelity Investments
Massachusetts
$68.9K +$64.9K +2,244 +1,626%
GWS
229
Glassman Wealth Services
Virginia
$68.2K +$68.2K +2,357 New
BFPW
230
BOK Financial Private Wealth
Colorado
$56.2K +$56.2K +1,943 New
SS
231
Sunbelt Securities
Texas
$54.8K +$54.8K +1,900 New
SPIA
232
Steward Partners Investment Advisory
New York
$45.1K +$318 +11 +0.7%
SWM
233
Spire Wealth Management
Virginia
$39.7K +$4.43K +153 +13%
HCP
234
Hexagon Capital Partners
Arkansas
$32.9K -$1.07K -37 -3%
William Blair & Company
235
William Blair & Company
Illinois
$25.5K
Franklin Resources
236
Franklin Resources
California
$23.9K
BlackRock
237
BlackRock
New York
$21.5K +$21.1K +729 +5,608%
S
238
SignatureFD
Georgia
$20.5K
CP
239
Castleview Partners
Texas
$19.2K -$10.7K -370 -36%
PB
240
Pinnacle Bancorp
Nebraska
$19.1K +$19K +657 +32,850%
FCA
241
FinTrust Capital Advisors
South Carolina
$18.3K
KSWA
242
Kathleen S. Wright Associates
Pennsylvania
$17K
BWL
243
Bogart Wealth LLC
Virginia
$16.9K +$16.9K +584 New
FAM
244
Family Asset Management
South Carolina
$16.2K -$134K -4,635 -89%
AWA
245
Alaska Wealth Advisors
Alaska
$16.1K +$16.1K +555 New
GFPC
246
Global Financial Private Client
Florida
$14.3K -$35.7K -1,232 -71%
KM
247
Kalos Management
Georgia
$13.1K
GEA
248
Glen Eagle Advisors
New Jersey
$11.3K -$15.7K -541 -58%
JHCP
249
Jackson Hole Capital Partners
Oklahoma
$9.03K
PA
250
Parallel Advisors
California
$7.52K