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SPDR Portfolio Intermediate Term Treasury ETF

311 hedge funds and large institutions have $4.13B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+45
Holders Change %
+16.92%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
77
Increased
111
Reduced
98
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$287K
BWP
227
Balboa Wealth Partners
Arizona
$287K +$287K +10,033 New
LEFP
228
Leading Edge Financial Planning
Tennessee
$281K -$367K -12,841 -57%
Prudential Financial
229
Prudential Financial
New Jersey
$281K +$4.48K +157 +2%
PWMG
230
Pinnacle Wealth Management Group
Michigan
$279K -$26.4K -924 -9%
MCWS
231
McKinley Carter Wealth Services
West Virginia
$276K +$19K +667 +7%
CA
232
Crane Advisory
California
$253K +$253K +8,927 New
SLC
233
Second Line Capital
Louisiana
$251K +$251K +8,804 New
COCM
234
Charter Oak Capital Management
New Hampshire
$250K +$250K +8,744 New
Creative Planning
235
Creative Planning
Kansas
$248K +$122K +4,273 +97%
M1FG
236
Mach-1 Financial Group
Arkansas
$238K -$22.8K -800 -9%
LNC
237
Lincoln National Corp
Pennsylvania
$234K +$234K +8,204 New
HKIMG
238
Hutchens & Kramer Investment Management Group
Indiana
$232K +$232K +8,121 New
FBB
239
Fulton Breakefield Broenniman
Maryland
$231K +$231K +8,096 New
FPW
240
Flagship Private Wealth
Massachusetts
$228K -$4.8K -168 -2%
KW
241
KWB Wealth
California
$226K -$2.19M -76,731 -91%
JCM
242
Jacobi Capital Management
Pennsylvania
$216K +$216K +7,564 New
BWCS
243
Beirne Wealth Consulting Services
Connecticut
$210K +$210K +7,365 New
ACA
244
Aptus Capital Advisors
Alabama
$209K +$7.85K +275 +4%
AA
245
Advisory Alpha
Michigan
$209K +$209K +7,307 New
IA
246
IFP Advisors
Florida
$203K -$423K -14,811 -68%
WCFA
247
Walkner Condon Financial Advisors
Wisconsin
$200K +$200K +7,008 New
GFPC
248
Global Financial Private Client
Florida
$183K +$183K +6,413 New
CFD
249
Creative Financial Designs
Indiana
$176K +$59.2K +2,074 +51%
SWM
250
Spire Wealth Management
Virginia
$169K +$95.3K +3,365 +130%