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State Street SPDR Portfolio Intermediate Term Treasury ETF

408 hedge funds and large institutions have $8.75B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 188 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 26

65% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 114

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

9% more funds holding

Funds holding: 373408 (+35)

3% more capital invested

Capital invested by funds: $8.54B → $8.75B (+$216M)

1.28% less ownership

Funds ownership: 92.53%91.24% (-1.3%)

Holders
408
Holders Change
+35
Holders Change %
+9.38%
% of All Funds
4.96%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.61%
New
71
Increased
188
Reduced
114
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
RFG Advisory
Alabama
$922K +$219K +7,573 +31%
VIPI
227
Vista Investment Partners II
Indiana
$893K +$63.6K +2,198 +8%
AG
228
Ascent Group
Virginia
$892K -$5.76K -199 -0.6%
IFG
229
Independent Financial Group
California
$892K -$462K -15,970 -34%
IWS
230
Integrity Wealth Solutions
Colorado
$888K +$11.1K +385 +1%
SWP
231
Stratos Wealth Partners
Ohio
$884K -$137K -4,720 -13%
JBC
232
Jefferson Bridge Capital
Tennessee
$870K +$873K +30,177 New
PMWMG
233
Parr McKnight Wealth Management Group
Minnesota
$859K
Vontobel Holding
234
Vontobel Holding
Switzerland
$839K +$32.7K +1,131 +4%
LA
235
Lifeworks Advisors
Michigan
$837K -$5.06K -175 -0.6%
RWM
236
RKL Wealth Management
Pennsylvania
$834K +$39.2K +1,353 +5%
MWM
237
Maridea Wealth Management
New York
$833K +$150K +5,195 +22%
FLPIM
238
F.L. Putnam Investment Management
Massachusetts
$814K +$301K +10,401 +58%
PFA
239
Pathway Financial Advisors
Vermont
$810K -$149K -5,132 -15%
MFS
240
Mattson Financial Services
Michigan
$805K +$31.8K +1,098 +4%
PP
241
Patron Partners
Texas
$711K -$1.39K -48 -0.2%
BW
242
Blalock Williams
Alabama
$710K
HBS
243
Howard Bailey Securities
Indiana
$696K -$128K -4,406 -15%
HP
244
Hilltop Partners
Indiana
$694K +$98K +3,386 +16%
BWMG
245
Barnes Wealth Management Group
California
$678K +$14.7K +509 +2%
CP
246
Clarendon Private
Massachusetts
$647K +$2.63K +91 +0.4%
AC
247
ASB Consultores
Florida
$647K
PIA
248
Perennial Investment Advisors
California
$626K -$186K -6,435 -23%
Betterment LLC
249
Betterment LLC
New York
$602K +$23.6K +814 +4%
BWM
250
Boyd Wealth Management
California
$580K +$183K +6,315 +46%