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State Street SPDR Portfolio Intermediate Term Treasury ETF

373 hedge funds and large institutions have $8.54B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 110

7% more capital invested

Capital invested by funds: $7.95B → $8.54B (+$589M)

2.21% more ownership

Funds ownership: 90.32%92.53% (+2.2%)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

3% less funds holding

Funds holding: 385373 (-12)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
373
Holders Change
-12
Holders Change %
-3.12%
% of All Funds
4.9%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.59%
New
41
Increased
186
Reduced
110
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
251
Curi RMB Capital
Illinois
$460K
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$458K -$92K -3,202 -17%
CFS
253
Coordinated Financial Services
Colorado
$445K
HI
254
Harbour Investments
Wisconsin
$442K +$77.9K +2,710 +22%
COCM
255
Charter Oak Capital Management
New Hampshire
$434K +$3.73K +130 +0.9%
RIA
256
Realta Investment Advisors
Delaware
$429K -$34.4K -1,198 -7%
AP
257
Americana Partners
Texas
$409K +$9.83K +342 +2%
KP
258
Keel Point
Alabama
$402K +$6.09K +212 +2%
BWM
259
Boyd Wealth Management
California
$399K -$11.8K -409 -3%
GM
260
GeoWealth Management
Illinois
$387K +$112K +3,907 +41%
CBA
261
Coastal Bridge Advisors
Connecticut
$386K -$14.7K -510 -4%
BRWA
262
B. Riley Wealth Advisors
Florida
$381K +$156K +5,420 +70%
Citigroup
263
Citigroup
New York
$375K -$160K -5,555 -30%
BCM
264
Brookstone Capital Management
Illinois
$375K -$8.48K -295 -2%
HFS
265
Heritage Financial Services
Massachusetts
$373K
MIH
266
Meitav Investment House
Israel
$372K +$370K +12,879 New
MFT
267
Moisand Fitzgerald Tamayo
Florida
$372K
MWA
268
Medallion Wealth Advisors
Connecticut
$367K -$1.44K -50 -0.4%
PWM
269
Perigon Wealth Management
California
$364K +$118K +4,093 +48%
BF
270
Brooklyn FI
New York
$356K +$74.4K +2,589 +27%
RWM
271
Ritholtz Wealth Management
New York
$355K +$66.3K +2,308 +23%
AWM
272
Axxcess Wealth Management
California
$338K -$8.99K -313 -3%
CA
273
Continuum Advisory
Idaho
$332K -$86.9K -3,023 -21%
SWM
274
Seaside Wealth Management
California
$331K +$51.3K +1,787 +18%
BWCS
275
Beirne Wealth Consulting Services
Connecticut
$327K +$325K +11,313 New