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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
SPIA
251
Steward Partners Investment Advisory
New York
$568K +$116 +4 +0%
M1FG
252
Mach-1 Financial Group
Arkansas
$550K +$552K +19,068 New
AAS
253
Ameritas Advisory Services
Nebraska
$548K +$550K +18,998 New
MIH
254
Meitav Investment House
Israel
$548K +$177K +6,119 +48%
BWAM
255
Boyd Watterson Asset Management
Ohio
$540K -$361K -12,466 -40%
NFG
256
Northbridge Financial Group
Florida
$529K +$531K +18,359 New
BRPW
257
Ballast Rock Private Wealth
South Carolina
$529K +$530K +18,329 New
WPC
258
Wedmont Private Capital
Pennsylvania
$521K +$522K +18,045 New
TVAMP
259
Tennessee Valley Asset Management Partners
Tennessee
$518K +$520K +17,963 New
CRC
260
Curi RMB Capital
Illinois
$513K +$54.5K +1,883 +12%
RIS
261
Richmond Investment Services
Wisconsin
$506K -$463K -15,991 -48%
SC
262
Savant Capital
Illinois
$497K +$1.68K +58 +0.3%
TFP
263
TrueWealth Financial Partners
Washington
$484K +$486K +16,785 New
TBF
264
True Blue Financial
Michigan
$484K +$486K +16,785 New
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$464K +$6.83K +236 +1%
RFP
266
Root Financial Partners
California
$460K -$27.2K -939 -6%
DAS
267
Diversify Advisory Services
Utah
$449K -$12.4K -428 -3%
WWA
268
WCG Wealth Advisors
Nevada
$446K +$447K +15,452 New
CFS
269
Coordinated Financial Services
Colorado
$446K +$1.5K +52 +0.3%
WIA
270
World Investment Advisors
California
$440K +$442K +15,258 New
HI
271
Harbour Investments
Wisconsin
$439K -$1.33K -46 -0.3%
RIA
272
Realta Investment Advisors
Delaware
$420K -$8.71K -301 -2%
KP
273
Keel Point
Alabama
$412K +$10.6K +367 +3%
AP
274
Americana Partners
Texas
$405K -$3.18K -110 -0.8%
FHC
275
First Horizon Corporation
Tennessee
$398K +$201K +6,950 +101%