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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
Fidelity Investments
276
Fidelity Investments
Massachusetts
$395K +$169K +5,845 +75%
BPW
277
BlueDoor Private Wealth
Massachusetts
$390K +$391K +13,511 New
CBA
278
Coastal Bridge Advisors
Connecticut
$385K -$521 -18 -0.1%
UB
279
UMB Bank
Missouri
$378K +$379K +13,105 New
BCM
280
Brookstone Capital Management
Illinois
$377K +$2.78K +96 +0.7%
BF
281
Brooklyn FI
New York
$377K +$22.2K +766 +6%
BRWA
282
B. Riley Wealth Advisors
Florida
$374K -$5.99K -207 -2%
HFS
283
Heritage Financial Services
Massachusetts
$372K
COCM
284
Charter Oak Capital Management
New Hampshire
$372K -$61.4K -2,122 -14%
MFT
285
Moisand Fitzgerald Tamayo
Florida
$371K
CAM
286
Clark Asset Management
New Hampshire
$365K +$48.2K +1,666 +15%
SWM
287
Seaside Wealth Management
California
$345K +$14.3K +493 +4%
ML
288
McAdam LLC
Pennsylvania
$343K +$344K +11,889 New
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$341K +$342K +11,812 New
PWM
290
Perigon Wealth Management
California
$339K -$24.3K -841 -7%
RFS
291
Richardson Financial Services
Massachusetts
$335K +$14.9K +514 +5%
CB
292
Centennial Bank
Arkansas
$333K +$135K +4,673 +68%
AWM
293
Axxcess Wealth Management
California
$332K -$5.7K -197 -2%
SB
294
Strategic Blueprint
Georgia
$332K +$333K +11,495 New
RWM
295
Ritholtz Wealth Management
New York
$330K -$24.8K -856 -7%
CA
296
Continuum Advisory
Idaho
$324K -$7K -242 -2%
AWA
297
A4 Wealth Advisors
North Carolina
$312K -$164K -5,674 -34%
APW
298
Austin Private Wealth
Texas
$303K +$21.5K +742 +8%
GWM
299
Geneos Wealth Management
Colorado
$299K +$75.8K +2,620 +34%
BF
300
Brucke Financial
Indiana
$297K -$637 -22 -0.2%