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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 %
VAS
326
Vestmark Advisory Solutions
Massachusetts
-$385K -13,972 Closed
CA
327
CGN Advisors
Kansas
-$384K -13,961 Closed
HIM
328
Hanlon Investment Management
New Jersey
-$376K -13,643 Closed
CPIA
329
Cornell Pochily Investment Advisors
New York
-$303K -11,000 Closed
PWM
330
Perigon Wealth Management
California
-$295K -10,716 Closed
WTB
331
Washington Trust Bank
Washington
-$284K -10,334 Closed
HGWM
332
Horst & Graben Wealth Management
Oregon
-$274K -9,959 Closed
SWM
333
Seaside Wealth Management
California
-$236K -8,576 Closed
SCA
334
Stonebridge Capital Advisors
Minnesota
-$134K -4,870 Closed
SSWM
335
Sheets Smith Wealth Management
North Carolina
-$124K -4,500 Closed
AAG
336
Armstrong Advisory Group
Massachusetts
-$26.8K -975 Closed
CAL
337
Capital Analysts LLC
Pennsylvania
-$21K -775 Closed
HPC
338
HM Payson & Co
Maine
-$2.78K -101 Closed
GJIA
339
Glass Jacobson Investment Advisors
Maryland
-$2.75K -100 Closed
GGI
340
Godsey & Gibb Inc
Virginia
-$2.04K -74 Closed
AWA
341
Authentikos Wealth Advisory
California
-$798 -29 Closed
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
-$716 -26 Closed
FWP
343
FAS Wealth Partners
Kansas
-$469 -17 Closed
CIAS
344
Capital Investment Advisory Services
North Carolina
-$303 -11 Closed