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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
BWM
326
Bulltick Wealth Management
Florida
$226K +$1.91K +66 +0.8%
Focus Partners Wealth
327
Focus Partners Wealth
Massachusetts
$221K +$222K +7,674 New
OFS
328
OneAscent Financial Services
Alabama
$219K +$220K +7,593 New
ZF
329
Zhang Financial
Michigan
$211K
IPWA
330
International Private Wealth Advisors
California
$210K -$29 -1 -0%
VWM
331
Venturi Wealth Management
Texas
$208K +$5.3K +183 +3%
EP
332
Edgestream Partners
New Jersey
$206K +$206K +7,135 New
PA
333
PFG Advisors
Arizona
$204K -$965K -33,339 -83%
AFG
334
Atomi Financial Group
New York
$201K -$78.9K -2,726 -28%
SHIM
335
Stone House Investment Management
Pennsylvania
$166K +$12K +413 +8%
AF
336
Allworth Financial
California
$157K -$121K -4,180 -43%
EWA
337
EverSource Wealth Advisors
Alabama
$153K
NS
338
NBC Securities
Alabama
$151K -$58.6K -2,025 -28%
HIA
339
Harbor Investment Advisory
Maryland
$134K +$116K +4,021 +637%
SS
340
SBI Securities
Japan
$124K +$1.3K +45 +1%
CA
341
CoreCap Advisors
Michigan
$112K +$1.82K +63 +2%
CIA
342
Cape Investment Advisory
Georgia
$103K +$103K +3,564 New
CIAS
343
Capital Investment Advisory Services
North Carolina
$97.6K -$1.33K -46 -1%
CAL
344
Capital Analysts LLC
Pennsylvania
$81K +$781 +27 +1%
PIS
345
POM Investment Strategies
North Carolina
$80.9K +$78K +2,696 +2,473%
ACA
346
Aptus Capital Advisors
Alabama
$76.4K -$3.39K -117 -4%
William Blair & Company
347
William Blair & Company
Illinois
$75.5K -$10.7K -368 -12%
YAL
348
Your Advocates Ltd
Texas
$73K
AGWCA
349
Annis Gardner Whiting Capital Advisors
Florida
$71.9K +$7.5K +259 +12%
OC
350
Optima Capital
Oregon
$63.9K +$64.2K +2,217 New