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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
FAIM
376
Financial Advocates Investment Management
Washington
-$4.21M -146,384 Closed
SHJ
377
Sharkey, Howes & Javer
Colorado
-$2.52M -87,635 Closed
JF
378
Jump Financial
Illinois
-$1.45M -50,241 Closed
Charles Schwab
379
Charles Schwab
California
-$1.01M -34,962 Closed
ARC
380
Advisor Resource Council
Texas
-$830K -28,854 Closed
VT
381
Vise Technologies
New York
-$746K -25,940 Closed
SF
382
Symphony Financial
Texas
-$772K -24,412 Closed
OWA
383
Opal Wealth Advisors
New York
-$687K -23,867 Closed
LGW
384
Leslie Global Wealth
Illinois
-$682K -23,691 Closed
CAG
385
Csenge Advisory Group
Florida
-$596K -20,905 Closed
SFPM
386
Sensible Financial Planning & Management
Massachusetts
-$592K -20,577 Closed
ETC
387
Exchange Traded Concepts
Oklahoma
-$580K -20,155 Closed
FPAS
388
Focus Partners Advisor Solutions
Missouri
-$540K -18,752 Closed
CWA
389
CogentBlue Wealth Advisors
Tennessee
-$474K -16,471 Closed
EP
390
Edgestream Partners
New Jersey
-$443K -15,401 Closed
WIM
391
WealthPlan Investment Management
Nebraska
-$431K -14,976 Closed
GFPC
392
Global Financial Private Client
Florida
-$387K -13,436 Closed
RW
393
Rede Wealth
Virginia
-$338K -11,734 Closed
LMKC
394
L.M. Kohn & Company
Ohio
-$314K -10,899 Closed
CNBOF
395
City National Bank of Florida
Florida
-$313K -10,886 Closed
XT
396
XTX Topco
Cayman Islands
-$303K -10,537 Closed
Focus Partners Wealth
397
Focus Partners Wealth
Massachusetts
-$274K -9,511 Closed
OFS
398
OneAscent Financial Services
Alabama
-$250K -8,706 Closed
DE
399
Diversified Enterprises
Delaware
-$235K -8,160 Closed
AWA
400
Arete Wealth Advisors
Illinois
-$232K -8,048 Closed