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State Street SPDR Portfolio Intermediate Term Treasury ETF

403 hedge funds and large institutions have $8.97B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 107

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $8.75B → $8.97B (+$218M)

0.38% more ownership

Funds ownership: 91.24%91.62% (+0.38%)

1% less funds holding

Funds holding: 408403 (-5)

16% less funds holding in top 10

Funds holding in top 10: 5042 (-8)

Holders
403
Holders Change
-5
Holders Change %
-1.23%
% of All Funds
4.96%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
47
Increased
207
Reduced
107
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
401
Halbert Hargrove Global Advisors
California
$86 -$29 -1 -25%
SC
402
SouthState Corp
Florida
$45 -$50.1K -1,739 -100%
TPWA
403
Twin Peaks Wealth Advisors
California
$28 +$29 +1 New
RCM
404
Raleigh Capital Management
North Carolina
$9
MWA
405
Merkkuri Wealth Advisors
New York
$8
A
406
AlphaQuest
New York
-$48.2M -1,670,793 Closed
Bank of Nova Scotia
407
Bank of Nova Scotia
Ontario, Canada
-$29.4M -1,019,170 Closed
IA
408
IFG Advisory
Georgia
-$8.7M -301,794 Closed
MIFH
409
Migdal Insurance & Financial Holdings
Israel
-$5.74M -199,019 Closed
VAS
410
Vestmark Advisory Solutions
Massachusetts
-$5M -173,540 Closed
Lido Advisors
411
Lido Advisors
California
-$1.45M -50,247 Closed
VIPI
412
Vista Investment Partners II
Indiana
-$893K -30,970 Closed
AC
413
ASB Consultores
Florida
-$647K -22,431 Closed
M1FG
414
Mach-1 Financial Group
Arkansas
-$550K -19,068 Closed
BRPW
415
Ballast Rock Private Wealth
South Carolina
-$529K -18,329 Closed
TFP
416
TrueWealth Financial Partners
Washington
-$484K -16,785 Closed
DAS
417
Diversify Advisory Services
Utah
-$449K -15,620 Closed
WWA
418
WCG Wealth Advisors
Nevada
-$446K -15,452 Closed
CBA
419
Coastal Bridge Advisors
Connecticut
-$385K -13,343 Closed
BRWA
420
B. Riley Wealth Advisors
Florida
-$374K -12,968 Closed
CAPTRUST Financial Advisors
421
CAPTRUST Financial Advisors
North Carolina
-$341K -11,812 Closed
AWA
422
A4 Wealth Advisors
North Carolina
-$312K -10,830 Closed
TIAA Trust, National Association
423
TIAA Trust, National Association
North Carolina
-$286K -9,903 Closed
GM
424
GeoWealth Management
Illinois
-$277K -9,610 Closed
CCA
425
Cravens & Co Advisors
Tennessee
-$263K -9,112 Closed