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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
CPG
401
Cornerstone Planning Group
New Jersey
$956 -$87 -3 -8%
LWMI
402
Legacy Wealth Management (Idaho)
Idaho
$952
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$952 +$955 +33 New
KFG
404
Kingdom Financial Group
Arizona
$721 +$723 +25 New
EWM
405
Evolution Wealth Management
Florida
$490 +$492 +17 New
SIS
406
Sound Income Strategies
Florida
$272 -$2K -69 -88%
HHGA
407
Halbert Hargrove Global Advisors
California
$116
PSFG
408
Park Square Financial Group
Georgia
$28 +$29 +1 New
RCM
409
Raleigh Capital Management
North Carolina
$9
SFC
410
Strategic Financial Concepts
Texas
-$59.2M -2,048,526 Closed
SWA
411
Stratos Wealth Advisors
Ohio
-$27M -935,426 Closed
TRCT
412
Tower Research Capital (TRC)
New York
-$11.8M -409,534 Closed
BAM
413
Berkshire Asset Management
Pennsylvania
-$7.75M -268,155 Closed
XF
414
XML Financial
Maryland
-$7.41M -256,380 Closed
PPWM
415
PFG Private Wealth Management
Florida
-$879K -30,407 Closed
VA
416
VestGen Advisors
Illinois
-$779K -26,941 Closed
GS
417
GTS Securities
New York
-$761K -26,332 Closed
TSS
418
Two Sigma Securities
New York
-$625K -21,632 Closed
BWCS
419
Beirne Wealth Consulting Services
Connecticut
-$327K -11,313 Closed
FGWP
420
Founders Grove Wealth Partners
Virginia
-$314K -10,871 Closed
EAM
421
Empirical Asset Management
Massachusetts
-$283K -9,809 Closed
SW
422
SMART Wealth
Nebraska
-$213K -7,364 Closed
ACM
423
AlphaStar Capital Management
North Carolina
-$203K -7,036 Closed
PS
424
Principal Securities
Iowa
-$174K -6,027 Closed
PAM
425
Parvin Asset Management
South Dakota
-$157K -5,431 Closed