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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
CFG
26
Compton Financial Group
Maryland
$53.4M -$11.5M -400,364 -18%
CIC
27
Carnegie Investment Counsel
Ohio
$52.9M +$1.08M +37,341 +2%
UBS Group
28
UBS Group
Switzerland
$50.6M -$1.11M -38,484 -2%
VAMG
29
Voisard Asset Management Group
Michigan
$50.2M +$7.22M +250,298 +17%
GIA
30
Gladstone Institutional Advisory
Florida
$46.6M +$42.4M +1,470,972 +950%
HighTower Advisors
31
HighTower Advisors
Illinois
$46M +$2.26M +78,284 +5%
BDF
32
Black Diamond Financial
Maryland
$42.6M +$1.98M +68,721 +5%
PGA
33
Portland Global Advisors
Maine
$40.1M +$883K +30,637 +2%
EH
34
Equitable Holdings
New York
$39.3M +$2.44M +84,540 +7%
GI
35
Gradient Investments
Minnesota
$38.6M +$2.03M +70,465 +6%
Morgan Stanley
36
Morgan Stanley
New York
$38.5M +$1.18M +40,980 +3%
PAG
37
Private Advisor Group
New Jersey
$34.6M +$7.38M +255,925 +27%
KW
38
KWB Wealth
California
$33.6M -$4.28M -148,399 -11%
CWP
39
Concord Wealth Partners
Virginia
$32.6M +$1.84M +63,771 +6%
CAMV
40
Concord Asset Management (Virginia)
Virginia
$32.2M +$1.68M +58,362 +5%
NP
41
NorthRock Partners
Minnesota
$31.7M +$472K +16,386 +2%
GVAG
42
Great Valley Advisor Group
Delaware
$31.3M +$2.56M +88,938 +9%
CIA
43
Capital Investment Advisors
Georgia
$30.8M +$1.08M +37,538 +4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$29.7M +$181K +6,289 +0.6%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$28.3M +$4.36M +151,215 +18%
SPA
46
Sentinel Pension Advisors
Massachusetts
$27M +$1.04M +36,008 +4%
LFPWM
47
Leicht Financial Planning & Wealth Management
New Jersey
$27M +$17.2K +595 +0.1%
Raymond James Financial
48
Raymond James Financial
Florida
$26.5M +$3.37M +116,864 +14%
Stifel Financial
49
Stifel Financial
Missouri
$26M -$3.36M -116,523 -11%
FFG
50
Frisch Financial Group
New York
$25.2M +$17.8M +617,632 +236%