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SPDR Portfolio Intermediate Term Treasury ETF

311 hedge funds and large institutions have $4.13B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+45
Holders Change %
+16.92%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
77
Increased
111
Reduced
98
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$24.9M -$14.9M -521,705 -37%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$24.7M +$4.45M +155,899 +22%
Osaic Holdings
28
Osaic Holdings
Arizona
$24.5M -$20.2M -705,645 -45%
WS
29
Wela Strategies
Georgia
$22.8M -$109K -3,832 -0.5%
Wells Fargo
30
Wells Fargo
California
$22.6M +$14M +488,921 +161%
Bank of America
31
Bank of America
North Carolina
$22M +$3.18M +111,284 +17%
OIA
32
OneDigital Investment Advisors
Kansas
$20.9M +$4.09M +143,060 +24%
LFPWM
33
Leicht Financial Planning & Wealth Management
New Jersey
$20.6M -$1.16M -40,639 -5%
Truist Financial
34
Truist Financial
North Carolina
$20.3M +$4.14M +144,933 +26%
AssetMark Inc
35
AssetMark Inc
California
$20.1M -$97M -3,394,723 -83%
MG
36
Mather Group
Illinois
$18.2M +$2.89M +101,068 +19%
NW
37
NewEdge Wealth
Pennsylvania
$18.1M +$18.1M +635,200 New
PAS
38
Park Avenue Securities
New York
$17.7M +$507K +17,759 +3%
APA
39
Astoria Portfolio Advisors
New York
$17.1M -$1.23M -43,577 -7%
AWMNH
40
Arcadia Wealth Management (New Hampshire)
New Hampshire
$16.4M +$248K +8,670 +2%
MIFH
41
Migdal Insurance & Financial Holdings
Israel
$16.1M +$3.42M +119,678 +27%
CA
42
CoreCap Advisors
Michigan
$15.8M +$1.36M +47,685 +9%
FFM
43
Flagstone Financial Management
Nebraska
$15.8M +$148K +5,168 +0.9%
SPIA
44
Steward Partners Investment Advisory
New York
$14.5M -$625K -21,867 -4%
FHA
45
Flagship Harbor Advisors
Massachusetts
$14.4M +$1.23M +43,020 +9%
HGA
46
Hobbs Group Advisors
South Carolina
$13.8M +$13.8M +482,777 New
SRSA
47
S.R. Schill & Associates
Washington
$13.8M +$701K +24,548 +5%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$13.1M -$307K -10,741 -2%
AC
49
Arjuna Capital
North Carolina
$13.1M -$820K -28,709 -6%
Stifel Financial
50
Stifel Financial
Missouri
$12.6M +$2.51M +87,715 +25%