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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
CIC
26
Carnegie Investment Counsel
Ohio
$51.6M +$5.3M +184,389 +12%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$45.8M +$4.53M +157,532 +11%
UBS Group
28
UBS Group
Switzerland
$44.9M +$1.09M +37,879 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$41.8M +$3.04M +105,958 +8%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$41.1M +$40.9M +1,423,757 New
OBWP
31
O'Brien Wealth Partners
Massachusetts
$41M +$589K +20,482 +1%
VAMG
32
Voisard Asset Management Group
Michigan
$40.5M +$3.64M +126,723 +10%
BDF
33
Black Diamond Financial
Maryland
$38.5M +$6.65M +231,422 +21%
PGA
34
Portland Global Advisors
Maine
$38.2M +$1.32M +45,828 +4%
GI
35
Gradient Investments
Minnesota
$35.2M +$1.86M +64,799 +6%
EH
36
Equitable Holdings
New York
$34.8M -$1.34M -46,780 -4%
SPA
37
Sentinel Pension Advisors
Massachusetts
$34.7M +$1.45M +50,525 +4%
Raymond James Financial
38
Raymond James Financial
Florida
$30.2M +$537K +18,698 +2%
CWP
39
Concord Wealth Partners
Virginia
$29.8M +$2.07M +71,914 +7%
CAMV
40
Concord Asset Management (Virginia)
Virginia
$29.7M +$1.96M +68,262 +7%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$29.7M -$317K -11,030 -1%
WS
42
Wela Strategies
Georgia
$29.6M +$715K +24,895 +2%
Stifel Financial
43
Stifel Financial
Missouri
$29.6M +$181K +6,291 +0.6%
Truist Financial
44
Truist Financial
North Carolina
$28.1M +$1.09M +38,057 +4%
GVAG
45
Great Valley Advisor Group
Delaware
$27.5M +$1.45M +50,567 +6%
SWA
46
Stratos Wealth Advisors
Ohio
$27M +$1.72M +59,700 +7%
PAG
47
Private Advisor Group
New Jersey
$26.4M -$3.62M -126,032 -12%
NP
48
NorthRock Partners
Minnesota
$25.7M +$25.3M +878,885 +8,916%
LFPWM
49
Leicht Financial Planning & Wealth Management
New Jersey
$24.9M -$262K -9,120 -1%
FFM
50
Flagstone Financial Management
Nebraska
$23.1M +$1.13M +39,345 +5%