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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
UBS Group
26
UBS Group
Switzerland
$52M +$7.18M +248,154 +16%
A
27
AlphaQuest
New York
$48.2M +$41.9M +1,446,130 +644%
HighTower Advisors
28
HighTower Advisors
Illinois
$44M +$2.28M +78,779 +5%
VAMG
29
Voisard Asset Management Group
Michigan
$43.3M +$2.85M +98,614 +7%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$42.1M +$998K +34,476 +2%
OBWP
31
O'Brien Wealth Partners
Massachusetts
$41.8M +$892K +30,831 +2%
BDF
32
Black Diamond Financial
Maryland
$40.9M +$2.52M +86,979 +7%
PGA
33
Portland Global Advisors
Maine
$39.4M +$1.37M +47,303 +4%
KW
34
KWB Wealth
California
$37.9M +$38M +1,314,158 New
Morgan Stanley
35
Morgan Stanley
New York
$37.6M -$27.2M -939,382 -42%
EH
36
Equitable Holdings
New York
$36.9M +$2.14M +73,950 +6%
GI
37
Gradient Investments
Minnesota
$36.8M +$1.63M +56,300 +5%
NP
38
NorthRock Partners
Minnesota
$31.5M +$5.86M +202,389 +23%
CWP
39
Concord Wealth Partners
Virginia
$30.9M +$1.2M +41,327 +4%
3AM
40
3EDGE Asset Management
Florida
$30.8M +$15.1M +521,853 +96%
CAMV
41
Concord Asset Management (Virginia)
Virginia
$30.7M +$1.04M +35,878 +3%
CIA
42
Capital Investment Advisors
Georgia
$29.9M +$29.7M +1,027,824 +10,221%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$29.7M +$137K +4,724 +0.5%
Stifel Financial
44
Stifel Financial
Missouri
$29.5M -$174 -6 -0%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$29.4M +$8.46M +292,396 +40%
GVAG
46
Great Valley Advisor Group
Delaware
$28.9M +$1.49M +51,474 +5%
PAG
47
Private Advisor Group
New Jersey
$27.4M +$1.03M +35,542 +4%
LFPWM
48
Leicht Financial Planning & Wealth Management
New Jersey
$27.1M +$2.3M +79,381 +9%
SPA
49
Sentinel Pension Advisors
Massachusetts
$26.2M -$8.5M -293,814 -24%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$24.1M +$22.8M +787,660 +1,644%