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State Street SPDR Portfolio Intermediate Term Treasury ETF

261 hedge funds and large institutions have $4.06B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $156K | Put options by funds: $79K

16.02% more ownership

Funds ownership: 87.07%103.09% (+16%)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

2% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 100

3% less funds holding

Funds holding: 268261 (-7)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

18% less capital invested

Capital invested by funds: $4.98B → $4.06B (-$918M)

Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.1%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$12M +$801K +27,853 +7%
EH
52
Equitable Holdings
New York
$11.6M -$7.25M -251,954 -38%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$11.5M +$5.41M +188,000 +86%
MA
54
Mutual Advisors
Nebraska
$11.4M +$3.01M +104,633 +35%
CAN
55
Cetera Advisor Networks
California
$11.2M -$24.7M -856,882 -68%
TC
56
Trilogy Capital
California
$11M +$2.47M +85,978 +28%
DJSG
57
D.J. St. Germain
Massachusetts
$10.5M +$10.6M +369,966 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$9.78M -$8.79M -305,498 -47%
GAG
59
GM Advisory Group
New York
$9.59M +$493K +17,122 +5%
SFP
60
Strategic Financial Partners
Oregon
$9.51M +$4.99M +173,399 +107%
Stifel Financial
61
Stifel Financial
Missouri
$9.29M -$1.25M -43,599 -12%
OBWG
62
Onyx Bridge Wealth Group
New York
$9.15M +$7.82M +271,864 +528%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$8.65M +$7.3M +253,909 +488%
BFA
64
BMS Financial Advisors
South Dakota
$8.32M +$8.22M +285,872 +3,441%
MFT
65
Moisand Fitzgerald Tamayo
Florida
$7.77M +$37.2K +1,292 +0.5%
HPC
66
Hobart Private Capital
North Carolina
$7.55M +$470K +16,349 +7%
SCP
67
Syntal Capital Partners
Texas
$7.37M -$57.9K -2,014 -0.8%
AMR
68
Asset Management Resources
Massachusetts
$7.22M +$315K +10,940 +4%
PA
69
PSI Advisors
Florida
$7.04M +$7.16M +248,967 New
MIFH
70
Migdal Insurance & Financial Holdings
Israel
$7.04M +$4.27M +148,438 +148%
Mariner
71
Mariner
Kansas
$6.95M -$2.02M -70,044 -22%
Wells Fargo
72
Wells Fargo
California
$6.93M +$649K +22,564 +10%
SI
73
SimpliFi Inc
California
$6.79M +$6.9M +240,009 New
CA
74
CoreCap Advisors
Michigan
$6.26M +$6.36M +221,129 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$6.03M -$140K -4,870 -2%