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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.

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 %
WCWM
51
Willow Creek Wealth Management
California
$12.3M +$11.2M +391,116 +948%
CAN
52
Cetera Advisor Networks
California
$12.1M -$25.8K -903 -0.2%
GRP
53
Global Retirement Partners
California
$11.6M +$200K +7,011 +2%
TC
54
Trilogy Capital
California
$11.5M +$678K +23,747 +6%
LFAS
55
Level Four Advisory Services
Texas
$11.1M -$281K -9,828 -2%
Mariner
56
Mariner
Kansas
$11M +$7.36M +257,821 +200%
CWM
57
Comprehensive Wealth Management
Washington
$10.2M -$99.7K -3,491 -1%
UFA
58
US Financial Advisors
Massachusetts
$10M +$318K +11,130 +3%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$9.81M +$5.19M +181,697 +112%
EH
60
Equitable Holdings
New York
$9.65M +$3.91M +136,965 +68%
WC
61
Waterloo Capital
Texas
$9.56M +$8.02M +280,819 +520%
GAG
62
GM Advisory Group
New York
$9.45M -$732K -25,638 -7%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$8.97M +$1.19M +41,771 +15%
CPP
64
Capasso Planning Partners
South Carolina
$8.46M +$3.2M +112,000 +61%
KWM
65
Kingsview Wealth Management
Oregon
$8.46M +$515K +18,017 +6%
RJA
66
Raymond James & Associates
Florida
$8.26M +$88.3K +3,093 +1%
ARC
67
Advisor Resource Council
Texas
$8.23M +$7.82M +273,635 +1,898%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$8.23M -$857K -30,000 -9%
NP
69
NorthRock Partners
Minnesota
$8.15M +$8.15M +285,482 New
ODIJL
70
One Day In July LLC
Vermont
$8.01M +$8.01M +280,379 New
IA
71
IFG Advisory
Georgia
$8M +$847K +29,648 +12%
D
72
Dentgroup
Louisiana
$7.68M +$3.28M +114,999 +75%
SWP
73
Stratos Wealth Partners
Ohio
$7.16M -$705K -24,691 -9%
DJSG
74
D.J. St. Germain
Massachusetts
$6.98M -$1.45M -50,691 -17%
SFM
75
Signet Financial Management
New Jersey
$6.93M +$472K +16,516 +7%