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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
SFM
76
Signet Financial Management
New Jersey
$5.99M +$422K +14,666 +7%
SW
77
SMART Wealth
Nebraska
$5.92M -$1.78M -61,789 -23%
IWC
78
Integrated Wealth Concepts
Massachusetts
$5.6M +$548K +19,065 +11%
KWM
79
Kingsview Wealth Management
Oregon
$5.54M +$240K +8,339 +4%
ACP
80
Aveo Capital Partners
Colorado
$5.16M -$111K -3,872 -2%
CPP
81
Capasso Planning Partners
South Carolina
$5.09M -$36.9K -1,283 -0.7%
D
82
Dentgroup
Louisiana
$4.93M +$1.51M +52,566 +43%
AI
83
Auour Investments
Massachusetts
$4.91M +$5M +173,630 New
B
84
Bailard
California
$4.83M +$940K +32,668 +24%
CAC
85
Certified Advisory Corp
Florida
$4.68M +$529K +18,390 +13%
TSS
86
Two Sigma Securities
New York
$4.22M -$2.35M -81,668 -35%
RW
87
Rede Wealth
Virginia
$4.02M +$39.4K +1,371 +1%
BCM
88
Brookstone Capital Management
Illinois
$4.01M -$399K -13,866 -9%
GWSG
89
GPS Wealth Strategies Group
Colorado
$3.96M +$1.33M +46,133 +49%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$3.8M +$23.9K +830 +0.6%
BWM
91
Baystate Wealth Management
Massachusetts
$3.71M +$1.27M +44,158 +51%
KAS
92
Kestra Advisory Services
Texas
$3.52M -$7.29M -253,235 -67%
LW
93
Libra Wealth
California
$3.51M
ICMP
94
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.34M -$5.86M -203,608 -63%
SC
95
Scotia Capital
Ontario, Canada
$3.32M -$193K -6,709 -5%
MPW
96
Melone Private Wealth
Michigan
$3.21M +$191K +6,639 +6%
PIA
97
Perennial Investment Advisors
California
$3M +$473K +16,440 +18%
GWAG
98
Garrett Wealth Advisory Group
Texas
$2.98M +$95.2K +3,308 +3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$2.88M -$163K -5,680 -5%
FAIM
100
Financial Advocates Investment Management
Washington
$2.79M +$2.31M +80,223 +432%