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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
MAM
76
Madison Asset Management
Wisconsin
$13.1M +$82.9K +2,864 +0.6%
EFN
77
Equita Financial Network
Pennsylvania
$12.8M +$1.63M +56,212 +14%
AA
78
Apriem Advisors
California
$12.6M -$103K -3,559 -0.8%
EIA
79
Eldridge Investment Advisors
New Hampshire
$12.1M +$2.42M +83,700 +25%
AWM
80
AE Wealth Management
Kansas
$11.6M +$10.5M +361,355 +865%
CPP
81
Capasso Planning Partners
South Carolina
$11.2M +$1.06M +36,695 +10%
BPA
82
Beacon Pointe Advisors
California
$10.9M +$684K +23,639 +7%
TFG
83
Tilson Financial Group
New Jersey
$10.8M +$563K +19,465 +5%
EWP
84
Evergreen Wealth Partners
Montana
$10.5M +$10.5M +363,904 New
WC
85
Waterloo Capital
Texas
$10.4M -$2.71M -93,805 -21%
IWC
86
Integrated Wealth Concepts
Massachusetts
$10.3M +$3.68M +127,026 +55%
PA
87
PSI Advisors
Florida
$10.3M +$624K +21,553 +6%
TFA
88
TPG Financial Advisors
Oregon
$9.96M -$138K -4,783 -1%
M
89
MATAURO
New York
$9.52M +$52.3K +1,806 +0.6%
HSWS
90
Higgins & Schmidt Wealth Strategies
Colorado
$9.34M +$530K +18,321 +6%
ACM
91
Appalachian Capital Management
Ohio
$9.31M +$9.34M +322,765 New
FDW
92
Fourth Dimension Wealth
Ohio
$9.2M +$152K +5,246 +2%
Goldman Sachs
93
Goldman Sachs
New York
$9.13M
Comerica Bank
94
Comerica Bank
Texas
$8.73M -$279K -9,634 -3%
IA
95
IFG Advisory
Georgia
$8.7M +$472K +16,324 +6%
SIM
96
Synergy Investment Management
Florida
$8.55M -$183K -6,312 -2%
MML Investors Services
97
MML Investors Services
Massachusetts
$8.54M +$1.86M +64,318 +28%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$8.33M -$1.33M -46,000 -14%
AF
99
Abound Financial
California
$8.29M +$498K +17,194 +6%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$7.72M +$101K +3,492 +1%