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State Street SPDR Portfolio Intermediate Term Treasury ETF

403 hedge funds and large institutions have $8.97B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 107

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $8.75B → $8.97B (+$218M)

0.38% more ownership

Funds ownership: 91.24%91.62% (+0.38%)

1% less funds holding

Funds holding: 408403 (-5)

16% less funds holding in top 10

Funds holding in top 10: 5042 (-8)

Holders
403
Holders Change
-5
Holders Change %
-1.23%
% of All Funds
4.96%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
47
Increased
207
Reduced
107
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
101
Gateway Wealth Partners
Wisconsin
$7.93M +$4.86M +168,457 +156%
AWA
102
Arkadios Wealth Advisors
Georgia
$7.83M +$7.88M +273,366 New
SF
103
Summit Financial
New Jersey
$7.7M +$7.74M +268,510 New
SFM
104
Signet Financial Management
New Jersey
$7.67M +$209K +7,265 +3%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$7.63M -$48.1K -1,668 -0.6%
AF
106
Abound Financial
California
$7.62M -$632K -21,912 -8%
PF
107
PlanWiser Financial
Colorado
$7.32M +$4.21M +146,112 +134%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$7.25M -$34.7M -1,205,184 -83%
TFA
109
Transamerica Financial Advisors
Florida
$7.11M +$3.56M +123,322 +99%
KFI
110
Key Financial Inc
Pennsylvania
$6.81M +$53.7K +1,862 +0.8%
ICMP
111
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.76M -$128K -4,427 -2%
IA
112
Inspire Advisors
Idaho
$6.59M -$502K -17,405 -7%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$6.5M +$834K +28,929 +15%
XPN
114
XY Planning Network
Montana
$6.49M +$1.11M +38,614 +20%
KAS
115
Kestra Advisory Services
Texas
$6.39M +$1.87M +64,713 +41%
MML Investors Services
116
MML Investors Services
Massachusetts
$6.37M -$2.12M -73,590 -25%
SEI Investments
117
SEI Investments
Pennsylvania
$6.31M +$6.34M +220,000 New
AI
118
Auour Investments
Massachusetts
$6.25M +$183K +6,346 +3%
Creative Planning
119
Creative Planning
Kansas
$6.22M +$109K +3,790 +2%
Renaissance Technologies
120
Renaissance Technologies
New York
$6.21M +$4.91M +170,300 +367%
PFPG
121
Pinnacle Financial Partners (Georgia)
Georgia
$6.18M +$3.75K +130 +0.1%
SA
122
Sanctuary Advisors
Indiana
$6.1M +$1.58M +54,865 +35%
AF
123
Apollon Financial
South Carolina
$5.98M +$4.65M +161,404 +342%
WWM
124
Western Wealth Management
Colorado
$5.9M -$119K -4,141 -2%
VCP
125
Verus Capital Partners
Arizona
$5.71M +$3.25M +112,627 +130%