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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
IA
101
IFG Advisory
Georgia
$2.74M +$1.1M +38,318 +66%
AWS
102
Atria Wealth Solutions
New York
$2.66M -$5.19M -180,537 -66%
TWD
103
True Wealth Design
Ohio
$2.64M -$276K -9,584 -9%
NFP
104
Narus Financial Partners
Utah
$2.58M +$107K +3,729 +4%
KW
105
KWB Wealth
California
$2.47M +$1.72M +59,617 +215%
VWA
106
V Wealth Advisors
Kansas
$2.25M +$998K +34,690 +77%
HF
107
HRT Financial
New York
$2.19M -$993K -34,526 -31%
PTC
108
Private Trust Company
Ohio
$2.06M +$507K +17,616 +32%
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$2.04M +$475K +16,516 +30%
IA
110
IFP Advisors
Florida
$2.02M +$42.2K +1,466 +2%
CWM
111
Certus Wealth Management
California
$1.99M +$2.02M +70,244 New
AWM
112
Apollon Wealth Management
South Carolina
$1.98M -$1.47M -51,170 -42%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$1.94M -$64.7K -2,248 -3%
FPW
114
Flagship Private Wealth
Massachusetts
$1.86M +$1.59M +55,220 +518%
TFA
115
Transamerica Financial Advisors
Florida
$1.85M -$15.3K -532 -0.8%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.82M -$3.95M -137,331 -68%
AG
117
Ascent Group
Virginia
$1.8M -$3.45M -119,882 -65%
SI
118
Stephens Inc
Arkansas
$1.8M -$460 -16 -0%
TAIM
119
TD Ameritrade Investment Management
Nebraska
$1.78M -$87.3K -3,033 -5%
CAG
120
Csenge Advisory Group
Florida
$1.76M -$12M -416,035 -87%
VPP
121
Vertex Planning Partners
Illinois
$1.75M +$172K +5,974 +11%
CWM
122
Cornerstone Wealth Management
Missouri
$1.71M +$299K +10,401 +21%
GT
123
Greenleaf Trust
Michigan
$1.67M -$228K -7,928 -12%
FHC
124
First Heartland Consultants
Missouri
$1.61M
HIF
125
Hill Island Financial
Michigan
$1.6M -$96.4K -3,352 -6%