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State Street SPDR Portfolio Intermediate Term Treasury ETF

373 hedge funds and large institutions have $8.54B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 110

7% more capital invested

Capital invested by funds: $7.95B → $8.54B (+$589M)

2.21% more ownership

Funds ownership: 90.32%92.53% (+2.2%)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

3% less funds holding

Funds holding: 385373 (-12)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
373
Holders Change
-12
Holders Change %
-3.12%
% of All Funds
4.9%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.59%
New
41
Increased
186
Reduced
110
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Comprehensive Wealth Management
Washington
$7.21M -$960K -33,396 -12%
ICMP
102
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.75M +$2.82M +98,283 +73%
MML Investors Services
103
MML Investors Services
Massachusetts
$6.69M +$1.94M +67,547 +41%
IWC
104
Integrated Wealth Concepts
Massachusetts
$6.65M +$788K +27,414 +14%
KFI
105
Key Financial Inc
Pennsylvania
$6.64M -$81.5K -2,835 -1%
IA
106
Inspire Advisors
Idaho
$6.54M -$283K -9,844 -4%
A
107
AlphaQuest
New York
$6.49M +$595K +20,701 +10%
AI
108
Auour Investments
Massachusetts
$6.48M -$7.33K -255 -0.1%
Creative Planning
109
Creative Planning
Kansas
$6.45M +$92.1K +3,205 +1%
RPGK
110
Retirement Planning Group (Kansas)
Kansas
$6.23M -$965K -33,594 -13%
SF
111
Synovus Financial
Georgia
$5.99M -$86.5K -3,009 -1%
VWWMG
112
Vermillion & White Wealth Management Group
Pennsylvania
$5.88M +$5.82M +202,624 +25,139%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$5.85M +$4.5M +156,586 +341%
SA
114
Sanctuary Advisors
Indiana
$5.83M +$904K +31,470 +18%
OBWG
115
Onyx Bridge Wealth Group
New York
$5.82M -$5.45M -189,795 -49%
Renaissance Technologies
116
Renaissance Technologies
New York
$5.46M +$715K +24,900 +15%
DC
117
Davenport & Co
Virginia
$5.45M +$1.31M +45,703 +32%
HPC
118
Hobart Private Capital
North Carolina
$5.39M +$425K +14,792 +9%
AQR Capital Management
119
AQR Capital Management
Connecticut
$5.35M +$4.31M +150,006 +429%
WWM
120
Western Wealth Management
Colorado
$5.1M -$16.2K -563 -0.3%
GWP
121
Gateway Wealth Partners
Wisconsin
$5.04M +$752K +26,174 +18%
KAS
122
Kestra Advisory Services
Texas
$4.97M +$782K +27,226 +19%
MYIA
123
Mount Yale Investment Advisors
Colorado
$4.68M +$4.65M +161,961 New
TC
124
Trilogy Capital
California
$4.66M +$361K +12,561 +8%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$4.62M +$3.74M +130,103 +440%