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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
FFG
101
Frisch Financial Group
New York
$7.55M +$6.18M +213,430 +442%
SFM
102
Signet Financial Management
New Jersey
$7.51M +$258K +8,917 +4%
IA
103
Inspire Advisors
Idaho
$7.14M +$607K +20,960 +9%
IWAO
104
Independence Wealth Advisors (Ohio)
Ohio
$6.99M +$7.02M +242,464 New
ICMP
105
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.94M +$195K +6,753 +3%
KFI
106
Key Financial Inc
Pennsylvania
$6.8M +$175K +6,044 +3%
DC
107
Davenport & Co
Virginia
$6.53M +$1.09M +37,739 +20%
PFPG
108
Pinnacle Financial Partners (Georgia)
Georgia
$6.22M +$6.24M +215,619 New
Creative Planning
109
Creative Planning
Kansas
$6.15M -$289K -10,002 -4%
VWWMG
110
Vermillion & White Wealth Management Group
Pennsylvania
$6.11M +$241K +8,311 +4%
AI
111
Auour Investments
Massachusetts
$6.1M -$363K -12,540 -6%
WWM
112
Western Wealth Management
Colorado
$6.06M +$976K +33,731 +19%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$6.01M +$167K +5,758 +3%
OPWM
114
Oregon Pacific Wealth Management
Oregon
$5.95M +$2.84M +98,096 +91%
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$5.8M -$422K -14,577 -7%
HPC
116
Hobart Private Capital
North Carolina
$5.79M +$421K +14,539 +8%
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$5.74M +$1.64M +56,519 +40%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$5.7M +$1.1M +38,063 +24%
OBWG
119
Onyx Bridge Wealth Group
New York
$5.58M -$223K -7,707 -4%
AQR Capital Management
120
AQR Capital Management
Connecticut
$5.54M +$203K +7,011 +4%
XPN
121
XY Planning Network
Montana
$5.45M +$4.75M +164,250 +669%
CWM
122
Comprehensive Wealth Management
Washington
$5.39M -$1.82M -62,853 -25%
TC
123
Trilogy Capital
California
$5.16M +$516K +17,840 +11%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$5M -$16.7M -578,485 -77%
MYIA
125
Mount Yale Investment Advisors
Colorado
$4.72M +$53.5K +1,849 +1%