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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
RPGK
126
Retirement Planning Group (Kansas)
Kansas
$5.63M -$133K -4,614 -2%
CWM
127
Cornerstone Wealth Management
Missouri
$5.57M +$899K +31,179 +19%
B
128
Bailard
California
$5.22M +$868K +30,120 +20%
TC
129
Trilogy Capital
California
$5.19M +$61.9K +2,147 +1%
AA
130
ArborFi Advisors
Michigan
$5.17M +$1.15M +39,929 +28%
OBWG
131
Onyx Bridge Wealth Group
New York
$4.87M -$683K -23,694 -12%
IWA
132
Integrity Wealth Advisors
California
$4.51M +$417K +14,453 +10%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$4.4M +$1.69M +58,763 +62%
JSL
134
JT Stratford LLC
Georgia
$4.33M +$629K +21,808 +17%
APA
135
Astoria Portfolio Advisors
New York
$4.19M +$154K +5,349 +4%
AFA
136
Avant Financial Advisors
Texas
$3.92M +$126K +4,371 +3%
CC
137
Climber Capital
Switzerland
$3.84M -$692K -24,000 -15%
WA
138
Waverly Advisors
Alabama
$3.82M +$205K +7,120 +6%
PWG
139
Private Wealth Group
Florida
$3.82M +$342K +11,875 +10%
DJSG
140
D.J. St. Germain
Massachusetts
$3.71M +$130K +4,516 +4%
PTC
141
Private Trust Company
Ohio
$3.23M +$298K +10,330 +10%
JP Morgan Chase
142
JP Morgan Chase
New York
$3.12M +$243K +8,435 +8%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$3.1M +$1.56M +54,209 +101%
NF
144
Napier Financial
Massachusetts
$3.07M +$28.3K +980 +0.9%
PGWA
145
Plus Group Wealth Advisors
Wisconsin
$3.01M +$483K +16,753 +19%
LW
146
Libra Wealth
California
$2.99M
TRCT
147
Tower Research Capital (TRC)
New York
$2.89M +$2.91M +101,001 New
EFG
148
Ehrlich Financial Group
California
$2.84M +$1.39M +48,328 +95%
DF
149
Downshift Financial
Colorado
$2.84M +$197K +6,832 +7%
ZWA
150
Zinnia Wealth Advisory
Florida
$2.7M +$69.1K +2,397 +3%