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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
SWM
151
Silverlake Wealth Management
Vermont
$2.68M -$432K -14,971 -14%
NFP
152
Narus Financial Partners
Utah
$2.61M +$78.2K +2,713 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
153
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.5M +$1.39M +48,340 +124%
VWWMG
154
Vermillion & White Wealth Management Group
Pennsylvania
$2.44M -$3.65M -126,505 -60%
P
155
&Partners
Tennessee
$2.37M +$821K +28,490 +53%
ZI
156
ZEGA Investments
Florida
$2.35M +$409K +14,181 +21%
SC
157
Scotia Capital
Ontario, Canada
$2.32M +$152K +5,257 +7%
PA
158
Prosperity Advisers
Pennsylvania
$2.31M +$16.1K +559 +0.7%
CWM
159
Capital Wealth Management
Rhode Island
$2.31M +$2.32M +80,570 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$2.24M +$118K +4,089 +6%
SFP
161
Strategic Financial Partners
Oregon
$2.23M +$134K +4,656 +6%
VPP
162
Vertex Planning Partners
Illinois
$2.21M +$957K +33,180 +75%
JCM
163
Jacobi Capital Management
Pennsylvania
$2.21M +$268K +9,290 +14%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$2.11M -$463K -16,059 -18%
CWM
165
Cranbrook Wealth Management
Michigan
$2.11M +$387K +13,414 +22%
BF
166
Bonfire Financial
Colorado
$2.07M -$262K -9,101 -11%
OE
167
October Effect
Virginia
$2.01M -$28.6K -991 -1%
PAG
168
Private Advisory Group
Washington
$2M +$2.02M +69,946 New
IA
169
IFP Advisors
Florida
$1.93M +$202K +6,995 +12%
NA
170
NewEdge Advisors
Louisiana
$1.93M -$666K -23,091 -26%
VC
171
Vicus Capital
Pennsylvania
$1.79M +$16.9K +585 +0.9%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$1.75M -$1.7M -58,884 -49%
MOS
173
MGO One Seven
Ohio
$1.74M +$151K +5,250 +9%
GG
174
GenWealth Group
New Jersey
$1.73M +$339K +11,753 +24%
CFAM
175
Center For Asset Management
Florida
$1.7M +$375K +13,003 +28%