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SPDR Portfolio Intermediate Term Treasury ETF

160 hedge funds and large institutions have $2.05B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
2.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
35
Increased
53
Reduced
44
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
151
Advisory Services Network
Georgia
$25K
FPW
152
Flagship Private Wealth
Massachusetts
$23.9K +$23.9K +725 New
NC
153
NewSquare Capital
Pennsylvania
$21K -$44.7K -1,385 -68%
FCH
154
Freestone Capital Holdings
Washington
$15.5K
CFGS
155
Concourse Financial Group Securities
Alabama
$12K +$12K +378 New
JHCP
156
Jackson Hole Capital Partners
Oklahoma
$10K
JCM
157
Jacobi Capital Management
Pennsylvania
$9K -$4.57M -132,027 -100%
PP
158
PrairieView Partners
Minnesota
$9K -$4.58K -136 -34%
RFA
159
Reilly Financial Advisors
California
$5K
TC
160
Truvestments Capital
Florida
$4K +$4K +133 New
TPWA
161
TRUE Private Wealth Advisors
Oregon
$3K
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$1K
Goldman Sachs
163
Goldman Sachs
New York
-$9.99M -300,652 Closed
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
-$801K -24,101 Closed
CAM
165
Cozad Asset Management
Illinois
-$787K -23,675 Closed
AIC
166
Ameritas Investment Company
Nebraska
-$358K -10,786 Closed
PG
167
Prostatis Group
Maryland
-$290K -8,711 Closed
IWC
168
Integrated Wealth Concepts
Massachusetts
-$247K -7,433 Closed
GI
169
Glovista Investments
New Jersey
-$233K -7,000 Closed
US Bancorp
170
US Bancorp
Minnesota
-$155K -4,675 Closed
GSWM
171
Golden State Wealth Management
California
-$101K -3,045 Closed
SC
172
SouthState Corp
Florida
-$22K -647 Closed
APC
173
Aspire Private Capital
North Carolina
-$15K -453 Closed
GWMIA
174
Global Wealth Management Investment Advisory
Florida
-$5K -144 Closed
LFG
175
Larson Financial Group
Missouri
-$1K -40 Closed