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SPDR Portfolio Intermediate Term Treasury ETF

261 hedge funds and large institutions have $4.06B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-7
Holders Change %
-2.61%
% of All Funds
4.12%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
39
Increased
98
Reduced
100
Closed
44
Calls
$156K
Puts
$79K
Net Calls
+$77K
Net Calls Change
-$597K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$818K +$128K +4,522 +19%
SWP
152
Stratos Wealth Partners
Ohio
$815K +$379K +13,412 +87%
WCWM
153
Willow Creek Wealth Management
California
$809K +$36K +1,272 +5%
CA
154
Continuum Advisory
Idaho
$788K -$6.11M -216,095 -89%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$773K +$189K +6,691 +32%
LEFP
156
Leading Edge Financial Planning
Tennessee
$753K -$72.6K -2,568 -9%
TRCT
157
Tower Research Capital (TRC)
New York
$735K +$603K +21,309 +456%
IA
158
Insight Advisors
Pennsylvania
$726K
CWM
159
Cranbrook Wealth Management
Michigan
$690K +$21.2K +751 +3%
ACM
160
AlphaStar Capital Management
North Carolina
$677K -$875K -30,938 -56%
GI
161
Gradient Investments
Minnesota
$672K -$54.1M -1,911,570 -99%
OWM
162
Opes Wealth Management
California
$669K +$669K +23,638 New
VAS
163
Vestmark Advisory Solutions
Massachusetts
$653K -$111K -3,931 -15%
FHA
164
First Horizon Advisors
Tennessee
$627K -$111K -3,936 -15%
GM
165
GeoWealth Management
Illinois
$602K -$143K -5,048 -19%
TF
166
TimeScale Financial
Massachusetts
$569K -$71.4K -2,523 -11%
ARC
167
Advisor Resource Council
Texas
$552K -$1.1M -38,996 -67%
BCM
168
Boltwood Capital Management
California
$525K +$51.6K +1,825 +11%
SAG
169
SageView Advisory Group
California
$513K +$513K +18,147 New
SL
170
Salomon & Ludwin
Virginia
$498K +$498K +17,605 New
SFC
171
Strategic Financial Concepts
Texas
$491K +$69K +2,440 +16%
PCIA
172
Prime Capital Investment Advisors
Kansas
$488K +$488K +17,247 New
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$435K +$435K +15,383 New
MML Investors Services
174
MML Investors Services
Massachusetts
$423K -$11.5M -406,495 -96%
CA
175
CGN Advisors
Kansas
$409K -$43.6K -1,540 -10%