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SPDR Portfolio Intermediate Term Treasury ETF

266 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
38
Increased
101
Reduced
101
Closed
30
Calls
$102K
Puts
$2.89M
Net Calls
-$2.79M
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Axxcess Wealth Management
California
$930K -$571K -20,740 -38%
FEG
152
Financial Enhancement Group
Indiana
$876K +$18.4K +671 +2%
AWA
153
Arete Wealth Advisors
Illinois
$873K -$76.9K -2,794 -8%
KP
154
Keel Point
Alabama
$862K -$285K -10,352 -25%
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$843K +$843K +30,631 New
Vontobel Holding
156
Vontobel Holding
Switzerland
$836K -$8.4K -305 -1%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$823K -$46.2K -1,679 -5%
MPW
158
MA Private Wealth
California
$820K -$237K -8,620 -22%
AAS
159
Avantax Advisory Services
Texas
$799K +$3.33K +121 +0.4%
GT
160
Greenleaf Trust
Michigan
$780K -$843K -30,631 -52%
VT
161
Vise Technologies
New York
$755K -$60.8K -2,207 -7%
CA
162
Continuum Advisory
Idaho
$740K -$26.8K -974 -3%
IA
163
Insight Advisors
Pennsylvania
$710K +$3.52K +128 +0.5%
SAG
164
SageView Advisory Group
California
$700K +$200K +7,268 +40%
GM
165
GeoWealth Management
Illinois
$676K +$89.2K +3,236 +15%
CWM
166
Cranbrook Wealth Management
Michigan
$671K
BCI
167
Brinker Capital Investments
Pennsylvania
$633K +$633K +23,011 New
OPS
168
Orion Portfolio Solutions
Nebraska
$633K +$633K +23,011 New
LEFP
169
Leading Edge Financial Planning
Tennessee
$624K -$108K -3,932 -15%
OBWG
170
Onyx Bridge Wealth Group
New York
$608K -$8.29M -301,284 -93%
IA
171
IFP Advisors
Florida
$603K -$1.37M -49,598 -69%
IWM
172
IHT Wealth Management
Illinois
$590K +$590K +21,416 New
MML Investors Services
173
MML Investors Services
Massachusetts
$578K +$166K +6,021 +40%
BWAM
174
Boyd Watterson Asset Management
Ohio
$571K -$395K -14,334 -41%
OMC
175
Old Mission Capital
Illinois
$559K +$559K +20,289 New