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SPDR Portfolio Intermediate Term Treasury ETF

311 hedge funds and large institutions have $4.13B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+45
Holders Change %
+16.92%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
77
Increased
111
Reduced
98
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
151
Pathway Financial Advisors
Vermont
$997K +$997K +34,902 New
SCA
152
Snowden Capital Advisors
New York
$996K
OBWG
153
Onyx Bridge Wealth Group
New York
$995K +$364K +12,745 +58%
RCM
154
Raleigh Capital Management
North Carolina
$986K +$972K +34,038 +7,196%
LA
155
Lifeworks Advisors
Michigan
$967K -$158K -5,546 -14%
FG
156
Foster Group
Iowa
$967K
LMKC
157
L.M. Kohn & Company
Ohio
$963K -$31.6K -1,106 -3%
HFS
158
Heritage Financial Services
Massachusetts
$950K +$950K +33,253 New
FPAS
159
Focus Partners Advisor Solutions
Missouri
$921K +$67.9K +2,379 +8%
Vontobel Holding
160
Vontobel Holding
Switzerland
$891K +$23.7K +830 +3%
BCI
161
Brinker Capital Investments
Pennsylvania
$886K +$232K +8,175 +36%
OPS
162
Orion Portfolio Solutions
Nebraska
$886K +$232K +8,175 +36%
AWA
163
Arete Wealth Advisors
Illinois
$877K -$29.6K -1,036 -3%
HP
164
Hilltop Partners
Indiana
$852K -$146K -5,109 -15%
CWM
165
Certus Wealth Management
California
$838K -$429K -15,012 -34%
MIS
166
Morningstar Investment Services
Illinois
$823K +$823K +28,783 New
VT
167
Vise Technologies
New York
$789K +$5.94K +208 +0.8%
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
$776K -$98.6K -3,453 -11%
NC
169
Napatree Capital
Rhode Island
$748K +$748K +26,173 New
IA
170
Insight Advisors
Pennsylvania
$737K -$457 -16 -0.1%
PIA
171
Perennial Investment Advisors
California
$731K -$2.28M -79,883 -76%
WWA
172
WCG Wealth Advisors
Nevada
$707K -$598K -20,924 -46%
TPWA
173
Twin Peaks Wealth Advisors
California
$684K +$684K +23,943 New
BWAM
174
Boyd Watterson Asset Management
Ohio
$684K +$90.9K +3,184 +15%
SFG
175
StrategIQ Financial Group
Indiana
$682K +$225K +7,887 +49%