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State Street SPDR Portfolio Intermediate Term Treasury ETF

373 hedge funds and large institutions have $8.54B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 110

7% more capital invested

Capital invested by funds: $7.95B → $8.54B (+$589M)

2.21% more ownership

Funds ownership: 90.32%92.53% (+2.2%)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

3% less funds holding

Funds holding: 385373 (-12)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
373
Holders Change
-12
Holders Change %
-3.12%
% of All Funds
4.9%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.59%
New
41
Increased
186
Reduced
110
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$2.37M +$26.3K +917 +1%
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$2.23M +$5.75K +200 +0.3%
SWAG
153
Spectrum Wealth Advisory Group
California
$2.18M -$5.08M -176,847 -70%
OE
154
October Effect
Virginia
$2.15M +$46.9K +1,633 +2%
AI
155
Atria Investments
North Carolina
$2.1M -$3.22M -111,927 -61%
SFP
156
Strategic Financial Partners
Oregon
$2.07M -$5.74M -199,731 -74%
CWD
157
Clarity Wealth Development
Oregon
$1.91M -$94.2K -3,280 -5%
SC
158
Scotia Capital
Ontario, Canada
$1.87M +$190K +6,622 +11%
JCM
159
Jacobi Capital Management
Pennsylvania
$1.84M +$346K +12,057 +23%
VC
160
Vicus Capital
Pennsylvania
$1.8M +$1.79M +62,226 New
IA
161
IFP Advisors
Florida
$1.74M -$138K -4,786 -7%
BFA
162
Brown Financial Advisors
Ohio
$1.71M +$63.9K +2,223 +4%
CWM
163
Cranbrook Wealth Management
Michigan
$1.68M +$73.4K +2,555 +5%
T
164
Tidemark
California
$1.67M +$130K +4,538 +9%
CAM
165
Costello Asset Management
Pennsylvania
$1.66M -$5.32K -185 -0.3%
SI
166
Stephens Inc
Arkansas
$1.61M
CWM
167
Collaborative Wealth Management
Florida
$1.57M -$25.1K -873 -2%
MOS
168
MGO One Seven
Ohio
$1.55M +$33.3K +1,158 +2%
ZI
169
ZEGA Investments
Florida
$1.54M +$1.2M +41,857 +361%
EFG
170
Ehrlich Financial Group
California
$1.51M -$22.5K -784 -1%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$1.5M -$364K -12,656 -20%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$1.5M +$1.49M +51,792 New
HCP
173
Hardin Capital Partners
South Carolina
$1.46M +$106K +3,682 +8%
Lido Advisors
174
Lido Advisors
California
$1.45M +$1.07M +37,287 +291%
GG
175
GenWealth Group
New Jersey
$1.41M