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State Street SPDR Portfolio Intermediate Term Treasury ETF

408 hedge funds and large institutions have $8.75B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 188 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 26

65% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 114

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

9% more funds holding

Funds holding: 373408 (+35)

3% more capital invested

Capital invested by funds: $8.54B → $8.75B (+$216M)

1.28% less ownership

Funds ownership: 92.53%91.24% (-1.3%)

Holders
408
Holders Change
+35
Holders Change %
+9.38%
% of All Funds
4.96%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.61%
New
71
Increased
188
Reduced
114
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
151
Bank of New York Mellon
New York
$2.73M -$1.83M -63,176 -40%
DF
152
Downshift Financial
Colorado
$2.66M +$2.67M +92,378 New
ZWA
153
Zinnia Wealth Advisory
Florida
$2.65M +$2.66M +91,829 New
NA
154
NewEdge Advisors
Louisiana
$2.61M -$992K -34,269 -27%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$2.59M -$1.55M -53,484 -37%
NFP
156
Narus Financial Partners
Utah
$2.55M -$47.6K -1,645 -2%
PGWA
157
Plus Group Wealth Advisors
Wisconsin
$2.54M +$2.55M +88,200 New
VCP
158
Verus Capital Partners
Arizona
$2.5M +$2.51M +86,664 New
BF
159
Bonfire Financial
Colorado
$2.35M -$283K -9,766 -11%
GKWIM
160
Gerber Kawasaki Wealth & Investment Management
California
$2.34M -$43.4K -1,501 -2%
PA
161
Prosperity Advisers
Pennsylvania
$2.31M +$2.32M +80,103 New
PWM
162
Puff Wealth Management
New Jersey
$2.23M -$1.22M -42,257 -35%
SC
163
Scotia Capital
Ontario, Canada
$2.18M +$311K +10,747 +17%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$2.14M -$84K -2,904 -4%
IWM
165
IHT Wealth Management
Illinois
$2.12M +$1.28M +44,103 +150%
SFP
166
Strategic Financial Partners
Oregon
$2.11M +$43.5K +1,504 +2%
OE
167
October Effect
Virginia
$2.05M -$101K -3,473 -5%
ZI
168
ZEGA Investments
Florida
$1.96M +$416K +14,375 +27%
JCM
169
Jacobi Capital Management
Pennsylvania
$1.95M +$116K +4,025 +6%
AI
170
Atria Investments
North Carolina
$1.87M -$223K -7,689 -11%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$1.83M +$790K +27,281 +76%
T
172
Tidemark
California
$1.79M +$123K +4,253 +7%
VC
173
Vicus Capital
Pennsylvania
$1.79M -$9.61K -332 -0.5%
CWD
174
Clarity Wealth Development
Oregon
$1.76M -$141K -4,859 -7%
IA
175
IFP Advisors
Florida
$1.74M +$2.89K +100 +0.2%