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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 %
MPW
176
MA Private Wealth
California
$668K -$183K -6,424 -22%
ACP
177
Aveo Capital Partners
Colorado
$667K -$4.66M -163,109 -87%
AAS
178
Avantax Advisory Services
Texas
$655K -$174K -6,083 -21%
SAG
179
SageView Advisory Group
California
$647K -$76.3K -2,682 -11%
BDF
180
Black Diamond Financial
Maryland
$637K +$637K +22,307 New
CIA
181
Capital Investment Advisors
Georgia
$619K -$409K -14,315 -40%
TWM
182
TSA Wealth Management
Texas
$609K +$609K +21,318 New
RFS
183
Richardson Financial Services
Massachusetts
$608K +$608K +21,295 New
IPWA
184
International Private Wealth Advisors
California
$582K +$582K +20,366 New
SWA
185
Stratos Wealth Advisors
Ohio
$578K +$144K +5,030 +33%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$561K -$5.34M -187,005 -90%
CA
187
Continuum Advisory
Idaho
$553K -$215K -7,520 -28%
BCM
188
Boltwood Capital Management
California
$538K +$538K +18,825 New
FHA
189
First Horizon Advisors
Tennessee
$536K
CWM
190
Cranbrook Wealth Management
Michigan
$497K -$199K -6,968 -29%
CIR
191
Clear Investment Research
Georgia
$484K +$484K +16,949 New
AG
192
Ascent Group
Virginia
$477K -$1.26M -44,618 -73%
AP
193
Americana Partners
Texas
$476K +$476K +16,667 New
GI
194
Gradient Investments
Minnesota
$465K -$54.3K -1,900 -10%
RFP
195
Root Financial Partners
California
$459K +$50.8K +1,779 +12%
VPP
196
Vertex Planning Partners
Illinois
$443K -$91.2K -3,195 -17%
HT
197
Headlands Technologies
Illinois
$442K +$442K +15,474 New
APW
198
Austin Private Wealth
Texas
$436K +$436K +15,250 New
IAA
199
Independent Advisor Alliance
North Carolina
$435K +$435K +15,228 New
KFS
200
Kelly Financial Services
Massachusetts
$434K +$434K +15,181 +1,518,100%