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SPDR Portfolio Intermediate Term Treasury ETF

314 hedge funds and large institutions have $4.94B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.55%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
44
Increased
130
Reduced
109
Closed
35
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Shares
Change %
ARC
176
Advisor Resource Council
Texas
$674K -$7.55M -264,453 -92%
IGWM
177
ICA Group Wealth Management
Colorado
$669K +$265K +9,414 +66%
IAA
178
Independent Advisor Alliance
North Carolina
$668K +$239K +8,484 +56%
SWA
179
Stratos Wealth Advisors
Ohio
$664K +$93.5K +3,319 +16%
AF
180
Apollon Financial
South Carolina
$663K -$653K -23,189 -50%
T
181
Tidemark
California
$659K -$451K -16,004 -41%
BDF
182
Black Diamond Financial
Maryland
$637K
AAS
183
Avantax Advisory Services
Texas
$602K -$43.9K -1,559 -7%
TWM
184
TSA Wealth Management
Texas
$601K
RFS
185
Richardson Financial Services
Massachusetts
$589K -$11K -389 -2%
NWM
186
Napa Wealth Management
California
$557K +$557K +19,759 New
BCM
187
Boltwood Capital Management
California
$519K -$12K -425 -2%
Betterment LLC
188
Betterment LLC
New York
$493K +$493K +17,493 New
AWM
189
Axxcess Wealth Management
California
$492K -$1.34M -47,629 -73%
CWM
190
Cranbrook Wealth Management
Michigan
$491K
CFS
191
Coordinated Financial Services
Colorado
$475K +$475K +16,843 New
AG
192
Ascent Group
Virginia
$473K -$3.92K -139 -0.8%
COCM
193
Charter Oak Capital Management
New Hampshire
$472K +$225K +7,990 +91%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$460K -$1.76M -62,459 -79%
EFG
195
Ehrlich Financial Group
California
$458K -$1.49M -53,038 -77%
RFP
196
Root Financial Partners
California
$454K +$310 +11 +0.1%
Citadel Advisors
197
Citadel Advisors
Florida
$433K +$433K +15,359 New
ACP
198
Aveo Capital Partners
Colorado
$431K -$217K -7,825 -33%
AWM
199
AE Wealth Management
Kansas
$427K -$29.6M -1,049,602 -99%
GT
200
Greenleaf Trust
Michigan
$423K