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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 %
CW
201
CreativeOne Wealth
Kansas
$429K +$429K +15,014 New
GT
202
Greenleaf Trust
Michigan
$429K -$381K -13,333 -47%
SW
203
Simplicity Wealth
New Jersey
$414K +$59.3K +2,077 +17%
IGWM
204
ICA Group Wealth Management
Colorado
$409K +$13K +454 +3%
OWA
205
Outlook Wealth Advisors
Texas
$406K +$406K +14,232 New
TRCT
206
Tower Research Capital (TRC)
New York
$399K -$153K -5,366 -28%
RA
207
RFG Advisory
Alabama
$398K +$398K +13,924 New
HI
208
Harbour Investments
Wisconsin
$387K +$377K +13,205 +4,026%
ACM
209
AlphaStar Capital Management
North Carolina
$386K -$94K -3,292 -20%
CRC
210
Curi RMB Capital
Illinois
$383K +$15.7K +550 +4%
Citigroup
211
Citigroup
New York
$381K +$428 +15 +0.1%
OS
212
Objectivity Squared
South Carolina
$364K +$364K +12,734 New
WWG
213
West Wealth Group
California
$360K +$360K +12,608 New
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$353K -$18.7K -655 -5%
FEG
215
Financial Enhancement Group
Indiana
$339K -$569K -20,066 -63%
BSHC
216
Breed's Hill Capital
Massachusetts
$333K +$333K +11,675 New
TFG
217
Tilson Financial Group
New Jersey
$331K +$331K +11,601 New
SA
218
Strategic Advocates
Utah
$324K -$205K -7,161 -39%
ML
219
McAdam LLC
Pennsylvania
$319K +$319K +11,157 New
TC
220
TownSquare Capital
Utah
$305K +$305K +10,664 New
WA
221
WBH Advisory
Maryland
$300K +$300K +10,509 New
EAM
222
Empirical Asset Management
Massachusetts
$297K +$28.2K +986 +10%
PCM
223
Presidio Capital Management
California
$296K +$39.8K +1,394 +16%
BCM
224
Brookstone Capital Management
Illinois
$293K -$2.99M -104,728 -91%
AFWM
225
Abich Financial Wealth Management
Virginia
$292K +$292K +10,217 New