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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
FWI
201
Facet Wealth Inc
Maryland
$1.01M +$793K +27,586 +366%
FFA
202
Farther Finance Advisors
California
$973K -$843K -29,341 -47%
RIS
203
Richmond Investment Services
Wisconsin
$970K +$66.8K +2,324 +7%
PFA
204
Pathway Financial Advisors
Vermont
$959K -$22.8K -795 -2%
Fisher Asset Management
205
Fisher Asset Management
Washington
$954K -$561K -19,524 -37%
SCA
206
Snowden Capital Advisors
New York
$943K +$34.5K +1,200 +4%
BWAM
207
Boyd Watterson Asset Management
Ohio
$901K +$10.5K +367 +1%
AG
208
Ascent Group
Virginia
$900K -$8.94K -311 -1%
IWS
209
Integrity Wealth Solutions
Colorado
$879K +$8.28K +288 +1%
PPWM
210
PFG Private Wealth Management
Florida
$879K +$874K +30,407 New
DLHL
211
Donald L. Hagan LLC
Florida
$872K -$13.6K -474 -2%
Cerity Partners
212
Cerity Partners
New York
$868K -$79K -2,751 -8%
PMWMG
213
Parr McKnight Wealth Management Group
Minnesota
$861K
IWM
214
IHT Wealth Management
Illinois
$849K +$25.1K +872 +3%
LA
215
Lifeworks Advisors
Michigan
$844K -$6.03K -210 -0.7%
VCM
216
Virtue Capital Management
Tennessee
$840K +$155K +5,402 +23%
VIPI
217
Vista Investment Partners II
Indiana
$832K +$827K +28,772 New
HBS
218
Howard Bailey Securities
Indiana
$824K +$333K +11,585 +68%
PIA
219
Perennial Investment Advisors
California
$813K -$48.2K -1,678 -6%
Vontobel Holding
220
Vontobel Holding
Switzerland
$809K +$13.9K +483 +2%
RWM
221
RKL Wealth Management
Pennsylvania
$796K -$294K -10,216 -27%
RWB
222
RMR Wealth Builders
New Jersey
$796K +$791K +27,531 New
GWSG
223
GPS Wealth Strategies Group
Colorado
$786K -$70.8K -2,465 -8%
BAM
224
Belpointe Asset Management
Nevada
$782K +$176K +6,111 +29%
VA
225
VestGen Advisors
Illinois
$779K -$79.8K -2,777 -9%