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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
RWB
201
RMR Wealth Builders
New Jersey
$1.25M +$460K +15,903 +58%
Fisher Asset Management
202
Fisher Asset Management
Washington
$1.25M +$295K +10,201 +31%
Corient Private Wealth
203
Corient Private Wealth
Florida
$1.23M +$641K +22,137 +108%
IAA
204
Independent Advisor Alliance
North Carolina
$1.22M +$200K +6,908 +19%
VT
205
Vise Technologies
New York
$1.21M +$1.21M +41,930 New
WFPG
206
Waller Financial Planning Group
Ohio
$1.2M +$69.9K +2,417 +6%
BCM
207
Boltwood Capital Management
California
$1.18M
TDC
208
Thompson Davis & Co
Virginia
$1.18M -$2.37K -82 -0.2%
SIA
209
Strategic Investment Advisors
Michigan
$1.14M +$1.14M +39,251 +11,183%
FWI
210
Facet Wealth Inc
Maryland
$1.14M +$132K +4,545 +13%
HIF
211
Hill Island Financial
Michigan
$1.14M -$141K -4,878 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
212
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12M +$1.13M +39,004 New
MFG
213
Mosaic Financial Group
Illinois
$1.08M +$8.6K +297 +0.8%
IA
214
Insight Advisors
Pennsylvania
$1.07M +$3.7K +128 +0.3%
BTI
215
Blue Trust Inc
Georgia
$1.07M +$53.9K +1,864 +5%
OS
216
Objectivity Squared
South Carolina
$1.05M +$278K +9,621 +36%
Cerity Partners
217
Cerity Partners
New York
$1.05M +$188K +6,511 +22%
CM
218
Cercano Management
Washington
$1.02M
SAI
219
Savvy Advisors Inc
New York
$1.01M +$1.02M +35,137 New
WIM
220
Wiregrass Investment Management
Georgia
$1.01M +$1.01M +34,948 New
BAM
221
Belpointe Asset Management
Nevada
$999K +$219K +7,570 +28%
KA
222
Kovack Advisors
Florida
$982K +$985K +34,039 New
ATPW
223
Ashton Thomas Private Wealth
Arizona
$957K -$97.2K -3,359 -9%
SCA
224
Snowden Capital Advisors
New York
$951K +$10.2K +352 +1%
SAM
225
Smithbridge Asset Management
Pennsylvania
$939K +$942K +32,547 New