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SPDR Portfolio Intermediate Term Treasury ETF

144 hedge funds and large institutions have $1.97B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 38 closing their positions.

Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.91%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.3%
New
23
Increased
57
Reduced
47
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$484M 14,567,226 +1,355,830 +10%
Ameriprise
2
Ameriprise
Minnesota
$359M 10,787,239 +625,422 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$204M 6,147,308 +1,999,297 +48%
UBS Group
4
UBS Group
Switzerland
$155M 4,676,407 +242,269 +5%
LPL Financial
5
LPL Financial
California
$76M 2,287,844 +911,141 +66%
SGAM
6
Stephens Group Asset Management
Arkansas
$48.8M 1,469,553 +40,105 +3%
Bank of America
7
Bank of America
North Carolina
$40.8M 1,228,034 -554,239 -31%
CI
8
CX Institutional
Indiana
$36.5M 1,099,333 +1,095,884 +31,774%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$34M 1,022,098
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$27.7M 841,963 +720,760 +595%
Morgan Stanley
11
Morgan Stanley
New York
$24M 722,711 -5,862 -0.8%
MNG
12
Manning & Napier Group
New York
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.2M 699,084 -8,414,281 -92%
GI
14
Gradient Investments
Minnesota
$22.6M 681,380 -108,097 -14%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
FI
16
FormulaFolio Investments
Michigan
$22.1M 664,995 -3,553,887 -84%
BlackRock
17
BlackRock
New York
$21.4M 643,583 -11 -0%
WS
18
Wela Strategies
Georgia
$20.1M 605,398 -35,167 -5%
HGWM
19
Horst & Graben Wealth Management
Oregon
$15M 452,220 +5,778 +1%
William Blair & Company
20
William Blair & Company
Illinois
$14.7M 442,623 +16,935 +4%
State Street
21
State Street
Massachusetts
$14.1M 425,117 +13,805 +3%
WCWM
22
Willow Creek Wealth Management
California
$13.3M 399,680 +17,544 +5%
SFP
23
Strategic Financial Partners
Oregon
$12.5M 376,775 +61,888 +20%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$12.5M 376,458 +39,724 +12%
GRP
25
Global Retirement Partners
California
$12.1M 363,234 +157,850 +77%