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SPDR Portfolio Intermediate Term Treasury ETF

165 hedge funds and large institutions have $2.8B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 59 reducing their positions, and 11 closing their positions.

Holders
165
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
17
Increased
76
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$676M 20,924,766 -2,301,319 -10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$469M 14,525,418 +1,044,835 +8%
State Street
3
State Street
Massachusetts
$262M 8,120,255 +231,398 +3%
UBS AM
4
UBS AM
Illinois
$196M 6,053,315 +6,053,315 New
Ameriprise
5
Ameriprise
Minnesota
$176M 5,447,847 -116,572 -2%
UBS Group
6
UBS Group
Switzerland
$120M 3,714,484 +189,579 +5%
LPL Financial
7
LPL Financial
California
$86.1M 2,665,827 +457,416 +21%
SGAM
8
Stephens Group Asset Management
Arkansas
$85M 2,630,400 +50,439 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$60.3M 1,865,226 +101,751 +6%
CI
10
CX Institutional
Indiana
$47.2M 1,459,349 +46,723 +3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$40.2M 1,245,585 +52,903 +4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$33M 1,022,517 +419 +0%
MNG
13
Manning & Napier Group
New York
WS
14
Wela Strategies
Georgia
$24.1M 745,713 +57,886 +8%
MC
15
McMorgan & Co
California
$23.7M 732,230 -880,100 -55%
5L
16
55I LLC
Massachusetts
$21.5M 664,064 -499,309 -43%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$16.7M 518,024 +454,001 +709%
OBWP
19
O'Brien Wealth Partners
Massachusetts
$16.4M 506,207 +23,867 +5%
GI
20
Gradient Investments
Minnesota
$14.2M 438,823 +89,581 +26%
Bank of America
21
Bank of America
North Carolina
$13.9M 429,330 -147,300 -26%
SFM
22
Signet Financial Management
New Jersey
$13.4M 414,586 +16,127 +4%
PAS
23
Park Avenue Securities
New York
$13.2M 409,061 -33,363 -8%
Truist Financial
24
Truist Financial
North Carolina
$13.1M 405,810 +120,369 +42%
HGWM
25
Horst & Graben Wealth Management
Oregon
$12.3M 379,654 -2,337 -0.6%