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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
LPL Financial
1
LPL Financial
California
$1.36B +$83.9M +2,918,962 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.19B +$156M +5,444,992 +15%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$1.04B
Bank of America
4
Bank of America
North Carolina
$517M -$9.55M -332,408 -2%
MG
5
Mather Group
Illinois
$310M +$10.9M +379,765 +4%
RBA
6
Richard Bernstein Advisors
New York
$232M -$6.44M -224,145 -3%
Ameriprise
7
Ameriprise
Minnesota
$207M -$39.8M -1,384,148 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$172M +$20.1M +700,724 +13%
GI
9
GLOBALT Investments
Georgia
$162M -$2.83M -98,511 -2%
MFG
10
Merit Financial Group
Georgia
$155M +$8.37M +291,256 +6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$154M +$22.5M +783,183 +17%
EWM
12
Evermay Wealth Management
Virginia
$129M +$15M +523,486 +13%
ODIJL
13
One Day In July LLC
Vermont
$126M +$18.8M +655,484 +18%
Osaic Holdings
14
Osaic Holdings
Arizona
$101M +$82M +2,852,112 +440%
SWIG
15
Strategic Wealth Investment Group
Kentucky
$96.3M +$93.5M +3,252,821 +4,105%
SGAM
16
Stephens Group Asset Management
Arkansas
$94.6M +$9.36M +325,705 +11%
KWM
17
Kingsview Wealth Management
Oregon
$87.2M +$7.66M +266,485 +10%
Wells Fargo
18
Wells Fargo
California
$82M +$4.12M +143,335 +5%
CI
19
CX Institutional
Indiana
$77.7M +$76.7M +2,667,815 +13,890%
State Street
20
State Street
Massachusetts
$77.4M -$87.5M -3,046,884 -53%
AssetMark Inc
21
AssetMark Inc
California
$76.2M +$4.32M +150,394 +6%
Morgan Stanley
22
Morgan Stanley
New York
$64.8M +$2.26M +78,548 +4%
CFG
23
Compton Financial Group
Maryland
$59.2M +$1.73M +60,286 +3%
SFC
24
Strategic Financial Concepts
Texas
$59.2M +$1.73M +60,286 +3%
MNA
25
Manning & Napier Advisors
New York
$57.3M +$4.28M +148,890 +8%