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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
LPL Financial
1
LPL Financial
California
$1.41B +$49.8M +1,719,493 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.27B +$87.1M +3,010,875 +7%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$1.07B +$40.1M +1,385,521 +4%
Bank of America
4
Bank of America
North Carolina
$415M -$102M -3,508,462 -20%
MG
5
Mather Group
Illinois
$326M +$17M +587,744 +5%
RBA
6
Richard Bernstein Advisors
New York
$229M -$2.26M -78,144 -1%
Ameriprise
7
Ameriprise
Minnesota
$197M -$9.37M -323,936 -5%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$181M +$27.5M +948,731 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$177M +$5.58M +192,911 +3%
MFG
10
Merit Financial Group
Georgia
$166M +$10.9M +377,331 +7%
GI
11
GLOBALT Investments
Georgia
$162M +$961K +33,213 +0.6%
ODIJL
12
One Day In July LLC
Vermont
$140M +$14.5M +501,665 +11%
EWM
13
Evermay Wealth Management
Virginia
$134M +$5.15M +178,073 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$97.8M -$3.16M -109,118 -3%
KWM
15
Kingsview Wealth Management
Oregon
$96.9M +$9.9M +342,131 +11%
SGAM
16
Stephens Group Asset Management
Arkansas
$94.4M -$23.4K -807 -0%
Wells Fargo
17
Wells Fargo
California
$83M +$1.18M +40,694 +1%
AssetMark Inc
18
AssetMark Inc
California
$82M +$6M +207,365 +8%
CI
19
CX Institutional
Indiana
$79.4M +$1.88M +65,099 +2%
State Street
20
State Street
Massachusetts
$77M -$273K -9,432 -0.4%
MNA
21
Manning & Napier Advisors
New York
$68.4M +$11.1M +385,248 +19%
CFG
22
Compton Financial Group
Maryland
$65.3M +$6.21M +214,557 +10%
SWIG
23
Strategic Wealth Investment Group
Kentucky
$63.4M -$32.8M -1,133,784 -34%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$55.5M +$9.83M +339,837 +21%
CIC
25
Carnegie Investment Counsel
Ohio
$52.2M +$704K +24,325 +1%