Funds holding State Street SPDR Portfolio Intermediate Term Treasury ETF
4 funds declare a position · 4 ETFs and 0 other funds · 131.7M $ · US78464A6727
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | State Street(R) Fixed Income Sector Rotation ETF SSGA Active Trust | 3,756,639 | 107.7M $ | 23.62 % | as of Mar 31, 2026 · Original filing |
| 2 | 3EDGE Dynamic Fixed Income ETF ADVISORS' INNER CIRCLE FUND II | 728,240 | 20.9M $ | 4.00 % | as of Mar 31, 2026 · Original filing |
| 3 | GMO Dynamic Allocation ETF GMO ETF Trust | 84,059 | 2.5M $ | 7.03 % | as of Feb 28, 2026 · Original filing |
| 4 | State Street(R)Income Allocation ETF SSGA Active Trust | 25,599 | 733.7K $ | 1.07 % | as of Mar 31, 2026 · Original filing |
Institutional managers
403 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 53,851,890 | 1.5B $ | as of Mar 31, 2026 |
| Financial Engines Advisors L.L.C. | 44,660,515 | 1.3B $ | as of Mar 31, 2026 |
| CWM, LLC | 12,847,946 | 368.2M $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 11,895,021 | 340.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 7,828,032 | 224.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 7,636,114 | 218.8M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 6,208,354 | 177.9M $ | as of Mar 31, 2026 |
| GLOBALT Investments LLC / GA | 5,924,374 | 169.8M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 5,485,248 | 157.2M $ | as of Mar 31, 2026 |
| One Day In July LLC | 5,356,793 | 153.5M $ | as of Mar 31, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | 4,915,972 | 140.9M $ | as of Mar 31, 2026 |
| OneDigital Investment Advisors LLC | 3,997,338 | 114.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,762,990 | 107.8M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 3,411,524 | 97.8M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 3,103,772 | 89M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,953,499 | 84.6M $ | as of Mar 31, 2026 |
| Kestra Investment Management, LLC | 2,868,259 | 82.2M $ | as of Mar 31, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 2,537,953 | 72.7M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 2,337,458 | 67M $ | as of Mar 31, 2026 |
| MANNING & NAPIER ADVISORS LLC | 2,288,911 | 65.6M $ | as of Mar 31, 2026 |
| Strategic Wealth Investment Group, LLC | 2,214,829 | 63.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 2,063,334 | 59.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,885,287 | 54M $ | as of Mar 31, 2026 |
| Compton Financial Group, LLC | 1,862,719 | 53.4M $ | as of Mar 31, 2026 |
| Carnegie Investment Counsel | 1,846,575 | 52.9M $ | as of Mar 31, 2026 |