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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

381 hedge funds and large institutions have $7.95B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
381
Holders Change
+18
Holders Change %
+4.96%
% of All Funds
5.12%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.63%
New
53
Increased
164
Reduced
124
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$524M
2
RBA
2
Richard Bernstein Advisors
New York
$237M
3
LPL Financial
3
LPL Financial
California
$1.27B
4
GI
4
GLOBALT Investments
Georgia
$164M
5
State Street
5
State Street
Massachusetts
$165M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$321K
2
UBS Group
2
UBS Group
Switzerland
$43.6M
3
CI
3
CX Institutional
Indiana
$553K
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$3.24M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.27B 44,173,644 +5,926,514 +15%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$1.03B 35,861,653 – –
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.03B 35,638,404 -124,836 -0.3%
Bank of America
4
Bank of America
North Carolina
$524M 18,216,837 +11,328,620 +164%
MG
5
Mather Group
Illinois
$298M 10,349,392 +245,597 +2%
Ameriprise
6
Ameriprise
Minnesota
$246M 8,544,393 +781,029 +10%
RBA
7
Richard Bernstein Advisors
New York
$237M 8,248,164 +8,248,164 New
State Street
8
State Street
Massachusetts
$165M 5,724,495 +2,412,823 +73%
GI
9
GLOBALT Investments
Georgia
$164M 5,687,092 +2,440,938 +75%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$151M 5,259,954 +1,748,738 +50%
MFG
11
Merit Financial Group
Georgia
$146M 5,089,319 +589,919 +13%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$131M 4,557,214 +1,442,203 +46%
EWM
13
Evermay Wealth Management
Virginia
$113M 3,944,118 +117,956 +3%
ODIJL
14
One Day In July LLC
Vermont
$107M 3,708,202 +744,031 +25%
SGAM
15
Stephens Group Asset Management
Arkansas
$84.8M 2,948,570 -476,946 -14%
KWM
16
Kingsview Wealth Management
Oregon
$79.1M 2,750,028 +28,946 +1%
Wells Fargo
17
Wells Fargo
California
$77.5M 2,693,342 -509,926 -16%
AssetMark Inc
18
AssetMark Inc
California
$71.5M 2,485,576 +211,476 +9%
Morgan Stanley
19
Morgan Stanley
New York
$62.3M 2,164,868 +310,588 +17%
CFG
20
Compton Financial Group
Maryland
$57.2M 1,988,240 +180,513 +10%
SFC
21
Strategic Financial Concepts
Texas
$57.2M 1,988,240 +1,988,240 New
MNA
22
Manning & Napier Advisors
New York
$52.7M 1,833,118 +206,391 +13%
SMM
23
Stadion Money Management
Georgia
$49.9M 1,740,550 +1,740,550 New
CIC
24
Carnegie Investment Counsel
Ohio
$46M 1,600,520 +263,108 +20%
UBS Group
25
UBS Group
Switzerland
$43.6M 1,516,920 -2,498,642 -62%
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