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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

363 hedge funds and large institutions have $7B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 149 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
4.93%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.63%
New
54
Increased
149
Reduced
124
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$1.02B
2
Bank of America
Bank of America
North Carolina
$197M
3
EWM
Evermay Wealth Management
Virginia
$109M
4
CFG
Compton Financial Group
Maryland
$51.7M
5
MG
Mather Group
Illinois
$289M

Top Sellers

1
State Street
State Street
Massachusetts
$94.6M
2
Goldman Sachs
Goldman Sachs
New York
$11.2M
3
IAA
Independent Advisor Alliance
North Carolina
$673K
4
SWIG
Strategic Wealth Investment Group
Kentucky
$1.89M
5
HC
Headland Capital
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Virtue Capital Management
Tennessee
$603K +$76K +2,661 +14%
BWMG
227
Barnes Wealth Management Group
California
$582K -$17.8K -622 -3%
CAM
228
Clark Asset Management
New Hampshire
$576K +$247K +8,646 +75%
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$555K +$36.7K +1,285 +7%
OS
230
Objectivity Squared
South Carolina
$547K -$226K -8,021 -29%
BCM
231
Boltwood Capital Management
California
$526K – – –
GWM
232
Geneos Wealth Management
Colorado
$522K +$246K +8,597 +89%
HBS
233
Howard Bailey Securities
Indiana
$513K -$124K -4,336 -19%
MWM
234
Modern Wealth Management
Kansas
$502K +$502K +17,563 New
RA
235
RFG Advisory
Alabama
$482K +$482K +16,877 New
AQR Capital Management
236
AQR Capital Management
Connecticut
$478K -$7.35K -257 -2%
Cerity Partners
237
Cerity Partners
New York
$477K -$234K -8,180 -33%
BAM
238
Belpointe Asset Management
Nevada
$471K +$471K +16,495 New
DAS
239
Diversify Advisory Services
Utah
$465K +$8.03K +279 +2%
CFS
240
Coordinated Financial Services
Colorado
$463K -$22.4K -783 -5%
RFP
241
Root Financial Partners
California
$462K -$39.4K -1,377 -8%
Betterment LLC
242
Betterment LLC
New York
$459K -$59.6K -2,087 -11%
CRC
243
Curi RMB Capital
Illinois
$454K -$2.66K -93 -0.6%
SW
244
SMART Wealth
Nebraska
$424K -$470K -16,445 -53%
COCM
245
Charter Oak Capital Management
New Hampshire
$422K +$422K +14,757 New
KP
246
Keel Point
Alabama
$419K -$106K -3,702 -20%
RIA
247
Realta Investment Advisors
Delaware
$405K +$115K +4,023 +40%
NL
248
NWAM LLC
Washington
$404K -$442K -15,482 -52%
AP
249
Americana Partners
Texas
$399K +$25K +875 +7%
RFS
250
Richardson Financial Services
Massachusetts
$397K +$372 +13 +0.1%
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