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State Street SPDR Portfolio Intermediate Term Treasury ETF

367 hedge funds and large institutions have $7B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 125 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

21% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 125

12% more capital invested

Capital invested by funds: $6.26B → $7B (+$745M)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

2% more funds holding

Funds holding: 360367 (+7)

1.51% less ownership

Funds ownership: 92.05%90.54% (-1.5%)

Holders
367
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
4.92%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.62%
New
54
Increased
151
Reduced
125
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
226
Vantage Financial Partners (Wisconsin)
Wisconsin
$622K -$227K -8,083 -27%
GS
227
GWN Securities
Florida
$618K +$608K +21,604 New
VCM
228
Virtue Capital Management
Tennessee
$603K +$74.9K +2,661 +14%
BWMG
229
Barnes Wealth Management Group
California
$582K -$17.5K -622 -3%
CAM
230
Clark Asset Management
New Hampshire
$576K +$243K +8,646 +75%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$555K +$36.2K +1,285 +7%
OS
232
Objectivity Squared
South Carolina
$547K -$226K -8,021 -29%
HBS
233
Howard Bailey Securities
Indiana
$526K -$110K -3,896 -17%
BCM
234
Boltwood Capital Management
California
$526K
GWM
235
Geneos Wealth Management
Colorado
$522K +$242K +8,597 +89%
MWM
236
Modern Wealth Management
Kansas
$502K +$494K +17,563 New
RA
237
RFG Advisory
Alabama
$482K +$475K +16,877 New
AQR Capital Management
238
AQR Capital Management
Connecticut
$478K -$7.23K -257 -2%
MWA
239
Medallion Wealth Advisors
Connecticut
$478K +$141K +5,000 +43%
Cerity Partners
240
Cerity Partners
New York
$477K -$230K -8,180 -33%
BAM
241
Belpointe Asset Management
Nevada
$471K +$464K +16,495 New
DAS
242
Diversify Advisory Services
Utah
$465K +$7.85K +279 +2%
CFS
243
Coordinated Financial Services
Colorado
$463K -$22K -783 -5%
RFP
244
Root Financial Partners
California
$462K -$38.8K -1,377 -8%
Betterment LLC
245
Betterment LLC
New York
$459K -$58.7K -2,087 -11%
CRC
246
Curi RMB Capital
Illinois
$454K -$2.62K -93 -0.6%
SW
247
SMART Wealth
Nebraska
$424K -$463K -16,445 -53%
COCM
248
Charter Oak Capital Management
New Hampshire
$422K +$415K +14,757 New
KP
249
Keel Point
Alabama
$419K -$104K -3,702 -20%
RIA
250
Realta Investment Advisors
Delaware
$405K +$113K +4,023 +40%

SPTI Hedge Fund Activity: Q1 2025 in Review

367 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2025, worth a combined $7B — up 12% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPTI positions and 41 closed out — a net gain of 13 holders — while 151 added to existing stakes and 125 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $266M. The largest seller was State Street, cutting an estimated $52.1M.

  • 367 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2025, up from 360 in Q4 2024.
  • Funds reported $7B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2025 and 41 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2025 was Municipal Employees' Retirement System of Michigan, an estimated $266M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2025 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q1 2025.