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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

382 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, 165 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+19
Holders Change %
+5.23%
% 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
165
Reduced
124
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$321K
2
UBS Group
UBS Group
Switzerland
$43.6M
3
CI
CX Institutional
Indiana
$553K
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$3.24M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Continuum Advisory
Idaho
$417K +$90.2K +3,136 +28%
AFG
252
Atomi Financial Group
New York
$411K -$452K -15,719 -52%
BWM
253
Boyd Wealth Management
California
$409K +$409K +14,221 New
CBA
254
Coastal Bridge Advisors
Connecticut
$399K +$399K +13,871 New
AP
255
Americana Partners
Texas
$398K -$3.71K -129 -0.9%
KP
256
Keel Point
Alabama
$394K -$27K -937 -6%
GFPC
257
Global Financial Private Client
Florida
$387K +$387K +13,436 New
AAS
258
Avantax Advisory Services
Texas
$385K +$59K +2,052 +18%
BCM
259
Brookstone Capital Management
Illinois
$382K -$15.8K -550 -4%
HFS
260
Heritage Financial Services
Massachusetts
$371K – – –
MFT
261
Moisand Fitzgerald Tamayo
Florida
$370K -$2.79K -97 -0.7%
SW
262
SMART Wealth
Nebraska
$369K -$57.7K -2,007 -14%
Lido Advisors
263
Lido Advisors
California
$369K +$369K +12,814 New
HI
264
Harbour Investments
Wisconsin
$362K +$353K +12,284 +4,325%
AWM
265
Axxcess Wealth Management
California
$346K +$2.59K +90 +0.8%
RW
266
Rede Wealth
Virginia
$338K -$18K -625 -5%
ZI
267
ZEGA Investments
Florida
$333K +$120K +4,183 +56%
CCA
268
Cobblestone Capital Advisors
New York
$323K – – –
CWM
269
Congress Wealth Management
Massachusetts
$321K -$73.7M -2,561,647 -100%
TNBTD
270
Trustmark National Bank Trust Department
Mississippi
$318K – – –
CIA
271
Capital Investment Advisors
Georgia
$314K -$12.6K -438 -4%
LMKC
272
L.M. Kohn & Company
Ohio
$314K -$59.5K -2,068 -16%
CNBOF
273
City National Bank of Florida
Florida
$313K – – –
RFS
274
Richardson Financial Services
Massachusetts
$307K -$90.9K -3,176 -23%
PCIA
275
Prime Capital Investment Advisors
Kansas
$304K -$2.52M -87,549 -89%
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