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

Top Sellers

1
State Street
1
State Street
Massachusetts
$94.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.2M
3
IAA
3
Independent Advisor Alliance
North Carolina
$673K
4
SWIG
4
Strategic Wealth Investment Group
Kentucky
$1.89M
5
HC
5
Headland Capital
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
251
Brookstone Capital Management
Illinois
$395K -$343 -12 -0.1%
NP
252
NorthRock Partners
Minnesota
$377K -$18.6K -650 -5%
Citigroup
253
Citigroup
New York
$371K – – –
LMKC
254
L.M. Kohn & Company
Ohio
$371K +$1.89K +66 +0.5%
MFT
255
Moisand Fitzgerald Tamayo
Florida
$370K -$49.9K -1,747 -12%
AWM
256
AE Wealth Management
Kansas
$370K +$60.2K +2,105 +19%
HFS
257
Heritage Financial Services
Massachusetts
$369K -$222K -7,754 -38%
S
258
SignatureFD
Georgia
$363K +$342K +11,982 +1,688%
RW
259
Rede Wealth
Virginia
$353K -$22.1K -774 -6%
CW
260
Cook Wealth
North Carolina
$351K – – –
IWM
261
IHT Wealth Management
Illinois
$343K -$50.4K -1,765 -13%
AWM
262
Axxcess Wealth Management
California
$341K -$30.9K -1,081 -8%
CA
263
Continuum Advisory
Idaho
$325K +$4.86K +170 +2%
CIA
264
Capital Investment Advisors
Georgia
$324K -$3.69K -129 -1%
AAS
265
Avantax Advisory Services
Texas
$324K -$107K -3,734 -25%
CCA
266
Cobblestone Capital Advisors
New York
$321K – – –
TNBTD
267
Trustmark National Bank Trust Department
Mississippi
$316K +$32.4K +1,134 +11%
CNBOF
268
City National Bank of Florida
Florida
$311K – – –
NWM
269
Napa Wealth Management
California
$298K -$454K -15,889 -60%
VFG
270
Victory Financial Group
Texas
$295K +$295K +10,307 New
SA
271
Sovran Advisors
California
$288K +$41.4K +1,452 +17%
BF
272
Brooklyn FI
New York
$284K – – –
EWM
273
Empirical Wealth Management
Washington
$283K -$105K -3,666 -27%
SWM
274
Seaside Wealth Management
California
$276K +$27.6K +964 +11%
ACM
275
AlphaStar Capital Management
North Carolina
$273K -$4.52K -158 -2%
9 10
11
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