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State Street SPDR Portfolio Intermediate Term Treasury ETF

385 hedge funds and large institutions have $7.95B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 126

14% more capital invested

Capital invested by funds: $7B → $7.95B (+$950M)

5% more funds holding

Funds holding: 367385 (+18)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

0.23% less ownership

Funds ownership: 90.54%90.32% (-0.23%)

Holders
385
Holders Change
+18
Holders Change %
+4.9%
% of All Funds
5.07%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.62%
New
54
Increased
166
Reduced
126
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
251
Coordinated Financial Services
Colorado
$443K -$23K -808 -5%
WIM
252
WealthPlan Investment Management
Nebraska
$431K +$427K +14,976 New
COCM
253
Charter Oak Capital Management
New Hampshire
$428K +$3.7K +130 +0.9%
CA
254
Continuum Advisory
Idaho
$417K +$89.3K +3,136 +28%
AFG
255
Atomi Financial Group
New York
$411K -$448K -15,719 -52%
BWM
256
Boyd Wealth Management
California
$409K +$405K +14,221 New
CBA
257
Coastal Bridge Advisors
Connecticut
$399K +$395K +13,871 New
AP
258
Americana Partners
Texas
$398K -$3.67K -129 -0.9%
KP
259
Keel Point
Alabama
$394K -$26.7K -937 -6%
GFPC
260
Global Financial Private Client
Florida
$387K +$383K +13,436 New
AAS
261
Avantax Advisory Services
Texas
$385K +$58.4K +2,052 +18%
BCM
262
Brookstone Capital Management
Illinois
$382K -$15.7K -550 -4%
HFS
263
Heritage Financial Services
Massachusetts
$371K
MFT
264
Moisand Fitzgerald Tamayo
Florida
$370K -$2.76K -97 -0.7%
SW
265
SMART Wealth
Nebraska
$369K -$57.2K -2,007 -14%
Lido Advisors
266
Lido Advisors
California
$369K +$365K +12,814 New
MWA
267
Medallion Wealth Advisors
Connecticut
$365K -$114K -4,000 -24%
HI
268
Harbour Investments
Wisconsin
$362K +$350K +12,284 +4,325%
AWM
269
Axxcess Wealth Management
California
$346K +$2.56K +90 +0.8%
RW
270
Rede Wealth
Virginia
$338K -$17.8K -625 -5%
ZI
271
ZEGA Investments
Florida
$333K +$119K +4,183 +56%
CCA
272
Cobblestone Capital Advisors
New York
$323K
CWM
273
Congress Wealth Management
Massachusetts
$321K -$73M -2,561,647 -100%
TNBTD
274
Trustmark National Bank Trust Department
Mississippi
$318K
CIA
275
Capital Investment Advisors
Georgia
$314K -$12.5K -438 -4%

SPTI Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2025, worth a combined $7.95B — up 14% from $7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPTI positions and 33 closed out — a net gain of 21 holders — while 166 added to existing stakes and 126 trimmed.

The largest buyer was Bank of America, adding an estimated $323M. The largest seller was Congress Wealth Management, cutting an estimated $73M.

  • 385 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2025, up from 367 in Q1 2025.
  • Funds reported $7.95B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2025 and 33 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2025 was Bank of America, an estimated $323M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2025 was Congress Wealth Management, an estimated $73M sold.

Based on aggregated 13F filings for Q2 2025.