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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 %
XT
276
XTX Topco
Cayman Islands
$303K +$303K +10,537 New
BF
277
Brucke Financial
Indiana
$293K +$21.5K +749 +8%
RWM
278
Ritholtz Wealth Management
New York
$287K -$1.33M -46,105 -82%
NP
279
NorthRock Partners
Minnesota
$284K -$95.7K -3,326 -25%
EAM
280
Empirical Asset Management
Massachusetts
$280K +$10.1K +351 +4%
BF
281
Brooklyn FI
New York
$279K -$6.91K -240 -2%
EWM
282
Empirical Wealth Management
Washington
$279K -$5.32K -185 -2%
SWM
283
Seaside Wealth Management
California
$279K +$806 +28 +0.3%
Focus Partners Wealth
284
Focus Partners Wealth
Massachusetts
$274K +$15.7K +546 +6%
VFG
285
Victory Financial Group
Texas
$273K -$23.2K -808 -8%
GM
286
GeoWealth Management
Illinois
$273K +$78.3K +2,721 +40%
GWM
287
Geneos Wealth Management
Colorado
$263K -$263K -9,137 -50%
CAM
288
Cresset Asset Management
Illinois
$252K – – –
OFS
289
OneAscent Financial Services
Alabama
$250K +$250K +8,706 New
Fidelity Investments
290
Fidelity Investments
Massachusetts
$247K +$141K +4,897 +133%
PWM
291
Perigon Wealth Management
California
$245K +$245K +8,499 New
AF
292
Allworth Financial
California
$242K +$11.7K +408 +5%
DE
293
Diversified Enterprises
Delaware
$235K -$22.5K -783 -9%
CCG
294
Capital CS Group
California
$234K -$18.8K -652 -7%
NL
295
NWAM LLC
Washington
$234K -$170K -5,956 -42%
BSHC
296
Breed's Hill Capital
Massachusetts
$233K – – –
AWA
297
Arete Wealth Advisors
Illinois
$232K -$1.89M -65,619 -89%
PI
298
PFG Investments
New York
$231K +$231K +8,021 New
ASN
299
Advisory Services Network
Georgia
$227K -$8.23K -288 -3%
MWM
300
Maridea Wealth Management
New York
$226K +$226K +7,871 New
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