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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$41.1M 1,437,430 -33,649 -2%
OBWP
27
O'Brien Wealth Partners
Massachusetts
$40.1M 1,402,556 -1,709 -0.1%
CIC
28
Carnegie Investment Counsel
Ohio
$38.2M 1,337,412 +1,337,412 New
HighTower Advisors
29
HighTower Advisors
Illinois
$37.9M 1,325,087 +37,516 +3%
PGA
30
Portland Global Advisors
Maine
$36.6M 1,281,396 +61,554 +5%
BDF
31
Black Diamond Financial
Maryland
$35.2M 1,232,759 +69,759 +6%
VAMG
32
Voisard Asset Management Group
Michigan
$33.7M 1,177,569 +402,195 +52%
GI
33
Gradient Investments
Minnesota
$32.9M 1,151,200 +1,137,296 +8,180%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$32M 1,120,368 +98,465 +10%
SPA
35
Sentinel Pension Advisors
Massachusetts
$31.9M 1,115,283 -81,460 -7%
Raymond James Financial
36
Raymond James Financial
Florida
$31.7M 1,109,918 +284,825 +35%
EH
37
Equitable Holdings
New York
$31.6M 1,106,860 +112,376 +11%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$29.2M 1,022,384 +20,665 +2%
WS
39
Wela Strategies
Georgia
$28.4M 995,344 +25,007 +3%
DF
40
Donoghue Forlines
Massachusetts
$28.2M 988,393 +988,393 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$28M 978,694 +482,715 +97%
CWP
42
Concord Wealth Partners
Virginia
$27.5M 961,933 -179,784 -16%
CAMV
43
Concord Asset Management (Virginia)
Virginia
$25.8M 907,812 -232,900 -20%
Stifel Financial
44
Stifel Financial
Missouri
$25.5M 892,268 +2,910 +0.3%
LFPWM
45
Leicht Financial Planning & Wealth Management
New Jersey
$25M 876,252 +43,289 +5%
GVAG
46
Great Valley Advisor Group
Delaware
$24.9M 870,817 +45,419 +6%
SWA
47
Stratos Wealth Advisors
Ohio
$23.9M 834,673 +190,733 +30%
Truist Financial
48
Truist Financial
North Carolina
$22.4M 782,334 +30,070 +4%
FFM
49
Flagstone Financial Management
Nebraska
$20.3M 710,537 +33,979 +5%
VAS
50
Vestmark Advisory Solutions
Massachusetts
$19.2M 671,334 +391,575 +140%
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