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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

367 hedge funds and large institutions have $7B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 125 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

21% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 125

12% more capital invested

Capital invested by funds: $6.26B → $7B (+$745M)

7% more funds holding in top 10

Funds holding in top 10: 43 → 46 (+3)

2% more funds holding

Funds holding: 360 → 367 (+7)

1.51% less ownership

Funds ownership: 92.05% → 90.54% (-1.5%)

Holders
367
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
4.92%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.62%
New
54
Increased
151
Reduced
125
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$266M
2
Bank of America
Bank of America
North Carolina
+$99.5M
3
EWM
Evermay Wealth Management
Virginia
+$76.5M
4
CFG
Compton Financial Group
Maryland
+$50.9M
5
MG
Mather Group
Illinois
+$38.8M

Top Sellers

1
State Street
State Street
Massachusetts
-$52.1M
2
Goldman Sachs
Goldman Sachs
New York
-$49.1M
3
IAA
Independent Advisor Alliance
North Carolina
-$40.1M
4
SWIG
Strategic Wealth Investment Group
Kentucky
-$32.8M
5
HC
Headland Capital
South Carolina
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$41.1M -$947K -33,649 -2%
OBWP
27
O'Brien Wealth Partners
Massachusetts
$40.1M -$48.1K -1,709 -0.1%
CIC
28
Carnegie Investment Counsel
Ohio
$38.2M +$37.6M +1,337,412 New
HighTower Advisors
29
HighTower Advisors
Illinois
$37.9M +$1.06M +37,516 +3%
PGA
30
Portland Global Advisors
Maine
$36.6M +$1.73M +61,554 +5%
BDF
31
Black Diamond Financial
Maryland
$35.2M +$1.96M +69,759 +6%
VAMG
32
Voisard Asset Management Group
Michigan
$33.7M +$11.3M +402,195 +52%
GI
33
Gradient Investments
Minnesota
$32.9M +$32M +1,137,296 +8,180%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$32M +$2.77M +98,465 +10%
SPA
35
Sentinel Pension Advisors
Massachusetts
$31.9M -$2.29M -81,460 -7%
Raymond James Financial
36
Raymond James Financial
Florida
$31.7M +$8.02M +284,825 +35%
EH
37
Equitable Holdings
New York
$31.6M +$3.16M +112,376 +11%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$29.2M +$582K +20,665 +2%
WS
39
Wela Strategies
Georgia
$28.4M +$704K +25,007 +3%
DF
40
Donoghue Forlines
Massachusetts
$28.2M +$27.8M +988,393 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$28M +$13.6M +482,715 +97%
CWP
42
Concord Wealth Partners
Virginia
$27.5M -$5.06M -179,784 -16%
CAMV
43
Concord Asset Management (Virginia)
Virginia
$25.8M -$6.55M -232,900 -20%
Stifel Financial
44
Stifel Financial
Missouri
$25.5M +$81.9K +2,910 +0.3%
LFPWM
45
Leicht Financial Planning & Wealth Management
New Jersey
$25M +$1.22M +43,289 +5%
GVAG
46
Great Valley Advisor Group
Delaware
$24.9M +$1.28M +45,419 +6%
SWA
47
Stratos Wealth Advisors
Ohio
$23.9M +$5.37M +190,733 +30%
Truist Financial
48
Truist Financial
North Carolina
$22.4M +$846K +30,070 +4%
FFM
49
Flagstone Financial Management
Nebraska
$20.3M +$956K +33,979 +5%
VAS
50
Vestmark Advisory Solutions
Massachusetts
$19.2M +$11M +391,575 +140%
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SPTI Hedge Fund Activity: Q1 2025 in Review

367 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2025, worth a combined $7B — up 12% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPTI positions and 41 closed out — a net gain of 13 holders — while 151 added to existing stakes and 125 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $266M. The largest seller was State Street, cutting an estimated $52.1M.

  • 367 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2025, up from 360 in Q4 2024.
  • Funds reported $7B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2025 and 41 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2025 was Municipal Employees' Retirement System of Michigan, an estimated $266M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2025 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q1 2025.