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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
VAS
26
Vestmark Advisory Solutions
Massachusetts
$41.7M +$22.2M +778,984 +116%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$41.1M +$8.74M +307,009 +27%
OBWP
28
O'Brien Wealth Partners
Massachusetts
$40.3M -$95.7K -3,360 -0.2%
HighTower Advisors
29
HighTower Advisors
Illinois
$38.6M +$455K +15,985 +1%
Goldman Sachs
30
Goldman Sachs
New York
$37.8M +$26.2M +918,664 +233%
VAMG
31
Voisard Asset Management Group
Michigan
$36.7M +$2.79M +97,994 +8%
PGA
32
Portland Global Advisors
Maine
$36.7M -$191K -6,703 -0.5%
EH
33
Equitable Holdings
New York
$36M +$4.11M +144,360 +13%
GI
34
Gradient Investments
Minnesota
$33.2M +$72.9K +2,561 +0.2%
SPA
35
Sentinel Pension Advisors
Massachusetts
$33.1M +$1.02M +35,732 +3%
BDF
36
Black Diamond Financial
Maryland
$31.6M -$3.78M -132,784 -11%
PAG
37
Private Advisor Group
New Jersey
$29.9M -$22.9M -804,060 -44%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$29.9M +$432K +15,174 +1%
Raymond James Financial
39
Raymond James Financial
Florida
$29.5M -$2.36M -82,828 -7%
Stifel Financial
40
Stifel Financial
Missouri
$29.3M +$3.57M +125,304 +14%
WS
41
Wela Strategies
Georgia
$28.7M +$106K +3,715 +0.4%
CWP
42
Concord Wealth Partners
Virginia
$27.6M -$70.3K -2,468 -0.3%
CAMV
43
Concord Asset Management (Virginia)
Virginia
$27.6M +$1.47M +51,653 +6%
Truist Financial
44
Truist Financial
North Carolina
$26.8M +$4.28M +150,417 +19%
GVAG
45
Great Valley Advisor Group
Delaware
$25.9M +$822K +28,843 +3%
SWA
46
Stratos Wealth Advisors
Ohio
$25.2M +$1.17M +41,053 +5%
LFPWM
47
Leicht Financial Planning & Wealth Management
New Jersey
$25M -$184K -6,465 -0.7%
FFM
48
Flagstone Financial Management
Nebraska
$21.9M +$1.42M +49,853 +7%
Osaic Holdings
49
Osaic Holdings
Arizona
$18.6M +$5.02M +176,135 +37%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$18.3M +$10.6M +371,491 +141%

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.