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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
CWM
51
Comprehensive Wealth Management
Washington
$18.8M -$999K -35,495 -5%
APA
52
Astoria Portfolio Advisors
New York
$17.8M +$2.71M +96,128 +18%
Mariner
53
Mariner
Kansas
$17.4M +$2.42M +86,164 +16%
3AM
54
3EDGE Asset Management
Florida
$17.2M +$9.69M +344,422 +134%
SPIA
55
Steward Partners Investment Advisory
New York
$17M +$406K +14,419 +2%
HGA
56
Hobbs Group Advisors
South Carolina
$16.9M -$672K -23,886 -4%
WIC
57
Woodmont Investment Counsel
Tennessee
$16.8M +$2.92M +103,727 +21%
CF
58
Collier Financial
Colorado
$16.2M +$15.9M +565,996 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$15.7M -$2.87M -102,102 -16%
WCWM
60
Willow Creek Wealth Management
California
$15.1M +$764K +27,161 +5%
MPW
61
Melone Private Wealth
Michigan
$14.6M +$380K +13,493 +3%
UFA
62
US Financial Advisors
Massachusetts
$14.1M +$810K +28,765 +6%
GAG
63
GM Advisory Group
New York
$14.1M +$1.17M +41,653 +9%
SRSA
64
S.R. Schill & Associates
Washington
$13.7M +$718K +25,505 +6%
AC
65
Arjuna Capital
North Carolina
$13.6M +$1.66M +58,841 +14%
OIA
66
OneDigital Investment Advisors
Kansas
$13.6M +$496K +17,637 +4%
Osaic Holdings
67
Osaic Holdings
Arizona
$13.5M -$7.01M -249,211 -35%
LFAS
68
Level Four Advisory Services
Texas
$13.5M +$642K +22,827 +5%
AA
69
Apriem Advisors
California
$12.6M +$313K +11,120 +3%
CAC
70
Certified Advisory Corp
Florida
$12.4M -$1.26M -44,672 -9%
TFA
71
TPG Financial Advisors
Oregon
$11.5M -$4.34M -154,137 -28%
CPP
72
Capasso Planning Partners
South Carolina
$11.2M +$574K +20,393 +5%
Goldman Sachs
73
Goldman Sachs
New York
$11.2M -$49.1M -1,746,131 -82%
LGW
74
Leslie Global Wealth
Illinois
$11.2M -$239K -8,498 -2%
SL
75
Salomon & Ludwin
Virginia
$11.1M +$1.06M +37,505 +11%
1 2
3
4 5

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.