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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 %
WIC
51
Woodmont Investment Counsel
Tennessee
$18.1M +$1.19M +41,315 +7%
IPW
52
Impact Partnership Wealth
Georgia
$17.6M +$8.15M +283,159 +86%
Mariner
53
Mariner
Kansas
$16.7M -$778K -27,042 -4%
WCWM
54
Willow Creek Wealth Management
California
$16.6M +$1.4M +48,577 +9%
FHA
55
Flagship Harbor Advisors
Massachusetts
$16M -$12.2M -422,382 -43%
3AM
56
3EDGE Asset Management
Florida
$15.6M -$1.66M -57,736 -10%
HGA
57
Hobbs Group Advisors
South Carolina
$15.3M -$1.71M -59,484 -10%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$15M -$724K -25,376 -5%
MPW
59
Melone Private Wealth
Michigan
$14.9M +$144K +5,031 +1%
GAG
60
GM Advisory Group
New York
$14.4M +$184K +6,411 +1%
SRSA
61
S.R. Schill & Associates
Washington
$14M +$224K +7,781 +2%
OIA
62
OneDigital Investment Advisors
Kansas
$13.8M +$126K +4,364 +0.9%
LFAS
63
Level Four Advisory Services
Texas
$13.6M +$64.9K +2,257 +0.5%
AC
64
Arjuna Capital
North Carolina
$13.6M -$77.4K -2,691 -0.6%
WC
65
Waterloo Capital
Texas
$12.9M +$3M +104,392 +30%
AA
66
Apriem Advisors
California
$12.7M +$78.5K +2,728 +0.6%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$12.6M +$3.15M +109,456 +33%
TFGT
68
TS Financial Group (TSFG)
Illinois
$12.3M +$1.41M +49,057 +13%
CAC
69
Certified Advisory Corp
Florida
$12.2M -$293K -10,178 -2%
SL
70
Salomon & Ludwin
Virginia
$12M +$912K +31,883 +8%
APA
71
Astoria Portfolio Advisors
New York
$12M -$5.88M -206,370 -33%
MAM
72
Madison Asset Management
Wisconsin
$11.4M +$11.4M +395,287 New
OBWG
73
Onyx Bridge Wealth Group
New York
$11.3M +$5.85M +203,285 +108%
Bank of Nova Scotia
74
Bank of Nova Scotia
Ontario, Canada
$11M +$8.26M +287,191 +297%
SWP
75
Stratos Wealth Partners
Ohio
$10.4M +$9.33M +324,352 +875%
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