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State Street SPDR Portfolio Intermediate Term Treasury ETF

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: 4346 (+3)

2% more funds holding

Funds holding: 360367 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
76
TS Financial Group (TSFG)
Illinois
$10.8M +$827K +29,403 +8%
SWAG
77
Spectrum Wealth Advisory Group
California
$10.8M -$113K -4,016 -1%
PAS
78
Park Avenue Securities
New York
$10.7M +$315K +11,179 +3%
EFN
79
Equita Financial Network
Pennsylvania
$10.1M +$1.02M +36,206 +11%
TFG
80
Tilson Financial Group
New Jersey
$9.89M +$410K +14,557 +4%
WC
81
Waterloo Capital
Texas
$9.83M +$1.7M +60,432 +21%
BGWM
82
Bridge Generations Wealth Management
Florida
$9.52M +$9.37M +333,042 New
IPW
83
Impact Partnership Wealth
Georgia
$9.43M +$738K +26,225 +9%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$9.41M +$3.33M +118,215 +56%
M
85
MATAURO
New York
$9.04M -$1.29M -45,874 -13%
RPGK
86
Retirement Planning Group (Kansas)
Kansas
$8.69M -$348K -12,358 -4%
Comerica Bank
87
Comerica Bank
Texas
$8.58M +$360K +12,781 +4%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$8.1M -$338K -12,000 -4%
TC
89
Trilogy Capital
California
$8.01M -$5.74M -204,045 -42%
IWA
90
Integrity Wealth Advisors
California
$7.94M -$537K -19,065 -6%
AF
91
Abound Financial
California
$7.92M -$591K -21,015 -7%
IA
92
IFG Advisory
Georgia
$7.9M +$29.1K +1,035 +0.4%
BAM
93
Berkshire Asset Management
Pennsylvania
$7.67M +$1.04M +36,866 +16%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$7.55M -$553K -19,651 -7%
PA
95
PFG Advisors
Arizona
$7.38M +$7.27M +258,336 New
FDW
96
Fourth Dimension Wealth
Ohio
$7.35M +$2.18M +77,559 +43%
KFI
97
Key Financial Inc
Pennsylvania
$6.85M +$260K +9,240 +4%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$6.84M +$965K +34,292 +17%
EIA
99
Eldridge Investment Advisors
New Hampshire
$6.68M -$1.9M -67,400 -22%
PF
100
PlanWiser Financial
Colorado
$6.65M +$6.55M +232,655 New

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.