SPTI icon

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 %
TFA
76
TPG Financial Advisors
Oregon
$10.2M -$1.42M -49,333 -12%
PAS
77
Park Avenue Securities
New York
$10.1M -$597K -20,764 -6%
TFG
78
Tilson Financial Group
New Jersey
$9.97M +$19.4K +676 +0.2%
EFN
79
Equita Financial Network
Pennsylvania
$9.96M -$163K -5,649 -2%
BGWM
80
Bridge Generations Wealth Management
Florida
$9.9M +$321K +11,163 +3%
CPP
81
Capasso Planning Partners
South Carolina
$9.55M -$1.77M -61,382 -16%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$9.21M +$1.04M +36,000 +13%
PA
83
PSI Advisors
Florida
$9.1M +$7.49M +260,435 +467%
M
84
MATAURO
New York
$9.07M -$26.3K -913 -0.3%
PA
85
PFG Advisors
Arizona
$9.01M +$1.58M +54,816 +21%
Comerica Bank
86
Comerica Bank
Texas
$8.92M +$280K +9,729 +3%
SIM
87
Synergy Investment Management
Florida
$8.5M +$3.24M +112,725 +62%
FDW
88
Fourth Dimension Wealth
Ohio
$8.38M +$980K +34,068 +13%
EIA
89
Eldridge Investment Advisors
New Hampshire
$8.36M +$1.63M +56,945 +24%
GLA
90
Good Life Advisors
Pennsylvania
$8.34M +$2.07M +71,907 +33%
HSWS
91
Higgins & Schmidt Wealth Strategies
Colorado
$8.21M +$1.84M +63,858 +29%
CWM
92
Comprehensive Wealth Management
Washington
$8.14M -$10.8M -373,739 -57%
IA
93
IFG Advisory
Georgia
$8.1M +$150K +5,224 +2%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$7.93M +$1.04M +36,319 +15%
SFP
95
Strategic Financial Partners
Oregon
$7.81M +$5.62M +195,325 +256%
BAM
96
Berkshire Asset Management
Pennsylvania
$7.76M -$11.7K -408 -0.2%
AF
97
Abound Financial
California
$7.75M -$223K -7,760 -3%
IWA
98
Integrity Wealth Advisors
California
$7.5M -$499K -17,358 -6%
SWAG
99
Spectrum Wealth Advisory Group
California
$7.26M -$3.58M -124,422 -33%
RPGK
100
Retirement Planning Group (Kansas)
Kansas
$7.17M -$1.58M -54,873 -18%
2 3
4
5 6