SPTI icon

SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

363 hedge funds and large institutions have $7B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 149 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
4.93%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.63%
New
54
Increased
149
Reduced
124
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$1.02B
2
Bank of America
Bank of America
North Carolina
$197M
3
EWM
Evermay Wealth Management
Virginia
$109M
4
CFG
Compton Financial Group
Maryland
$51.7M
5
MG
Mather Group
Illinois
$289M

Top Sellers

1
State Street
State Street
Massachusetts
$94.6M
2
Goldman Sachs
Goldman Sachs
New York
$11.2M
3
IAA
Independent Advisor Alliance
North Carolina
$673K
4
SWIG
Strategic Wealth Investment Group
Kentucky
$1.89M
5
HC
Headland Capital
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$3.49M -$3.51M -122,930 -50%
CWM
127
Cornerstone Wealth Management
Missouri
$3.48M +$197K +6,900 +6%
HF
128
HRT Financial
New York
$3.45M +$3.23M +112,857 +1,436%
FTA
129
Financial & Tax Architects
Missouri
$3.42M +$3.42M +119,647 New
GIA
130
Gladstone Institutional Advisory
Florida
$3.38M +$746K +26,106 +28%
B
131
Bailard
California
$3.3M +$2.28M +79,915 +224%
Fisher Asset Management
132
Fisher Asset Management
Washington
$3.2M -$1.95M -68,313 -38%
AFA
133
Avant Financial Advisors
Texas
$3.17M +$286K +9,992 +10%
LW
134
Libra Wealth
California
$3.1M -$56.2K -1,965 -2%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$3.02M +$86.9K +3,042 +3%
JSL
136
JT Stratford LLC
Georgia
$2.97M +$381K +13,335 +15%
NA
137
NewEdge Advisors
Louisiana
$2.93M -$3.71M -129,885 -56%
PCIA
138
Prime Capital Investment Advisors
Kansas
$2.8M +$2.35M +82,321 +521%
Bank of Nova Scotia
139
Bank of Nova Scotia
Ontario, Canada
$2.76M +$2.76M +96,564 New
MML Investors Services
140
MML Investors Services
Massachusetts
$2.74M +$1.76M +61,514 +180%
DJSG
141
D.J. St. Germain
Massachusetts
$2.65M -$434K -15,187 -14%
PTC
142
Private Trust Company
Ohio
$2.6M +$55.3K +1,934 +2%
GS
143
GTS Securities
New York
$2.57M +$2.2M +77,106 +594%
GWAG
144
Garrett Wealth Advisory Group
Texas
$2.49M +$64.1K +2,243 +3%
NFP
145
Narus Financial Partners
Utah
$2.39M -$19.1K -670 -0.8%
WA
146
Waverly Advisors
Alabama
$2.25M +$7.8K +273 +0.3%
SFP
147
Strategic Financial Partners
Oregon
$2.18M +$36.3K +1,269 +2%
IA
148
IFP Advisors
Florida
$2.15M +$264K +9,238 +14%
SWM
149
SFG Wealth Management
Maryland
$2.15M +$2.15M +75,270 New
CWD
150
Clarity Wealth Development
Oregon
$2.15M -$252K -8,746 -11%
4 5
6
7 8