We are live on ! Find out more
SPTI icon

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
IWC
126
Integrated Wealth Concepts
Massachusetts
$3.49M -$3.46M -122,930 -50%
CWM
127
Cornerstone Wealth Management
Missouri
$3.48M +$194K +6,900 +6%
HF
128
HRT Financial
New York
$3.45M +$3.18M +112,857 +1,436%
FTA
129
Financial & Tax Architects
Missouri
$3.42M +$3.37M +119,647 New
GIA
130
Gladstone Institutional Advisory
Florida
$3.38M +$735K +26,106 +28%
B
131
Bailard
California
$3.3M +$2.25M +79,915 +224%
Fisher Asset Management
132
Fisher Asset Management
Washington
$3.2M -$1.92M -68,313 -38%
AFA
133
Avant Financial Advisors
Texas
$3.17M +$281K +9,992 +10%
LW
134
Libra Wealth
California
$3.1M -$55.3K -1,965 -2%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$3.02M +$85.6K +3,042 +3%
JSL
136
JT Stratford LLC
Georgia
$2.97M +$375K +13,335 +15%
NA
137
NewEdge Advisors
Louisiana
$2.93M -$3.66M -129,885 -56%
PCIA
138
Prime Capital Investment Advisors
Kansas
$2.8M +$2.32M +82,321 +521%
Bank of Nova Scotia
139
Bank of Nova Scotia
Ontario, Canada
$2.76M +$2.72M +96,564 New
MML Investors Services
140
MML Investors Services
Massachusetts
$2.73M +$1.73M +61,514 +180%
DJSG
141
D.J. St. Germain
Massachusetts
$2.65M -$427K -15,187 -14%
PTC
142
Private Trust Company
Ohio
$2.6M +$54.4K +1,934 +2%
GS
143
GTS Securities
New York
$2.57M +$2.17M +77,106 +594%
GWAG
144
Garrett Wealth Advisory Group
Texas
$2.49M +$63.1K +2,243 +3%
NFP
145
Narus Financial Partners
Utah
$2.39M -$18.9K -670 -0.8%
IFG
146
Independent Financial Group
California
$2.28M -$99.1K -3,522 -4%
WA
147
Waverly Advisors
Alabama
$2.25M +$7.68K +273 +0.3%
SFP
148
Strategic Financial Partners
Oregon
$2.18M +$35.7K +1,269 +2%
IA
149
IFP Advisors
Florida
$2.15M +$260K +9,238 +14%
SWM
150
SFG Wealth Management
Maryland
$2.15M +$2.12M +75,270 New
4 5
6
7 8

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.