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State Street SPDR Portfolio Intermediate Term Treasury ETF

385 hedge funds and large institutions have $7.95B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 126

14% more capital invested

Capital invested by funds: $7B → $7.95B (+$950M)

5% more funds holding

Funds holding: 367385 (+18)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

0.23% less ownership

Funds ownership: 90.54%90.32% (-0.23%)

Holders
385
Holders Change
+18
Holders Change %
+4.9%
% of All Funds
5.07%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.62%
New
54
Increased
166
Reduced
126
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$3.85M +$3.81M +133,802 New
GIA
127
Gladstone Institutional Advisory
Florida
$3.84M +$440K +15,456 +13%
CWM
128
Cornerstone Wealth Management
Missouri
$3.83M +$318K +11,161 +9%
AA
129
ArborFi Advisors
Michigan
$3.82M -$118K -4,141 -3%
BF
130
Bonfire Financial
Colorado
$3.78M -$181K -6,350 -5%
PTC
131
Private Trust Company
Ohio
$3.62M +$985K +34,588 +38%
TFA
132
Transamerica Financial Advisors
Florida
$3.59M -$74.3K -2,607 -2%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$3.58M +$535K +18,767 +18%
NA
134
NewEdge Advisors
Louisiana
$3.55M +$596K +20,931 +20%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$3.43M +$1.73M +60,725 +104%
AFA
136
Avant Financial Advisors
Texas
$3.31M +$119K +4,166 +4%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$3.24M -$38.7M -1,358,791 -92%
JSL
138
JT Stratford LLC
Georgia
$3.23M +$235K +8,261 +8%
LW
139
Libra Wealth
California
$3.03M -$86.5K -3,036 -3%
SW
140
Simplicity Wealth
New Jersey
$2.92M +$1.91M +67,202 +197%
DJSG
141
D.J. St. Germain
Massachusetts
$2.65M -$18.4K -645 -0.7%
SHJ
142
Sharkey, Howes & Javer
Colorado
$2.52M +$2.5M +87,635 New
NFP
143
Narus Financial Partners
Utah
$2.51M +$105K +3,686 +4%
WA
144
Waverly Advisors
Alabama
$2.34M +$76K +2,670 +3%
JP Morgan Chase
145
JP Morgan Chase
New York
$2.33M -$38.6M -1,356,273 -94%
SWIG
146
Strategic Wealth Investment Group
Kentucky
$2.28M +$378K +13,278 +20%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$2.21M +$443K +15,554 +25%
GKWIM
148
Gerber Kawasaki Wealth & Investment Management
California
$2.13M -$23K -808 -1%
OE
149
October Effect
Virginia
$2.1M +$2.08M +72,874 New
CWD
150
Clarity Wealth Development
Oregon
$1.99M -$154K -5,394 -7%

SPTI Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2025, worth a combined $7.95B — up 14% from $7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPTI positions and 33 closed out — a net gain of 21 holders — while 166 added to existing stakes and 126 trimmed.

The largest buyer was Bank of America, adding an estimated $323M. The largest seller was Congress Wealth Management, cutting an estimated $73M.

  • 385 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2025, up from 367 in Q1 2025.
  • Funds reported $7.95B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2025 and 33 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2025 was Bank of America, an estimated $323M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2025 was Congress Wealth Management, an estimated $73M sold.

Based on aggregated 13F filings for Q2 2025.