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

Top Sellers

1
State Street
1
State Street
Massachusetts
$94.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.2M
3
IAA
3
Independent Advisor Alliance
North Carolina
$673K
4
SWIG
4
Strategic Wealth Investment Group
Kentucky
$1.89M
5
HC
5
Headland Capital
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
151
Gerber Kawasaki Wealth & Investment Management
California
$2.14M +$35K +1,224 +2%
AWA
152
Arete Wealth Advisors
Illinois
$2.11M +$2.11M +73,667 New
HPC
153
Hobart Private Capital
North Carolina
$2.05M +$1.1M +38,549 +117%
AWS
154
Atria Wealth Solutions
New York
$1.93M +$314K +10,982 +19%
SWIG
155
Strategic Wealth Investment Group
Kentucky
$1.89M -$33.3M -1,164,075 -95%
PWM
156
Puff Wealth Management
New Jersey
$1.77M -$1.49K -52 -0.1%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$1.75M +$1.75M +61,392 New
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$1.74M +$265K +9,274 +18%
FFA
159
Farther Finance Advisors
California
$1.74M +$717K +25,109 +70%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$1.67M +$43K +1,504 +3%
BFA
161
Brown Financial Advisors
Ohio
$1.64M +$1.64M +57,392 New
CAM
162
Costello Asset Management
Pennsylvania
$1.63M -$224K -7,823 -12%
CWM
163
Cranbrook Wealth Management
Michigan
$1.63M +$245K +8,558 +18%
RWM
164
Ritholtz Wealth Management
New York
$1.6M +$1.6M +56,085 New
PA
165
PSI Advisors
Florida
$1.59M +$52.9K +1,852 +3%
SI
166
Stephens Inc
Arkansas
$1.59M -$391K -13,673 -20%
CWM
167
Collaborative Wealth Management
Florida
$1.48M +$45.6K +1,595 +3%
HIF
168
Hill Island Financial
Michigan
$1.48M -$119K -4,167 -7%
BBWP
169
Beacon Bridge Wealth Partners
Pennsylvania
$1.47M +$635K +22,219 +76%
GG
170
GenWealth Group
New Jersey
$1.45M -$4.09K -143 -0.3%
MOS
171
MGO One Seven
Ohio
$1.38M -$392K -13,729 -22%
T
172
Tidemark
California
$1.37M +$29.5K +1,032 +2%
PW
173
Paladin Wealth
Minnesota
$1.33M +$1.33M +46,697 New
JCM
174
Jacobi Capital Management
Pennsylvania
$1.32M +$97.3K +3,403 +8%
RWM
175
RKL Wealth Management
Pennsylvania
$1.28M +$64.8K +2,267 +5%
5 6
7
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