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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
CWD
151
Clarity Wealth Development
Oregon
$2.15M -$246K -8,746 -11%
GKWIM
152
Gerber Kawasaki Wealth & Investment Management
California
$2.14M +$34.4K +1,224 +2%
AWA
153
Arete Wealth Advisors
Illinois
$2.1M +$2.07M +73,667 New
HPC
154
Hobart Private Capital
North Carolina
$2.05M +$1.08M +38,549 +117%
AWS
155
Atria Wealth Solutions
New York
$1.93M +$309K +10,982 +19%
SWIG
156
Strategic Wealth Investment Group
Kentucky
$1.89M -$32.8M -1,164,075 -95%
PWM
157
Puff Wealth Management
New Jersey
$1.77M -$1.46K -52 -0.1%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$1.75M +$1.73M +61,392 New
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$1.74M +$261K +9,274 +18%
FFA
160
Farther Finance Advisors
California
$1.74M +$707K +25,109 +70%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$1.67M +$42.3K +1,504 +3%
BFA
162
Brown Financial Advisors
Ohio
$1.64M +$1.62M +57,392 New
CAM
163
Costello Asset Management
Pennsylvania
$1.63M -$220K -7,823 -12%
CWM
164
Cranbrook Wealth Management
Michigan
$1.63M +$241K +8,558 +18%
RWM
165
Ritholtz Wealth Management
New York
$1.6M +$1.58M +56,085 New
PA
166
PSI Advisors
Florida
$1.59M +$52.1K +1,852 +3%
SI
167
Stephens Inc
Arkansas
$1.59M -$385K -13,673 -20%
CWM
168
Collaborative Wealth Management
Florida
$1.48M +$44.9K +1,595 +3%
HIF
169
Hill Island Financial
Michigan
$1.48M -$117K -4,167 -7%
BBWP
170
Beacon Bridge Wealth Partners
Pennsylvania
$1.47M +$625K +22,219 +76%
GG
171
GenWealth Group
New Jersey
$1.45M -$4.02K -143 -0.3%
MOS
172
MGO One Seven
Ohio
$1.38M -$386K -13,729 -22%
T
173
Tidemark
California
$1.37M +$29K +1,032 +2%
PW
174
Paladin Wealth
Minnesota
$1.33M +$1.31M +46,697 New
JCM
175
Jacobi Capital Management
Pennsylvania
$1.32M +$95.8K +3,403 +8%
5 6
7
8 9

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.