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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

382 hedge funds and large institutions have $7.95B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+19
Holders Change %
+5.23%
% of All Funds
5.12%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.63%
New
53
Increased
165
Reduced
124
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$524M
2
RBA
Richard Bernstein Advisors
New York
$237M
3
LPL Financial
LPL Financial
California
$1.27B
4
GI
GLOBALT Investments
Georgia
$164M
5
State Street
State Street
Massachusetts
$165M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$321K
2
UBS Group
UBS Group
Switzerland
$43.6M
3
CI
CX Institutional
Indiana
$553K
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$3.24M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
176
Private Wealth Group
Florida
$1.21M +$25.1K +871 +2%
VPP
177
Vertex Planning Partners
Illinois
$1.16M +$26.2K +911 +2%
SIA
178
Strategic Investment Advisors
Michigan
$1.12M -$42.3K -1,474 -4%
WFPG
179
Waller Financial Planning Group
Ohio
$1.1M -$68.7K -2,387 -6%
TSS
180
Two Sigma Securities
New York
$1.09M +$1.09M +37,806 New
RWM
181
RKL Wealth Management
Pennsylvania
$1.09M -$205K -7,134 -16%
IA
182
Insight Advisors
Pennsylvania
$1.08M -$3.02K -105 -0.3%
MFG
183
Mosaic Financial Group
Illinois
$1.07M +$6.39K +222 +0.6%
AWM
184
AE Wealth Management
Kansas
$1.05M +$674K +23,443 +181%
CM
185
Cercano Management
Washington
$1.01M – – –
AQR Capital Management
186
AQR Capital Management
Connecticut
$1.01M +$525K +18,249 +109%
Charles Schwab
187
Charles Schwab
California
$1.01M -$45.6K -1,586 -4%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$984K +$78.2K +2,724 +9%
PFA
189
Pathway Financial Advisors
Vermont
$978K -$113K -3,925 -10%
BTI
190
Blue Trust Inc
Georgia
$968K +$926K +32,201 +2,212%
GSWM
191
Golden State Wealth Management
California
$954K -$65.9K -2,292 -6%
Cerity Partners
192
Cerity Partners
New York
$938K +$459K +15,992 +96%
IAA
193
Independent Advisor Alliance
North Carolina
$935K +$257K +8,948 +38%
AG
194
Ascent Group
Virginia
$904K -$28.1K -975 -3%
SCA
195
Snowden Capital Advisors
New York
$904K – – –
RIS
196
Richmond Investment Services
Wisconsin
$898K +$898K +31,227 New
BWAM
197
Boyd Watterson Asset Management
Ohio
$887K +$120K +4,180 +16%
DLHL
198
Donald L. Hagan LLC
Florida
$882K +$91.2K +3,171 +12%
IWS
199
Integrity Wealth Solutions
Colorado
$867K +$11.9K +412 +1%
PIA
200
Perennial Investment Advisors
California
$858K -$6.99K -243 -0.8%
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