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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
CJH
176
Christopher J. Hasenberg
Wisconsin
$1.25M +$1.24M +43,399 New
PW
177
Paladin Wealth
Minnesota
$1.24M -$98.7K -3,465 -7%
PWG
178
Private Wealth Group
Florida
$1.21M +$24.8K +871 +2%
VPP
179
Vertex Planning Partners
Illinois
$1.16M +$25.9K +911 +2%
SIA
180
Strategic Investment Advisors
Michigan
$1.12M -$42K -1,474 -4%
WFPG
181
Waller Financial Planning Group
Ohio
$1.1M -$68K -2,387 -6%
TSS
182
Two Sigma Securities
New York
$1.09M +$1.08M +37,806 New
RWM
183
RKL Wealth Management
Pennsylvania
$1.09M -$203K -7,134 -16%
IA
184
Insight Advisors
Pennsylvania
$1.08M -$2.99K -105 -0.3%
MFG
185
Mosaic Financial Group
Illinois
$1.07M +$6.32K +222 +0.6%
AWM
186
AE Wealth Management
Kansas
$1.05M +$668K +23,443 +181%
CM
187
Cercano Management
Washington
$1.01M
AQR Capital Management
188
AQR Capital Management
Connecticut
$1.01M +$520K +18,249 +109%
Charles Schwab
189
Charles Schwab
California
$1.01M -$45.2K -1,586 -4%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$984K +$77.6K +2,724 +9%
PFA
191
Pathway Financial Advisors
Vermont
$978K -$112K -3,925 -10%
BTI
192
Blue Trust Inc
Georgia
$968K +$917K +32,201 +2,212%
GSWM
193
Golden State Wealth Management
California
$954K -$65.3K -2,292 -6%
Cerity Partners
194
Cerity Partners
New York
$938K +$455K +15,992 +96%
IAA
195
Independent Advisor Alliance
North Carolina
$935K +$255K +8,948 +38%
AG
196
Ascent Group
Virginia
$904K -$27.8K -975 -3%
SCA
197
Snowden Capital Advisors
New York
$904K
RIS
198
Richmond Investment Services
Wisconsin
$898K +$889K +31,227 New
BWAM
199
Boyd Watterson Asset Management
Ohio
$887K +$119K +4,180 +16%
DLHL
200
Donald L. Hagan LLC
Florida
$882K +$90.3K +3,171 +12%

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.