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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 %
PMWMG
201
Parr McKnight Wealth Management Group
Minnesota
$857K – – –
VA
202
VestGen Advisors
Illinois
$855K +$65.1K +2,264 +8%
GWSG
203
GPS Wealth Strategies Group
Colorado
$854K -$275K -9,562 -24%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$851K +$98K +3,407 +13%
LA
205
Lifeworks Advisors
Michigan
$846K -$19K -662 -2%
ARC
206
Advisor Resource Council
Texas
$830K -$3.71M -129,123 -82%
IWM
207
IHT Wealth Management
Illinois
$820K +$475K +16,499 +137%
Vontobel Holding
208
Vontobel Holding
Switzerland
$791K -$53.7K -1,866 -6%
SF
209
Symphony Financial
Texas
$772K +$772K +24,412 New
OS
210
Objectivity Squared
South Carolina
$767K +$209K +7,258 +37%
CWM
211
Certus Wealth Management
California
$762K – – –
VT
212
Vise Technologies
New York
$746K +$746K +25,940 New
MFS
213
Mattson Financial Services
Michigan
$733K -$259 -9 -0%
PP
214
Patron Partners
Texas
$712K +$712K +24,741 New
XPN
215
XY Planning Network
Montana
$707K +$707K +24,559 New
OWA
216
Opal Wealth Advisors
New York
$687K -$214K -7,453 -24%
CFAM
217
Center For Asset Management
Florida
$684K -$505K -18,093 -42%
LGW
218
Leslie Global Wealth
Illinois
$682K -$10.6M -367,842 -94%
VCM
219
Virtue Capital Management
Tennessee
$681K +$73.9K +2,570 +12%
BWMG
220
Barnes Wealth Management Group
California
$649K +$63.4K +2,204 +11%
AC
221
ASB Consultores
Florida
$645K +$645K +22,431 New
CP
222
Clarendon Private
Massachusetts
$641K +$1.96K +68 +0.3%
VFPW
223
Vantage Financial Partners (Wisconsin)
Wisconsin
$621K -$5.67K -197 -0.9%
HP
224
Hilltop Partners
Indiana
$619K -$122K -4,231 -16%
APW
225
Austin Private Wealth
Texas
$607K +$359K +12,481 +145%
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