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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 %
PIA
201
Perennial Investment Advisors
California
$859K +$89.3K +3,125 +12%
AFG
202
Atomi Financial Group
New York
$858K +$858K +30,017 New
PMWMG
203
Parr McKnight Wealth Management Group
Minnesota
$852K – – –
IWS
204
Integrity Wealth Solutions
Colorado
$849K +$849K +29,707 New
Vontobel Holding
205
Vontobel Holding
Switzerland
$839K -$48.7K -1,705 -5%
DLHL
206
Donald L. Hagan LLC
Florida
$786K -$31.4K -1,100 -4%
VA
207
VestGen Advisors
Illinois
$785K +$785K +27,454 New
Creative Planning
208
Creative Planning
Kansas
$779K +$279K +9,762 +56%
TC
209
TownSquare Capital
Utah
$764K +$145K +5,090 +24%
BWAM
210
Boyd Watterson Asset Management
Ohio
$762K -$2.74K -96 -0.4%
SG
211
StoneX Group
New York
$755K -$73K -2,553 -9%
CWM
212
Certus Wealth Management
California
$749K -$25K -883 -3%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$748K -$120K -4,199 -14%
HP
214
Hilltop Partners
Indiana
$736K -$8.8K -308 -1%
FPAS
215
Focus Partners Advisor Solutions
Missouri
$730K +$1.29K +45 +0.2%
MFS
216
Mattson Financial Services
Michigan
$728K +$291K +10,181 +67%
Citadel Advisors
217
Citadel Advisors
Florida
$721K +$494K +17,269 +217%
LA
218
Latitude Advisors
Florida
$685K -$118K -4,134 -15%
FLPIM
219
F.L. Putnam Investment Management
Massachusetts
$679K -$197K -6,910 -23%
IAA
220
Independent Advisor Alliance
North Carolina
$673K -$40.7M -1,423,582 -98%
CWA
221
CogentBlue Wealth Advisors
Tennessee
$670K – – –
CP
222
Clarendon Private
Massachusetts
$635K +$202K +7,052 +47%
CAG
223
Csenge Advisory Group
Florida
$626K +$626K +21,945 New
VFPW
224
Vantage Financial Partners (Wisconsin)
Wisconsin
$622K -$231K -8,083 -27%
GS
225
GWN Securities
Florida
$618K +$618K +21,604 New
7 8
9
10 11