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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
IWS
201
Integrity Wealth Solutions
Colorado
$867K +$11.7K +412 +1%
PIA
202
Perennial Investment Advisors
California
$858K -$6.92K -243 -0.8%
PMWMG
203
Parr McKnight Wealth Management Group
Minnesota
$857K
VA
204
VestGen Advisors
Illinois
$855K +$64.5K +2,264 +8%
GWSG
205
GPS Wealth Strategies Group
Colorado
$854K -$272K -9,562 -24%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$851K +$97K +3,407 +13%
LA
207
Lifeworks Advisors
Michigan
$846K -$18.9K -662 -2%
ARC
208
Advisor Resource Council
Texas
$830K -$3.68M -129,123 -82%
IWM
209
IHT Wealth Management
Illinois
$820K +$470K +16,499 +137%
Vontobel Holding
210
Vontobel Holding
Switzerland
$791K -$53.1K -1,866 -6%
SF
211
Symphony Financial
Texas
$772K +$695K +24,412 New
OS
212
Objectivity Squared
South Carolina
$767K +$207K +7,258 +37%
CWM
213
Certus Wealth Management
California
$762K
VT
214
Vise Technologies
New York
$746K +$739K +25,940 New
MFS
215
Mattson Financial Services
Michigan
$733K -$256 -9 -0%
BW
216
Blalock Williams
Alabama
$716K +$709K +24,899 New
PP
217
Patron Partners
Texas
$712K +$705K +24,741 New
XPN
218
XY Planning Network
Montana
$707K +$699K +24,559 New
OWA
219
Opal Wealth Advisors
New York
$687K -$212K -7,453 -24%
CFAM
220
Center For Asset Management
Florida
$684K -$515K -18,093 -42%
LGW
221
Leslie Global Wealth
Illinois
$682K -$10.5M -367,842 -94%
VCM
222
Virtue Capital Management
Tennessee
$681K +$73.2K +2,570 +12%
BWMG
223
Barnes Wealth Management Group
California
$649K +$62.8K +2,204 +11%
AC
224
ASB Consultores
Florida
$645K +$639K +22,431 New
CP
225
Clarendon Private
Massachusetts
$641K +$1.94K +68 +0.3%

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.