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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.09B 38,247,130 -143,074 -0.4%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$1.02B 35,861,653 +9,437,321 +36%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B 35,763,240 +462,059 +1%
MG
4
Mather Group
Illinois
$289M 10,103,795 +1,377,983 +16%
Ameriprise
5
Ameriprise
Minnesota
$222M 7,763,364 +208,973 +3%
Bank of America
6
Bank of America
North Carolina
$197M 6,888,217 +3,533,916 +105%
MFG
7
Merit Financial Group
Georgia
$129M 4,499,400 -18,091 -0.4%
UBS Group
8
UBS Group
Switzerland
$115M 4,015,562 -408,507 -9%
EWM
9
Evermay Wealth Management
Virginia
$109M 3,826,162 +2,717,835 +245%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$100M 3,511,216 +123,390 +4%
SGAM
11
Stephens Group Asset Management
Arkansas
$97.9M 3,425,516 +548,311 +19%
State Street
12
State Street
Massachusetts
$94.6M 3,311,672 -1,850,971 -36%
GI
13
GLOBALT Investments
Georgia
$92.8M 3,246,154 -65,183 -2%
Wells Fargo
14
Wells Fargo
California
$91.5M 3,203,268 +197,435 +7%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$89M 3,115,011 -70,596 -2%
ODIJL
16
One Day In July LLC
Vermont
$84.7M 2,964,171 +346,437 +13%
KWM
17
Kingsview Wealth Management
Oregon
$77.8M 2,721,082 -160,427 -6%
CWM
18
Congress Wealth Management
Massachusetts
$73.5M 2,572,797 -373,367 -13%
AssetMark Inc
19
AssetMark Inc
California
$65M 2,274,100 +113,707 +5%
CI
20
CX Institutional
Indiana
$58.4M 2,043,626 -143,177 -7%
Morgan Stanley
21
Morgan Stanley
New York
$53M 1,854,280 +567,683 +44%
PAG
22
Private Advisor Group
New Jersey
$52.7M 1,844,753 +39,516 +2%
CFG
23
Compton Financial Group
Maryland
$51.7M 1,807,727 +1,807,727 New
MNA
24
Manning & Napier Advisors
New York
$46.5M 1,626,727 -16,979 -1%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$42.1M 1,471,330 -260,626 -15%
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