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State Street SPDR Portfolio Intermediate Term Treasury ETF

367 hedge funds and large institutions have $7B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 125 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

21% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 125

12% more capital invested

Capital invested by funds: $6.26B → $7B (+$745M)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

2% more funds holding

Funds holding: 360367 (+7)

1.51% less ownership

Funds ownership: 92.05%90.54% (-1.5%)

Holders
367
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
4.92%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.62%
New
54
Increased
151
Reduced
125
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.09B -$4.03M -143,074 -0.4%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$1.02B +$266M +9,437,321 +36%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B +$13M +462,059 +1%
MG
4
Mather Group
Illinois
$289M +$38.8M +1,377,983 +16%
Ameriprise
5
Ameriprise
Minnesota
$222M +$5.88M +208,973 +3%
Bank of America
6
Bank of America
North Carolina
$197M +$99.5M +3,533,916 +105%
MFG
7
Merit Financial Group
Georgia
$129M -$509K -18,091 -0.4%
UBS Group
8
UBS Group
Switzerland
$115M -$11.5M -408,507 -9%
EWM
9
Evermay Wealth Management
Virginia
$109M +$76.5M +2,717,835 +245%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$100M +$3.47M +123,390 +4%
SGAM
11
Stephens Group Asset Management
Arkansas
$97.9M +$15.4M +548,311 +19%
State Street
12
State Street
Massachusetts
$94.6M -$52.1M -1,850,971 -36%
GI
13
GLOBALT Investments
Georgia
$92.8M -$1.83M -65,183 -2%
Wells Fargo
14
Wells Fargo
California
$91.5M +$5.56M +197,435 +7%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$89M -$1.99M -70,596 -2%
ODIJL
16
One Day In July LLC
Vermont
$84.7M +$9.75M +346,437 +13%
KWM
17
Kingsview Wealth Management
Oregon
$77.8M -$4.51M -160,427 -6%
CWM
18
Congress Wealth Management
Massachusetts
$73.5M -$10.5M -373,367 -13%
AssetMark Inc
19
AssetMark Inc
California
$65M +$3.2M +113,707 +5%
CI
20
CX Institutional
Indiana
$58.4M -$4.03M -143,177 -7%
Morgan Stanley
21
Morgan Stanley
New York
$53M +$16M +567,683 +44%
PAG
22
Private Advisor Group
New Jersey
$52.7M +$1.11M +39,516 +2%
CFG
23
Compton Financial Group
Maryland
$51.7M +$50.9M +1,807,727 New
MNA
24
Manning & Napier Advisors
New York
$46.5M -$478K -16,979 -1%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$42.1M -$7.33M -260,626 -15%

SPTI Hedge Fund Activity: Q1 2025 in Review

367 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2025, worth a combined $7B — up 12% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPTI positions and 41 closed out — a net gain of 13 holders — while 151 added to existing stakes and 125 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $266M. The largest seller was State Street, cutting an estimated $52.1M.

  • 367 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2025, up from 360 in Q4 2024.
  • Funds reported $7B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2025 and 41 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2025 was Municipal Employees' Retirement System of Michigan, an estimated $266M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2025 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q1 2025.