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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
LPL Financial
1
LPL Financial
California
$1.27B +$169M +5,926,514 +15%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$1.03B
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.03B -$3.56M -124,836 -0.3%
Bank of America
4
Bank of America
North Carolina
$524M +$323M +11,328,620 +164%
MG
5
Mather Group
Illinois
$298M +$7M +245,597 +2%
Ameriprise
6
Ameriprise
Minnesota
$246M +$22.2M +781,029 +10%
RBA
7
Richard Bernstein Advisors
New York
$237M +$235M +8,248,164 New
State Street
8
State Street
Massachusetts
$165M +$68.7M +2,412,823 +73%
GI
9
GLOBALT Investments
Georgia
$164M +$69.5M +2,440,938 +75%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$151M +$49.8M +1,748,738 +50%
MFG
11
Merit Financial Group
Georgia
$146M +$16.8M +589,919 +13%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$131M +$41.1M +1,442,203 +46%
EWM
13
Evermay Wealth Management
Virginia
$113M +$3.36M +117,956 +3%
ODIJL
14
One Day In July LLC
Vermont
$107M +$21.2M +744,031 +25%
SGAM
15
Stephens Group Asset Management
Arkansas
$84.8M -$13.6M -476,946 -14%
KWM
16
Kingsview Wealth Management
Oregon
$79.1M +$824K +28,946 +1%
Wells Fargo
17
Wells Fargo
California
$77.5M -$14.5M -509,926 -16%
AssetMark Inc
18
AssetMark Inc
California
$71.5M +$6.02M +211,476 +9%
Morgan Stanley
19
Morgan Stanley
New York
$62.3M +$8.85M +310,588 +17%
CFG
20
Compton Financial Group
Maryland
$57.2M +$5.14M +180,513 +10%
SFC
21
Strategic Financial Concepts
Texas
$57.2M +$56.6M +1,988,240 New
MNA
22
Manning & Napier Advisors
New York
$52.7M +$5.88M +206,391 +13%
SMM
23
Stadion Money Management
Georgia
$49.9M +$49.6M +1,740,550 New
CIC
24
Carnegie Investment Counsel
Ohio
$46M +$7.49M +263,108 +20%
UBS Group
25
UBS Group
Switzerland
$43.6M -$71.2M -2,498,642 -62%

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.