State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
404 hedge funds and large institutions have $8.97B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 106 reducing their positions, and 42 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 106
12% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 42
2% more capital invested
Capital invested by funds: $8.75B → $8.97B (+$218M)
0.38% more ownership
Funds ownership: 91.24% → 91.62% (+0.38%)
1% less funds holding
Funds holding: 409 → 404 (-5)
16% less funds holding in top 10
Funds holding in top 10: 50 → 42 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$189M |
| 2 |
LPL Financial
San Diego,
California
|
+$145M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$100M |
| 4 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$82.7M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$66.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$360M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$229M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$34.7M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$29.4M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$21.2M |
SPTI Hedge Fund Activity: Q1 2026 in Review
404 institutional investors reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2026, worth a combined $8.97B — up 2.5% from $8.75B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SPTI positions and 42 closed out — a net gain of 5 holders — while 208 added to existing stakes and 106 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $189M. The largest seller was Bank of America, cutting an estimated $360M.
- 404 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2026, down from 409 in Q4 2025.
- Funds reported $8.97B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2026, up 2.5% quarter-over-quarter.
- 47 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2026 and 42 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $189M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2026 was Bank of America, an estimated $360M sold.
Based on aggregated 13F filings for Q1 2026.