SPDR Portfolio Intermediate Term Treasury

SPTI • ARCA

SPDR Portfolio Intermediate Term Treasury is an exchange-traded fund on ARCA. As of Q3 2025, 367 institutional investors hold shares in this ETF, with total holdings valued at $8.5B. LPL Financial LLC is the largest holder with a position valued at $1.4B.

Overview

Overview of institutional ownership in SPTI as of Q3 2025

All Institutions

Institutions: 367
Value Held: $8.5B
Shares Held: 295.1M
Avg Position: $23.2M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 3
Value Held: $17.3M
Shares Held: 598.5K
Avg Position: $5.8M
Median Position: $5.5M

Biggest Investors

Institutions with the largest positions in SPTI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$1.4B 0.40% of portfolio	47.1M shares	Q3 2014 Held for 11y 2m	$340.07B
F Financial Engines Advisors L.L.C. Institution	-	$1.2B 2.27% of portfolio	41.1M shares	Q3 2019 Held for 6y 2m	$52.4B
M Municipal Employees' Retirement System of Michigan Institution	-	$1.0B 12.45% of portfolio	35.9M shares	Q3 2019 Held for 6y 2m	$8.3B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$516.9M 0.04% of portfolio	17.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MATHER GROUP, INC. RIA/Wealth	Jennifer Alisa Des Groseilliers CEO	$310.1M 3.13% of portfolio	10.7M shares	Q4 2021 Held for 3y 11m	$9.9B
Richard Bernstein Advisors LLC Long Only Manager	Richard Nmn Bernstein CEO	$232.1M 6.62% of portfolio	8.0M shares	Q2 2025 Held for 5 months	$3.5B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$206.9M 0.05% of portfolio	7.2M shares	Q2 2015 Held for 10y 5m	$433.11B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$172.3M 0.05% of portfolio	6.0M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
GLOBALT Investments LLC / GA Long Only Manager	William Henry Roach CEO	$161.5M 5.90% of portfolio	5.6M shares	Q4 2023 Held for 1y 11m	$2.7B
Merit Financial Group, LLC RIA/Wealth	Rick Lee Kent CEO	$155.5M 1.45% of portfolio	5.4M shares	Q3 2022 Held for 3y 2m	$10.7B

Net Capital Flow

Institutional buying and selling activity for SPTI in Q3 2025

Traded: +$553.8M
Buyers: 224
Sellers: 147
Total Bought: +$885.2M
Total Sold: −$331.3M
Avg Position: $20.9M

Biggest Buyers

Institution	Net Bought	Current Position
F Financial Engines Advisors L.L.C. Institution	+$157.4M +5.4M shares	$1.2B 41.1M shares
Strategic Wealth Designers RIA/Wealth	+$94.0M +3.3M shares	$96.3M 3.3M shares
L LPL Financial LLC Institution	+$84.4M +2.9M shares	$1.4B 47.1M shares
A Advisor Group Holdings, Inc. Institution	+$82.4M +2.9M shares	$101.2M 3.5M shares
CX Institutional RIA/Wealth	+$77.1M +2.7M shares	$77.7M 2.7M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$41.1M +1.4M shares	$41.1M 1.4M shares
NorthRock Partners, LLC RIA/Wealth	+$25.4M +878.9K shares	$25.7M 888.7K shares
CWM, LLC RIA/Wealth	+$22.6M +783.2K shares	$154.3M 5.3M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$20.3M +700.7K shares	$172.3M 6.0M shares
One Day In July LLC RIA/Wealth	+$18.9M +655.5K shares	$126.1M 4.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
STATE STREET CORP Institution	−$88.1M −3.0M shares	$77.4M 2.7M shares
Stadion Money Management, LLC Long Only Manager	−$49.9M −1.7M shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$40.0M −1.4M shares	$206.9M 7.2M shares
GOLDMAN SACHS GROUP INC Institution	−$28.8M −995.6K shares	$9.1M 316.6K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$20.2M −698.3K shares	$21.7M 752.0K shares
BANK OF AMERICA CORP /DE/ Institution	−$9.6M −332.4K shares	$516.9M 17.9M shares
Stratos Wealth Partners, LTD. RIA/Wealth	−$9.4M −326.0K shares	$1.0M 35.4K shares
PFG Advisors RIA/Wealth	−$7.9M −272.8K shares	$1.2M 40.4K shares
Richard Bernstein Advisors LLC Long Only Manager	−$6.5M −224.1K shares	$232.1M 8.0M shares
Strategic Financial Partners, Ltd. RIA/Wealth	−$5.8M −199.7K shares	$2.1M 71.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPTI in Q3 2025

New Positions: 24
New Value: $25.8M
Exited Positions: 41
Exited Value: $69.1M

New Positions

Institution	Position Value
Beacon Pointe Advisors, LLC RIA/Wealth	$10.2M 354.1K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$4.7M 162.0K shares
Oregon Pacific Wealth Management, LLC RIA/Wealth	$3.1M 108.2K shares
PFG Financial Advisors RIA/Wealth	$1.8M 62.2K shares
Frisch Financial Group, Inc. RIA/Wealth	$1.4M 48.3K shares
PFG Private Wealth Management, LLC RIA/Wealth	$878.8K 30.4K shares
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth	$831.5K 28.8K shares
Savant Capital, LLC RIA/Wealth	$496.6K 17.2K shares
A4 Wealth Advisors LLC RIA/Wealth	$477.0K 16.5K shares
MEITAV DASH INVESTMENTS LTD RIA/Wealth	$372.1K 12.9K shares

Exited Positions

Institution	Previous Position
Stadion Money Management, LLC Long Only Manager	$49.9M 1.7M shares
Financial Advocates Investment Management RIA/Wealth	$4.2M 146.4K shares
Sharkey, Howes & Javer RIA/Wealth	$2.5M 87.6K shares
J Jump Financial, LLC Institution	$1.4M 50.2K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	$1.0M 35.0K shares
Advisor Resource Council RIA/Wealth	$830.1K 28.9K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$772.5K 24.4K shares
Opal Wealth Advisors, LLC RIA/Wealth	$686.7K 23.9K shares
Leslie Global Wealth, LLC RIA/Wealth	$681.6K 23.7K shares
Csenge Advisory Group RIA/Wealth	$596.2K 20.9K shares

Options Activity

Institutions with the largest Call and Put options positions in SPTI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SPTI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
EVERMAY WEALTH MANAGEMENT LLC RIA/Wealth	William Calvin Pitt Founder	14.77% $129.1M	4.5M shares	Q4 2024 Held for 11 months	$874.4M
Compton Financial Group, LLC RIA/Wealth	Christopher Patrick Compton Managing Partner	14.26% $59.2M	2.0M shares	Q1 2025 Held for 8 months	$415.3M
Collier Financial RIA/Wealth	Brandon James Collier Managing Partner	12.97% $17.2M	596.7K shares	Q3 2025 Held for 2 months	$133.0M
M Municipal Employees' Retirement System of Michigan Institution	-	12.45% $1.0B	35.9M shares	Q3 2019 Held for 6y 2m	$8.3B
Wela Strategies, LLC RIA/Wealth	Matthew Ross Reiner CEO	11.22% $29.6M	1.0M shares	Q1 2019 Held for 6y 8m	$263.7M
Leicht Financial Planning & Wealth Management, Inc. RIA/Wealth	Andrew James Leicht CEO	11.21% $24.9M	860.7K shares	Q4 2019 Held for 5y 11m	$221.8M
One Day In July LLC RIA/Wealth	Daniel Patrick Cunningham CEO	10.67% $126.1M	4.4M shares	Q4 2023 Held for 1y 11m	$1.2B
S. R. Schill & Associates RIA/Wealth	Leonard Alan Skiena CEO	10.18% $14.5M	501.4K shares	Q4 2018 Held for 6y 11m	$142.4M
B BRIDGE GENERATIONS WEALTH MANAGEMENT LLC RIA/Wealth	Barbara Jean Ray Managing Partner	9.76% $14.7M	508.2K shares	Q1 2025 Held for 8 months	$150.6M
VOISARD ASSET MANAGEMENT GROUP, INC. RIA/Wealth	Douglas Edward Voisard President	9.38% $40.5M	1.4M shares	Q3 2024 Held for 1y 2m	$432.1M

Hedge Fund Spotlight

Discover hedge funds investing in SPTI

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Portfolio Intermediate Term Treasury

Market Value: $5.3M
Shares Held: 185.0K
Portfolio Weight: 0.00%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%