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SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Institutional Ownership

SPDR Portfolio Intermediate Term Treasury ETF logo
$28.50 +0.06 (+0.21%)
As of 07/18/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$418.13M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$166.38M
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SPTI Institutional Buying and Selling by Quarter

SPDR Portfolio Intermediate Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025RKL Wealth Management LLC37,769$1.09M0.1%-15.9%0.012%
7/18/2025Trilogy Capital Inc.148,596$4.28M0.2%-47.0%0.049%
7/18/2025PFG Investments LLC8,021$231K0.0%N/A0.003%
7/18/2025Bridge Generations Wealth Management LLC344,205$9.90M6.0%+3.4%0.113%
7/18/2025Truist Financial Corp932,751$26.84M0.0%+19.2%0.307%
7/18/2025Donald L. Hagan LLC30,658$882K0.4%+11.5%0.010%
7/17/2025 XML Financial LLC241,504$6.95M0.6%+4.7%0.079%
7/17/2025 Capital Investment Advisors LLC10,905$314K0.0%-3.9%0.004%
7/17/2025 Stephens Group Asset Management LLC2,948,570$84.83M6.1%-13.9%0.967%
7/17/2025 Janney Montgomery Scott LLC124,334$3.58M0.0%+17.8%0.041%
7/17/2025 XY Planning Network Inc.24,559$707K0.2%N/A0.008%
7/17/2025 CogentBlue Wealth Advisors LLC16,471$474K0.4%-29.8%0.005%
7/16/2025 Diversified Enterprises LLC8,160$235K0.0%-8.8%0.003%
7/16/2025 Signaturefd LLC978$28K0.0%-92.3%0.000%
7/16/2025 GenWealth Group Inc.48,767$1.40M0.3%-3.7%0.016%
7/16/2025 ST Germain D J Co. Inc.92,000$2.65M0.1%-0.7%0.030%
7/16/2025 Patron Partners LLC24,741$712K0.4%N/A0.008%
7/16/2025 Perigon Wealth Management LLC8,499$245K0.0%N/A0.003%
7/16/2025 Maridea Wealth Management LLC7,871$226K0.1%N/A0.003%
7/15/2025 Signet Financial Management LLC221,055$6.36M0.8%+43.0%0.072%
7/15/2025 Mather Group LLC.10,349,392$297.75M3.2%+2.4%3.393%
7/15/2025 Cranbrook Wealth Management LLC55,741$1.60M0.3%-2.1%0.018%
7/15/2025 Boyd Wealth Management LLC14,221$409K0.2%N/A0.005%
7/14/2025 Opal Wealth Advisors LLC23,867$687K0.2%-23.8%0.008%
7/14/2025 Capital CS Group LLC8,130$234K0.4%-7.4%0.003%
7/14/2025 Sentinel Pension Advisors LLC1,151,015$33.12M5.6%+3.2%0.377%
7/14/2025 Narus Financial Partners LLC87,378$2.51M0.8%+4.4%0.029%
7/14/2025 Park Avenue Securities LLC352,058$10.13M0.1%-5.6%0.115%
7/11/2025 Farther Finance Advisors LLC62,997$1.81M0.0%+3.5%0.021%
7/10/2025 Voisard Asset Management Group Inc.1,275,563$36.70M9.5%+8.3%0.416%
7/10/2025 Global Financial Private Client LLC13,436$387K0.1%N/A0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC524,878$14.97M0.0%-4.6%0.171%
7/10/2025 Sharkey Howes & Javer87,635$2.52M0.3%N/A0.029%
7/9/2025 Hardin Capital Partners LLC46,820$1.34M0.8%+9.4%0.015%
7/9/2025 Christopher J. Hasenberg Inc43,399$1.25M0.5%N/A0.014%
7/8/2025 Melone Private Wealth LLC517,475$14.85M7.6%+1.0%0.169%
7/8/2025 Ehrlich Financial Group53,019$1.53M1.0%N/A0.017%
7/8/2025 Paladin Wealth LLC43,232$1.24M1.0%-7.4%0.014%
7/8/2025 Gradient Investments LLC1,153,761$33.19M0.6%+0.2%0.377%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC285,468$8.21M4.5%+28.8%0.095%
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7/2/2025 S. R. Schill & Associates485,875$13.98M10.3%+1.6%0.161%
5/16/2025Jones Financial Companies Lllp28,098$803K0.0%+73.3%0.009%
5/16/2025NewEdge Advisors LLC102,441$2.93M0.0%-55.9%0.034%
5/16/2025Integrated Wealth Concepts LLC122,197$3.49M0.0%-50.1%0.040%
5/15/2025Betterment LLC16,068$459K0.0%-11.5%0.005%
5/14/2025Ameriprise Financial Inc.7,763,364$222.03M0.1%+2.8%2.555%
5/9/2025Tidemark LLC47,803$1.37M0.5%+2.2%0.017%
5/7/2025Vantage Financial Partners LLC21,765$622K0.2%-27.1%0.008%
5/7/2025Portland Global Advisors LLC1,281,396$36.62M4.6%+5.0%0.462%
5/7/2025Municipal Employees Retirement System of Michigan35,861,653$1.02B13.0%+35.7%12.918%
5/7/2025GLOBALT Investments LLC GA3,246,154$92.78M3.8%-2.0%1.169%
5/1/2025LRI Investments LLC2,608$75K0.0%N/A0.001%
4/30/2025Synergy Investment Management LLC182,764$5.22M2.2%-30.2%0.066%
4/29/2025Bank of New York Mellon Corp58,369$1.67M0.0%+2.6%0.021%
4/29/2025Wayfinding Financial LLC2,294$65K0.0%N/A0.001%
4/28/2025First Horizon Advisors Inc.1,730$49K0.0%-38.5%0.001%
4/28/2025Private Trust Co. NA91,076$2.60M0.3%+2.2%0.033%
4/28/2025Salomon & Ludwin LLC388,476$11.10M1.2%+10.7%0.140%
4/24/2025Golden State Wealth Management LLC35,447$1.01M0.2%-14.7%0.013%
4/24/2025Tsfg LLC377,413$10.79M2.2%+8.4%0.136%
4/23/2025Western Wealth Management LLC135,832$3.88M0.3%+7.2%0.049%
4/23/2025Golden State Wealth Management LLC70,892$2.03M0.1%+70.7%0.026%
4/23/2025Fourth Dimension Wealth LLC257,035$7.35M3.6%+43.2%0.093%
4/22/2025Cambridge Investment Research Advisors Inc.239,198$6.84M0.0%+16.7%0.086%
4/22/2025Manning & Napier Advisors LLC1,626,727$46.49M0.6%-1.0%0.586%
4/21/2025PSI Advisors LLC55,808$1.60M0.5%+3.4%0.020%
4/21/2025 S. R. Schill & Associates478,094$13.66M10.9%+5.6%0.172%
4/17/2025 Janney Montgomery Scott LLC105,567$3.02M0.0%+3.0%0.038%
4/15/2025GPS Wealth Strategies Group LLC39,238$1.12M0.2%-44.6%0.015%
4/15/2025Collier Financial565,996$16.18M13.8%N/A0.209%
4/14/2025 Farther Finance Advisors LLC60,851$1.74M0.0%+70.3%0.022%
4/9/2025 ST Germain D J Co. Inc.92,645$2.65M0.1%-14.1%0.034%
2/26/2025Virtue Capital Management LLC18,438$514K0.1%-4.9%0.007%
2/18/2025Fourth Dimension Wealth LLC179,476$5.01M2.6%N/A0.090%
2/18/2025City National Bank of Florida MSD10,886$304K0.3%N/A0.005%
2/18/2025Continuum Advisory LLC11,188$312K0.0%-20.0%0.006%
2/17/2025Vermillion & White Wealth Management Group LLC211,166$5.89M4.3%+2.5%0.106%
2/17/2025Minot DeBlois Advisors LLC1,056$29K0.0%N/A0.001%
2/17/2025Ameriprise Financial Inc.7,554,391$210.68M0.1%+13.3%3.798%
2/14/2025Headland Capital LLC440,958$12.29M4.2%N/A0.222%
2/14/2025Betterment LLC18,155$506K0.0%-24.8%0.009%
2/14/2025Integrated Wealth Concepts LLC245,127$6.83M0.1%-4.6%0.123%
2/14/2025IHT Wealth Management LLC13,777$384K0.0%-95.1%0.007%
2/14/2025Concourse Financial Group Securities Inc.1,207$34K0.0%+114.4%0.001%
2/13/2025Jump Financial LLC38,319$1.07M0.0%-38.3%0.019%
2/13/2025Waterloo Capital L.P.283,482$7.90M0.8%-40.6%0.143%
2/12/2025Portland Global Advisors LLC1,219,842$34.01M4.3%+17.4%0.613%
2/12/2025JPMorgan Chase & Co.1,471,079$41.01M0.0%-0.1%0.740%
2/10/2025SouthState Corp1,241$35K0.0%N/A0.001%
2/10/2025GLOBALT Investments LLC GA3,311,337$92.32M3.5%-0.5%1.665%
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2/10/2025Eldridge Investment Advisors Inc.301,975$8.42M2.0%+14.6%0.152%
2/10/2025Tidemark LLC46,771$1.30M0.5%-2.0%0.024%
2/10/2025 Farther Finance Advisors LLC35,742$996K0.0%+5.3%0.018%
2/10/2025EverSource Wealth Advisors LLC8,411$234K0.0%+59.1%0.004%
2/6/2025Vantage Financial Partners LLC29,848$832K0.2%-26.4%0.015%
2/6/2025Synergy Investment Management LLC262,023$7.31M3.1%N/A0.132%
2/6/2025SBI Securities Co. Ltd.4,330$121K0.0%N/A0.002%
2/6/2025Jones Financial Companies Lllp16,213$452K0.0%+36.2%0.008%
2/5/2025Fisher Asset Management LLC180,298$5.03M0.0%+405.6%0.091%
2/5/2025Private Trust Co. NA89,142$2.49M0.3%+1.6%0.045%
(Data available from 1/1/2016 forward)

SPTI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTI shares?

During the previous two years, 118 institutional investors and hedge funds held shares of SPDR Portfolio Intermediate Term Treasury ETF. The most heavily invested institutionals were Municipal Employees Retirement System of Michigan ($1.02B), Financial Engines Advisors L.L.C. ($758.85M), Mather Group LLC. ($297.75M), Ameriprise Financial Inc. ($222.03M), GLOBALT Investments LLC GA ($92.78M), Stephens Group Asset Management LLC ($84.83M), and Flow Traders U.S. LLC ($82.92M).Learn more on SPDR Portfolio Intermediate Term Treasury ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio Intermediate Term Treasury ETF's stock?

Of the 87 institutional investors that purchased SPDR Portfolio Intermediate Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($29.88M), Financial Engines Advisors L.L.C. ($4.45M), GLOBALT Investments LLC GA ($1.97M), Manning & Napier Advisors LLC ($1.66M), Flow Traders U.S. LLC ($1.25M), Ameriprise Financial Inc. ($1.09M), and Collier Financial ($566.00K).

How much institutional buying is happening at SPDR Portfolio Intermediate Term Treasury ETF?

Institutional investors have bought a total of 14,682,002 shares in the last 24 months. This purchase volume represents approximately $418.13M in transactions.

Which of SPDR Portfolio Intermediate Term Treasury ETF's major shareholders have been selling company stock?

Of the 54 institutional investors that sold SPDR Portfolio Intermediate Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Wealth Investment Group LLC ($1.76M), JPMorgan Chase & Co. ($1.55M), Stephens Group Asset Management LLC ($476.95K), Waterloo Capital L.P. ($369.81K), IHT Wealth Management LLC ($266.65K), GLOBALT Investments LLC GA ($216.58K), and Integrated Wealth Concepts LLC ($134.63K).

How much institutional selling is happening at SPDR Portfolio Intermediate Term Treasury ETF?

Institutional investors have sold a total of 5,854,665 shares in the last 24 months. This volume of shares sold represents approximately $166.38M in transactions.



This page (NYSEARCA:SPTI) was last updated on 7/19/2025 by MarketBeat.com Staff
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