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SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Institutional Ownership

SPDR Portfolio Intermediate Term Treasury ETF logo
$27.31 +0.02 (+0.07%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$27.32 +0.01 (+0.04%)
As of 10/13/2026 07:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
285
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$665.89M
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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
10/13/2026Downshift Financial LLC162,384$4.43M1.9%+2.5%0.042%
10/9/2026GK Wealth Management LLC1,150$31K0.0%N/A0.000%
10/9/2026Wedmont Private Capital14,194$388K0.0%-7.6%0.004%
10/9/2026Stephens Group Asset Management LLC2,928,146$79.88M4.6%+10.5%0.760%
10/9/2026Hardin Capital Partners LLC50,293$1.37M0.6%+2.0%0.013%
10/9/2026Integrated Capital Management Inc.223,718$6.10M4.4%N/A0.058%
10/8/2026Farther Finance Advisors LLC119,284$3.25M0.0%-26.3%0.031%
10/8/2026CoreCap Advisors LLC3,638$99K0.0%-15.7%0.001%
10/8/2026Apella Capital LLC7,846$214K0.0%N/A0.002%
10/8/2026Gradient Investments LLC1,530,221$41.74M0.6%N/A0.397%
10/8/2026Puff Wealth Management LLC35,195$960K0.9%+11.8%0.009%
10/7/2026Pathway Financial Advisors LLC26,657$727K0.1%-2.2%0.007%
10/7/2026Waller Financial Planning Group Inc.44,545$1.22M0.2%+2.2%0.012%
10/2/2026 Boltwood Capital Management41,010$1.12M0.3%N/A0.011%
9/23/2026Envestnet Portfolio Solutions Inc.1,244,488$35.31M0.2%+26.1%0.330%
9/23/2026Envestnet Asset Management Inc.8,273,012$234.87M0.0%+5.7%2.192%
9/9/2026NorthRock Partners LLC1,032,022$29.30M0.4%-6.8%0.275%
9/9/2026Integrated Wealth Concepts LLC1,054,763$29.95M0.2%+108.0%0.281%
9/9/2026RFG Advisory LLC8,112$230K0.0%-49.8%0.002%
9/9/2026NewEdge Advisors LLC68,971$1.96M0.0%+2.4%0.018%
9/9/2026IFP Advisors Inc179,956$5.11M0.1%+166.7%0.048%
9/9/2026Baird Financial Group Inc.161,076$4.57M0.0%+49.1%0.043%
9/9/2026XY Planning Network Inc.251,997$7.15M0.9%+10.8%0.067%
9/8/2026Allworth Financial LP6,463$183K0.0%+18.5%0.002%
9/8/2026Waverly Advisors LLC136,500$3.88M0.0%+2.4%0.036%
8/26/2026Brown Financial Advisors61,792$1.75M0.6%+6.9%0.016%
8/23/2026Ameritas Advisory Services LLC5,311$151K0.0%-72.6%0.001%
8/23/2026Wedmont Private Capital15,354$433K0.0%-20.8%0.004%
8/23/2026Melone Private Wealth LLC512,824$14.56M4.5%+0.5%0.136%
8/22/2026Invested Advisors10,253$291K0.3%+7.8%0.003%
8/22/2026ZEGA Investments LLC100,793$2.86M0.3%+22.9%0.027%
8/21/2026Continuum Advisory LLC7,653$217K0.0%-32.4%0.002%
8/21/2026Symphony Financial Ltd. Co.9,627$274K0.0%+8.7%0.003%
8/19/2026Ferguson Wellman Capital Management Inc.735$209K0.0%N/A0.000%
7/10/2026GenWealth Group Inc.66,112$1.88M0.3%+9.2%0.018%
7/10/2026KWB Wealth999,955$28.39M2.4%-14.2%0.275%
7/10/2026Paladin Wealth LLC50,573$1.44M0.8%+13.2%0.014%
7/9/2026Capital Wealth Management LLC75,649$2.15M0.4%-6.1%0.020%
7/9/2026Melone Private Wealth LLC512,824$14.56M5.5%+0.5%0.141%
7/9/2026Ehrlich Financial Group121,365$3.45M1.8%+22.3%0.033%
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7/9/2026Private Wealth Group LLC138,874$3.94M1.5%+4.2%0.038%
7/8/2026Gradient Investments LLC1,540,075$43.72M0.6%+14.5%0.423%
7/8/2026Puff Wealth Management LLC31,470$893K0.9%N/A0.009%
7/8/2026Clark Asset Management LLC8,109$230K0.0%-6.4%0.002%
7/8/2026Midwest Financial Network LLC10,438$296K0.2%N/A0.003%
7/8/2026Hardin Capital Partners LLC49,289$1.40M0.7%-1.7%0.014%
7/8/2026Integrated Capital Management Inc.228,374$6.48M4.5%-3.2%0.064%
7/7/2026Waller Financial Planning Group Inc.43,597$1.24M0.3%+4.3%0.012%
7/7/2026Pathway Financial Advisors LLC27,248$771K0.1%-2.9%0.008%
7/6/2026Hobart Private Capital LLC424,172$12.04M2.1%+1.4%0.118%
7/6/2026Trilogy Capital Inc.202,416$5.75M0.2%+11.7%0.056%
6/26/2026WealthPoint Financial LLC7,955$228K0.2%N/A0.002%
6/3/2026NewEdge Advisors LLC67,385$1.93M0.0%-25.5%0.019%
5/27/2026Capasso Planning Partners LLC410,309$11.76M6.3%+5.4%0.116%
5/22/2026Verus Capital Partners LLC199,291$5.71M0.4%+130.0%0.057%
5/20/2026Hobbs Group Advisors LLC441,260$12.65M3.8%-4.4%0.125%
5/19/2026Western Wealth Management LLC205,928$5.90M0.2%-2.0%0.058%
5/19/2026NewEdge Advisors LLC58,317$1.67M0.0%-35.5%0.017%
5/19/2026Bank of America Corp DE1,885,287$54.03M0.0%-86.9%0.535%
5/19/2026Strategic Investment Advisors MI46,086$1.32M0.1%+16.4%0.013%
5/19/2026Arkadios Wealth Advisors273,366$7.84M0.1%N/A0.078%
5/19/2026IFS Group LLC8,047$231K0.2%N/A0.002%
5/18/2026EverSource Wealth Advisors LLC10,588$303K0.0%+100.2%0.003%
5/18/2026Royal Bank of Canada326,234$9.35M0.0%-47.1%0.093%
5/15/2026Gateway Wealth Partners LLC276,574$7.93M0.3%+155.8%0.079%
5/15/2026Waverly Advisors LLC133,324$3.82M0.0%+5.6%0.038%
5/14/2026Renaissance Technologies LLC216,700$6.21M0.0%+367.0%0.062%
5/14/2026Sei Investments Co.220,000$6.31M0.0%N/A0.062%
5/13/2026Cetera Investment Advisers2,063,334$59.14M0.1%+7.2%0.586%
5/13/2026Wiregrass Investment Management LLC39,198$1.12M0.9%+12.2%0.011%
5/12/2026Insight Advisors LLC PA38,051$1.09M0.2%+2.3%0.011%
5/8/2026PNC Financial Services Group Inc.73,772$2.11M0.0%-17.9%0.021%
5/7/2026Hanseatic Management Services Inc.48,011$1.38M1.3%N/A0.014%
5/7/2026Arjuna Capital464,474$13.31M3.4%-1.1%0.132%
5/6/2026Zhang Financial LLC9,205$264K0.0%+26.1%0.003%
5/6/2026Centennial Bank AR39,491$1.13M0.4%+242.0%0.011%
5/6/2026Assetmark Inc.3,103,772$88.95M0.2%+9.2%0.881%
5/6/2026One Day In July LLC5,356,793$153.53M12.3%+10.1%1.521%
5/6/2026Frisch Financial Group Inc.879,342$25.20M5.3%+236.0%0.250%
5/6/2026Independent Financial Group LLC27,517$789K0.0%N/A0.008%
5/5/2026Bank of New York Mellon Corp153,536$4.40M0.0%+62.0%0.044%
5/5/2026Collaborative Wealth Managment Inc.55,921$1.60M0.7%-4.8%0.016%
5/5/2026Signet Financial Management LLC267,658$7.67M0.9%+2.8%0.076%
5/5/2026Sanctuary Advisors LLC212,754$6.10M0.0%+34.7%0.060%
5/4/2026Retirement Planning Group LLC196,480$5.63M0.2%-2.3%0.056%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,104$290K0.0%+12.4%0.003%
5/4/2026Northland Securities Inc.16,566$475K0.5%+74.1%0.005%
5/4/2026Hibernia Wealth Partners LLC11,335$325K0.1%N/A0.003%
5/4/2026Lifeworks Advisors LLC31,495$903K0.1%+8.5%0.009%
5/2/2026Diversify Wealth Management LLC15,005$428K0.0%N/A0.004%
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5/2/2026Carnegie Investment Counsel1,846,575$52.92M1.0%+2.1%0.524%
5/1/2026Fifth Third Bancorp301,892$8.65M0.0%N/A0.086%
5/1/2026S. R. Schill & Associates538,400$15.43M10.4%+7.0%0.153%
5/1/2026Manning & Napier Advisors LLC2,288,911$65.60M0.9%-3.3%0.648%
4/30/2026Costello Asset Management INC53,787$1.54M0.5%-7.5%0.015%
4/30/2026Elevated Capital Advisors LLC1,293$37K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC223,091$6.39M0.0%+40.9%0.063%
4/29/2026ArborFi Advisors LLC180,357$5.17M4.2%+28.4%0.051%
4/29/2026Meitav Investment House Ltd.20,625$591K0.0%+8.6%0.006%
4/29/2026Burney Co.9,981$286K0.0%+7.1%0.003%


SPTI Institutional Ownership - Frequently Asked Questions

During the previous two years, 394 institutional investors and hedge funds held shares of SPDR Portfolio Intermediate Term Treasury ETF. The most heavily invested institutionals were LPL Financial LLC ($1.41B), Financial Engines Advisors L.L.C. ($1.27B), Municipal Employees Retirement System of Michigan ($1.07B), Mather Group LLC. ($326.38M), Envestnet Asset Management Inc. ($234.87M), Richard Bernstein Advisors LLC ($229.16M), and Ameriprise Financial Inc. ($206.90M).Learn more on SPDR Portfolio Intermediate Term Treasury ETF's institutional investors.

Of the 336 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: Bank of America Corp DE ($11.33M), Municipal Employees Retirement System of Michigan ($10.82M), Financial Engines Advisors L.L.C. ($8.46M), CWM LLC ($3.17M), Envestnet Asset Management Inc. ($2.89M), GLOBALT Investments LLC GA ($2.47M), and State Street Corp ($2.41M).

Institutional investors have bought a total of 46,566,733 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Of the 134 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: Bank of America Corp DE ($12.82M), Ameriprise Financial Inc. ($1.38M), Strategic Wealth Investment Group LLC ($1.13M), Vestmark Advisory Solutions Inc. ($698.29K), Astoria Portfolio Advisors LLC. ($495.84K), Compton Financial Group LLC ($400.36K), and Integrity Wealth Advisors Inc. ($355.22K).

Institutional investors have sold a total of 23,174,145 shares in the last 24 months. This volume of shares sold represents approximately $665.89M in transactions.



Institutional ownership data for NYSEARCA:SPTI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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