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SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Institutional Ownership

SPDR Portfolio Intermediate Term Treasury ETF logo
$28.42 +0.02 (+0.07%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI)

Number of
Institutional Buyers
(last 12 months)
306
Total
Institutional Inflows
(last 12 months)
$2.26B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$545.39M
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SPTI Institutional Buying and Selling by Quarter

SPDR Portfolio Intermediate Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/4/2026 Retirement Planning Group LLC196,480$5.63M0.2%-2.3%0.056%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,104$290K0.0%+12.4%0.003%
5/4/2026 Northland Securities Inc.16,566$475K0.5%+74.1%0.005%
5/4/2026 Hibernia Wealth Partners LLC11,335$325K0.1%N/A0.003%
5/4/2026 Lifeworks Advisors LLC31,495$903K0.1%+8.5%0.009%
5/2/2026 Diversify Wealth Management LLC15,005$428K0.0%N/A0.004%
5/2/2026 Carnegie Investment Counsel1,846,575$52.92M1.0%+2.1%0.524%
5/1/2026 Fifth Third Bancorp301,892$8.65M0.0%N/A0.086%
5/1/2026 S. R. Schill & Associates538,400$15.43M10.4%+7.0%0.153%
5/1/2026 Manning & Napier Advisors LLC2,288,911$65.60M0.9%-3.3%0.648%
4/30/2026 Costello Asset Management INC53,787$1.54M0.5%-7.5%0.015%
4/30/2026 Elevated Capital Advisors LLC1,293$37K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC223,091$6.39M0.0%+40.9%0.063%
4/29/2026 ArborFi Advisors LLC180,357$5.17M4.2%+28.4%0.051%
4/29/2026 Meitav Investment House Ltd.20,625$591K0.0%+8.6%0.006%
4/29/2026 Burney Co.9,981$286K0.0%+7.1%0.003%
4/29/2026 Downshift Financial LLC99,210$2.84M1.4%+7.4%0.028%
4/28/2026 Compton Financial Group LLC1,862,719$53.39M11.8%-17.7%0.528%
4/28/2026 GM Advisory Group LLC481,957$13.81M0.5%+4.5%0.136%
4/28/2026 Astoria Portfolio Advisors LLC.146,229$4.19M0.9%+3.8%0.041%
4/27/2026 Appalachian Capital Management Ltd335,006$9.60M7.7%+3.8%0.095%
4/27/2026 Baer Investment Advisory LLC8,899$255K0.0%N/A0.003%
4/27/2026 World Investment Advisors13,693$392K0.0%-10.3%0.004%
4/27/2026 Boyd Watterson Asset Management LLC OH14,729$422K0.1%-21.3%0.004%
4/27/2026 Flagstone Financial Management866,477$24.83M6.2%+5.4%0.246%
4/27/2026 Private Advisor Group LLC1,206,128$34.57M0.2%+26.9%0.342%
4/27/2026 Elevation Point Wealth Partners LLC8,598$246K0.0%-94.8%0.002%
4/25/2026 Smithbridge Asset Management Inc. DE14,906$427K0.1%-54.2%0.004%
4/24/2026 Root Financial Partners LLC6,553$188K0.0%-58.9%0.002%
4/24/2026 RKL Wealth Management LLC26,914$771K0.1%-6.9%0.008%
4/24/2026 True Blue Financial LLC19,969$572K0.5%+19.0%0.006%
4/24/2026 Key Financial Inc237,741$6.81M1.2%+0.8%0.067%
4/24/2026 Equita Financial Network Inc.435,818$12.49M3.9%-2.1%0.124%
4/24/2026 Impact Partnership Wealth LLC868,583$24.89M3.1%+6.7%0.247%
4/23/2026 Oregon Pacific Wealth Management LLC36,535$1.05M1.1%-82.3%0.010%
4/23/2026 Private Wealth Group LLC133,266$3.82M1.8%+9.8%0.038%
4/23/2026 Avant Financial Advisors LLC136,663$3.92M2.8%+3.3%0.039%
4/23/2026 Detalus Advisors LLC7,627$219K0.1%N/A0.002%
4/23/2026 Apollon Financial LLC208,552$5.98M0.8%+342.3%0.059%
4/23/2026 Clarity Wealth Development LLC57,314$1.64M1.3%-5.9%0.016%
4/23/2026 Vicus Capital62,479$1.79M0.1%+0.9%0.018%
4/22/2026 Janney Montgomery Scott LLC60,887$1.75M0.0%-49.2%0.017%
4/22/2026 Onyx Bridge Wealth Group LLC169,931$4.87M0.5%-12.2%0.048%
4/22/2026 Trilogy Capital Inc.181,144$5.19M0.2%+1.2%0.051%
4/22/2026 Realta Investment Advisors13,379$383K0.1%-8.0%0.004%
4/22/2026 Narus Financial Partners LLC90,961$2.61M0.7%+3.1%0.026%
4/21/2026 Maridea Wealth Management LLC37,207$1.07M0.2%+28.9%0.011%
4/20/2026 Higgins & Schmidt Wealth Strategies LLC374,815$10.74M4.9%+15.8%0.106%
4/20/2026 Ritholtz Wealth Management14,551$417K0.0%+27.3%0.004%
4/20/2026 Independence Wealth Advisors LLC42,019$1.20M0.6%-82.7%0.012%
4/20/2026 Auour Investments LLC217,958$6.25M2.0%+3.0%0.062%
4/20/2026 Blue Trust Inc.1,810$52K0.0%-95.1%0.001%
4/20/2026 RFG Advisory LLC16,174$464K0.0%-49.4%0.005%
4/17/2026 Capital Wealth Management LLC80,570$2.31M0.6%N/A0.023%
4/17/2026 Certified Advisory Corp491,720$14.09M1.3%+8.2%0.140%
4/17/2026 Clark Asset Management LLC8,659$248K0.0%-31.6%0.002%
4/17/2026 Brookstone Capital Management8,183$235K0.0%-37.4%0.002%
4/16/2026 Capstone Wealth Management Group LLC10,110$292K0.2%N/A0.003%
4/16/2026 Center For Asset Management LLC59,352$1.70M0.8%+28.1%0.017%
4/16/2026 Paladin Wealth LLC44,689$1.28M0.9%+2.6%0.013%
4/16/2026 Thompson Davis & CO. Inc.40,145$1.15M0.8%-1.8%0.011%
3/17/2026Rockefeller Capital Management L.P.197,759$5.70M0.0%+23.8%0.061%
3/13/2026 World Investment Advisors15,258$440K0.0%N/A0.005%
3/11/2026 Downshift Financial LLC92,378$2.66M1.6%N/A0.029%
3/9/2026Corient Private Wealth LLC21,650$624K0.0%+6.0%0.007%
2/24/2026 Astoria Portfolio Advisors LLC.140,880$4.10M1.0%-77.9%0.044%
2/24/2026Barnes Wealth Management Group Inc23,524$678K0.4%+2.2%0.007%
2/19/2026Compound Planning Inc.6,979$201K0.0%-28.1%0.002%
2/19/2026Corient Private Wealth LLC20,918$603K0.0%+2.4%0.007%
2/18/2026Mercer Global Advisors Inc. ADV1,458,233$42.06M0.1%+2.4%0.453%
2/18/2026Virtue Capital Management LLC50,428$1.45M0.0%+73.5%0.016%
2/18/2026 Onyx Bridge Wealth Group LLC193,625$5.58M0.6%-3.8%0.060%
2/18/2026Beacon Pointe Advisors LLC377,726$10.89M0.1%+6.7%0.117%
2/18/2026Vermillion & White Wealth Management Group LLC211,741$6.11M3.3%+4.1%0.066%
2/18/2026NewEdge Advisors LLC90,476$2.61M0.0%-27.5%0.028%
2/18/2026Vertex Planning Partners LLC44,073$1.27M0.3%+1.9%0.014%
2/18/2026Strategic Investment Advisors MI39,602$1.14M0.1%+11,182.6%0.012%
2/18/2026IHT Wealth Management LLC73,486$2.12M0.1%+150.1%0.023%
2/18/2026Integrity Wealth Advisors Inc.142,967$4.12M2.8%-71.3%0.044%
2/18/2026Centennial Bank AR 11,547$333K0.1%+68.0%0.004%
2/17/2026 Appalachian Capital Management Ltd322,765$9.31M7.5%N/A0.100%
2/17/2026AQR Capital Management LLC192,008$5.54M0.0%+3.8%0.060%
2/17/2026Cetera Investment Advisers1,924,746$55.51M0.1%+21.4%0.598%
2/17/2026Equitable Holdings Inc.1,278,390$36.87M0.3%+6.1%0.398%
2/17/2026Kovack Advisors Inc.34,039$982K0.0%N/A0.011%
2/17/2026GeoWealth Management LLC9,610$277K0.0%-28.3%0.003%
2/17/2026Osaic Holdings Inc.3,391,681$97.82M0.1%-3.1%1.055%
2/17/2026 Private Advisor Group LLC950,203$27.40M0.1%+3.9%0.295%
2/17/2026Captrust Financial Advisors11,812$341K0.0%N/A0.004%
2/17/2026&PARTNERS54,153$1.56M0.0%N/A0.017%
2/17/2026Blair William & Co. IL2,619$76K0.0%-12.3%0.001%
2/17/2026Royal Bank of Canada616,646$17.78M0.0%-4.1%0.192%
2/17/2026 Abound Financial LLC287,620$8.30M1.9%+6.4%0.089%
2/17/2026Bluedoor Private Wealth LLC13,511$390K0.2%N/A0.004%
2/17/2026 Seaside Wealth Management Inc.11,961$345K0.1%+4.3%0.004%
2/16/2026Zinnia Wealth Advisory LLC91,829$2.65M2.9%N/A0.029%


SPTI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTI shares?

During the previous two years, 384 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), Bank of America Corp DE ($516.86M), Mather Group LLC. ($326.38M), Richard Bernstein Advisors LLC ($229.16M), and Ameriprise Financial Inc. ($206.90M).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 321 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), GLOBALT Investments LLC GA ($2.47M), Envestnet Asset Management Inc. ($2.45M), and State Street Corp ($2.41M).

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

Institutional investors have bought a total of 78,615,791 shares in the last 24 months. This purchase volume represents approximately $2.26B in transactions.

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

Of the 172 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: CW Advisors LLC ($2.56M), Ameriprise Financial Inc. ($1.38M), Migdal Insurance & Financial Holdings Ltd. ($1.36M), JPMorgan Chase & Co. ($1.36M), Strategic Wealth Investment Group LLC ($1.13M), Astoria Portfolio Advisors LLC. ($702.21K), and Vestmark Advisory Solutions Inc. ($698.29K).

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

Institutional investors have sold a total of 18,932,478 shares in the last 24 months. This volume of shares sold represents approximately $545.39M in transactions.


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This page (NYSEARCA:SPTI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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