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SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Institutional Ownership

SPDR Portfolio Intermediate Term Treasury ETF logo
$28.06 +0.04 (+0.14%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
307
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$877.27M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 GenWealth Group Inc.66,112$1.88M0.3%+9.2%0.018%
7/10/2026 KWB Wealth999,955$28.39M2.4%-14.2%0.275%
7/10/2026 Paladin Wealth LLC50,573$1.44M0.8%+13.2%0.014%
7/9/2026 Capital Wealth Management LLC75,649$2.15M0.5%-6.1%0.021%
7/9/2026 Melone Private Wealth LLC512,824$14.56M5.5%+0.5%0.141%
7/9/2026 Ehrlich Financial Group121,365$3.45M1.8%+22.3%0.033%
7/9/2026 Private Wealth Group LLC138,874$3.94M1.5%+4.2%0.038%
7/8/2026 Gradient Investments LLC1,540,075$43.72M0.6%+14.5%0.423%
7/8/2026 Puff Wealth Management LLC31,470$893K0.9%N/A0.009%
7/8/2026 Clark Asset Management LLC8,109$230K0.0%-6.4%0.002%
7/8/2026 Midwest Financial Network LLC10,438$296K0.2%N/A0.003%
7/8/2026 Hardin Capital Partners LLC49,289$1.40M0.7%-1.7%0.014%
7/8/2026 Integrated Capital Management Inc.228,374$6.48M4.5%-3.2%0.064%
7/7/2026 Waller Financial Planning Group Inc.43,597$1.24M0.3%+4.3%0.012%
7/7/2026 Pathway Financial Advisors LLC27,248$771K0.1%-2.9%0.008%
7/6/2026 Hobart Private Capital LLC424,172$12.04M2.1%+1.4%0.118%
7/6/2026 Trilogy 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%
5/19/2026 IFS 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%
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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%
5/6/2026 Independent 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%
5/4/2026 Empirical 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%
5/4/2026 Hibernia 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%
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%
5/1/2026 S. 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%
4/29/2026 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%
4/29/2026Downshift Financial LLC99,210$2.84M1.4%+7.4%0.028%
4/28/2026Compton Financial Group LLC1,862,719$53.39M11.8%-17.7%0.528%
4/28/2026GM Advisory Group LLC481,957$13.81M0.5%+4.5%0.136%
4/28/2026Astoria 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%
4/27/2026Baer Investment Advisory LLC8,899$255K0.0%N/A0.003%
4/27/2026World Investment Advisors13,693$392K0.0%-10.3%0.004%
4/27/2026Boyd 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%
4/27/2026Private Advisor Group LLC1,206,128$34.57M0.2%+26.9%0.342%
4/27/2026Elevation 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%
4/24/2026Root Financial Partners LLC6,553$188K0.0%-58.9%0.002%
4/24/2026RKL Wealth Management LLC26,914$771K0.1%-6.9%0.008%
4/24/2026 True Blue Financial LLC19,969$572K0.5%+19.0%0.006%
4/24/2026Key Financial Inc237,741$6.81M1.2%+0.8%0.067%
4/24/2026Equita Financial Network Inc.435,818$12.49M3.9%-2.1%0.124%
4/24/2026Impact 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%
4/23/2026Detalus Advisors LLC7,627$219K0.1%N/A0.002%
4/23/2026 Apollon Financial LLC208,552$5.98M0.8%+342.3%0.059%
4/23/2026Clarity Wealth Development LLC57,314$1.64M1.3%-5.9%0.016%
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4/23/2026Vicus Capital62,479$1.79M0.1%+0.9%0.018%
4/22/2026Janney 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%
4/22/2026Narus Financial Partners LLC90,961$2.61M0.7%+3.1%0.026%
4/21/2026Maridea 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%
4/20/2026Ritholtz Wealth Management14,551$417K0.0%+27.3%0.004%
4/20/2026Independence Wealth Advisors LLC42,019$1.20M0.6%-82.7%0.012%


SPTI Institutional Ownership - Frequently Asked Questions

During the previous two years, 390 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), Richard Bernstein Advisors LLC ($229.16M), Ameriprise Financial Inc. ($206.90M), and CWM LLC ($181.38M).Learn more on SPDR Portfolio Intermediate Term Treasury ETF's institutional investors.

Of the 330 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).

Institutional investors have bought a total of 68,491,783 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Of the 154 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), 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), and Vestmark Advisory Solutions Inc. ($698.29K).

Institutional investors have sold a total of 30,517,533 shares in the last 24 months. This volume of shares sold represents approximately $877.27M in transactions.


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This page (NYSEARCA:SPTI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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