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SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Institutional Ownership

SPDR Portfolio Intermediate Term Treasury ETF logo
$28.19 +0.02 (+0.07%)
As of 08:29 AM 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)
286
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$664.34M
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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
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%
6/26/2026 WealthPoint Financial LLC7,955$228K0.2%N/A0.002%
6/3/2026 NewEdge Advisors LLC67,385$1.93M0.0%-25.5%0.019%
5/27/2026Capasso Planning Partners LLC410,309$11.76M6.3%+5.4%0.116%
5/22/2026 Verus 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%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors273,366$7.84M0.1%N/A0.078%
5/19/2026 IFS Group LLC8,047$231K0.2%N/A0.002%
5/18/2026 EverSource Wealth Advisors LLC10,588$303K0.0%+100.2%0.003%
5/18/2026Royal Bank of Canada326,234$9.35M0.0%-47.1%0.093%
5/15/2026 Gateway 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%
5/13/2026 Cetera Investment Advisers2,063,334$59.14M0.1%+7.2%0.586%
5/13/2026 Wiregrass Investment Management LLC39,198$1.12M0.9%+12.2%0.011%
5/12/2026 Insight Advisors LLC PA38,051$1.09M0.2%+2.3%0.011%
5/8/2026 PNC Financial Services Group Inc.73,772$2.11M0.0%-17.9%0.021%
5/7/2026 Hanseatic 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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5/6/2026 Zhang Financial LLC9,205$264K0.0%+26.1%0.003%
5/6/2026 Centennial Bank AR39,491$1.13M0.4%+242.0%0.011%
5/6/2026 Assetmark Inc.3,103,772$88.95M0.2%+9.2%0.881%
5/6/2026 One 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%
5/5/2026 Bank of New York Mellon Corp153,536$4.40M0.0%+62.0%0.044%
5/5/2026 Collaborative 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%
5/4/2026Lifeworks 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%
5/1/2026Manning & 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%
4/29/2026Downshift 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%
4/28/2026GM 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%
4/27/2026World 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%
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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%
4/20/2026Independence 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 56,442,055 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Of the 133 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 23,116,320 shares in the last 24 months. This volume of shares sold represents approximately $664.34M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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