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SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Institutional Ownership

SPDR Portfolio Intermediate Term Treasury ETF logo
$28.29 0.00 (0.00%)
As of 07/2/2026 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)
316
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$905.20M
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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
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%
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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 AR 39,491$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%
5/2/2026Carnegie Investment Counsel1,846,575$52.92M1.0%+2.1%0.524%
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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%
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%
4/27/2026Appalachian 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%
4/27/2026Flagstone 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%
4/25/2026Smithbridge 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%
4/24/2026True 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%
4/23/2026Oregon Pacific Wealth Management LLC36,535$1.05M1.1%-82.3%0.010%
4/23/2026Private Wealth Group LLC133,266$3.82M1.8%+9.8%0.038%
4/23/2026Avant Financial Advisors LLC136,663$3.92M2.8%+3.3%0.039%
4/23/2026Detalus Advisors LLC7,627$219K0.1%N/A0.002%
4/23/2026Apollon Financial LLC208,552$5.98M0.8%+342.3%0.059%
4/23/2026Clarity Wealth Development LLC57,314$1.64M1.3%-5.9%0.016%
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%
4/22/2026Onyx Bridge Wealth Group LLC169,931$4.87M0.5%-12.2%0.048%
4/22/2026Trilogy Capital Inc.181,144$5.19M0.2%+1.2%0.051%
4/22/2026Realta 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%
4/20/2026Higgins & 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%
4/20/2026Auour Investments LLC217,958$6.25M2.0%+3.0%0.062%
4/20/2026Blue Trust Inc.1,810$52K0.0%-95.1%0.001%
4/20/2026RFG Advisory LLC16,174$464K0.0%-49.4%0.005%
4/17/2026Capital Wealth Management LLC80,570$2.31M0.6%N/A0.023%
4/17/2026Certified Advisory Corp491,720$14.09M1.3%+8.2%0.140%
4/17/2026Clark Asset Management LLC8,659$248K0.0%-31.6%0.002%
4/17/2026Brookstone Capital Management8,183$235K0.0%-37.4%0.002%
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4/16/2026Capstone Wealth Management Group LLC10,110$292K0.2%N/A0.003%
4/16/2026Center For Asset Management LLC59,352$1.70M0.8%+28.1%0.017%
4/16/2026Paladin Wealth LLC44,689$1.28M0.9%+2.6%0.013%
4/16/2026Thompson 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%
3/13/2026World Investment Advisors15,258$440K0.0%N/A0.005%
3/11/2026Downshift Financial LLC92,378$2.66M1.6%N/A0.029%
3/9/2026Corient Private Wealth LLC21,650$624K0.0%+6.0%0.007%
2/24/2026Astoria 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%


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 329 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 71,442,549 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Of the 170 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 Astoria Portfolio Advisors LLC. ($702.21K).

Institutional investors have sold a total of 31,485,910 shares in the last 24 months. This volume of shares sold represents approximately $905.20M in transactions.


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This page (NYSEARCA:SPTI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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