Institutional Ownership Spdr Ser Tr Spdr Portfolio Int (SPTI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Int (SPTI). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $6.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
643,940
shares
|
$18.4 Million
0.89% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
616,511
shares
|
$17.6 Million
6.46% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
580,603
shares
|
$16.6 Million
0.15% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
565,996
shares
|
$16.1 Million
13.75% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
550,254
shares
|
$15.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
529,965
shares
|
$15.1 Million
6.16% of portfolio
|
Q4 2024
Reduced 30.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
522,562
shares
|
$14.9 Million
0.02% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
512,444
shares
|
$14.6 Million
7.67% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
501,735
shares
|
$14.3 Million
1.48% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
495,979
shares
|
$14.2 Million
0.76% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
485,037
shares
|
$13.8 Million
1.01% of portfolio
|
Q4 2024
Reduced 34.18%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
484,292
shares
|
$13.8 Million
0.72% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
479,906
shares
|
$13.7 Million
1.47% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
478,094
shares
|
$13.6 Million
10.92% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
466,129
shares
|
$13.3 Million
4.01% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
457,858
shares
|
$13.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
451,050
shares
|
$12.9 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
449,066
shares
|
$12.8 Million
0.55% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
440,958
shares
|
$12.6 Million
4.21% of portfolio
|
Q4 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
429,296
shares
|
$12.2 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
420,562
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
417,202
shares
|
$11.9 Million
3.21% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
403,208
shares
|
$11.5 Million
5.1% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
400,031
shares
|
$11.4 Million
5.18% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
380,689
shares
|
$10.9 Million
5.01% of portfolio
|
Q4 2024
Added 31.28%
|