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 350 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
520,410
shares
|
$14.6 Million
0.14% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
498,951
shares
|
$14 Million
7.21% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
495,979
shares
|
$13.9 Million
0.76% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
484,292
shares
|
$13.6 Million
0.72% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
479,906
shares
|
$13.5 Million
1.47% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
477,079
shares
|
$13.4 Million
1.51% of portfolio
|
Q3 2024
Added 103.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
469,820
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
462,158
shares
|
$13 Million
0.81% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
461,335
shares
|
$12.9 Million
0.16% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
452,589
shares
|
$12.7 Million
10.58% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
449,730
shares
|
$12.6 Million
4.09% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
439,312
shares
|
$12.3 Million
1.5% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
439,177
shares
|
$12.3 Million
0.55% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
436,161
shares
|
$12.2 Million
0.52% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
432,372
shares
|
$12.1 Million
1.58% of portfolio
|
Q4 2023
Added 948.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
420,562
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
414,862
shares
|
$11.6 Million
3.2% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
382,130
shares
|
$10.7 Million
0.11% of portfolio
|
Q3 2024
Added 28.43%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
378,957
shares
|
$10.6 Million
5.35% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
369,360
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Added 78.59%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
361,643
shares
|
$10.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
348,010
shares
|
$9.75 Million
1.99% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
339,574
shares
|
$9.52 Million
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
338,257
shares
|
$9.48 Million
1.0% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
337,295
shares
|
$9.45 Million
2.97% of portfolio
|
Q3 2024
Added 8.45%
|