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 404 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $7.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
16,988
shares
|
$485,686
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
16,877
shares
|
$482,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
16,742
shares
|
$478,653
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
16,707
shares
|
$477,653
0.0% of portfolio
|
Q1 2025
Reduced 32.87%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
16,471
shares
|
$470,905
0.36% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
16,205
shares
|
$463,300
0.35% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
16,170
shares
|
$462,300
0.05% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,160
shares
|
$462,014
0.03% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,068
shares
|
$459,384
0.0% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
16,045
shares
|
$458,726
0.19% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
15,901
shares
|
$454,609
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
14,887
shares
|
$425,619
0.04% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
14,848
shares
|
$424,504
0.15% of portfolio
|
Q1 2025
Reduced 52.55%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
14,649
shares
|
$418,814
0.03% of portfolio
|
Q1 2025
Reduced 20.17%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,221
shares
|
$406,578
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
14,143
shares
|
$404,348
0.04% of portfolio
|
Q1 2025
Reduced 52.26%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
13,949
shares
|
$398,801
0.02% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
13,899
shares
|
$397,372
0.3% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
13,822
shares
|
$395,170
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
13,436
shares
|
$384,135
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
13,183
shares
|
$376,901
0.01% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
12,984
shares
|
$371,212
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
12,967
shares
|
$370,726
0.1% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,940
shares
|
$369,954
0.0% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
12,902
shares
|
$368,868
0.04% of portfolio
|
Q1 2025
Reduced 37.54%
|