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 341 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
1,391,023
shares
|
$39 Million
26.72% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,257,842
shares
|
$35.3 Million
7.56% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
1,170,423
shares
|
$32.8 Million
6.74% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,077,488
shares
|
$30.2 Million
0.05% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,038,686
shares
|
$29.1 Million
3.8% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
975,459
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.08%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
931,828
shares
|
$26.1 Million
11.84% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
893,415
shares
|
$25 Million
0.06% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
889,525
shares
|
$24.9 Million
0.03% of portfolio
|
Q3 2024
Added 88.2%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
827,843
shares
|
$23.2 Million
12.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
791,952
shares
|
$22.2 Million
0.6% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
771,216
shares
|
$21.6 Million
3.82% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
770,067
shares
|
$21.6 Million
0.59% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
762,678
shares
|
$21.4 Million
7.93% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
754,269
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
748,022
shares
|
$21 Million
0.05% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
736,861
shares
|
$20.7 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
634,575
shares
|
$17.8 Million
0.87% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
633,684
shares
|
$17.8 Million
6.17% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
551,180
shares
|
$15.4 Million
5.87% of portfolio
|
Q2 2024
Added 14.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
549,317
shares
|
$15.4 Million
0.04% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
530,652
shares
|
$14.9 Million
0.89% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
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%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
501,593
shares
|
$14.1 Million
10.34% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
479,981
shares
|
$13.5 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.84%
|