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 405 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 |
|---|---|---|---|---|---|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
656,736
shares
|
$18.8 Million
13.61% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
626,093
shares
|
$17.9 Million
6.9% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
608,726
shares
|
$17.4 Million
0.03% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
601,779
shares
|
$17.2 Million
1.37% of portfolio
|
Q1 2025
Added 133.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
595,022
shares
|
$17 Million
0.16% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
592,625
shares
|
$16.9 Million
6.44% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
588,764
shares
|
$16.8 Million
1.23% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
577,473
shares
|
$16.5 Million
1.57% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
565,996
shares
|
$16.2 Million
13.75% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
524,878
shares
|
$15 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
517,475
shares
|
$14.8 Million
7.59% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
494,894
shares
|
$14.1 Million
4.18% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
492,703
shares
|
$14.1 Million
0.77% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
485,875
shares
|
$13.9 Million
10.32% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
476,043
shares
|
$13.6 Million
3.9% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
475,495
shares
|
$13.6 Million
0.17% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
472,552
shares
|
$13.5 Million
0.03% of portfolio
|
Q4 2024
Added 52.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
471,893
shares
|
$13.5 Million
0.59% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
440,416
shares
|
$12.6 Million
1.51% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
435,234
shares
|
$12.4 Million
1.43% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
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%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
403,208
shares
|
$11.5 Million
5.1% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
393,477
shares
|
$11.2 Million
4.98% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
393,472
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.61%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
391,533
shares
|
$11.2 Million
5.45% of portfolio
|
Q1 2025
Reduced 2.12%
|