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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
35,447
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
35,199
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
34,162
shares
|
$976,691
0.08% of portfolio
|
Q1 2025
Added 213.82%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
34,153
shares
|
$976,434
0.55% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
31,568
shares
|
$902,529
0.0% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
31,436
shares
|
$898,755
0.04% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,434
shares
|
$898,698
0.03% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
30,658
shares
|
$876,512
0.5% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
30,070
shares
|
$859,701
0.15% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
30,067
shares
|
$859,615
0.1% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
30,017
shares
|
$858,186
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
29,802
shares
|
$852,039
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
29,707
shares
|
$849,323
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
29,343
shares
|
$838,916
0.0% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
27,454
shares
|
$784,909
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
27,270
shares
|
$779,649
0.0% of portfolio
|
Q1 2025
Added 55.76%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
26,729
shares
|
$764,182
0.01% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
26,646
shares
|
$761,809
0.25% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
26,478
shares
|
$757,006
0.54% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
26,400
shares
|
$754,776
0.05% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
26,186
shares
|
$748,657
0.0% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
25,741
shares
|
$735,935
0.25% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
25,537
shares
|
$730,102
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
25,470
shares
|
$728,187
0.22% of portfolio
|
Q1 2025
Added 66.59%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
25,218
shares
|
$720,982
0.06% of portfolio
|
Q4 2024
Added 4.95%
|