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 373 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $6.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,447,120
shares
|
$40.8 Million
0.56% of portfolio
|
Q4 2024
Added 5282.83%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
1,404,265
shares
|
$39.5 Million
7.43% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,287,571
shares
|
$36.3 Million
0.05% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,286,597
shares
|
$36.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.96%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,230,044
shares
|
$34.6 Million
4.05% of portfolio
|
Q4 2024
Added 8954.43%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
1,219,842
shares
|
$34.4 Million
4.3% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
1,196,743
shares
|
$33.7 Million
6.38% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
1,163,000
shares
|
$32.8 Million
4.86% of portfolio
|
Q4 2024
Added 50.8%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,141,717
shares
|
$32.2 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
1,140,712
shares
|
$32.1 Million
6.99% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,108,327
shares
|
$31.2 Million
4.72% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,021,903
shares
|
$28.8 Million
0.06% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,001,719
shares
|
$28.2 Million
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
994,484
shares
|
$28 Million
0.28% of portfolio
|
Q4 2024
Added 160.25%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
970,337
shares
|
$27.3 Million
11.21% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
889,358
shares
|
$25 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
827,843
shares
|
$23.3 Million
12.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
825,093
shares
|
$23.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
791,952
shares
|
$22.3 Million
0.6% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
775,374
shares
|
$21.8 Million
7.23% of portfolio
|
Q4 2024
Added 2410.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
752,264
shares
|
$21.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
703,839
shares
|
$19.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
692,231
shares
|
$19.5 Million
14.72% of portfolio
|
Q4 2024
Reduced 50.24%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
676,558
shares
|
$19.1 Million
6.27% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
643,940
shares
|
$18.1 Million
0.89% of portfolio
|
Q4 2024
Added 1.48%
|