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 385 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $7.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
692,231
shares
|
$20 Million
14.72% of portfolio
|
Q4 2024
Reduced 50.24%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
626,093
shares
|
$18.1 Million
6.9% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
616,511
shares
|
$17.8 Million
6.46% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
601,779
shares
|
$17.4 Million
1.37% of portfolio
|
Q1 2025
Added 133.83%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
588,764
shares
|
$17 Million
1.23% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
580,603
shares
|
$16.8 Million
0.15% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
565,996
shares
|
$16.3 Million
13.75% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
550,254
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
522,562
shares
|
$15.1 Million
0.02% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
512,444
shares
|
$14.8 Million
7.67% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
501,735
shares
|
$14.5 Million
1.48% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
494,894
shares
|
$14.3 Million
4.18% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
478,094
shares
|
$13.8 Million
10.92% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
476,043
shares
|
$13.7 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
|
$13.7 Million
0.17% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
472,552
shares
|
$13.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.86%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
451,050
shares
|
$13 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
449,066
shares
|
$13 Million
0.55% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
435,234
shares
|
$12.6 Million
1.43% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
429,296
shares
|
$12.4 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
420,562
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
403,208
shares
|
$11.6 Million
5.1% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
400,031
shares
|
$11.5 Million
5.18% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
393,477
shares
|
$11.4 Million
4.98% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
393,472
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.61%
|