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 |
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
257,035
shares
|
$7.42 Million
3.55% of portfolio
|
Q1 2025
Added 43.21%
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
245,127
shares
|
$7.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
239,598
shares
|
$6.91 Million
1.51% of portfolio
|
Q1 2025
Added 4.01%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
239,198
shares
|
$6.9 Million
0.02% of portfolio
|
Q1 2025
Added 16.74%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
233,269
shares
|
$6.73 Million
0.32% of portfolio
|
Q4 2024
Added 69.65%
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
232,655
shares
|
$6.71 Million
6.02% of portfolio
|
Q1 2025
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
232,326
shares
|
$6.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
230,659
shares
|
$6.65 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
221,610
shares
|
$6.39 Million
3.74% of portfolio
|
Q1 2025
Added 6.05%
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
219,789
shares
|
$6.34 Million
2.34% of portfolio
|
Q1 2025
Added 3.33%
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
217,932
shares
|
$6.29 Million
0.46% of portfolio
|
Q1 2025
Added 37.16%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
213,704
shares
|
$6.17 Million
0.26% of portfolio
|
Q3 2022
Reduced 1.12%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
211,166
shares
|
$6.09 Million
4.34% of portfolio
|
Q4 2024
Added 2.53%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
200,883
shares
|
$5.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
198,222
shares
|
$5.72 Million
0.74% of portfolio
|
Q1 2025
Added 12.48%
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
187,842
shares
|
$5.42 Million
0.82% of portfolio
|
Q1 2025
Added 172.06%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
182,764
shares
|
$5.27 Million
2.18% of portfolio
|
Q1 2025
Reduced 30.25%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
180,298
shares
|
$5.2 Million
0.0% of portfolio
|
Q4 2024
Added 405.56%
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
173,532
shares
|
$5.01 Million
3.42% of portfolio
|
Q1 2025
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
172,418
shares
|
$4.97 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
168,608
shares
|
$4.86 Million
0.29% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
157,977
shares
|
$4.56 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
156,810
shares
|
$4.52 Million
0.06% of portfolio
|
Q4 2024
Reduced 35.37%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
154,610
shares
|
$4.46 Million
0.61% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
146,762
shares
|
$4.23 Million
0.12% of portfolio
|
Q4 2024
Added 6.61%
|