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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
53,956
shares
|
$1.52 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
51,659
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
50,805
shares
|
$1.43 Million
0.33% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
50,762
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
50,205
shares
|
$1.41 Million
0.65% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
48,379
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2024
Added 18.43%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
46,889
shares
|
$1.32 Million
1.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
46,771
shares
|
$1.32 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
46,482
shares
|
$1.31 Million
0.85% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
45,189
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.48%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
43,666
shares
|
$1.23 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
42,800
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
42,636
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Added 386.6%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
42,160
shares
|
$1.19 Million
0.71% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
41,963
shares
|
$1.18 Million
0.12% of portfolio
|
Q4 2024
Added 36.14%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
41,534
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
41,495
shares
|
$1.17 Million
0.29% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
40,514
shares
|
$1.14 Million
0.57% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
40,033
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 57.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
39,580
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
39,507
shares
|
$1.11 Million
0.65% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
39,174
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
38,483
shares
|
$1.08 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
38,367
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
38,319
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.26%
|