SPTI Institutional Ownership
State Street SPDR Portfolio Intermediate Term Treasury ETF
1W: -0.4%
1M: -2.4%
3M: -3.9%
YTD: -5.1%
1Y: -5.0%
3Y: +6.8%
5Y: -6.2%
$27.20
-0.07 (-0.26%)
Weekly Expected Move ±0.7%
$27
$27
$27
$27
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPTI
453
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
54
New Positions
195
Increased
159
Reduced
41
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (492 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 54,077,529 | 1.5B | +225,639 | +0.4% | 48Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 48,147,629 | 1.3B | +3,487,114 | +7.8% | 28Q | SEC ↗ |
| 3 | Municipal Employees' Retirement System | 36,956,056 | 1.0B | -1,746,419 | -4.5% | 25Q | SEC ↗ |
| 4 | CWM, LLC | 12,847,946 | 349M | +6,558,818 | +104.3% | 18Q | SEC ↗ |
| 5 | MATHER GROUP, LLC. | 12,549,605 | 341M | +654,584 | +5.5% | 19Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 8,273,012 | 225M | +444,980 | +5.7% | 45Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 7,552,607 | 205M | -83,507 | -1.1% | 16Q | SEC ↗ |
| 8 | Merit Financial Group, LLC | 6,449,298 | 175M | +240,944 | +3.9% | 16Q | SEC ↗ |
| 9 | GLOBALT Investments LLC / GA | 5,846,343 | 159M | -78,031 | -1.3% | 2Q | SEC ↗ |
| 10 | One Day In July LLC | 5,740,635 | 156M | +383,842 | +7.2% | 11Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 5,678,176 | 154M | +192,928 | +3.5% | 26Q | SEC ↗ |
| 12 | EVERMAY WEALTH MANAGEMENT LLC | 5,078,669 | 138M | +162,697 | +3.3% | 7Q | SEC ↗ |
| 13 | OneDigital Investment Advisors LLC | 4,403,524 | 120M | +406,186 | +10.2% | 16Q | SEC ↗ |
| 14 | ASSETMARK, INC | 3,616,394 | 98M | +512,622 | +16.5% | 51Q | SEC ↗ |
| 15 | Kingsview Wealth Management, LLC | 3,373,475 | 92M | -38,049 | -1.1% | 26Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 3,182,755 | 87M | +229,256 | +7.8% | 71Q | SEC ↗ |
| 17 | MANNING & NAPIER ADVISORS LLC | 2,746,843 | 75M | +457,932 | +20.0% | 9Q | SEC ↗ |
| 18 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 2,649,871 | 72M | +111,918 | +4.4% | 35Q | SEC ↗ |
| 19 | Strategic Wealth Investment Group, LLC | 2,256,234 | 61M | +41,405 | +1.9% | 8Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 2,253,751 | 61M | +190,417 | +9.2% | 23Q | SEC ↗ |
| 21 | Kestra Investment Management, LLC | 2,096,996 | 57M | -771,263 | -26.9% | 2Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 2,018,202 | 55M | +132,915 | +7.1% | 15Q | SEC ↗ |
| 23 | VOISARD ASSET MANAGEMENT GROUP, INC. | 1,959,613 | 53M | +208,415 | +11.9% | 8Q | SEC ↗ |
| 24 | CX Institutional | 1,849,623 | 50M | -966,081 | -34.3% | 33Q | SEC ↗ |
| 25 | Carnegie Investment Counsel | 1,843,779 | 50M | -2,796 | -0.2% | 6Q | SEC ↗ |
| 26 | UBS Group AG | 1,808,600 | 49M | +44,131 | +2.5% | 47Q | SEC ↗ |
| 27 | Gladstone Institutional Advisory LLC | 1,802,308 | 49M | +176,465 | +10.9% | 10Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 1,604,605 | 44M | +512 | +0.0% | 14Q | SEC ↗ |
| 29 | Black Diamond Financial, LLC | 1,568,643 | 43M | +81,546 | +5.5% | 11Q | SEC ↗ |
| 30 | Gradient Investments LLC | 1,540,075 | 42M | +194,750 | +14.5% | 29Q | SEC ↗ |
| 31 | Equitable Holdings, Inc. | 1,519,100 | 41M | +156,170 | +11.5% | 26Q | SEC ↗ |
| 32 | IHT Wealth Management, LLC | 1,464,466 | 40M | +673,875 | +85.2% | 12Q | SEC ↗ |
| 33 | Portland Global Advisors LLC | 1,454,168 | 40M | +55,707 | +4.0% | 11Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 1,338,880 | 36M | +132,752 | +11.0% | 48Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 1,256,446 | 34M | +629,754 | +100.5% | 21Q | SEC ↗ |
| 36 | Envestnet Portfolio Solutions, Inc. | 1,244,488 | 34M | +257,703 | +26.1% | 12Q | SEC ↗ |
| 37 | MORGAN STANLEY | 1,212,102 | 33M | -132,912 | -9.9% | 60Q | SEC ↗ |
| 38 | Concord Wealth Partners | 1,188,621 | 32M | +52,144 | +4.6% | 7Q | SEC ↗ |
| 39 | GREAT VALLEY ADVISOR GROUP, INC. | 1,171,552 | 32M | +80,913 | +7.4% | 16Q | SEC ↗ |
| 40 | Compton Financial Group, LLC | 1,171,075 | 32M | -691,644 | -37.1% | 6Q | SEC ↗ |
| 41 | Concord Asset Management, LLC/VA | 1,162,188 | 32M | +40,221 | +3.6% | 7Q | SEC ↗ |
| 42 | Frisch Financial Group, Inc. | 1,097,338 | 30M | +217,996 | +24.8% | 4Q | SEC ↗ |
| 43 | Capital Investment Advisors, LLC | 1,059,176 | 29M | -16,242 | -1.5% | 27Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC | 1,054,763 | 29M | +547,584 | +108.0% | 21Q | SEC ↗ |
| 45 | NorthRock Partners, LLC | 1,032,022 | 28M | -75,495 | -6.8% | 11Q | SEC ↗ |
| 46 | BANK OF MONTREAL /CAN | 1,028,420 | 28M | -9,121 | -0.9% | 25Q | SEC ↗ |
| 47 | Leicht Financial Planning & Wealth Man | 1,018,891 | 28M | +78,248 | +8.3% | 27Q | SEC ↗ |
| 48 | RAYMOND JAMES FINANCIAL INC | 1,007,694 | 27M | +84,730 | +9.2% | 7Q | SEC ↗ |
| 49 | STIFEL FINANCIAL CORP | 1,006,887 | 27M | +99,553 | +11.0% | 17Q | SEC ↗ |
| 50 | KWB Wealth | 999,955 | 27M | -165,804 | -14.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 497,936 | 14M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 487,455 | 13M |
| Leslie Global Wealth, LLC | 481,454 | 13M |
| IFG Advisory, LLC | 340,699 | 9M |
| Global Retirement Partners, LLC | 114,873 | 3M |
| FLOW TRADERS U.S. LLC | 91,843 | 2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 68,144 | 2M |
| Wise Wealth Partners | 64,638 | 2M |
| Fonville Wealth Management LLC | 62,265 | 2M |
| HRT FINANCIAL LP | 54,626 | 1M |
| TOP Private Wealth LLC. | 42,046 | 1M |
| Modern Wealth Management, LLC | 39,243 | 1M |
| PUFF WEALTH MANAGEMENT, LLC | 31,470 | 856K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 25,761 | 701K |
| Edgestream Partners, L.P. | 21,213 | 577K |
| FIDUCIARY FINANCIAL ADVISORS | 19,873 | 541K |
| Legacy Edge Advisors, LLC | 17,793 | 484K |
| TWO SIGMA SECURITIES, LLC | 17,480 | 475K |
| Joule Financial, LLC | 15,978 | 435K |
| IMA Advisory Services, Inc. | 15,413 | 419K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STATE STREET CORP | 3,762,990 | 102M |
| BANK OF NOVA SCOTIA | 1,019,170 | 28M |
| Migdal Insurance & Financial Holdin | 199,019 | 5M |
| Vestmark Advisory Solutions, Inc. | 173,540 | 5M |
| Lido Advisors, LLC | 50,247 | 1M |
| Arlington Financial Advisors, LLC | 38,730 | 1M |
| Cercano Management LLC | 35,199 | 957K |
| VISTA INVESTMENT PARTNERS II, LLC | 30,970 | 842K |
| Jump Financial, LLC | 24,520 | 667K |
| DRAVO BAY LLC | 24,314 | 661K |
| Veltria Advisors Corp. | 22,431 | 610K |
| Mach-1 Financial Group, LLC | 19,068 | 519K |
| Ballast Rock Private Wealth LLC | 18,329 | 499K |
| Richmond Investment Services, LLC | 17,382 | 473K |
| TrueWealth Financial Partners | 16,785 | 457K |
| WCG Wealth Advisors LLC | 15,452 | 420K |
| Coastal Bridge Advisors, LLC | 13,343 | 363K |
| B. Riley Wealth Advisors, Inc. | 12,968 | 353K |
| CAPTRUST FINANCIAL ADVISORS | 11,812 | 321K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 11,119 | 302K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +6,558,818 | +104.3% | 12,847,946 |
| Financial Engines Advisors L.L.C. | +3,487,114 | +7.8% | 48,147,629 |
| Steward Partners Investment Advisor | +713,837 | +3599.6% | 733,668 |
| IHT Wealth Management, LLC | +673,875 | +85.2% | 1,464,466 |
| MATHER GROUP, LLC. | +654,584 | +5.5% | 12,549,605 |
| COMMONWEALTH EQUITY SERVICES, LLC | +629,754 | +100.5% | 1,256,446 |
| Integrated Wealth Concepts LLC | +547,584 | +108.0% | 1,054,763 |
| ASSETMARK, INC | +512,622 | +16.5% | 3,616,394 |
| Vise Technologies, Inc. | +506,394 | +1207.7% | 548,324 |
| True Blue Financial, LLC | +459,917 | +2303.2% | 479,886 |
| MANNING & NAPIER ADVISORS LLC | +457,932 | +20.0% | 2,746,843 |
| ENVESTNET ASSET MANAGEMENT INC | +444,980 | +5.7% | 8,273,012 |
| OneDigital Investment Advisors LLC | +406,186 | +10.2% | 4,403,524 |
| One Day In July LLC | +383,842 | +7.2% | 5,740,635 |
| GOLDMAN SACHS GROUP INC | +348,985 | +110.2% | 665,554 |
| Tidemark, LLC | +302,422 | +78.4% | 688,159 |
| S. R. Schill & Associates | +285,319 | +53.0% | 823,719 |
| Envestnet Portfolio Solutions, Inc. | +257,703 | +26.1% | 1,244,488 |
| Merit Financial Group, LLC | +240,944 | +3.9% | 6,449,298 |
| Perennial Investment Advisors, LLC | +236,980 | +810.7% | 266,213 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Richard Bernstein Advisors LLC | -7,944,187 | -100.0% | 1,688 |
| Independent Advisor Alliance | -2,287,658 | -97.9% | 49,800 |
| Municipal Employees' Retirement Sys | -1,746,419 | -4.5% | 36,956,056 |
| CX Institutional | -966,081 | -34.3% | 1,849,623 |
| Kestra Investment Management, LLC | -771,263 | -26.9% | 2,096,996 |
| Compton Financial Group, LLC | -691,644 | -37.1% | 1,171,075 |
| Mariner, LLC | -600,455 | -85.3% | 103,727 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -395,265 | -54.9% | 324,190 |
| Impact Partnership Wealth, LLC | -256,190 | -29.5% | 612,393 |
| Certified Advisory Corp | -232,532 | -47.3% | 259,188 |
| HighPoint Advisor Group LLC | -212,282 | -26.8% | 580,962 |
| KWB Wealth | -165,804 | -14.2% | 999,955 |
| PLANWISER FINANCIAL, LLC | -147,011 | -57.6% | 108,302 |
| TRUIST FINANCIAL CORP | -135,764 | -18.9% | 582,067 |
| MORGAN STANLEY | -132,912 | -9.9% | 1,212,102 |
| Hobbs Group Advisors, LLC | -128,050 | -29.0% | 313,210 |
| Gateway Wealth Partners, LLC | -112,349 | -40.6% | 164,225 |
| Waterloo Capital, L.P. | -88,185 | -22.9% | 296,877 |
| AMERIPRISE FINANCIAL INC | -83,507 | -1.1% | 7,552,607 |
| GLOBALT Investments LLC / GA | -78,031 | -1.3% | 5,846,343 |