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SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Institutional Ownership

SPDR Portfolio Intermediate Term Treasury ETF logo
$28.20
+0.11 (+0.39%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$821.05M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$97.93M
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SPTI Institutional Buying and Selling by Quarter

SPDR Portfolio Intermediate Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Migdal Insurance & Financial Holdings Ltd.1,679,562$48.81M0.8%-5.9%0.844%
10/31/2024 Hanseatic Management Services Inc.38,088$1.11M1.6%N/A0.019%
10/29/2024 Centennial Bank AR1,358$39K0.0%N/A0.001%
10/29/2024 Farther Finance Advisors LLC33,948$987K0.0%+8,538.2%0.017%
10/28/2024 Creative Financial Designs Inc. ADV4,072$118K0.0%-38.9%0.002%
10/24/2024 Salomon & Ludwin LLC338,257$9.83M1.0%+26.2%0.170%
10/23/2024 PSI Advisors LLC54,674$1.59M0.5%+16.7%0.027%
10/23/2024 Boyd Watterson Asset Management LLC OH28,501$828K0.2%+2.9%0.014%
10/22/2024 Greenleaf Trust7,180$209K0.0%-10.0%0.004%
10/19/2024Hardin Capital Partners LLC38,615$1.11M0.6%+15.9%0.019%
10/18/2024ST Germain D J Co. Inc.122,234$3.55M0.2%-16.1%0.061%
10/16/2024 Tsfg LLC363,790$10.57M2.3%+32.4%0.183%
10/11/2024 ORG Wealth Partners LLC851$25K0.0%N/A0.000%
8/14/2024Certified Advisory Corp440,673$12.35M1.5%-9.5%0.222%
8/12/2024 Richardson Financial Services Inc.14,932$418K0.3%-28.6%0.008%
8/12/2024Waterloo Capital L.P.234,912$6.58M0.8%-42.9%0.118%
8/8/2024Hardin Capital Partners LLC33,305$933K0.6%N/A0.017%
8/7/2024Vantage Financial Partners LLC50,088$1.40M0.4%-21.5%0.025%
8/1/2024Eldridge Investment Advisors Inc.182,075$5.10M1.3%+16.3%0.092%
8/1/2024Hilltop Partners LLC27,422$768K0.3%-2.1%0.014%
7/31/2024 IFG Advisory LLC222,095$6.22M0.4%-3.0%0.112%
7/29/2024 Your Advocates Ltd. LLP4,783$134K0.1%-6.9%0.002%
7/26/2024 Cambridge Investment Research Advisors Inc.84,464$2.37M0.0%-39.8%0.042%
7/26/2024Bank of New York Mellon Corp42,762$1.20M0.0%-29.8%0.021%
7/26/2024 Salomon & Ludwin LLC268,067$7.57M0.8%-6.8%0.135%
7/23/2024 PSI Advisors LLC46,836$1.31M0.4%-22.6%0.024%
7/20/2024First Horizon Advisors Inc.2,695$76K0.0%-58.8%0.001%
7/20/2024Continuum Advisory LLC13,678$383K0.1%-5.0%0.007%
7/16/2024 Tsfg LLC274,675$7.70M1.8%-9.5%0.138%
7/16/2024 GPS Wealth Strategies Group LLC81,213$2.28M0.3%-9.6%0.041%
7/16/2024 ORG Partners LLC1,003$28K0.0%N/A0.001%
7/15/2024S. R. Schill & Associates533,226$14.94M6.5%+7.3%0.268%
7/11/2024Manning & Napier Advisors LLC1,661,973$46.57M0.5%N/A0.836%
7/8/2024ST Germain D J Co. Inc.145,736$4.08M0.2%-12.3%0.073%
5/17/2024Comerica Bank286,423$8.07M0.0%+19.9%0.145%
5/16/2024 Global Financial Private Client LLC2,235$62K0.0%-65.1%0.001%
5/13/2024Hilltop Partners LLC28,007$789K0.3%-6.1%0.014%
5/9/2024Portland Global Advisors LLC948,242$26.72M3.6%+8.1%0.479%
5/4/2024 Richardson Financial Services Inc.20,906$589K0.4%-1.8%0.011%
5/2/2024 Salomon & Ludwin LLC287,721$8.11M0.7%+476.9%0.145%
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5/2/2024Vantage Financial Partners LLC63,811$1.80M0.5%-1.0%0.032%
4/29/2024 Boyd Watterson Asset Management LLC OH30,225$852K0.3%+26.2%0.015%
4/25/2024L.M. Kohn & Company34,647$976K0.3%+2.7%0.018%
4/25/2024 Cambridge Investment Research Advisors Inc.140,323$3.95M0.0%+20.5%0.073%
4/24/2024Private Trust Co. NA76,805$2.16M0.2%+14.2%0.040%
4/24/2024 PSI Advisors LLC60,498$1.71M0.6%-75.0%0.032%
4/24/2024NBT Bank N A NY985$28K0.0%N/A0.001%
4/17/2024Municipal Employees Retirement System of Michigan26,424,332$744.64M9.6%+342.1%13.827%
4/16/2024 Tsfg LLC303,651$8.56M2.2%+30.6%0.159%
4/4/2024S. R. Schill & Associates496,965$14.00M6.1%+3.2%0.351%
4/2/2024ST Germain D J Co. Inc.166,192$4.68M0.2%-32.0%0.118%
3/8/2024ICA Group Wealth Management LLC14,329$409K0.1%+3.3%0.010%
3/5/2024Fisher Asset Management LLC42,080$1.20M0.0%+377.5%0.030%
3/4/2024 Richardson Financial Services Inc.21,295$608K0.5%N/A0.015%
3/1/2024 Transcendent Capital Group LLC5,234$149K0.1%N/A0.004%
2/20/2024GLOBALT Investments LLC GA1,972,952$56.35M2.3%N/A1.395%
2/14/2024Vermillion & White Wealth Management Group LLC205,181$5.86M5.7%N/A0.145%
2/14/2024Waterloo Capital L.P.334,839$9.56M1.5%+519.8%0.237%
2/9/2024 Cambridge Investment Research Advisors Inc.116,425$3.33M0.0%-40.8%0.082%
2/9/2024Tidemark LLC39,378$1.13M0.7%N/A0.028%
2/9/2024EverSource Wealth Advisors LLC5,412$155K0.0%+1,173.4%0.004%
2/9/2024Certified Advisory Corp184,769$5.28M0.8%-0.8%0.131%
2/9/2024L.M. Kohn & Company33,727$963K0.3%-3.2%0.024%
2/8/2024 Your Advocates Ltd. LLP4,783$137K0.1%+112.3%0.003%
2/7/2024Strategic Advocates LLC11,360$324K0.1%-38.7%0.008%
2/7/2024 Concourse Financial Group Securities Inc.1,914$55K0.0%-60.5%0.001%
2/6/2024Eldridge Investment Advisors Inc.120,475$3.44M0.9%N/A0.085%
2/6/2024Fisher Asset Management LLC42,080$1.20M0.0%+377.5%0.030%
2/5/2024Vantage Financial Partners LLC64,429$1.84M0.5%N/A0.046%
2/2/2024 Boyd Watterson Asset Management LLC OH23,941$684K0.3%+15.3%0.017%
2/1/2024 PSI Advisors LLC241,649$6.90M2.6%-2.5%0.171%
1/31/2024 Greenleaf Trust15,005$429K0.0%-47.0%0.011%
1/30/2024S. R. Schill & Associates481,547$13.75M6.1%+5.4%0.341%
1/29/2024Baystate Wealth Management LLC128,923$3.68M0.3%+1.2%0.091%
1/29/2024 ORG Partners LLC1,848$53K0.0%+118.7%0.001%
1/29/2024Tennessee Valley Asset Management Partners4,612$132K0.0%N/A0.003%
1/24/2024Private Trust Co. NA67,247$1.92M0.2%+8.3%0.048%
1/24/2024 Tsfg LLC232,471$6.64M2.1%+66.9%0.164%
1/23/2024Householder Group Estate & Retirement Specialist LLC27,178$776K0.3%-11.3%0.019%
1/19/2024Manning & Napier Group LLC1,609,165$45.96M0.5%+0.2%1.138%
1/17/2024 IFG Advisory LLC280,032$8.00M0.6%+11.8%0.198%
1/12/2024 GPS Wealth Strategies Group LLC93,609$2.67M0.5%-42.0%0.066%
1/10/2024 Creative Financial Designs Inc. ADV6,148$176K0.0%+50.9%0.004%
11/15/2023Stonebridge Capital Advisors LLC4,870$134K0.0%-10.5%0.003%
11/15/2023Integrated Wealth Concepts LLC181,741$5.00M0.1%-8.2%0.129%
11/15/2023Ameriprise Financial Inc.6,113,598$168.57M0.1%-27.6%4.324%
11/13/2023Certified Advisory Corp186,336$4.67M0.5%+12.6%0.132%
11/13/2023Financial Engines Advisors L.L.C.27,564,375$758.85M2.0%+13.4%19.494%
11/9/2023 Greenleaf Trust28,338$780K0.0%-51.9%0.020%
11/4/2023Syntal Capital Partners LLC113,044$3.11M2.4%-56.6%0.080%
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11/2/2023 Your Advocates Ltd. LLP2,253$62K0.0%-34.1%0.002%
10/30/2023 RFP Financial Group LLC438,574$12.07M5.3%N/A0.310%
10/30/2023Arete Wealth Advisors LLC31,729$873K0.2%-8.1%0.022%
10/27/2023First Horizon Advisors Inc.18,767$517K0.0%-15.4%0.013%
10/26/2023Baystate Wealth Management LLC127,339$3.51M0.3%-2.8%0.090%
10/26/2023 GPS Wealth Strategies Group LLC161,420$4.44M0.9%+15.3%0.114%
10/25/2023 Concourse Financial Group Securities Inc.4,844$133K0.0%+147.0%0.003%
10/24/2023S. R. Schill & Associates456,999$12.58M6.1%-2.2%0.323%
10/24/2023Bank of New York Mellon Corp34,531$951K0.0%-66.1%0.024%
10/24/2023 Cambridge Investment Research Advisors Inc.196,793$5.42M0.0%+206.0%0.139%
(Data available from 1/1/2016 forward)

SPTI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTI shares?

During the previous two years, 72 institutional investors and hedge funds held shares of SPDR Portfolio Intermediate Term Treasury ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($758.85M), Municipal Employees Retirement System of Michigan ($744.64M), Assetmark Inc. ($408.34M), Ameriprise Financial Inc. ($168.57M), Congress Wealth Management LLC DE ($119.04M), Flow Traders U.S. LLC ($82.92M), and GLOBALT Investments LLC GA ($56.35M).Learn more on SPTI's institutional investors.

Which institutional investors have been buying SPDR Portfolio Intermediate Term Treasury ETF stock?

Of the 59 institutional investors that purchased SPDR Portfolio Intermediate Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($20.45M), Assetmark Inc. ($13.43M), Financial Engines Advisors L.L.C. ($4.45M), Flow Traders U.S. LLC ($3.35M), GLOBALT Investments LLC GA ($1.97M), Manning & Napier Advisors LLC ($1.66M), and Congress Wealth Management LLC DE ($1.46M).

How much institutional buying is happening at SPDR Portfolio Intermediate Term Treasury ETF?

Institutional investors have bought a total of 52,168,329 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

Which SPDR Portfolio Intermediate Term Treasury ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold SPDR Portfolio Intermediate Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($7.74M), Municipal Employees Retirement System of Michigan ($2.42M), Cambridge Investment Research Advisors Inc. ($348.10K), CX Institutional ($266.20K), PSI Advisors LLC ($202.13K), ST Germain D J Co. Inc. ($197.04K), and Syntal Capital Partners LLC ($176.51K).

How much institutional selling is happening at SPDR Portfolio Intermediate Term Treasury ETF?

Institutional investors have sold a total of 12,496,574 shares in the last 24 months. This volume of shares sold represents approximately $356.39M in transactions.



This page (NYSEARCA:SPTI) was last updated on 11/4/2024 by MarketBeat.com Staff
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