SPDR Portfolio Intermediate Term Treasury ETF (SPTI) Institutional Ownership

$27.86
-0.05 (-0.18%)
(As of 05/17/2024 08:54 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$880.14M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$260.27M
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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
5/17/2024 Comerica Bank286,423$8.07M0.0%+19.9%0.145%
5/16/2024 Global Financial Private Client LLC2,235$62K0.0%-65.1%0.001%
5/13/2024 Hilltop Partners LLC28,007$789K0.3%-6.1%0.014%
5/9/2024 Portland 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%
5/2/2024 Vantage 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%
4/25/2024 L.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%
4/24/2024 Private 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%
4/24/2024 NBT Bank N A NY985$28K0.0%N/A0.001%
4/17/2024 Municipal 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%
4/4/2024 S. R. Schill & Associates496,965$14.00M6.1%+3.2%0.351%
4/2/2024 ST Germain D J Co. Inc.166,192$4.68M0.2%-32.0%0.118%
3/8/2024 ICA Group Wealth Management LLC14,329$409K0.1%+3.3%0.010%
3/5/2024 Fisher 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%
2/20/2024 GLOBALT Investments LLC GA1,972,952$56.35M2.3%N/A1.395%
2/14/2024 Vermillion & White Wealth Management Group LLC205,181$5.86M5.7%N/A0.145%
2/14/2024 Waterloo 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%
2/9/2024 Tidemark LLC39,378$1.13M0.7%N/A0.028%
2/9/2024 EverSource Wealth Advisors LLC5,412$155K0.0%+1,173.4%0.004%
2/9/2024 Certified Advisory Corp184,769$5.28M0.8%-0.8%0.131%
2/9/2024 L.M. Kohn & Company33,727$963K0.3%-3.2%0.024%
2/8/2024 Your Advocates Ltd. LLP4,783$137K0.1%+112.3%0.003%
2/7/2024 Strategic 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%
2/6/2024 Eldridge Investment Advisors Inc.120,475$3.44M0.9%N/A0.085%
2/6/2024 Fisher Asset Management LLC42,080$1.20M0.0%+377.5%0.030%
2/5/2024 Vantage 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%
1/30/2024 S. 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%
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1/29/2024 ORG Partners LLC1,848$53K0.0%+118.7%0.001%
1/29/2024 Tennessee Valley Asset Management Partners4,612$132K0.0%N/A0.003%
1/24/2024 Private Trust Co. NA67,247$1.92M0.2%+8.3%0.048%
1/24/2024 Tsfg LLC232,471$6.64M2.1%+66.9%0.164%
1/23/2024 Householder Group Estate & Retirement Specialist LLC27,178$776K0.3%-11.3%0.019%
1/19/2024 Manning & 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%
11/15/2023 Stonebridge Capital Advisors LLC4,870$134K0.0%-10.5%0.003%
11/15/2023 Integrated Wealth Concepts LLC181,741$5.00M0.1%-8.2%0.129%
11/15/2023 Ameriprise Financial Inc.6,113,598$168.57M0.1%-27.6%4.324%
11/13/2023 Certified Advisory Corp186,336$4.67M0.5%+12.6%0.132%
11/13/2023 Financial 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%
11/4/2023 Syntal Capital Partners LLC113,044$3.11M2.4%-56.6%0.080%
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%
10/30/2023 Arete Wealth Advisors LLC31,729$873K0.2%-8.1%0.022%
10/27/2023 First 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%
10/24/2023 S. R. Schill & Associates456,999$12.58M6.1%-2.2%0.323%
10/24/2023 Bank 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%
10/23/2023 ST Germain D J Co. Inc.295,014$8.12M0.5%-20.3%0.209%
10/23/2023 Boyd Watterson Asset Management LLC OH20,757$571K0.3%-40.8%0.015%
10/20/2023 Manning & Napier Group LLC1,605,750$44.21M0.5%+1.5%1.136%
10/18/2023 CX Institutional1,403,650$38.60M2.1%-15.9%0.993%
10/18/2023 Pinnacle Bancorp Inc.969$27K0.0%+1,175.0%0.001%
10/18/2023 Private Trust Co. NA62,110$1.71M0.2%-14.8%0.044%
10/13/2023 PSI Advisors LLC247,771$6.82M3.0%-0.5%0.175%
10/10/2023 Householder Group Estate & Retirement Specialist LLC30,631$843K0.3%N/A0.022%
10/10/2023 Tsfg LLC139,264$3.83M1.3%+80,867.4%0.098%
9/21/2023Baystate Wealth Management LLC131,007$3.71M0.3%+50.8%0.093%
9/7/2023 ST Germain D J Co. Inc.369,966$10.47M0.6%N/A0.262%
8/23/2023 Stonebridge Capital Advisors LLC5,440$154K0.0%-22.3%0.004%
8/14/2023 Certified Advisory Corp165,492$4.68M0.9%+12.5%0.117%
8/11/2023 Financial Engines Advisors L.L.C.24,299,904$687.44M1.7%+5.1%17.185%
8/9/2023 Flow Traders U.S. LLC2,930,929$82.92M3.6%+74.8%2.073%
8/8/2023 Fisher Asset Management LLC7,504$212K0.0%N/A0.005%
8/7/2023 Syntal Capital Partners LLC260,689$7.38M3.0%-0.8%0.184%
8/3/2023 S. R. Schill & Associates467,069$13.21M6.0%-15.9%0.330%
8/3/2023 First Horizon Advisors Inc.22,177$627K0.0%-15.1%0.016%
8/3/2023 Bank of New York Mellon Corp101,843$2.88M0.0%-5.3%0.072%
8/2/2023 Hilltop Partners LLC40,129$1.14M0.5%-22.8%0.028%
7/28/2023 Private Trust Co. NA72,933$2.06M0.3%+31.8%0.050%
7/27/2023 Boyd Watterson Asset Management LLC OH35,091$993K0.4%-4.2%0.024%
7/26/2023 Manning & Napier Group LLC1,581,969$44.75M0.5%-3.5%1.081%
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7/24/2023 Salomon & Ludwin LLC17,605$498K0.1%N/A0.012%
7/21/2023 IFG Advisory LLC96,709$2.74M0.2%+65.6%0.066%
7/21/2023 PSI Advisors LLC248,967$7.04M3.1%N/A0.170%
7/17/2023 GPS Wealth Strategies Group LLC139,992$3.96M0.7%+49.2%0.096%
7/13/2023 Cambridge Investment Research Advisors Inc.64,309$1.82M0.0%-68.1%0.044%
5/22/2023 Arete Wealth Advisors LLC61,954$1.79M0.1%N/A0.032%
5/22/2023 Ameriprise Financial Inc.3,805,580$110.16M0.0%-58.7%1.977%
5/15/2023 Flow Traders U.S. LLC1,676,317$48.51M2.0%N/A0.871%
5/11/2023 Cambridge Investment Research Advisors Inc.201,640$5.84M0.0%+83.9%0.105%
5/11/2023 Greenleaf Trust66,897$1.94M0.0%+23.5%0.035%
(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, 77 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 64 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. ($13.68M), Financial Engines Advisors L.L.C. ($6.78M), Congress Wealth Management LLC DE ($4.22M), Flow Traders U.S. LLC ($3.36M), GLOBALT Investments LLC GA ($1.97M), and IFG Advisory LLC ($1.18M).

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

Institutional investors have bought a total of 57,423,874 shares in the last 24 months. This purchase volume represents approximately $1.64B 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: Municipal Employees Retirement System of Michigan ($9.70M), Ameriprise Financial Inc. ($7.74M), IFG Advisory LLC ($1.09M), Cambridge Investment Research Advisors Inc. ($333.84K), CX Institutional ($266.20K), PSI Advisors LLC ($188.47K), 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 20,515,281 shares in the last 24 months. This volume of shares sold represents approximately $591.82M in transactions.


This page (NYSEARCA:SPTI) was last updated on 5/20/2024 by MarketBeat.com Staff

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