SPDR PORT INT TREASURY TERM (SPTI) Institutional Shareholders
SPDR PORT INT TREASURY TERM (SPTI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.85B in SPTI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPTI tracked by InsiderSet, reporting ownership valued at approximately $1.54B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.49B, representing an estimated loss of -3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed SPTI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Financial Engines Advisors L.L.C., Cwm, Llc, and several other long-term asset managers with concentrated positions in SPDR PORT INT TREASURY TERM (SPTI).
This page ranks the largest institutional SPTI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
408
Total Reported Value
$7.85B
Largest Holder
Lpl Financial Llc
Largest Position
$1.54B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.35% | 54,077,529 | $1,535,260,997 | $1,488,213,598 | -$47,047,399 | -3.06% | |
| Financial Engines Advisors L.L.C. | 2.43% | 48,147,629 | $1,366,911,192 | $1,325,022,750 | -$41,888,442 | -3.06% | |
| Cwm, Llc | 0.97% | 12,847,946 | $368,222,128 | $353,575,474 | -$14,646,654 | -3.98% | |
| Mather Group, Llc. | 3.11% | 12,549,605 | $356,283,278 | $345,365,130 | -$10,918,148 | -3.06% | |
| Envestnet Asset Management Inc | 0.06% | 8,273,012 | $234,870,821 | $227,673,290 | -$7,197,531 | -3.06% | |
| Ameriprise Financial Inc | 0.04% | 7,552,607 | $214,325,290 | $207,847,745 | -$6,477,545 | -3.02% | |
| Merit Financial Group, Llc | 1.14% | 6,449,298 | $183,095,566 | $177,484,681 | -$5,610,885 | -3.06% | |
| Globalt Investments Llc / Ga | 5.60% | 5,846,343 | $165,977,670 | $160,891,359 | -$5,086,311 | -3.06% | |
| One Day In July Llc | 11.33% | 5,740,635 | $162,976,620 | $157,982,275 | -$4,994,345 | -3.06% | |
| Osaic Holdings, Inc. | 0.19% | 5,678,176 | $161,203,573 | $156,263,404 | -$4,940,169 | -3.06% | |
| Evermay Wealth Management Llc | 14.85% | 5,078,669 | $144,183,420 | $139,764,971 | -$4,418,449 | -3.06% | |
| Onedigital Investment Advisors Llc | 1.06% | 4,403,524 | $125,016,059 | $121,184,980 | -$3,831,079 | -3.06% | |
| Assetmark, Inc | 0.18% | 3,616,394 | $102,669,419 | $99,523,163 | -$3,146,256 | -3.06% | |
| Kingsview Wealth Management, Llc | 1.16% | 3,373,475 | $95,772,956 | $92,838,032 | -$2,934,924 | -3.06% | |
| Wells Fargo & Company/Mn | 0.02% | 3,182,755 | $90,358,405 | $87,589,418 | -$2,768,987 | -3.06% | |
| Manning & Napier Advisors Llc | 1.00% | 2,746,843 | $78,202,616 | $75,593,119 | -$2,609,497 | -3.34% | |
| Stephens Group Asset Management, Llc | 4.25% | 2,649,871 | $75,229,841 | $72,924,450 | -$2,305,391 | -3.06% | |
| Strategic Wealth Investment Group, Llc | 7.77% | 2,256,234 | $64,054,492 | $62,091,560 | -$1,962,932 | -3.06% | |
| Cetera Investment Advisers | 0.06% | 2,253,751 | $63,983,987 | $62,023,228 | -$1,960,759 | -3.06% | |
| Bank Of America Corp | 0.00% | 2,018,202 | $57,296,742 | $55,540,919 | -$1,755,823 | -3.06% | |
| Voisard Asset Management Group, Inc. | 10.53% | 1,959,613 | $55,633,411 | $53,928,550 | -$1,704,861 | -3.06% | |
| Carnegie Investment Counsel | 1.03% | 1,846,575 | $52,922,840 | $50,817,744 | -$2,105,096 | -3.98% | |
| Cx Institutional | 1.52% | 1,849,623 | $52,511,000 | $50,901,625 | -$1,609,375 | -3.06% | |
| Ubs Group Ag | 0.01% | 1,808,600 | $51,346,154 | $49,772,672 | -$1,573,482 | -3.06% | |
| Gladstone Institutional Advisory Llc | 1.62% | 1,802,308 | $51,167,527 | $49,599,516 | -$1,568,011 | -3.06% | |
| Black Diamond Financial, Llc | 3.93% | 1,568,643 | $44,533,776 | $43,169,055 | -$1,364,721 | -3.06% | |
| Gradient Investments Llc | 0.60% | 1,540,075 | $43,722,741 | $42,382,864 | -$1,339,877 | -3.06% | |
| Equitable Holdings, Inc. | 0.26% | 1,519,100 | $43,127,280 | $41,805,632 | -$1,321,648 | -3.06% | |
| Iht Wealth Management, Llc | 0.88% | 1,464,466 | $41,576,174 | $40,302,104 | -$1,274,070 | -3.06% | |
| Portland Global Advisors Llc | 3.92% | 1,454,168 | $41,283,830 | $40,018,703 | -$1,265,127 | -3.06% | |
| Private Advisor Group, Llc | 0.17% | 1,338,880 | $38,010,821 | $36,845,978 | -$1,164,843 | -3.06% | |
| Commonwealth Equity Services, Llc | 0.04% | 1,256,446 | $35,670,510 | $34,577,394 | -$1,093,116 | -3.06% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 1,244,488 | $35,305,380 | $34,248,310 | -$1,057,070 | -2.99% | |
| Morgan Stanley | 0.00% | 1,212,102 | $34,411,621 | $33,357,047 | -$1,054,574 | -3.06% | |
| Concord Wealth Partners | 3.86% | 1,188,621 | $33,744,963 | $32,710,850 | -$1,034,113 | -3.06% | |
| Great Valley Advisor Group, Inc. | 0.53% | 1,171,552 | $33,260,354 | $32,241,111 | -$1,019,243 | -3.06% | |
| Compton Financial Group, Llc | 6.40% | 1,171,075 | $33,246,818 | $32,227,984 | -$1,018,834 | -3.06% | |
| Concord Asset Management, Llc/Va | 5.11% | 1,162,188 | $32,994,515 | $31,983,414 | -$1,011,101 | -3.06% | |
| Frisch Financial Group, Inc. | 5.34% | 1,097,338 | $31,153,424 | $30,198,742 | -$954,682 | -3.06% | |
| Capital Investment Advisors, Llc | 0.40% | 1,059,176 | $30,070,019 | $29,148,524 | -$921,495 | -3.06% | |
| Integrated Wealth Concepts Llc | 0.20% | 1,054,763 | $29,944,698 | $29,027,078 | -$917,620 | -3.06% | |
| Northrock Partners, Llc | 0.43% | 1,032,022 | $29,299,096 | $28,401,245 | -$897,851 | -3.06% | |
| Bank Of Montreal | 0.01% | 1,028,420 | $29,196,844 | $28,302,118 | -$894,726 | -3.06% | |
| Leicht Financial Planning & Wealth Management, Inc. | 11.85% | 1,018,891 | $28,926,319 | $28,039,880 | -$886,439 | -3.06% | |
| Raymond James Financial Inc | 0.01% | 1,007,694 | $28,608,437 | $27,731,739 | -$876,698 | -3.06% | |
| Stifel Financial Corp | 0.02% | 1,006,887 | $28,585,556 | $27,709,530 | -$876,026 | -3.06% | |
| Kwb Wealth | 2.43% | 999,955 | $28,388,723 | $27,518,762 | -$869,961 | -3.06% | |
| Sentinel Pension Advisors, Llc | 3.70% | 997,269 | $28,172,839 | $27,444,843 | -$727,996 | -2.58% | |
| Flagstone Financial Management | 5.75% | 905,461 | $25,706,017 | $24,918,287 | -$787,730 | -3.06% | |
| S. R. Schill & Associates | 14.12% | 823,719 | $23,385,378 | $22,668,747 | -$716,631 | -3.06% |
Frequently asked questions about SPTI
Who owns the most SPTI stock?
The largest holders of SPTI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORT INT TREASURY TERM (SPTI).
Is SPTI widely held by superinvestors?
Many widely followed stocks like SPTI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPTI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.