SPTI Institutional Ownership & Shareholders
SPDR PORT INT TREASURY TERM (SPTI) is currently held by 408 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.81B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.50B, representing an estimated loss of -2.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
$7.81B
Largest Holder
Lpl Financial Llc
Largest Position
$1.54B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
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 | $1,502,814,531 | -$32,446,466 | -2.11% | |
| Financial Engines Advisors L.L.C. | 2.43% | 48,147,629 | $1,366,911,192 | $1,338,022,610 | -$28,888,582 | -2.11% | |
| Cwm, Llc | 0.97% | 12,847,946 | $368,222,128 | $357,044,419 | -$11,177,709 | -3.04% | |
| Mather Group, Llc. | 3.08% | 13,321,069 | $363,398,768 | $370,192,508 | +$6,793,740 | +1.87% | |
| Envestnet Asset Management Inc | 0.06% | 8,273,012 | $234,870,821 | $229,907,003 | -$4,963,818 | -2.11% | |
| Ameriprise Financial Inc | 0.04% | 7,552,607 | $214,325,290 | $209,886,949 | -$4,438,341 | -2.07% | |
| Merit Financial Group, Llc | 1.14% | 6,449,298 | $183,095,566 | $179,225,991 | -$3,869,575 | -2.11% | |
| Osaic Holdings, Inc. | 0.19% | 5,678,176 | $161,203,573 | $157,796,511 | -$3,407,062 | -2.11% | |
| One Day In July Llc | 11.09% | 5,907,507 | $161,156,804 | $164,169,620 | +$3,012,816 | +1.87% | |
| Globalt Investments Llc / Ga | 5.38% | 5,725,307 | $156,186,367 | $159,106,282 | +$2,919,915 | +1.87% | |
| Evermay Wealth Management Llc | 14.85% | 5,078,669 | $144,183,420 | $141,136,212 | -$3,047,208 | -2.11% | |
| Onedigital Investment Advisors Llc | 1.06% | 4,403,524 | $125,016,059 | $122,373,932 | -$2,642,127 | -2.11% | |
| Assetmark, Inc | 0.19% | 4,036,176 | $110,106,882 | $112,165,331 | +$2,058,449 | +1.87% | |
| Kingsview Wealth Management, Llc | 1.16% | 3,373,475 | $95,772,956 | $93,748,870 | -$2,024,086 | -2.11% | |
| Wells Fargo & Company/Mn | 0.02% | 3,182,755 | $90,358,405 | $88,448,761 | -$1,909,644 | -2.11% | |
| Stephens Group Asset Management, Llc | 4.56% | 2,928,146 | $79,879,823 | $81,373,177 | +$1,493,354 | +1.87% | |
| Manning & Napier Advisors Llc | 1.00% | 2,746,843 | $78,202,616 | $76,334,767 | -$1,867,849 | -2.39% | |
| Cetera Investment Advisers | 0.06% | 2,253,751 | $63,983,987 | $62,631,740 | -$1,352,247 | -2.11% | |
| Strategic Wealth Investment Group, Llc | 7.49% | 2,212,701 | $60,362,483 | $61,490,961 | +$1,128,478 | +1.87% | |
| Bank Of America Corp | 0.00% | 2,018,202 | $57,296,742 | $56,085,834 | -$1,210,908 | -2.11% | |
| Voisard Asset Management Group, Inc. | 10.25% | 2,023,207 | $55,193,101 | $56,224,923 | +$1,031,822 | +1.87% | |
| Ubs Group Ag | 0.01% | 1,808,600 | $51,346,154 | $50,260,994 | -$1,085,160 | -2.11% | |
| Gladstone Institutional Advisory Llc | 1.62% | 1,802,308 | $51,167,527 | $50,086,139 | -$1,081,388 | -2.11% | |
| Carnegie Investment Counsel | 1.02% | 1,872,507 | $51,081,991 | $52,036,970 | +$954,979 | +1.87% | |
| Black Diamond Financial, Llc | 3.86% | 1,665,185 | $45,426,252 | $46,275,491 | +$849,239 | +1.87% | |
| Equitable Holdings, Inc. | 0.26% | 1,519,100 | $43,127,280 | $42,215,789 | -$911,491 | -2.11% | |
| Gradient Investments Llc | 0.60% | 1,530,221 | $41,744,429 | $42,524,842 | +$780,413 | +1.87% | |
| Iht Wealth Management, Llc | 0.88% | 1,464,466 | $41,576,174 | $40,697,510 | -$878,664 | -2.11% | |
| Portland Global Advisors Llc | 3.92% | 1,454,168 | $41,283,830 | $40,411,329 | -$872,501 | -2.11% | |
| Private Advisor Group, Llc | 0.17% | 1,338,880 | $38,010,821 | $37,207,475 | -$803,346 | -2.11% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 1,244,488 | $35,305,380 | $34,584,322 | -$721,058 | -2.04% | |
| Morgan Stanley | 0.00% | 1,212,102 | $34,411,621 | $33,684,315 | -$727,306 | -2.11% | |
| Concord Wealth Partners | 3.93% | 1,239,305 | $33,808,230 | $34,440,286 | +$632,056 | +1.87% | |
| Commonwealth Equity Services, Llc | 0.04% | 1,231,230 | $33,587,959 | $34,215,882 | +$627,923 | +1.87% | |
| Great Valley Advisor Group, Inc. | 0.53% | 1,171,552 | $33,260,354 | $32,557,430 | -$702,924 | -2.11% | |
| Compton Financial Group, Llc | 6.40% | 1,171,075 | $33,246,818 | $32,544,174 | -$702,644 | -2.11% | |
| Concord Asset Management, Llc/Va | 5.09% | 1,216,478 | $33,185,521 | $33,805,924 | +$620,403 | +1.87% | |
| Frisch Financial Group, Inc. | 5.34% | 1,097,338 | $31,153,424 | $30,495,023 | -$658,401 | -2.11% | |
| Capital Investment Advisors, Llc | 0.40% | 1,114,841 | $30,412,871 | $30,981,431 | +$568,560 | +1.87% | |
| Integrated Wealth Concepts Llc | 0.20% | 1,054,763 | $29,944,698 | $29,311,864 | -$632,834 | -2.11% | |
| Northrock Partners, Llc | 0.43% | 1,032,022 | $29,299,096 | $28,679,891 | -$619,205 | -2.11% | |
| Bank Of Montreal | 0.01% | 1,028,420 | $29,196,844 | $28,579,792 | -$617,052 | -2.11% | |
| Leicht Financial Planning & Wealth Management, Inc. | 11.85% | 1,018,891 | $28,926,319 | $28,314,981 | -$611,338 | -2.11% | |
| Raymond James Financial Inc | 0.01% | 1,007,694 | $28,608,437 | $28,003,816 | -$604,621 | -2.11% | |
| Stifel Financial Corp | 0.02% | 1,006,887 | $28,585,556 | $27,981,390 | -$604,166 | -2.11% | |
| Kwb Wealth | 2.27% | 975,764 | $26,618,843 | $27,116,482 | +$497,639 | +1.87% | |
| Flagstone Financial Management | 5.75% | 905,461 | $25,706,017 | $25,162,761 | -$543,256 | -2.11% | |
| Sentinel Pension Advisors, Llc | 3.07% | 901,483 | $24,592,443 | $25,052,213 | +$459,770 | +1.87% | |
| True Blue Financial, Llc | 8.36% | 828,681 | $22,606,405 | $23,029,045 | +$422,640 | +1.87% | |
| S. R. Schill & Associates | 14.12% | 825,418 | $22,517,399 | $22,938,366 | +$420,967 | +1.87% |
Frequently asked questions about SPTI
Who are the largest institutional holders of SPTI?
The largest institutional holders of SPTI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Financial Engines Advisors L.L.C., Cwm, Llc, Mather Group, Llc., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SPTI position.
What is SPTI institutional ownership?
This page tracks SPTI positions reported by institutional investment managers through SEC Form 13F. SPDR PORT INT TREASURY TERM (SPTI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPTI?
InsiderSet currently tracks 408 institutional managers reporting SPTI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPTI shareholders.
How much SPTI stock do institutions own?
Institutional investment managers disclosed approximately $7.81B in SPTI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPTI institutional ownership last updated?
The latest SPTI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPTI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPTI position after the reporting date.
Are institutions buying or selling SPTI?
Institutional buying and selling can be analyzed by comparing SPTI positions across consecutive 13F reporting periods. InsiderSet's SPTI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPTI ownership changes.
How has SPTI institutional ownership changed over time?
InsiderSet tracks SPTI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.