SPDR PORT INT TREASURY TERM (SPTI) Institutional Ownership Changes & 13F Activity

SPDR PORT INT TREASURY TERM (SPTI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Osaic Holdings, Inc., Mercer Global Advisors Inc, State Street Corp, and Iht Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mirae Asset Global Investments Co., Ltd.Buy+58,000+20.1%347,000$9.95MQ1 2026Aug 12, 2026
Verus Capital Partners, LlcSell-86,664-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+76,128+2.6%2,953,499$84.65MQ1 2026Jul 08, 2026
Wealthpoint Financial, LlcBuy+7,955—7,955$227.99KQ1 2026Jun 26, 2026
Hobbs Group Advisors, LlcSell-20,119-4.4%441,260$12.65MQ1 2026May 20, 2026
Western Wealth Management, LlcSell-4,141-2.0%205,928$5.90MQ1 2026May 19, 2026
Bank Of America CorpSell-12,490,680-86.9%1,885,287$54.03MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+273,366—273,366$7.83MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-32,159-35.5%58,317$318.22KQ1 2026May 18, 2026
Barnes Wealth Management Group, IncBuy+9,162+38.9%32,686$936.78KQ1 2026May 18, 2026
Ifs Group,LlcBuy+8,047—8,047$230.63KQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+6,484+16.4%46,086$1.32MQ1 2026May 18, 2026
Osaic Holdings, Inc.Buy+2,093,567+61.7%5,485,248$157.21MQ1 2026May 15, 2026
Mercer Global Advisors IncSell-1,205,184-82.6%253,049$7.25MQ1 2026May 15, 2026
State Street CorpBuy+1,094,811+41.0%3,762,990$107.85MQ1 2026May 15, 2026
Iht Wealth Management, LlcBuy+717,105+975.8%790,591$22.66MQ1 2026May 15, 2026
Apriem AdvisorsSell-428,867-97.9%9,014$258.34KQ1 2026May 15, 2026
3Edge Asset Management, LpSell-338,225-31.7%728,240$20.83MQ1 2026May 15, 2026
Psi Advisors, LlcSell-321,328-90.4%34,161$979.05KQ1 2026May 15, 2026
Globalt Investments Llc / GaBuy+302,580+5.4%5,924,374$169.79MQ1 2026May 15, 2026
Royal Bank Of CanadaSell-290,412-47.1%326,234$9.35MQ1 2026May 15, 2026
Summit Financial, LlcBuy+268,510—268,510$7.70MQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+168,457+155.8%276,574$7.93MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+150,143+42.1%507,179$14.54MQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+134,212+69.9%326,220$9.35MQ1 2026May 15, 2026
Transamerica Financial Advisors, LlcBuy+123,322+99.0%247,921$7.11MQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+101,001—101,001$2.89MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+84,540+6.6%1,362,930$39.31MQ1 2026May 15, 2026
Morgan StanleyBuy+40,980+3.1%1,345,014$38.55MQ1 2026May 15, 2026
Vertex Planning Partners, LlcBuy+33,180+75.3%77,253$2.21MQ1 2026May 15, 2026
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Frequently asked questions about SPTI activity

  • Which institutional owners are buying SPTI?

    Institutional owners buying SPTI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPTI activity?

    "Buy" means an investor increased their reported position in SPTI compared to the prior reporting period. This reflects growing exposure to SPDR PORT INT TREASURY TERM (SPTI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPTI increasing?

    Institutional interest in SPTI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.