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