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 $7.77B 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 March 31, 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 $1.52B, representing an estimated loss of -1.43% 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
399
Total Reported Value
$7.77B
Largest Holder
Lpl Financial Llc
Largest Position
$1.54B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.41% | 53,851,890 | $1,543,395,113 | $1,521,315,893 | -$22,079,221 | -1.43% | |
| Financial Engines Advisors L.L.C. | 2.60% | 44,660,515 | $1,279,970,351 | $1,261,659,549 | -$18,310,802 | -1.43% | |
| Cwm, Llc | 0.97% | 12,847,946 | $368,222,128 | $362,954,475 | -$5,267,654 | -1.43% | |
| Mather Group, Llc. | 3.40% | 11,895,021 | $340,911,293 | $336,034,343 | -$4,876,950 | -1.43% | |
| Envestnet Asset Management Inc | 0.06% | 7,828,032 | $224,351,409 | $221,141,904 | -$3,209,505 | -1.43% | |
| Ameriprise Financial Inc | 0.05% | 7,636,114 | $218,842,544 | $215,720,221 | -$3,122,324 | -1.43% | |
| Merit Financial Group, Llc | 1.14% | 6,449,298 | $183,095,567 | $182,192,669 | -$902,899 | -0.49% | |
| Globalt Investments Llc / Ga | 6.06% | 5,924,374 | $169,792,551 | $167,363,566 | -$2,428,986 | -1.43% | |
| Osaic Holdings, Inc. | 0.23% | 5,485,248 | $157,207,291 | $154,958,256 | -$2,249,035 | -1.43% | |
| One Day In July Llc | 12.29% | 5,356,793 | $153,525,673 | $151,329,402 | -$2,196,271 | -1.43% | |
| Evermay Wealth Management Llc | 15.62% | 4,915,972 | $140,891,764 | $138,876,209 | -$2,015,555 | -1.43% | |
| Onedigital Investment Advisors Llc | 1.12% | 3,997,338 | $114,563,701 | $112,924,799 | -$1,638,903 | -1.43% | |
| State Street Corp | 0.00% | 3,762,990 | $107,847,293 | $106,304,468 | -$1,542,826 | -1.43% | |
| Kingsview Wealth Management, Llc | 1.34% | 3,411,524 | $97,774,282 | $96,375,553 | -$1,398,729 | -1.43% | |
| Assetmark, Inc | 0.18% | 3,103,772 | $88,954,094 | $87,681,559 | -$1,272,535 | -1.43% | |
| Wells Fargo & Company/Mn | 0.02% | 2,953,499 | $84,647,268 | $83,436,347 | -$1,210,921 | -1.43% | |
| Kestra Investment Management, Llc | 1.42% | 2,868,259 | $82,204,303 | $81,028,317 | -$1,175,986 | -1.43% | |
| Stephens Group Asset Management, Llc | 4.25% | 2,649,871 | $75,229,841 | $74,858,856 | -$370,985 | -0.49% | |
| Independent Advisor Alliance | 0.72% | 2,337,458 | $66,991,581 | $66,033,189 | -$958,393 | -1.43% | |
| Manning & Napier Advisors Llc | 0.92% | 2,288,911 | $65,600,178 | $64,661,736 | -$938,442 | -1.43% | |
| Strategic Wealth Investment Group, Llc | 8.05% | 2,214,829 | $63,477,010 | $62,568,919 | -$908,091 | -1.43% | |
| Cetera Investment Advisers | 0.06% | 2,063,334 | $59,135,145 | $58,289,186 | -$845,960 | -1.43% | |
| Voisard Asset Management Group, Inc. | 10.53% | 1,959,613 | $55,633,411 | $55,359,067 | -$274,344 | -0.49% | |
| Bank Of America Corp | 0.00% | 1,885,287 | $54,032,330 | $53,259,358 | -$772,972 | -1.43% | |
| Compton Financial Group, Llc | 11.79% | 1,862,719 | $53,385,519 | $52,621,812 | -$763,707 | -1.43% | |
| Carnegie Investment Counsel | 1.03% | 1,846,575 | $52,922,840 | $52,165,744 | -$757,096 | -1.43% | |
| Ubs Group Ag | 0.01% | 1,764,469 | $50,569,682 | $49,846,249 | -$723,433 | -1.43% | |
| Gladstone Institutional Advisory Llc | 1.73% | 1,625,843 | $46,596,669 | $45,930,065 | -$666,604 | -1.43% | |
| Hightower Advisors, Llc | 0.05% | 1,604,093 | $45,973,329 | $45,315,627 | -$657,702 | -1.43% | |
| Gradient Investments Llc | 0.60% | 1,540,075 | $43,722,741 | $43,507,119 | -$215,622 | -0.49% | |
| Black Diamond Financial, Llc | 4.65% | 1,487,097 | $42,620,202 | $42,010,490 | -$609,712 | -1.43% | |
| Portland Global Advisors Llc | 4.27% | 1,398,461 | $40,079,892 | $39,506,523 | -$573,369 | -1.43% | |
| Equitable Holdings, Inc. | 0.25% | 1,362,930 | $39,306,901 | $38,502,773 | -$804,129 | -2.05% | |
| Morgan Stanley | 0.00% | 1,345,014 | $38,548,113 | $37,996,646 | -$551,468 | -1.43% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 1,244,488 | $35,305,380 | $35,156,786 | -$148,594 | -0.42% | |
| Private Advisor Group, Llc | 0.16% | 1,206,128 | $34,567,643 | $34,073,116 | -$494,527 | -1.43% | |
| Concord Wealth Partners | 4.23% | 1,136,477 | $32,571,439 | $32,105,475 | -$465,964 | -1.43% | |
| Concord Asset Management, Llc/Va | 5.43% | 1,121,967 | $32,155,580 | $31,695,568 | -$460,012 | -1.43% | |
| Northrock Partners, Llc | 0.51% | 1,107,517 | $31,741,442 | $31,287,355 | -$454,087 | -1.43% | |
| Great Valley Advisor Group, Inc. | 0.57% | 1,090,639 | $31,257,219 | $30,810,552 | -$446,667 | -1.43% | |
| Capital Investment Advisors, Llc | 0.49% | 1,075,418 | $30,821,470 | $30,380,559 | -$440,912 | -1.43% | |
| Bank Of Montreal | 0.01% | 1,037,541 | $29,735,925 | $29,310,533 | -$425,392 | -1.43% | |
| Kwb Wealth | 2.43% | 999,955 | $28,388,723 | $28,248,729 | -$139,994 | -0.49% | |
| Sentinel Pension Advisors, Llc | 4.00% | 943,734 | $27,047,403 | $26,660,486 | -$386,918 | -1.43% | |
| Leicht Financial Planning & Wealth Management, Inc. | 12.23% | 940,643 | $26,958,845 | $26,573,165 | -$385,680 | -1.43% | |
| Raymond James Financial Inc | 0.01% | 922,964 | $26,452,166 | $26,073,733 | -$378,433 | -1.43% | |
| Stifel Financial Corp | 0.02% | 907,334 | $26,004,157 | $25,632,186 | -$371,972 | -1.43% | |
| Frisch Financial Group, Inc. | 5.27% | 879,342 | $25,201,937 | $24,841,412 | -$360,526 | -1.43% | |
| Impact Partnership Wealth, Llc | 3.07% | 868,583 | $24,893,594 | $24,537,470 | -$356,124 | -1.43% | |
| Flagstone Financial Management | 6.16% | 866,477 | $24,833,208 | $24,477,975 | -$355,233 | -1.43% |
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.