SPTI · State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF ETF
$27.90
-0.01 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,471,944
Total Shares: 87,071
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
71.0%
+53.8 pts
Top 5
100.0%
+48.3 pts
Top 10
100.0%
+37.7 pts
HHI
5,879
Highly concentrated+5,150
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
401
Unchanged
0
Holder count:
-401
Institutional value:
-100.0%
Shares held:
-100.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Brown Financial Advisors | +3,985 | 61,792 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −160 | 25,279 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 53,851,890 | $1,543,395,167 | |
| Small Financial Engines Advisors L.L.C. | 44,660,515 | $1,279,970,359 | |
| Micro Municipal Employees' Retirement System of Michigan | 38,702,475 | $1,109,212,933 | |
| Large CWM, LLC | 12,847,946 | $368,222,132 | |
| Mid MATHER GROUP, LLC. | 11,895,021 | $340,911,301 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Brown Financial Advisors SPTI | $1,754,274 | 70.97% | 61,792 | Shares | 2026-08-26 | |
| Large Corient Private Wealth LLC SPTI | $717,670 | 29.03% | 25,279 | Shares | 2026-08-27 |