Who owns State Street SPDR Portfolio Intermediate Term Treasury ETF?
Institutional ownership of SPTI from SEC Form 13F filings across 241 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
241
13F holders
$4.65B
value, 2026 filers
45.9%
of shares outstanding (165.9M sh)
41
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPTI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 54.1M | $1.54B | 0.3% | 15% | +0.4% |
| 2 | Merit Financial Group, LLC | 12.9M | $366.2M | 2.2% | 3.6% | +107.8% |
| 3 | MATHER GROUP, LLC. | 12.5M | $356.3M | 3.1% | 3.5% | +5.5% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 8.3M | $234.9M | 0.1% | 2.3% | +5.7% |
| 5 | AMERIPRISE FINANCIAL INC | 7.6M | $214.3M | 0.0% | 2.1% | -1.1% |
| 6 | OSAIC HOLDINGS, INC. | 5.7M | $161.2M | 0.2% | 1.6% | +3.5% |
| 7 | EVERMAY WEALTH MANAGEMENT LLC | 5.1M | $144.2M | 14.9% | 1.4% | +3.3% |
| 8 | OneDigital Investment Advisors LLC | 4.4M | $125.0M | 1.1% | 1.2% | +10.2% |
| 9 | ASSETMARK, INC | 3.6M | $102.7M | 0.2% | 1% | +16.5% |
| 10 | WELLS FARGO & COMPANY/MN | 3.2M | $90.4M | 0.0% | 0.9% | +7.8% |
| 11 | Cetera Investment Advisers | 2.3M | $64.0M | 0.1% | 0.6% | +9.2% |
| 12 | BANK OF AMERICA CORP /DE/ | 2.0M | $57.3M | 0.0% | 0.6% | +7.1% |
| 13 | Integrated Wealth Concepts LLC | 1.9M | $55.2M | 0.3% | 0.5% | +283.5% |
| 14 | Carnegie Investment Counsel | 1.8M | $52.3M | 1.0% | 0.5% | -0.2% |
| 15 | UBS Group AG | 1.8M | $51.3M | 0.0% | 0.5% | +2.5% |
| 16 | Gladstone Institutional Advisory LLC | 1.8M | $51.2M | 1.6% | 0.5% | +10.9% |
| 17 | HighTower Advisors, LLC | 1.6M | $45.6M | 0.0% | 0.4% | 0.0% |
| 18 | IHT Wealth Management, LLC | 1.5M | $41.6M | 0.9% | 0.4% | +85.2% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 1.3M | $35.7M | 0.0% | 0.3% | +100.5% |
| 20 | Envestnet Portfolio Solutions, Inc. | 1.2M | $35.3M | 0.2% | 0.3% | +26.1% |
| 21 | MORGAN STANLEY | 1.2M | $34.4M | 0.0% | 0.3% | -9.9% |
| 22 | Concord Wealth Partners | 1.2M | $33.7M | 3.9% | 0.3% | +4.6% |
| 23 | GREAT VALLEY ADVISOR GROUP, INC. | 1.2M | $33.3M | 0.5% | 0.3% | +7.4% |
| 24 | Capital Investment Advisors, LLC | 1.1M | $30.1M | 0.4% | 0.3% | -50.8% |
| 25 | NorthRock Partners, LLC | 1.0M | $29.3M | 0.4% | 0.3% | -6.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.