Who owns State Street SPDR Portfolio Intermediate Term Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPTI from SEC Form 13F filings across 411 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.
As of the 2026-06-30 reporting period, 411 institutions disclosed 304.7M shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $8.65B — about 84.3% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
411
13F holders
$8.65B
value, 2026 filers
84.3%
of shares outstanding (304.7M sh)
56
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 | Financial Engines Advisors L.L.C. | 48.1M | $1.37B | 2.4% | 13.3% | +7.8% |
| 3 | Municipal Employees' Retirement System of Michigan | 37.0M | $1.05B | 11.6% | 10.2% | -4.5% |
| 4 | MATHER GROUP, LLC. | 12.5M | $356.3M | 3.1% | 3.5% | +5.5% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 8.3M | $234.9M | 0.1% | 2.3% | +5.7% |
| 6 | AMERIPRISE FINANCIAL INC | 7.6M | $214.3M | 0.0% | 2.1% | -1.1% |
| 7 | Merit Financial Group, LLC | 6.4M | $183.1M | 1.1% | 1.8% | +3.9% |
| 8 | GLOBALT Investments LLC / GA | 5.8M | $166.0M | 5.6% | 1.6% | -1.3% |
| 9 | One Day In July LLC | 5.7M | $163.0M | 11.3% | 1.6% | +7.2% |
| 10 | OSAIC HOLDINGS, INC. | 5.7M | $161.2M | 0.2% | 1.6% | +3.5% |
| 11 | EVERMAY WEALTH MANAGEMENT LLC | 5.1M | $144.2M | 14.9% | 1.4% | +3.3% |
| 12 | OneDigital Investment Advisors LLC | 4.4M | $125.0M | 1.1% | 1.2% | +10.2% |
| 13 | ASSETMARK, INC | 3.6M | $102.7M | 0.2% | 1% | +16.5% |
| 14 | Kingsview Wealth Management, LLC | 3.4M | $95.8M | 1.2% | 0.9% | -1.1% |
| 15 | WELLS FARGO & COMPANY/MN | 3.2M | $90.4M | 0.0% | 0.9% | +7.8% |
| 16 | MANNING & NAPIER ADVISORS LLC | 2.7M | $78.2M | 1.0% | 0.8% | +20.0% |
| 17 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 2.6M | $75.2M | 4.3% | 0.7% | +4.4% |
| 18 | Strategic Wealth Investment Group, LLC | 2.3M | $64.1M | 7.8% | 0.6% | +1.9% |
| 19 | Cetera Investment Advisers | 2.3M | $64.0M | 0.1% | 0.6% | +9.2% |
| 20 | Kestra Investment Management, LLC | 2.1M | $59.5M | 1.2% | 0.6% | -26.9% |
| 21 | BANK OF AMERICA CORP /DE/ | 2.0M | $57.3M | 0.0% | 0.6% | +7.1% |
| 22 | VOISARD ASSET MANAGEMENT GROUP, INC. | 2.0M | $55.6M | 10.5% | 0.5% | +11.9% |
| 23 | CX Institutional | 1.8M | $52.5M | 1.5% | 0.5% | -34.3% |
| 24 | Carnegie Investment Counsel | 1.8M | $52.3M | 1.0% | 0.5% | -0.2% |
| 25 | UBS Group AG | 1.8M | $51.3M | 0.0% | 0.5% | +2.5% |
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.