SS SPDR P INT TERM TSY ETF SPTI
$28.29
+0.1% 52w: $27.41 – $28.86
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data27.4128.1328.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
405
-4 QoQ
13F value
$8.97B
+2.5% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $6K puts
Institutional value by quarter
Number of holders
Who owns SPTI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 53.9M | $1.54B | 0.4% | +10.3% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 44.7M | $1.28B | 2.6% | +1.3% |
| Municipal Employees' Retirement System of Michigan | Wealth advisor | 38.7M | $1.11B | 12.6% | +3.9% |
| CWM, LLC | Wealth advisor | 12.8M | $368.2M | 1.0% | +104.3% |
| MATHER GROUP, LLC. | Wealth advisor | 11.9M | $340.9M | 3.4% | +5.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.8M | $224.4M | 0.1% | +27.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 7.6M | $218.8M | 0.1% | +11.7% |
| Merit Financial Group, LLC | Wealth advisor | 6.2M | $177.9M | 1.3% | +7.8% |
| GLOBALT Investments LLC / GA | Wealth advisor | 5.9M | $169.8M | 6.1% | +5.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 5.5M | $157.2M | 0.2% | +61.7% |
| One Day In July LLC | Wealth advisor | 5.4M | $153.5M | 12.3% | +10.1% |
| EVERMAY WEALTH MANAGEMENT LLC | Wealth advisor | 4.9M | $140.9M | 15.6% | +5.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 4.0M | $114.6M | 1.1% | +668.3% |
| STATE STREET CORP | Index provider | 3.8M | $107.8M | 0.0% | +41.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 3.4M | $97.8M | 1.3% | +1.6% |
| ASSETMARK, INC | Wealth advisor | 3.1M | $89.0M | 0.2% | +9.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.0M | $84.6M | 0.0% | +2.6% |
| Kestra Investment Management, LLC | Wealth advisor | 2.9M | $82.2M | 1.4% | New |
| CX Institutional | Wealth advisor | 2.8M | $80.7M | 2.5% | +2.3% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Wealth advisor | 2.5M | $72.7M | 4.6% | -22.5% |
| Independent Advisor Alliance | Wealth advisor | 2.3M | $67.0M | 0.7% | +5409.4% |
| MANNING & NAPIER ADVISORS LLC | Other | 2.3M | $65.6M | 0.9% | -3.3% |
| Strategic Wealth Investment Group, LLC | Other | 2.2M | $63.5M | 8.1% | +0.8% |
| Cetera Investment Advisers | Wealth advisor | 2.1M | $59.1M | 0.1% | +7.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.9M | $54.0M | 0.0% | -86.9% |
| Compton Financial Group, LLC | Wealth advisor | 1.9M | $53.4M | 11.8% | -17.7% |
| Carnegie Investment Counsel | Other | 1.8M | $52.9M | 1.0% | +2.1% |
| UBS Group AG | Bank broker | 1.8M | $50.6M | 0.0% | -2.1% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | Wealth advisor | 1.8M | $50.2M | 10.7% | +16.7% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 1.6M | $46.6M | 1.7% | +949.8% |
| HighTower Advisors, LLC | Diversified mechanical | 1.6M | $46.0M | 0.0% | +5.1% |
| Black Diamond Financial, LLC | Wealth advisor | 1.5M | $42.6M | 4.7% | +4.8% |
| Portland Global Advisors LLC | Wealth advisor | 1.4M | $40.1M | 4.3% | +2.2% |
| Equitable Holdings, Inc. | Wealth advisor | 1.4M | $39.3M | 0.3% | +6.6% |
| Gradient Investments LLC | Wealth advisor | 1.3M | $38.6M | 0.6% | +5.5% |
| MORGAN STANLEY | Bank broker | 1.3M | $38.5M | 0.0% | +3.1% |
| Private Advisor Group, LLC | Wealth advisor | 1.2M | $34.6M | 0.2% | +26.9% |
| KWB Wealth | Wealth advisor | 1.2M | $33.6M | 3.3% | -11.3% |
| Concord Wealth Partners | Wealth advisor | 1.1M | $32.6M | 4.2% | +5.9% |
| Concord Asset Management, LLC/VA | Wealth advisor | 1.1M | $32.2M | 5.4% | +5.5% |
| NorthRock Partners, LLC | Wealth advisor | 1.1M | $31.7M | 0.5% | +1.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 1.1M | $31.3M | 0.6% | +8.9% |
| Capital Investment Advisors, LLC | Wealth advisor | 1.1M | $30.8M | 0.5% | +3.6% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.0M | $29.7M | 0.0% | +0.6% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 986.8K | $28.3M | 0.2% | +18.1% |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 943.7K | $27.0M | 4.0% | +4.0% |
| Leicht Financial Planning & Wealth Management, Inc. | Wealth advisor | 940.6K | $27.0M | 12.2% | +0.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 923.0K | $26.5M | 0.0% | +14.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 907.3K | $26.0M | 0.0% | -11.4% |
| Frisch Financial Group, Inc. | Wealth advisor | 879.3K | $25.2M | 5.3% | +236.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.