SPTI institutional holders

State Street SPDR Portfolio Intermediate Term Treasury ETF · 436 reporting institutions · $8B reported value

Funds that can replace SPTI · SPTI return decomposition

Institutional holdings

Institutions reporting SPTI, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$1.5B23,4582026-06-30
Edelman Financial Engines$1.4B7222026-06-30
Cwm, LLC$368.2M6672026-03-31
Mather Group, Llc.$356.3M1102026-06-30
Envestnet Pmc$234.9M602026-06-30
Ameriprise Financial Inc$214.3M02026-06-30
Merit Financial Group, LLC$183.1M2952026-06-30
Globalt Investments LLC / Ga$166M122026-06-30
One Day In July LLC$163M142026-06-30
Osaic Holdings, Inc.$161.2M02026-06-30
Evermay Wealth Management LLC$144.2M232026-06-30
Onedigital Investment Advisors LLC$125M3862026-06-30
Assetmark, Inc$102.7M2202026-06-30
Kingsview Wealth Management, LLC$95.8M1152026-06-30
Wells Fargo & Company/mn$90.4M02026-06-30
Manning & Napier Advisors LLC$78.2M422026-06-30
Stephens Group Asset Management, LLC$75.2M32026-06-30
Strategic Wealth Investment Group, LLC$64.1M332026-06-30
Cetera Investment Advisers$64M10,3702026-06-30
Kestra Investment Management, LLC$59.5M92026-06-30
Bank of America Corp /de$57.3M02026-06-30
Voisard Asset Management Group$55.6M62026-06-30
Integrated Wealth Concepts LLC$55.2M4802026-06-30
Carnegie Investment Counsel$52.3M372026-06-30
UBS Group AG$51.3M02026-06-30
Gladstone Institutional Advisory LLC$51.2M1082026-06-30
Hightower Advisors, LLC$45.6M1,0462026-06-30
Black Diamond Financial, LLC$44.5M122026-06-30
Gradient Investments, LLC$43.7M312026-06-30
Equitable Holdings, Inc.$43.1M02026-06-30
O'Brien Wealth Partners LLC$41.8M02025-12-31
Iht Wealth Management LLC$41.6M1592026-06-30
Portland Global Advisors LLC$41.3M112026-06-30
Private Advisor Group, LLC$38M9272026-06-30
Commonwealth Equity Services, LLC$35.7M2,8632026-06-30
Envestnet Portfolio Solutions, Inc.$35.3M32026-06-30
Morgan Stanley$34.4M23,1852026-06-30
Concord Wealth Partners$33.7M112026-06-30
Great Valley Advisor Group, LLC$33.3M2052026-06-30
Compton Financial Group, LLC$33.2M02026-06-30
Concord Asset Management, Llc/va$33M22026-06-30
Frisch Financial Group, Inc.$31.2M62026-06-30
Capital Investment Advisors, LLC$30.1M592026-06-30
Wela Strategies, Inc.$29.6M02025-09-30
Northrock Partners, LLC$29.3M912026-06-30
Bank of Montreal /can$29.2M02026-06-30
Leicht Financial Planning & Wealth Management, Inc.$28.9M12026-06-30
Raymond James Financial Inc$28.6M02026-06-30
Stifel Financial Corp$28.6M02026-06-30
Kwb Wealth$28.4M102026-06-30
Sentinel Pension Advisors, LLC$28.2M512026-06-30
Flagstone Financial Management$25.7M102026-06-30
S. R. Schill & Associates$23.4M32026-06-30
Steward Partners Investment Advisory, LLC$20.8M4812026-06-30
Bridge Generations Wealth Management LLC$20.1M42026-06-30
Tidemark, LLC$19.5M82026-06-30
Collier Financial, Inc$19.3M12026-06-30
3edge Asset Management, LP$19M152026-06-30
Goldman Sachs Group Inc$18.9M02026-06-30
Wealth Enhancement Advisory Services, LLC$18.1M1,0262026-06-30
Impact Partnership Wealth, LLC$17.4M922026-06-30
Willow Creek Wealth Management Inc.$17.2M102025-09-30
Woodmont Investment Counsel LLC$17.1M92026-06-30
Truist Financial Corp$16.5M02026-06-30
Highpoint Advisor Group LLC$16.5M1142026-06-30
Flputnam Investment Management Co$15.9M782026-06-30
Flagship Harbor Advisors, LLC$15.7M602026-06-30
Vise Technologies, Inc.$15.6M02026-06-30
Salomon & Ludwin, LLC$15.2M62026-06-30
Melone Private Wealth, LLC$14.6M22026-06-30
Davenport & Co LLC$14.4M3392026-06-30
Wealthspire Advisors, LLC$14.1M2372026-06-30
Level Four Advisory Services$14.1M1412026-06-30
Susquehanna International Group, LLP$13.8M02026-06-30
Gm Advisory Group, LLC$13.8M02026-03-31
Leslie Global Wealth, LLC$13.7M32026-06-30
True Blue Financial, LLC$13.6M32026-06-30
Eldridge Investment Advisors Inc$13.3M82026-06-30
Ae Wealth Management LLC$13.2M4712026-06-30
Equita Financial Network, Inc.$13M162026-06-30
Arjuna Capital$13M32026-06-30
Madison Asset Management, LLC$12M12026-06-30
Hobart Private Capital, LLC$12M122026-06-30
Tilson Financial Group Inc$11.7M72026-06-30
Capasso Planning Partners LLC$11.6M22026-06-30
Higgins & Schmidt Wealth Strategies LLC$11.5M42026-06-30
Evergreen Wealth Partners LLC$11.4M52026-06-30
Tpg Financial Advisors, LLC$11.4M182026-06-30
Synergy Investment Management, LLC$10.8M192026-06-30
Aqr Capital Management LLC$10.4M12026-06-30
Matauro, LLC$10.3M102026-06-30
Mirae Asset Global Investments Co., Ltd.$10.2M02026-06-30
Ifg Advisory, LLC$9.7M1102026-06-30
Appalachian Capital Management Ltd$9.7M22026-06-30
Royal Bank of Canada$9.5M02026-06-30
Northwestern Mutual Wealth Management Co$9.2M02026-06-30
Arkadios Wealth Advisors$9.1M2262026-06-30
Hobbs Group Advisors LLC$8.9M72026-06-30
MML Investors Services, LLC$8.8M5,1202026-06-30
Comerica Bank$8.7M02025-12-31
Blackrock, Inc.$8.7M02026-06-30
Beacon Pointe Advisors, LLC$8.6M4662026-06-30
Fifth Third Bancorp$8.4M02026-06-30
Waterloo Capital, LP$8.4M572026-06-30
Summit Financial, LLC$8.2M2292026-06-30
Signet Financial Management, LLC$7.7M122026-03-31
Mercer Global Advisors Inc /adv$7.6M02026-06-30
Perennial Investment Advisors, LLC$7.6M492026-06-30
Abound Financial, LLC$7.5M32026-06-30
Certified Advisory Corp$7.4M172026-06-30
Fourth Dimension Wealth, LLC$7.3M92026-06-30
Xy Planning Network, Inc.$7.2M02026-06-30
Cornerstone Wealth Management, LLC$6.8M02026-06-30
Pinnacle Financial Partners, Inc.$6.8M02026-06-30
Sei Investments Co$6.8M02026-06-30
Spectrum Wealth Advisory Group, LLC$6.7M32026-06-30
Astoria Portfolio Advisors Llc.$6.7M122026-06-30
Rockefeller Capital Management LP$6.7M3462026-06-30
Sanctuary Advisors, LLC$6.7M4012026-06-30
Key Financial, Inc.$6.5M82026-06-30
Integrated Capital Management, Inc.$6.5M52026-06-30
Transamerica Financial Advisors, LLC$6.5M1,0972026-06-30
Auour Investments LLC$6.3M42026-06-30
Creative Planning$6.2M1,1712026-06-30
Western Wealth Management, LLC$6.1M1122026-06-30
Renaissance Technologies LLC$6M02026-06-30
Synovus Financial Corp$6M02025-09-30
Verus Capital Partners, LLC$5.8M472026-06-30
Trilogy Capital, Inc.$5.7M722026-06-30
Retirement Planning Group, LLC$5.5M02026-06-30
Arborfi Advisors, LLC$5.3M22026-06-30
Apollon Financial, LLC$5.3M202026-06-30
Ifp Advisors, Inc$5.1M3182026-06-30
Kestra Advisory Services, LLC$5M1,4792026-06-30
Onyx Bridge Wealth Group LLC$5M222026-06-30
Inspire Advisors, LLC$4.8M752026-06-30
Gateway Wealth Partners, LLC$4.7M1012026-06-30
Bailard, Inc.$4.6M402026-06-30
Farther Finance Advisors, LLC$4.6M3342026-06-30
Baird Financial Group, Inc.$4.6M02026-06-30
Integrity Wealth Advisors, Inc.$4.5M52026-03-31
Climber Capital SA$4.5M02026-06-30
Downshift Financial, LLC$4.5M32026-06-30
Jt Stratford, LLC$4.5M182026-06-30
Avant Financial Advisors$4.5M22026-06-30
Bank of New York Mellon Corp$4.3M02026-06-30
St Germain D J Co Inc$4.2M02026-06-30
Tower Research Capital LLC (trc)$4M02026-06-30
Private Wealth Group, LLC$3.9M12026-06-30
Waverly Advisors, LLC$3.9M2312026-06-30
O'Shaughnessy Asset Management, LLC$3.8M582026-06-30
Private Trust Co NA$3.6M02026-06-30
Ehrlich Financial Group$3.4M42026-06-30
Global Retirement Partners LLC$3.3M4912026-06-30
Napier Financial$3.3M92026-06-30
Vertex Planning Partners, LLC$3.2M142026-06-30
Plus Group Wealth Advisors LLC$3.1M42026-06-30
Planwiser Financial, LLC$3.1M32026-06-30
Libra Wealth LLC$3M42026-06-30
Mariner, LLC$2.9M02026-06-30
Zega Investments, LLC$2.9M62026-06-30
Narus Financial Partners, LLC$2.8M62026-06-30
Grantham Mayo van Otterloo & Co LLC$2.7M02026-06-30
Silverlake Wealth Management LLC$2.7M92026-06-30
&partners$2.6M5552026-06-30
Simplicity Wealth, LLC$2.6M02026-06-30
Jones Financial Companies LLLP$2.5M02026-06-30
Vermillion & White Wealth Management Group, LLC$2.5M52026-06-30
Jacobi Capital Management LLC$2.5M322026-06-30
Prosperity Advisers, LLC$2.4M22026-06-30
Strategic Financial Partners, Ltd.$2.4M52026-06-30
Scotia Capital Inc.$2.4M02026-06-30
Cranbrook Wealth Management, LLC$2.3M52026-06-30
Private Advisory Group LLC$2.2M182026-06-30
Capital Wealth Management, LLC$2.1M122026-06-30
Bonfire Financial, LLC$2M42026-06-30
Newedge Advisors$2M6012026-06-30
Grimes & Co Wealth Management, LLC$1.9M382026-06-30
October Effect Ltd$1.9M42026-06-30
Genwealth Group, Inc.$1.9M52026-06-30
Center for Asset Management, LLC$1.8M22026-06-30
Wise Wealth Partners$1.8M22026-06-30
Vicus Capital$1.8M902026-06-30
Collaborative Wealth Managment Inc.$1.8M132026-06-30
Fonville Wealth Management LLC$1.8M122026-06-30
Brown Financial Advisors$1.8M32026-06-30
Mgo One Seven LLC$1.7M1182026-06-30
Jpmorgan Chase & Co$1.7M02026-06-30
Wiregrass Asset Management$1.6M12026-06-30
Stephens Inc /ar$1.6M2432026-06-30
Objectivity Squared Wealth Management$1.5M42026-06-30
Zinnia Wealth Advisory, LLC$1.5M42026-06-30
Maridea Wealth Management$1.4M382026-06-30
Paladin Wealth, LLC$1.4M82026-06-30
Costello Asset Management, Inc.$1.4M22026-06-30
Independent Advisor Alliance, LLC$1.4M3022026-06-30
Hardin Capital Partners, LLC$1.4M12026-06-30
Hanseatic Management Services Inc$1.3M32026-06-30
Strategic Investment Advisors / Mi$1.3M02026-06-30
Cerity Partners LLC$1.3M7772026-06-30
Virtue Capital Management, LLC$1.3M892026-06-30
Seeds Investor LLC$1.3M32026-06-30
Fisher Asset Management, LLC$1.3M2,9842026-06-30
Hill Island Financial LLC$1.2M82026-06-30
Waller Financial Planning Group, Inc$1.2M62026-06-30
Insight Advisors, LLC/ PA$1.2M122026-06-30
Savvy Advisors, Inc.$1.2M2142026-06-30
Top Private Wealth Llc.$1.2M22026-06-30
Boltwood Capital Management$1.2M22026-06-30
Abich Financial Wealth Management LLC$1.2M72025-09-30
Thompson Davis & Co., Inc.$1.1M52026-06-30
Modern Wealth Management, LLC$1.1M1612026-06-30
Centennial Bank/ar$1.1M02026-06-30
Ashton Thomas Private Wealth, LLC$1.1M962026-06-30
Beacon Bridge Wealth Partners, LLC$1.1M62026-06-30
Savant Wealth Management$1.1M4052026-06-30
Municipal Employees' Retirement System of Michigan$1M02026-06-30
The Ascent Group, LLC$1M202026-06-30
Oregon Pacific Wealth Management$995.2K52026-06-30
PNC Financial Services Group, Inc.$989.4K02026-06-30
Barnes Wealth Management Group$978.3K72026-06-30
Comprehensive Wealth Management, LLC$971.8K62026-06-30
Snowden Capital Advisors LLC$921.9K1222026-06-30
Harbour Investments, Inc.$898.3K2472026-06-30
Haddonfield Financial Planning LLC$893.4K32026-06-30
Integrity Wealth Solutions LLC$888.1K22026-06-30
Mattson Financial Services, LLC$875.5K92026-06-30
Donald L. Hagan, LLC$872.3K02025-09-30
Parr McKnight Wealth Management Group, LLC$846.1K102026-06-30
Rmr Wealth Builders, Inc.$840.7K542026-06-30
Vontobel Holding Ltd.$837.3K02026-06-30
Rkl Private Wealth$813.8K292026-06-30
Independent Financial Group, LLC$803K4812026-06-30
Atria Investments, Inc$798.2K62026-06-30
Lifeworks Advisors, LLC$777.3K422026-06-30
Pathway Financial Advisors LLC$770.8K62026-06-30
Stratos Wealth Partners, Ltd.$755.7K3862026-06-30
Ritholtz Wealth Management$733.3K582026-06-30
Founders Grove Wealth Partners, LLC$731.4K22026-06-30
Corient Private Wealth LP$717.7K6742026-06-30
Jefferson Bridge Capital, LLC$708.1K32026-06-30
Blalock Williams, LLC$696.6K22026-06-30
Psi Advisors, LLC$683.5K112026-06-30
Certus Wealth Management, LLC$683K02025-09-30
Kovack Advisors, Inc.$670.6K2582026-06-30
Tennessee Valley Asset Management Partners$670.1K252026-06-30
Aptus Capital Advisors, LLC$655.7K212026-06-30
Hilltop Partners LLC$620.3K82026-06-30
Openarc Corporate Advisory, LLC$617.2K1232026-06-30
Edgestream Partners, LP$602.2K02026-06-30

The 250 largest of 436 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30