Skip to content
Disclosery

SPTI SPDR SERIES TRUST

Follow

ST INTER ETF (fund)

364 managers (368 13F filers) reported a position in SPTI shares at 2025-03-31, 245,003,821 shares in all. 51 filers opened a position and 40 filers sold out during the quarter.

Managers
364
13F filers
368
New
51
Added
150
Reduced
126
Sold out
40
Shares held by filers
245,003,821

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Compound Planning, Inc.30,017$858K0.04%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …29,802$852K0.12%013F-HRTimeline
Integrity Wealth Solutions LLC29,707$849K0.46%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.29,343$839K<0.01%-1,70513F-HRTimelineGroup
Donald L. Hagan, LLC27,487$786K0.41%-1,10013F-HRTimeline
VestGen Advisors, LLC27,454$785K0.04%13F-HRTimeline
Creative Planningin group Creative Planning27,270$779K<0.01%+9,76213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC26,729$764K0.01%+5,09013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH26,646$762K0.24%-9613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.26,400$755K0.04%-2,55313F-HR/ATimelineGroup
Certus Wealth Management, LLC26,478$749K0.51%-88313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,186$748K<0.01%-4,19913F-HRTimelineGroup
Hilltop Partners LLC25,741$736K0.25%-30813F-HRTimeline
Mattson Financial Services, LLC25,470$728K0.22%+10,18113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,216$721K<0.01%+17,26913F-HRTimelineGroup
Latitude Advisors, LLC23,974$685K0.4%-4,13413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO23,764$679K0.01%-6,91013F-HRTimeline
Independent Advisor Alliance23,538$673K0.02%-1,423,58213F-HRTimeline
CogentBlue Wealth Advisors, LLC23,457$670K0.59%013F-HRTimeline
Sanctuary Advisors, LLC22,881$654K<0.01%+3,70913F-HRTimeline
Clarendon Private LLC22,215$635K0.67%+7,05213F-HRTimeline
Csenge Advisory Group21,945$626K0.04%new13F-HRTimeline
Vantage Financial Partners, LLC21,765$622K0.15%-8,08313F-HRTimeline
GWN SECURITIES INC.21,604$618K0.03%new13F-HRTimeline
Virtue Capital Management, LLC21,099$603K0.07%+2,66113F-HRTimeline
Barnes Wealth Management Group, Inc20,362$582K0.37%-62213F-HRTimeline
Clark Asset Management, LLC20,165$576K0.1%+8,64613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,411$555K0.01%+1,28513F-HRTimelineGroup
Objectivity Squared, LLC19,395$547K0.46%-8,02113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC18,406$526K0.18%-3,89613F-HR/ATimeline
Boltwood Capital Management18,400$526K0.16%013F-HRTimeline
Modern Wealth Management, LLC17,563$502K0.02%new13F-HR/ATimeline
RFG Advisory, LLC16,877$482K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,742$478K<0.01%-25713F-HRTimelineGroup
Medallion Wealth Advisors, LLC16,755$478K0.22%+5,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,707$477K<0.01%-8,18013F-HRTimelineGroup
Belpointe Asset Management LLC16,495$471K0.02%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,160$465K0.03%+27913F-HRTimelineGroup
Coordinated Financial Services, Inc./CO16,205$463K0.35%13F-HRTimeline
Root Financial Partners, LLC16,170$462K0.05%-1,37713F-HRTimeline
Betterment LLC16,068$459K<0.01%-2,08713F-HRTimeline
Curi Capital, LLC15,901$454K0.01%-9313F-HRTimeline
SMART Wealth LLC14,848$424K0.15%-16,44513F-HRTimeline
Charter Oak Capital Management, LLC14,757$422K0.04%new13F-HRTimeline
Keel Point, LLC14,649$419K0.03%-3,70213F-HRTimeline
Realta Investment Advisors14,183$405K0.18%+4,02313F-HRTimeline
NWAM LLC14,143$404K0.03%-15,48213F-HRTimeline
Americana Partners, LLC13,949$399K0.02%+87513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.13,899$397K0.3%+1313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,822$395K0.01%-1213F-HRTimelineGroup
NorthRock Partners, LLC13,183$377K0.01%-65013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,984$371K<0.01%013F-HRTimelineGroup
L.M. KOHN & COMPANY12,967$371K0.1%+6613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC12,958$370K0.05%-1,74713F-HRTimeline
AE Wealth Management LLC12,940$370K<0.01%+2,10513F-HRTimeline
Heritage Financial Services, LLC12,902$369K0.04%-7,75413F-HRTimeline
SIGNATUREFD, LLC12,692$363K0.01%+11,98213F-HRTimeline
Rede Wealth, LLC12,359$353K0.12%-77413F-HRTimeline
Cook Wealth, LLC12,256$351K0.17%013F-HRTimeline
IHT Wealth Management, LLC12,012$343K0.01%-1,76513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,927$341K0.01%-1,08113F-HRTimeline
Continuum Advisory, LLC11,358$325K0.04%+17013F-HRTimeline
Capital Investment Advisors, LLC11,343$324K0.01%-12913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,321$324K<0.01%-3,73413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/11,225$321K0.02%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT11,070$316K0.02%+1,13413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD10,886$311K0.28%013F-HRTimeline
NAPA WEALTH MANAGEMENT10,442$298K0.17%-15,88913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,307$295K0.06%new13F-HRTimeline
Sovran Advisors, LLC10,083$288K0.04%+1,45213F-HRTimeline
Brooklyn FI, LLC9,953$284K0.09%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,888$283K0.01%-3,66613F-HRTimeline
Seaside Wealth Management, Inc.9,653$276K0.1%+96413F-HRTimeline
AlphaStar Capital Management, LLC9,558$273K0.03%-15813F-HRTimeline
Brucke Financial, Inc.9,434$272K0.24%-9313F-HRTimeline
Empirical Asset Management, LLC9,378$268K0.09%-29,79613F-HRTimeline
Geneos Wealth Management Inc.9,137$261K<0.01%-54013F-HRTimeline
Diversified Enterprises, LLC8,943$256K0.02%+1013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC8,878$254K0.07%new13F-HRTimelineGroup
Capital CS Group, LLC8,782$251K0.43%+40713F-HRTimeline
Cresset Asset Management, LLC8,770$251K<0.01%new13F-HRTimeline
Austin Private Wealth, LLC8,627$247K0.02%+78313F-HRTimeline
Advisory Services Network, LLC8,250$236K<0.01%-1,66113F-HRTimeline
Breed's Hill Capital LLC8,112$232K0.13%013F-HRTimeline
Allworth Financial LP8,011$229K<0.01%+71513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,927$227K0.01%new13F-HR/ATimeline
International Private Wealth Advisors L…7,581$217K0.21%-1,07713F-HRTimeline
ZEGA Investments, LLC7,408$212K0.06%new13F-HRTimeline
McAdam, LLC7,274$208K0.01%-2,21313F-HRTimeline
Convergence Financial, LLC7,205$206K0.04%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC7,109$203K<0.01%new13F-HRTimeline
GeoWealth Management, LLC6,771$194K0.01%+2,80313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,633$161K0.01%-2,77813F-HRTimelineGroup
Parvin Asset Management, LLC5,431$155K0.17%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,300$151K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,638$129K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.4,253$122K<0.01%-7713F-HRTimeline
Headlands Technologies LLC4,128$118K0.01%-13013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,098$117K0.06%+18313F-HRTimelineGroup
FMR LLCin group FMR LLC3,691$105K<0.01%+2,25013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,545$101K<0.01%+48413F-HRTimeline
Aptus Capital Advisors, LLC3,156$90.2K<0.01%-69213F-HRTimeline
Capital Investment Advisory Services, L…2,991$85.5K0.01%new13F-HRTimeline
Pineridge Advisors LLC2,991$85.5K0.03%+1913F-HRTimeline
Cape Investment Advisory, Inc.2,912$83.2K0.03%+2113F-HRTimeline
LRI Investments, LLC2,608$74.5K0.01%new13F-HRTimeline
Your Advocates Ltd., LLP2,530$72.3K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC2,450$70K0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,361$67.5K0.03%013F-HRTimeline
Wayfinding Financial, LLC2,294$65K0.03%new13F-HRTimeline
CoreCap Advisors, LLC2,191$62.6K<0.01%-1,56313F-HRTimeline
Larson Financial Group LLC2,152$61.5K<0.01%+1113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,095$60K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC1,791$51K<0.01%+1,70013F-HRTimeline
First Horizon Advisors, Inc.1,730$49.4K<0.01%-1,08313F-HRTimeline
Flaharty Asset Management, LLC1,691$48.3K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC1,683$48.1K0.04%013F-HRTimeline
Tortoise Investment Management, LLC1,615$46.2K<0.01%013F-HR/ATimeline
Richard W. Paul & Associates, LLC1,535$43.9K0.02%-1713F-HRTimeline
Blue Trust, Inc.1,456$41.6K<0.01%+10813F-HRTimeline
Parkside Financial Bank & Trust1,356$38.8K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,302$37.1K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.969$27.7K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources826$23.6K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…806$23K0.02%-210,36013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…668$19.1K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC631$18K<0.01%+23913F-HRTimeline
Kathleen S. Wright Associates Inc.590$16.9K0.01%013F-HRTimeline
WEBSTER BANK, N. A.573$16.4K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department569$16.3K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\532$15.2K<0.01%-7813F-HRTimelineGroup
Parallel Advisors, LLC463$13.2K<0.01%-6,01613F-HRTimeline
Hexagon Capital Partners LLC448$12.8K<0.01%-813F-HRTimeline
DHJJ Financial Advisors, Ltd.344$9.83K<0.01%013F-HRTimeline
Breakwater Investment Management335$9.57K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV328$9.37K<0.01%-5213F-HRTimeline
Rossby Financial, LCC325$9.3K<0.01%new13F-HRTimeline
MAI Capital Management314$8.97K<0.01%-37013F-HRTimeline
Jackson Hole Capital Partners, LLC312$8.92K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.284$8.12K<0.01%013F-HRTimeline
WASHINGTON TRUST Co250$7.14K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.226$6.46K<0.01%013F-HRTimeline
Stone House Investment Management, LLC182$5.2K<0.01%new13F-HRTimeline
AlphaCore Capital LLC175$5K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC149$4.26K<0.01%-71113F-HRTimelineGroup
Arax Advisory Partners138$3.94K<0.01%-7013F-HRTimeline
Transce3nd, LLC130$3.71K<0.01%-6113F-HRTimeline
Founders Financial Alliance, LLC113$3.23K<0.01%013F-HRTimeline
WealthShield Partners, LLC112$3.2K<0.01%new13F-HRTimeline
Compass Financial Services Inc99$2.84K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96$2.74K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC96$2.74K<0.01%-4813F-HRTimeline
EASTERN BANK90$2.57K<0.01%013F-HRTimeline
Park Square Financial Group, LLC84$2.4K<0.01%+2313F-HRTimeline
Murphy & Mullick Capital Management Corp68$1.94K<0.01%013F-HRTimeline
PrairieView Partners, LLC59$1K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…33$944<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC33$943<0.01%013F-HRTimeline
Cornerstone Planning Group LLC32$919<0.01%013F-HRTimeline
Darwin Wealth Management, LLC18$501<0.01%013F-HRTimeline
Sound Income Strategies, LLC9$270<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4$115<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$57<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,20713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.