Skip to content

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
LPL Financial LLC38,247,130$1.09B0.43%-143,07413F-HRTimeline
Municipal Employees' Retirement System …35,861,653$1.02B12.98%+9,437,32113F-HRTimeline
Financial Engines Advisors L.L.C.35,763,240$1.02B2.19%+462,05913F-HRTimeline
MATHER GROUP, LLC.10,103,795$289M3.34%+1,377,98313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,763,364$222M0.06%+208,97313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,888,217$197M0.02%+3,533,91613F-HRTimelineGroup
Merit Financial Group, LLC4,499,400$129M1.93%-18,09113F-HRTimeline
UBS Group AGin group UBS Group AG4,015,562$115M0.03%-408,50713F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC3,826,162$109M14.36%+2,717,83513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,572,149$102M+132,664Timeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…3,425,516$97.9M7.9%+548,31113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,311,672$94.6M<0.01%-1,850,97113F-HRTimelineGroup
GLOBALT Investments LLC / GA3,246,154$92.8M3.79%-65,18313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,203,268$91.5M0.02%+197,43513F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,115,011$89M0.36%-70,59613F-HRTimelineGroup
One Day In July LLC2,964,171$84.7M8.48%+346,43713F-HRTimeline
Kingsview Wealth Management, LLC2,721,082$77.8M1.47%-160,42713F-HRTimeline
CW Advisors, LLC2,572,797$73.5M0.88%-373,36713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,274,100$65M0.18%+113,70713F-HRTimelineGroup
CX Institutional2,043,626$58.4M2.2%-143,17713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,869,745$53.3M-412,684Timeline
MORGAN STANLEYin group MORGAN STANLEY1,854,280$53M<0.01%+567,68313F-HRTimelineGroup
Private Advisor Group, LLC1,844,753$52.7M0.32%+39,51613F-HRTimeline
Compton Financial Group, LLC1,807,727$51.7M14.88%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,626,727$46.5M0.57%-16,97913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,471,330$42.1M0.59%-260,62613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,437,430$41.1M<0.01%-33,64913F-HRTimelineGroup
O'Brien Wealth Partners LLC1,402,556$40.1M7.46%-1,70913F-HRTimeline
Carnegie Investment Counsel1,337,412$38.2M0.91%new13F-HRTimeline
HighTower Advisors, LLC1,325,087$37.9M0.05%+37,51613F-HRTimeline
Portland Global Advisors LLC1,281,396$36.6M4.61%+61,55413F-HRTimeline
Black Diamond Financial, LLC1,232,759$35.2M5.29%+69,75913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,177,569$33.7M9.84%+402,19513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,151,200$32.9M0.66%+1,137,29613F-HRTimelineGroup
Cetera Investment Advisers1,120,368$32M0.06%+98,46513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,115,283$31.9M5.87%-81,46013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,109,918$31.7M0.01%+284,82513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,106,860$31.6M0.3%+112,37613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,022,384$29.2M0.02%+20,66513F-HRTimelineGroup
Wela Strategies, Inc.995,344$28.4M12.01%+25,00713F-HRTimeline
Donoghue Forlines LLC988,393$28.2M8.95%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC978,694$28M1.47%+482,71513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP892,268$25.5M0.03%+2,91013F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…876,252$25M13.1%+43,28913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding871,727$24.9M+190,831Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…870,817$24.9M0.54%+45,41913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP782,334$22.4M0.04%+30,07013F-HRTimelineGroup
Flagstone Financial Management710,537$20.3M6.54%+33,97913F-HRTimeline
Vestmark Advisory Solutions, Inc.671,334$19.2M0.49%+391,57513F-HRTimeline
Comprehensive Wealth Management, LLC656,736$18.8M13.06%-35,49513F-HRTimeline
Astoria Portfolio Advisors LLC.626,093$17.8M6.07%+96,12813F-HRTimeline
Mariner, LLCin group Mariner, LLC608,726$17.4M0.03%+86,16413F-HRTimelineGroup
3EDGE Asset Management, LP601,779$17.2M1.17%+344,42213F-HRTimeline
Steward Partners Investment Advisory, L…595,022$17M0.15%+14,41913F-HRTimeline
Hobbs Group Advisors, LLC592,625$16.9M6.44%-23,88613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC588,764$16.8M1.22%+103,72713F-HRTimeline
Collier Financial565,996$16.2M13.75%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…550,254$15.7M0.03%-102,10213F-HRTimeline
Willow Creek Wealth Management Inc.528,896$15.1M1.47%+27,16113F-HRTimeline
Melone Private Wealth, LLC512,444$14.6M7.66%+13,49313F-HRTimeline
US FINANCIAL ADVISORS, LLC494,894$14.1M4.18%+28,76513F-HRTimeline
GM Advisory Group, LLC492,703$14.1M0.76%+41,65313F-HRTimeline
S. R. Schill & Associates478,094$13.7M10.9%+25,50513F-HRTimeline
Arjuna Capital476,043$13.6M3.77%+58,84113F-HRTimeline
OneDigital Investment Advisors LLC475,495$13.6M0.16%+17,63713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.472,552$13.5M0.03%-249,21113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…471,893$13.5M0.55%+22,82713F-HRTimelineGroup
Apriem Advisors440,416$12.6M1.47%+11,12013F-HRTimeline
Certified Advisory Corp435,234$12.4M1.41%-44,67213F-HRTimeline
TPG Financial Advisors, LLC403,208$11.5M5.09%-154,13713F-HRTimeline
Capasso Planning Partners LLC393,477$11.2M4.71%+20,39313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC393,472$11.2M<0.01%-1,746,13113F-HR/ATimelineGroup
Leslie Global Wealth, LLC391,533$11.2M5.45%-8,49813F-HRTimeline
Salomon & Ludwin, LLC388,476$11.1M1.18%+37,50513F-HRTimeline
TSFG, LLC377,413$10.8M2.21%+29,40313F-HRTimeline
Spectrum Wealth Advisory Group, LLC376,673$10.8M5.17%-4,01613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC372,822$10.7M0.13%+11,17913F-HRTimelineGroup
Equita Financial Network, Inc.351,721$10.1M3.51%+36,20613F-HRTimeline
Tilson Financial Group, Inc.345,912$9.89M3.91%+14,55713F-HRTimeline
Waterloo Capital, L.P.343,914$9.83M0.91%+60,43213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC333,042$9.52M5.98%new13F-HRTimeline
Impact Partnership Wealth, LLC329,952$9.43M2.01%+26,22513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC329,188$9.41M0.01%+118,21513F-HRTimeline
MATAURO, LLC316,150$9.04M1.84%-45,87413F-HRTimeline
Retirement Planning Group, LLC304,138$8.69M0.41%-12,35813F-HRTimeline
COMERICA BANK300,238$8.58M0.04%+12,78113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…284,000$8.1M0.03%-12,00013F-HRTimelineGroup
Trilogy Capital Inc.280,247$8.01M0.42%-204,04513F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.277,929$7.94M5.82%-19,06513F-HRTimeline
ABOUND FINANCIAL, LLC277,233$7.92M4.01%-21,01513F-HRTimeline
IFG Advisory, LLC276,476$7.9M0.44%+1,03513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA270,135$7.67M0.37%+36,86613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA264,109$7.55M<0.01%-19,65113F-HR/ATimelineGroup
PFG Advisors258,336$7.38M0.41%new13F-HRTimeline
Fourth Dimension Wealth, LLC257,035$7.35M3.55%+77,55913F-HRTimeline
Key Financial Inc239,598$6.85M1.49%+9,24013F-HRTimeline
Cambridge Investment Research Advisors,…239,198$6.84M0.02%+34,29213F-HRTimeline
Eldridge Investment Advisors, Inc.234,575$6.68M1.54%-67,40013F-HRTimeline
PLANWISER FINANCIAL, LLC232,655$6.65M6.02%13F-HRTimeline
XML Financial, LLC230,659$6.59M0.62%-1,67713F-HRTimeline
Auour Investments LLC219,789$6.34M2.3%+7,08513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC221,610$6.33M3.74%+12,64013F-HRTimeline
Good Life Advisors, LLC217,932$6.23M0.44%+59,04413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC198,222$5.67M0.65%+21,99813F-HRTimelineGroup
Clark Capital Management Group, Inc.190,630$5.45M0.04%new13F-HRTimeline
Onyx Bridge Wealth Group LLC187,842$5.37M0.77%+118,79813F-HRTimeline
Synergy Investment Management, LLC182,764$5.22M2.18%-79,25913F-HRTimeline
SYNOVUS FINANCIAL CORP178,624$5.11M0.07%+21,81413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.156,533$4.47M<0.01%-37,63013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC154,610$4.42M0.6%-12,77013F-HRTimeline
Climber Capital SA173,532$4.34M3.42%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding145,405$4.16M+15,984Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC137,764$3.94M0.01%new13F-HR/ATimelineGroup
Bonfire Financial137,640$3.93M3.63%-82,28113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.137,055$3.92M3.12%+71413F-HRTimeline
Financial Advocates Investment Manageme…136,988$3.92M0.28%-5,86913F-HRTimeline
ArborFi Advisors, LLC136,913$3.91M3.89%+4,05113F-HRTimeline
Western Wealth Management, LLC135,832$3.88M0.26%+9,08613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…130,092$3.72M<0.01%+80613F-HRTimelineGroup
Advisor Resource Council157,977$3.69M0.3%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…130,815$3.68M0.01%-216,66013F-HR/ATimelineGroup
Gateway Wealth Partners, LLC127,488$3.64M0.82%+39,43413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…127,308$3.64M0.37%-45,11013F-HRTimelineGroup
DAVENPORT & Co LLC123,888$3.54M0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC122,197$3.49M0.04%-122,93013F-HRTimeline
Cornerstone Wealth Management, LLC121,847$3.48M0.24%+6,90013F-HRTimeline
HRT FINANCIAL LP120,716$3.45M0.02%+112,85713F-HRTimeline
Financial & Tax Architects, LLC119,647$3.42M0.86%new13F-HRTimeline
Gladstone Institutional Advisory LLC118,156$3.38M0.16%+26,10613F-HRTimeline
BAILARD, INC.115,565$3.3M0.09%+79,91513F-HRTimeline
Fisher Asset Management, LLC111,985$3.2M<0.01%-68,31313F-HRTimeline
Avant Financial Advisors LLC111,027$3.17M2.88%+9,99213F-HRTimeline
LIBRA WEALTH LLC108,381$3.1M1.16%-1,96513F-HRTimeline
Janney Montgomery Scott LLC105,567$3.02M0.01%+3,04213F-HRTimeline
JT Stratford LLC103,996$2.97M0.53%+13,33513F-HRTimeline
NewEdge Advisors, LLC102,441$2.93M0.02%-129,88513F-HRTimeline
Prime Capital Investment Advisors, LLC98,107$2.8M0.03%+82,32113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA96,564$2.76M0.01%new13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC95,689$2.73M0.01%+61,51413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC92,645$2.65M0.12%-15,18713F-HRTimelineGroup
PRIVATE TRUST CO NA91,076$2.6M0.27%+1,93413F-HRTimeline
GTS SECURITIES LLC90,094$2.57M0.11%+77,10613F-HRTimeline
Garrett Wealth Advisory Group, LLC87,282$2.49M0.56%+2,24313F-HRTimeline
Narus Financial Partners, LLC83,692$2.39M0.81%-67013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC79,782$2.28M0.08%-3,52213F-HRTimeline
Waverly Advisors, LLC78,646$2.25M0.03%+27313F-HRTimeline
Strategic Financial Partners, Ltd.76,179$2.18M1.15%+1,26913F-HRTimeline
IFP Advisors, Inc75,374$2.15M0.07%+9,23813F-HRTimeline
SFG Wealth Management, LLC.75,270$2.15M1.05%new13F-HRTimeline
Clarity Wealth Development LLC74,424$2.15M2.4%-8,74613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…74,982$2.14M0.1%+1,22413F-HRTimeline
Arete Wealth Advisors, LLC73,667$2.1M0.16%new13F-HRTimeline
Hobart Private Capital, LLC71,583$2.05M0.51%+38,54913F-HRTimeline
Atria Wealth Solutions, Inc.67,526$1.93M0.02%+10,98213F-HRTimeline
Strategic Wealth Investment Group, LLC65,969$1.89M3.28%-1,164,07513F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC62,023$1.77M3.13%-5213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC61,392$1.75M0.01%new13F-HRTimeline
Farther Finance Advisors, LLC60,851$1.74M0.04%+25,10913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp58,369$1.67M<0.01%+1,50413F-HRTimelineGroup
Brown Financial Advisors57,392$1.64M0.68%new13F-HRTimeline
Costello Asset Management, INC57,143$1.63M0.66%-7,82313F-HRTimeline
Cranbrook Wealth Management, LLC56,937$1.63M0.38%+8,55813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT56,085$1.6M0.05%new13F-HRTimeline
PSI Advisors, LLC55,808$1.59M0.52%+1,85213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…55,717$1.59M0.02%-13,67313F-HRTimelineGroup
Collaborative Wealth Managment Inc.51,800$1.48M0.69%+1,59513F-HRTimeline
HILL ISLAND FINANCIAL LLC51,651$1.48M0.43%-4,16713F-HRTimeline
Beacon Bridge Wealth Partners, LLC51,441$1.47M0.63%+22,21913F-HRTimeline
GenWealth Group, Inc.50,662$1.45M0.32%-14313F-HRTimeline
MGO ONE SEVEN LLC48,137$1.38M0.05%-13,72913F-HRTimeline
Tidemark, LLC47,803$1.37M0.5%+1,03213F-HRTimeline
Paladin Wealth, LLC46,697$1.33M1.2%new13F-HRTimeline
Jacobi Capital Management LLC46,203$1.32M0.1%+3,40313F-HRTimeline
RKL Wealth Management LLC44,903$1.28M0.12%+2,26713F-HRTimeline
THOMPSON DAVIS & CO., INC.44,518$1.27M1%-1,96413F-HRTimeline
SCOTIA CAPITAL INC.44,184$1.26M0.01%+6,90413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,853$1.25M<0.01%-1,33613F-HRTimelineGroup
Hardin Capital Partners, LLC42,797$1.22M0.75%+63713F-HRTimeline
Center For Asset Management LLC42,591$1.22M0.74%+17,90313F-HRTimeline
Private Wealth Group, LLC41,285$1.18M0.69%+77113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC40,664$1.16M0.33%-83113F-HRTimeline
Strategic Investment Advisors / MI40,643$1.16M0.12%-1,32013F-HRTimeline
Vertex Planning Partners, LLC39,469$1.13M0.25%+3,24713F-HRTimeline
GPS Wealth Strategies Group, LLC39,238$1.12M0.15%-31,61113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC39,015$1.12M0.31%-18,95913F-HRTimeline
Pathway Financial Advisors LLC37,916$1.08M0.2%-56713F-HRTimeline
Insight Advisors, LLC/ PA37,596$1.07M0.19%+7,06413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC36,896$1.05M0.86%+3,71413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co36,548$1.04M<0.01%-1,81913F-HR/ATimelineGroup
Golden State Wealth Management, LLC35,447$1.01M0.15%-6,08713F-HR/ATimeline
Cercano Management LLC35,199$1.01M0.03%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding34,502$986K-2,596Timeline
Simplicity Wealth,LLC34,162$976K0.08%+23,27613F-HRTimeline
NAPATREE CAPITAL LLC34,153$976K0.55%-5,35413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC32,411$926K0.04%+18,02613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,568$900K<0.01%+15,35513F-HR/ATimelineGroup
Snowden Capital Advisors LLC31,434$898K0.03%+99813F-HRTimeline
Opal Wealth Advisors, LLC31,320$895K0.28%-12,34613F-HRTimeline
Lifeworks Advisors, LLC30,070$859K0.14%013F-HRTimeline
Perennial Investment Advisors, LLC30,067$859K0.1%+3,12513F-HRTimeline