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Who Owns SPDR Portfolio Intermediate Term Treasury ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SPDR Portfolio Intermediate Term Treasury ETF.

Who crossed 5% of SPTI →
Managers holding
13
as of 2026-09-30
Reported value
$136M
summed across filings
Shares held
5M
Added vs trimmed
4 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
STEPHENS GROUP ASSET MANAGEMENT, LLCST INTER ETF2.9M shadded$79.9M
Gradient Investments LLCST INTER ETF1.5M shtrimmed$41.7M
INTEGRATED CAPITAL MANAGEMENT, INC.ST INTER ETF223.7K shtrimmed$6.1M
Farther Finance Advisors, LLCETF119.3K shtrimmed$3.3M
Hardin Capital Partners, LLCST INTER ETF50.3K shadded$1.4M
WALLER FINANCIAL PLANNING GROUP, INCST INTER ETF44.5K shadded$1.2M
PUFF WEALTH MANAGEMENT, LLCST INTER ETF35.2K shadded$960.1K
Pathway Financial Advisors LLCST INTER ETF26.7K shtrimmed$727.2K
Wedmont Private CapitalST INTER ETF14.2K shtrimmed$387.6K
Apella Capital, LLCST INTER ETF7.8K sh—$213.9K
CoreCap Advisors, LLCETF3.6K shtrimmed$99.2K
GK Wealth Management LLCST INTER ETF1.2K sh—$31.4K
EASTERN BANKST INTER ETF90 shheld$2.5K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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