LPL Financial LLC SPTI — SPDR SERIES BRCLYS INTER ETF

Ownership history in LPL Financial LLC  ·  48 quarters on record

AI Ownership Summary

LPL Financial LLC reported SPDR SERIES BRCLYS INTER ETF (SPTI) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.49% in 2024 Q1. The latest visible filing shows SPTI at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in SPDR SERIES BRCLYS INTER ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPTI was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPTI stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held SPTI — position size vs. price
% of Fund (quarterly)    SPTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 48,812,099 +1,719,493 +3.7% 0.38% $1.41B 2026-02-14 (Est.) $28.88
2025 Q3 ADDED — — — 47,092,606 +2,918,962 +6.6% 0.40% $1.36B 2025-11-12 $28.51
2025 Q2 ADDED — — — 44,173,644 +5,926,514 +15.5% 0.42% $1.27B 2025-08-12 $27.98
2025 Q1 REDUCED — — — 38,247,130 -143,074 -0.4% 0.43% $1.09B 2025-05-07 $27.61
2024 Q4 ADDED — — — 38,390,204 +1,612,302 +4.4% 0.44% $1.07B 2025-02-11 $26.76
2024 Q3 ADDED — — — 36,777,902 +3,368,959 +10.1% 0.48% $1.07B 2024-11-08 $26.71
2024 Q2 ADDED — — — 33,408,943 +1,240,066 +3.9% 0.47% $936.1M 2024-08-07 $26.96
2024 Q1 ADDED — — — 32,168,877 +4,164,467 +14.9% 0.49% $906.5M 2024-05-10 $25.79
2023 Q4 ADDED — — — 28,004,410 +1,520,976 +5.7% 0.48% $799.8M 2024-02-14 $25.86
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPTI

As of 2026 Q1 — sorted by position size

Compton Financial Group, LLC 3Y 11.79% BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10.86% VOISARD ASSET MANAGEMENT GROUP, INC. 10.71% Appalachian Capital Management Ltd 7.69% Flagstone Financial Management 3Y 6.16% Melone Private Wealth, LLC 3Y 5.97% Higgins & Schmidt Wealth Strategies LLC 4.91% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 4.64% SENTINEL PENSION ADVISORS, LLC 3Y 4.0% Equita Financial Network, Inc. 3.93%

FAQ About LPL Financial LLC and SPTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning SPTI?

LPL Financial LLC reported SPTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPTI position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for SPTI was 0.49% in 2024 Q1.

What is the latest reported SPTI position on this page?

The most recent filing on this page is 2025 Q4, when LPL Financial LLC reported 48,812,099 shares, equal to 0.38% of portfolio, with an estimated market value of $1.41B.

What does the chart on this SPTI ownership page compare?

The chart compares LPL Financial LLC's quarterly SPTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LPL Financial LLC time their SPTI position?

Based on 13F filing dates vs. subsequent SPTI price moves, LPL Financial LLC correctly timed 27 out of 47 reported position changes (57%). The annualised alpha on SPTI relative to SPY over the holding period was -10.6%.

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