SS SPDR P Int Term TSY ETFSPTIETF

13F holders, Q2 2026 (June 30)
409holders +6
48new positions
38sold out
4famous investors
$28.39avg. 13F price*

At the end of Q2 2026, 409 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, up 6 from Q1 2026. 48 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($1.5B), Financial Engines Advisors L.L.C. ($1.4B) and Municipal Employees' Retirement System of Michigan ($1.0B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS SPDR P Int Term TSY ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78464A672
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 313Q1 2024Q2 2024: 317Q2 2024Q3 2024: 332Q3 2024Q4 2024: 360Q4 2024Q1 2025: 367Q1 2025Q2 2025: 386Q2 2025Q3 2025: 373Q3 2025Q4 2025: 409Q4 2025Q1 2026: 403Q1 2026Q2 2026: 409Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$69.1M
Exits38$115.1M

All 13F filers, Q1 2026 → Q2 2026: 19,651,832 shares bought and 14,335,440 shares sold, net +5,316,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 409 holders

LPL Financial LLC 0.35% Add +0.4% 54,077,529 $1.5B
Financial Engines Advisors L.L.C. 2.43% Add +7.8% 48,147,629 $1.4B
Municipal Employees' Retirement System of Michigan 11.59% Reduce -4.5% 36,956,056 $1.0B
Mather Group, Llc. 3.11% Add +5.5% 12,549,605 $356.3M
Envestnet Asset Management Inc. 0.06% Add +5.7% 8,273,012 $234.9M
Ameriprise Financial Inc. 0.04% Reduce -1.1% 7,552,607 $214.3M
Merit Financial Group, LLC 1.14% Add +3.9% 6,449,298 $183.1M
GLOBALT Investments LLC / GA 5.60% Reduce -1.3% 5,846,343 $166.0M
One Day In July LLC 11.33% Add +7.2% 5,740,635 $163.0M
Osaic Holdings, Inc. 0.19% Add +3.5% 5,678,176 $161.2M
Evermay Wealth Management LLC 14.85% Add +3.3% 5,078,669 $144.2M
OneDigital Investment Advisors LLC 1.06% Add +10.2% 4,403,524 $125.0M
Assetmark, Inc. 0.18% Add +16.5% 3,616,394 $102.7M
Kingsview Wealth Management, LLC 1.16% Reduce -1.1% 3,373,475 $95.8M
Wells Fargo & Company 0.02% Add +7.8% 3,182,755 $90.4M
Manning & Napier Advisors LLC 1.00% Add +20.0% 2,746,843 $78.2M
Stephens Group Asset Management, LLC 4.25% Add +4.4% 2,649,871 $75.2M
Strategic Wealth Investment Group, LLC 7.77% Add +1.9% 2,256,234 $64.1M
Cetera Investment Advisers 0.06% Add +9.2% 2,253,751 $64.0M
Kestra Investment Management, LLC 1.15% Reduce -26.9% 2,096,996 $59.5M
Bank of America Corp. 0.00% Add +7.0% 2,018,202 $57.3M
Voisard Asset Management Group, Inc. 10.53% Add +11.9% 1,959,613 $55.6M
CX Institutional 1.52% Reduce -34.3% 1,849,623 $52.5M
Carnegie Investment Counsel 1.05% Reduce -0.1% 1,843,779 $52.3M
UBS Group AG 0.01% Add +2.5% 1,808,600 $51.3M
Gladstone Institutional Advisory LLC 1.62% Add +10.8% 1,802,308 $51.2M
HighTower Advisors, LLC 0.04% Add +0.0% 1,604,605 $45.6M
Black Diamond Financial, LLC 3.93% Add +5.5% 1,568,643 $44.5M
Gradient Investments LLC 0.60% Add +14.5% 1,540,075 $43.7M
Equitable Holdings, Inc. 0.26% Add +11.5% 1,519,100 $43.1M
IHT Wealth Management, LLC 0.88% Add +85.2% 1,464,466 $41.6M
Portland Global Advisors LLC 3.92% Add +4.0% 1,454,168 $41.3M
Private Advisor Group, LLC 0.17% Add +11.0% 1,338,880 $38.0M
Commonwealth Equity Services, LLC 0.04% Add +100.5% 1,256,446 $35.7M
Envestnet Portfolio Solutions, Inc. 0.17% Add +26.1% 1,244,488 $35.3M
Morgan Stanley 0.00% Reduce -9.9% 1,212,102 $34.4M
Concord Wealth Partners 3.86% Add +4.6% 1,188,621 $33.7M
Great Valley Advisor Group, Inc. 0.53% Add +7.4% 1,171,552 $33.3M
Compton Financial Group, LLC 6.40% Reduce -37.1% 1,171,075 $33.2M
Concord Asset Management, LLC 5.11% Add +3.6% 1,162,188 $33.0M
Frisch Financial Group, Inc. 5.34% Add +24.8% 1,097,338 $31.2M
Capital Investment Advisors, LLC 0.40% Reduce -1.5% 1,059,176 $30.1M
Integrated Wealth Concepts LLC 0.20% Add +108.0% 1,054,763 $29.9M
NorthRock Partners, LLC 0.43% Reduce -6.8% 1,032,022 $29.3M
Bank of Montreal 0.01% Reduce -0.9% 1,028,420 $29.2M
Leicht Financial Planning & Wealth Management, Inc. 11.85% Add +8.3% 1,018,891 $28.9M
Raymond James Financial Inc. 0.01% Add +9.2% 1,007,694 $28.6M
Stifel Financial Corp. 0.02% Add +11.0% 1,006,887 $28.6M
KWB Wealth 2.43% Reduce -14.2% 999,955 $28.4M
Sentinel Pension Advisors, LLC 3.70% Add +5.7% 997,269 $28.2M
Flagstone Financial Management 5.75% Add +4.5% 905,461 $25.7M
S. R. Schill & Associates 14.12% Add +53.0% 823,719 $23.4M
Steward Partners Investment Advisory, LLC 0.11% Add +3599.6% 733,668 $20.8M
Bridge Generations Wealth Management LLC 10.25% Add +7.2% 708,223 $20.1M
Tidemark, LLC 4.40% Add +78.4% 688,159 $19.5M
Park Avenue Securities LLC 0.12% Add +10.9% 683,982 $19.4M
Collier Financial 13.23% Add +5.3% 681,284 $19.3M
3EDGE Asset Management, LP 0.85% Reduce -7.9% 670,421 $19.0M
Goldman Sachs Group Inc. 0.00% Add +110.2% 665,554 $18.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +45.0% 642,536 $18.1M
Impact Partnership Wealth, LLC 1.69% Reduce -29.5% 612,393 $17.4M
Woodmont Investment Counsel LLC 0.93% Add +5.8% 602,756 $17.1M
Truist Financial Corp. 0.02% Reduce -18.9% 582,067 $16.5M
HighPoint Advisor Group LLC 0.58% Reduce -26.8% 580,962 $16.5M
Tsfg, LLC 2.01% Add +16.1% 561,689 $15.9M
Flputnam Investment Management Co. 0.19% Add +19.1% 559,741 $15.9M
Flagship Harbor Advisors, LLC 0.60% Reduce -5.4% 552,517 $15.7M
Vise Technologies, Inc. 0.18% Add +1207.7% 548,324 $15.6M
Salomon & Ludwin, LLC 1.25% Add +4.1% 536,824 $15.2M
Melone Private Wealth, LLC 5.55% Add +0.5% 512,824 $14.6M
DAVENPORT & Co LLC 0.07% Add +13.2% 507,254 $14.4M
Wealthspire Advisors, LLC 0.08% New 497,936 $14.1M
Level Four Advisory Services, LLC 0.40% Add +3.0% 497,633 $14.1M
Susquehanna International Group, LLP 0.01% New 487,455 $13.8M
Leslie Global Wealth, LLC 5.32% New 481,454 $13.7M
True Blue Financial, LLC 5.75% Add +2303.2% 479,886 $13.6M
Eldridge Investment Advisors, Inc. 2.63% Add +5.8% 469,900 $13.3M
AE Wealth Management LLC 0.06% Add +8.0% 465,318 $13.2M
Equita Financial Network, Inc. 3.61% Add +5.0% 457,795 $13.0M
Arjuna Capital 2.92% Reduce -1.6% 457,273 $13.0M
Madison Asset Management, LLC 0.14% Reduce -1.8% 424,419 $12.0M
Hobart Private Capital, LLC 2.07% Add +1.4% 424,172 $12.0M
Tilson Financial Group, Inc. 3.23% Add +4.4% 413,267 $11.7M
Capasso Planning Partners LLC 5.78% Reduce -0.4% 408,514 $11.6M
Higgins & Schmidt Wealth Strategies LLC 4.76% Add +8.3% 405,964 $11.5M
Evergreen Wealth Partners LLC 6.84% Add +3.7% 401,307 $11.4M
TPG Financial Advisors, LLC 3.40% Reduce -0.7% 400,617 $11.4M
Synergy Investment Management, LLC 2.62% Add +18.2% 381,143 $10.8M
AQR Capital Management 0.00% Add +12.3% 366,227 $10.4M
Matauro, LLC 1.36% Reduce -2.4% 363,267 $10.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +3.5% 359,000 $10.2M
IFG Advisory, LLC 0.34% New 340,699 $9.7M
Appalachian Capital Management Ltd 7.00% Add +1.5% 340,149 $9.7M
Royal Bank of Canada 0.00% Add +2.1% 332,958 $9.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -54.9% 324,190 $9.2M
Arkadios Wealth Advisors 0.14% Add +17.4% 320,886 $9.1M
Hobbs Group Advisors, LLC 2.34% Reduce -29.0% 313,210 $8.9M
MML Investors Services, LLC 0.02% Add +39.7% 310,668 $8.8M
BlackRock, Inc. 0.00% Reduce -13.9% 305,702 $8.7M
Beacon Pointe Advisors, LLC 0.04% Reduce -12.3% 304,330 $8.6M

"% of holder's portfolio" is SPTI's weight in each manager's 13F, not the share of SS SPDR P Int Term TSY ETF the manager owns.

Show all 409 holders