SS SPDR P Int Term TSY ETFSPTIETF

13F holders, Q1 2024 (March 31)
313holders
2famous investors
$28.16avg. 13F price*

At the end of Q1 2024, 313 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings. The largest holders were LPL Financial LLC ($906.5M), Financial Engines Advisors L.L.C. ($824.2M) and Municipal Employees' Retirement System of Michigan ($744.6M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR P Int Term TSY ETF
Filed as
SPDR SER TR (Q1 2024)
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 2024

InstitutionsTotal Value
New Positions44$69.1M
Exits36$24.2M

Ownership 313 holders

LPL Financial LLC 0.49% Add +14.9% 32,168,877 $906.5M
Financial Engines Advisors L.L.C. 1.86% Add +4.5% 29,246,183 $824.2M
Municipal Employees' Retirement System of Michigan 9.59% Add +342.1% 26,424,332 $744.6M
Ameriprise Financial Inc. 0.05% Add +7.0% 6,551,644 $184.6M
Merit Financial Group, LLC 3.38% Add +22.7% 5,104,874 $141.6M
Envestnet Asset Management Inc. 0.05% Add +6.9% 4,576,481 $129.0M
UBS Group AG 0.04% Add +15.4% 4,098,595 $115.5M
CW Advisors, LLC 1.71% Add +4.2% 3,513,213 $99.0M
GLOBALT Investments LLC / GA 3.89% Add +75.9% 3,471,115 $97.8M
State Street Corp. 0.00% Reduce -11.3% 2,722,435 $76.7M
Cwm, LLC 0.30% Add +13.3% 2,184,009 $61.5M
Stephens Group Asset Management, LLC 5.33% Add +1.4% 2,068,985 $58.3M
Assetmark, Inc. 0.18% Add +177.2% 1,953,859 $55.1M
Private Advisor Group, LLC 0.38% Add +4.3% 1,889,861 $53.3M
JPMorgan Chase & Co. 0.00% Add +3.0% 1,706,045 $48.1M
CX Institutional 2.07% Add +14.0% 1,527,990 $43.0M
Wells Fargo & Company 0.01% Add +92.3% 1,524,302 $43.0M
Comprehensive Wealth Management, LLC 31.17% Add +296.7% 1,420,498 $40.0M
Sentinel Pension Advisors, LLC 7.77% Add +7.1% 1,288,594 $36.3M
O'Brien Wealth Partners LLC 7.68% Add +3.5% 1,178,397 $33.2M
Cetera Investment Advisers 0.07% Add +127.8% 1,043,238 $29.4M
NewEdge Advisors, LLC 0.25% Reduce -14.3% 1,017,337 $28.7M
HighTower Advisors, LLC 0.05% Add +7.7% 997,412 $28.1M
One Day In July LLC 3.66% Add +248.5% 977,167 $27.5M
Portland Global Advisors LLC 3.64% Add +8.1% 948,242 $26.7M
Donoghue Forlines LLC 7.38% New 919,919 $25.9M
Royal Bank of Canada 0.01% Add +6.2% 917,159 $25.8M
Bank of Montreal 0.01% Add +3.3% 898,699 $25.4M
Morgan Stanley 0.00% Reduce -15.0% 877,865 $24.7M
Wela Strategies, Inc. 11.48% Add +7.8% 862,111 $24.3M
Great Valley Advisor Group, Inc. 0.73% Reduce -3.3% 855,373 $24.1M
Osaic Holdings, Inc. 0.05% Reduce -6.0% 804,672 $22.7M
Leicht Financial Planning & Wealth Management, Inc. 12.38% Add +11.4% 801,666 $22.6M
Bank of America Corp. 0.00% Reduce -1.2% 760,056 $21.4M
Park Avenue Securities LLC 0.25% Add +12.7% 696,626 $19.6M
Migdal Insurance & Financial Holdings Ltd. 0.31% Add +21.1% 682,912 $19.2M
NewEdge Wealth, LLC 0.42% Add +6.9% 678,988 $18.8M
Truist Financial Corp. 0.03% Reduce -8.0% 652,450 $18.4M
Mather Group, Llc. 0.28% Reduce -1.4% 626,763 $17.9M
Astoria Portfolio Advisors LLC. 6.90% Add +7.0% 647,157 $17.8M
Flagstone Financial Management 6.27% Add +4.2% 575,570 $16.2M
Steward Partners Investment Advisory, LLC 0.16% Add +1.1% 511,468 $14.4M
Mariner, LLC 0.03% Add +32.3% 511,302 $14.4M
Flagship Harbor Advisors, LLC 0.90% Reduce -0.8% 498,625 $14.1M
S. R. Schill & Associates 6.09% Add +3.2% 496,965 $14.0M
Stifel Financial Corp. 0.02% Add +10.2% 487,396 $13.7M
Certified Advisory Corp 1.92% Add +163.6% 486,982 $13.7M
Willow Creek Wealth Management Inc. 1.59% Add +11.9% 483,813 $13.6M
Arcadia Wealth Management, LLC 8.04% Reduce -19.4% 463,026 $13.1M
Trilogy Capital Inc. 0.74% Add +13.4% 455,163 $12.8M
Equitable Holdings, Inc. 0.14% Add +33.2% 450,350 $12.7M
Arjuna Capital 3.58% Reduce -2.2% 447,704 $12.6M
Waterloo Capital, L.P. 1.48% Add +22.8% 411,120 $11.6M
Raymond James & Associates 0.01% Add +42.0% 410,430 $11.6M
Level Four Advisory Services, LLC 0.63% Add +3.5% 402,371 $11.5M
Wealth Enhancement Advisory Services, LLC 0.03% Add +249.4% 401,085 $11.3M
US Financial Advisors, LLC 3.59% Add +4.5% 367,445 $10.4M
GM Advisory Group, LLC 0.72% Add +10.5% 365,590 $10.3M
Envestnet Portfolio Solutions, Inc. 0.04% Add +1.8% 349,671 $9.9M
Retirement Planning Group, LLC 0.72% New 331,708 $9.3M
OneDigital Investment Advisors LLC 0.15% Reduce -55.1% 328,238 $9.2M
Thrivent Financial for Lutherans 0.02% Add +1.9% 320,011 $9.0M
Kingsview Wealth Management, LLC 0.22% Add +4.1% 308,438 $8.7M
Tilson Financial Group, Inc. 4.64% Add +2544.8% 306,826 $8.6M
Capasso Planning Partners LLC 3.58% Add +3.4% 306,336 $8.6M
Tsfg, LLC 2.16% Add +30.6% 303,651 $8.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +4.2% 300,000 $8.5M
Salomon & Ludwin, LLC 0.70% Add +476.9% 287,721 $8.1M
Comerica Bank 0.03% Add +19.9% 286,423 $8.1M
Signet Financial Management, LLC 1.06% Add +12.4% 273,011 $7.7M
Dentgroup LLC 5.99% Reduce -4.5% 256,771 $7.2M
Equita Financial Network, Inc. 2.93% Add +35.4% 231,266 $6.5M
IFG Advisory, LLC 0.48% Reduce -18.3% 228,895 $6.5M
IHT Wealth Management, LLC 0.26% Add +6.3% 228,109 $6.4M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -90.3% 222,132 $6.3M
Bailard, Inc. 0.17% Add +4.4% 219,638 $6.2M
HTLF Bank 0.70% New 215,938 $6.1M
Transamerica Financial Advisors, LLC 0.61% Add +263.3% 212,037 $6.0M
Key Financial Inc 1.45% Add +10.2% 201,215 $5.7M
XML Financial, LLC 0.58% New 201,162 $5.7M
Global Retirement Partners, LLC 0.21% Reduce -52.2% 195,302 $5.5M
NorthRock Partners, LLC 0.21% Reduce -33.2% 190,800 $5.4M
Auour Investments LLC 1.97% Add +1.1% 189,258 $5.3M
Vermillion & White Wealth Management Group, LLC 4.22% Reduce -8.6% 187,474 $5.3M
Rockefeller Capital Management L.P. 0.02% Add +855.3% 187,535 $5.2M
Integrated Wealth Concepts LLC 0.07% Reduce -10.7% 180,984 $5.1M
Commonwealth Equity Services, LLC 0.01% Add +3.3% 179,102 $5.0M
St Germain D J Co. Inc. 0.23% Reduce -32.0% 166,192 $4.7M
True Wealth Design, LLC 1.14% Reduce -2.2% 161,868 $4.6M
Western Wealth Management, LLC 0.35% Add +6.4% 159,926 $4.5M
Eldridge Investment Advisors, Inc. 1.13% Add +30.0% 156,575 $4.4M
SMART Wealth LLC 1.86% Reduce -21.5% 146,481 $4.1M
Beacon Bridge Wealth Partners, LLC 1.90% Reduce -35.6% 142,597 $4.0M
Integrated Capital Management, Inc. 3.28% Add +27.4% 142,146 $4.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +20.5% 140,323 $4.0M
Eight 31 Financial, LLC 2.44% Reduce -30.9% 137,673 $3.9M
Kestra Advisory Services, LLC 0.02% Reduce -7.4% 125,658 $3.5M
Impact Partnership Wealth, LLC 1.32% Reduce -46.1% 118,519 $3.3M
PNC Financial Services Group, Inc. 0.00% Add +33.5% 118,150 $3.3M
Synovus Financial Corp. 0.04% Add +0.9% 116,804 $3.3M
Financial Advocates Investment Management 0.19% Add +16.3% 116,449 $3.3M
Libra Wealth LLC 1.37% Reduce -3.9% 111,081 $3.1M
Prime Capital Investment Advisors, LLC 0.04% New 110,024 $3.1M
Forum Financial Management, LP 0.05% New 93,803 $2.6M
Narus Financial Partners, LLC 1.12% Add +8.4% 92,838 $2.6M
GPS Wealth Strategies Group, LLC 0.41% Reduce -4.1% 89,794 $2.5M
Strategic Financial Partners, Ltd. 1.34% Reduce -5.5% 85,664 $2.4M
NorthCoast Asset Management LLC 0.03% New 82,732 $2.3M
Visionary Wealth Advisors 0.16% Reduce -4.8% 82,073 $2.3M
JT Stratford LLC 0.46% New 80,997 $2.3M
Advisory Services Network, LLC 0.05% Reduce -10.3% 80,873 $2.3M
Mutual Advisors, LLC 0.07% Add +7.1% 79,577 $2.2M
Cornerstone Wealth Management, LLC 0.18% Add +5.5% 79,418 $2.2M
Atria Wealth Solutions, Inc. 0.03% Add +6.6% 78,422 $2.2M
Private Trust Co. NA 0.23% Add +14.2% 76,805 $2.2M
Mgo One Seven LLC 0.11% New 74,573 $2.1M
Garrett Wealth Advisory Group, LLC 0.85% Reduce -33.5% 73,446 $2.1M
Sowell Financial Services LLC 0.10% Add +0.2% 71,452 $2.0M
Vantage Financial Partners, LLC 0.48% Reduce -1.0% 63,811 $1.8M
Gerber Kawasaki Wealth & Investment Management 0.10% Add +1.0% 63,527 $1.8M
Stephens Inc. 0.03% No change 61,217 $1.7M
GenWealth Group, Inc. 0.43% Add +25.4% 61,084 $1.7M
Bank of New York Mellon Corp 0.00% Add +36.6% 60,955 $1.7M
PSI Advisors, LLC 0.62% Reduce -75.0% 60,498 $1.7M
First Heartland Consultants, Inc. 0.17% Reduce -1.6% 57,039 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.5% 56,807 $1.6M
Hobart Private Capital, LLC 0.47% Add +2.5% 54,907 $1.5M
MML Investors Services, LLC 0.01% Reduce -0.9% 52,792 $1.5M
Gateway Wealth Partners, LLC 0.52% Add +10.3% 51,459 $1.5M
Keel Point, LLC 0.15% Add +17.3% 50,485 $1.4M
Hill Island Financial LLC 0.47% Add +24.9% 50,467 $1.4M
Moisand Fitzgerald Tamayo, LLC 0.21% Reduce -54.0% 49,714 $1.4M
Collaborative Wealth Managment Inc. 0.70% Add +4.0% 49,644 $1.4M
Onyx Bridge Wealth Group LLC 0.24% Add +38.2% 48,164 $1.3M
Scotia Capital Inc. 0.01% Reduce -26.3% 46,055 $1.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -25.9% 43,636 $1.2M
GeoWealth Management, LLC 0.05% Reduce -56.3% 41,824 $1.2M
Aspire Private Capital, LLC 0.31% Reduce -65.8% 41,796 $1.2M
Fisher Asset Management 0.00% Reduce -7.5% 38,937 $1.1M
Latitude Advisors, LLC 0.64% Reduce -17.4% 36,302 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +16.2% 36,245 $1.0M
Orion Portfolio Solutions, LLC 0.01% Add +16.2% 36,245 $1.0M
OmniStar Financial Group, Inc. 0.93% New 36,144 $1.0M
Foster Group, Inc. 0.05% No change 35,114 $990K
Independent Financial Group, LLC 0.04% Add +366.5% 34,794 $980K
L.M. Kohn & Company 0.27% Add +2.7% 34,647 $976K
Vertex Planning Partners, LLC 0.27% Add +119.5% 34,075 $960K
Snowden Capital Advisors LLC 0.03% Reduce -3.1% 33,811 $953K
Waller Financial Planning Group, Inc. 0.25% New 33,806 $953K
Napatree Capital LLC 0.92% Add +31.9% 34,522 $950K
Pathway Financial Advisors LLC 0.25% Reduce -4.5% 33,342 $940K
Heritage Financial Services, LLC 0.14% Reduce -0.1% 33,214 $936K
Lifeworks Advisors, LLC 0.26% Reduce -3.1% 32,834 $925K
Twin Peaks Wealth Advisors, LLC 0.50% Add +34.0% 32,076 $904K
Strategic Investment Advisors / MI 0.11% New 31,456 $886K
Americana Partners, LLC 0.07% Add +84.4% 30,729 $866K
Morningstar Investment Services LLC 0.01% Add +6.4% 30,636 $864K
Vontobel Holding Ltd. 0.01% Reduce -2.4% 30,441 $858K
Boyd Watterson Asset Management LLC 0.31% Add +26.3% 30,225 $852K
Arete Wealth Advisors, LLC 0.08% Reduce -2.2% 30,004 $846K
Householder Group Estate & Retirement Specialist, LLC 0.24% Add +5.3% 28,604 $806K
Hilltop Partners LLC 0.28% Reduce -6.1% 28,007 $789K
Waverly Advisors, LLC 0.02% New 27,971 $788K
Stratos Wealth Partners, LTD. 0.01% Reduce -88.9% 27,881 $786K
Certus Wealth Management, LLC 0.60% Reduce -6.9% 27,310 $758K
Simplicity Wealth,LLC 0.02% Add +81.8% 26,383 $743K
Perennial Investment Advisors, LLC 0.11% Add +3.1% 26,377 $743K
WCG Wealth Advisors LLC 0.06% Add +6.2% 26,275 $740K
Jacobi Capital Management LLC 0.07% Add +247.0% 26,246 $740K
Rede Wealth, LLC 0.31% Reduce -63.5% 25,857 $729K
Insight Advisors, LLC/ PA 0.13% Reduce -6.2% 24,184 $682K
Gladstone Institutional Advisory LLC 0.04% New 24,065 $678K
Vise Technologies, Inc. 0.13% Reduce -13.0% 24,034 $677K
Advisor Resource Council 0.29% Reduce -91.8% 23,600 $674K
ICA Group Wealth Management, LLC 0.13% Add +65.7% 23,743 $669K
Independent Advisor Alliance 0.02% Add +55.7% 23,712 $668K
Stratos Wealth Advisors, LLC 0.04% Add +16.4% 23,570 $664K
Apollon Financial, LLC 0.23% Reduce -49.6% 23,545 $663K
Tidemark, LLC 0.37% Reduce -40.6% 23,374 $659K
Black Diamond Financial, LLC 0.17% No change 22,307 $637K
Avantax Advisory Services, Inc. 0.01% Reduce -6.8% 21,376 $602K
TSA Wealth Managment LLC 0.26% No change 21,318 $601K
Richardson Financial Services Inc. 0.42% Reduce -1.8% 20,906 $589K
Napa Wealth Management 0.29% New 19,759 $557K
Boltwood Capital Management 0.16% Reduce -2.3% 18,400 $519K
Betterment LLC 0.00% New 17,493 $493K
Axxcess Wealth Management, LLC 0.01% Reduce -73.2% 17,470 $492K
Cranbrook Wealth Management, LLC 0.12% No change 17,411 $491K
Coordinated Financial Services, Inc. 0.42% — 16,843 $475K
Ascent Group, LLC 0.04% Reduce -0.8% 16,768 $473K
Charter Oak Capital Management, LLC 0.05% Add +91.4% 16,734 $472K
Susquehanna International Group, LLP 0.00% Reduce -79.3% 16,319 $460K
Ehrlich Financial Group 0.39% Reduce -76.5% 16,247 $458K
Root Financial Partners, LLC 0.13% Add +0.1% 16,097 $454K
Citadel Advisors 0.00% New 15,359 $433K
Aveo Capital Partners, LLC 0.05% Reduce -33.5% 15,537 $431K
AE Wealth Management LLC 0.00% Reduce -98.6% 15,137 $427K
Greenleaf Trust 0.00% No change 15,005 $423K
Objectivity Squared, LLC 0.37% Add +19.2% 15,177 $419K
Private Wealth Group, LLC 0.21% New 14,614 $412K
Townsquare Capital LLC 0.01% Add +33.9% 14,279 $402K
Allworth Financial LP 0.00% Add +48982.8% 14,234 $401K
Continuum Advisory, LLC 0.06% Reduce -25.6% 14,397 $400K
Capital Investment Advisors, LLC 0.01% Reduce -35.0% 14,090 $397K
Curi Capital, LLC 0.01% No change 13,425 $378K
Citigroup Inc. 0.00% Reduce -0.1% 13,334 $376K
Walkner Condon Financial Advisors LLC 0.08% Add +88.1% 13,182 $371K
Raleigh Capital Management Inc. 0.16% Reduce -63.0% 12,773 $360K
Brown Brothers Harriman & Co. 0.00% New 12,642 $356K
Thompson Davis & Co., Inc. 0.24% New 12,500 $352K
Qube Research & Technologies Ltd 0.00% No change 12,377 $349K
AlphaStar Capital Management, LLC 0.04% Reduce -10.4% 12,087 $341K
Austin Private Wealth, LLC 0.04% Reduce -21.9% 11,910 $333K
Breed's Hill Capital LLC 0.30% No change 11,675 $329K
Financial Enhancement Group LLC 0.05% Reduce -2.3% 11,688 $323K
MA Private Wealth 0.06% Reduce -52.0% 11,220 $316K
International Private Wealth Advisors LLC 0.60% Reduce -45.6% 11,074 $312K
Hibernia Wealth Partners, LLC 0.21% New 10,919 $308K
Wealthcare Advisory Partners LLC 0.01% New 10,729 $302K
McAdam, LLC 0.02% Reduce -3.9% 10,725 $302K
Brookstone Capital Management 0.01% Add +3.4% 10,620 $299K
Empirical Asset Management, LLC 0.14% Add +0.5% 10,446 $294K
WBH Advisory Inc. 0.03% Reduce -1.7% 10,335 $291K
Geneos Wealth Management Inc. 0.01% Add +1.0% 10,163 $286K
Prudential Financial Inc. 0.00% Add +1.3% 9,963 $281K
McKinley Carter Wealth Services, Inc. 0.02% Add +2.6% 9,913 $279K
Creative Planning 0.00% Add +9.9% 9,557 $269K
Cook Wealth, LLC 0.16% New 9,500 $262K
Gradient Investments LLC 0.01% Reduce -42.9% 9,305 $262K
CreativeOne Wealth, LLC 0.01% Reduce -38.5% 9,228 $260K
Good Life Advisors, LLC 0.02% New 8,817 $248K
CoreCap Advisors, LLC 0.01% Reduce -98.5% 8,209 $231K
Diversified, LLC 0.03% New 8,072 $227K
Aptus Capital Advisors, LLC 0.00% Add +10.3% 8,067 $227K
LongView Wealth Management 0.09% New 7,775 $219K
Second Line Capital, LLC 0.07% Reduce -13.2% 7,645 $215K
GW Henssler & Associates Ltd. 0.01% New 7,524 $212K
Hutchens & Kramer Investment Management Group, LLC 0.13% Reduce -6.8% 7,567 $211K
Pinnacle Wealth Management Group, Inc. 0.16% Reduce -23.4% 7,490 $211K
Strategic Financial Concepts, LLC 0.05% New 7,449 $210K
Spire Wealth Management 0.00% Add +21.1% 7,206 $203K
Brooklyn FI, LLC 0.08% New 7,184 $202K
Trustmark Bank Trust Department 0.02% New 7,159 $202K
IFP Advisors, Inc 0.01% Reduce -3.6% 6,837 $193K
Creative Financial Designs Inc. 0.02% Add +9.2% 6,711 $189K
First Horizon Advisors, Inc. 0.01% Reduce -65.1% 6,548 $185K
Abich Financial Wealth Management LLC 0.13% Reduce -39.7% 6,162 $174K
Principal Securities, Inc. 0.00% Add +24.7% 5,309 $150K
Transcendent Capital Group LLC 0.09% Add +0.1% 5,239 $148K
EverSource Wealth Advisors, LLC 0.01% Reduce -2.3% 5,288 $145K
Your Advocates Ltd., LLP 0.06% Add +7.4% 5,136 $145K
Harbour Investments, Inc. 0.01% Reduce -62.4% 5,085 $143K
Kelly Financial Services LLC 0.05% Reduce -67.3% 4,962 $140K
Jones Financial Companies LLLP 0.00% New 4,479 $126K
FMR LLC 0.00% Reduce -22.8% 3,774 $106K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.3% 3,594 $101K
Venturi Wealth Management, LLC 0.01% New 3,470 $98K
Pineridge Advisors LLC 0.03% No change 2,926 $82K
Blair William & Co. 0.00% Reduce -20.1% 2,864 $81K
Family Asset Management, LLC 0.05% Reduce -3.8% 2,799 $79K
Global Financial Private Client, LLC 0.03% Reduce -65.2% 2,235 $62K
Castleview Partners, LLC 0.03% Reduce -8.8% 1,979 $56K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 1,763 $50K
Richard W. Paul & Associates, LLC 0.02% Reduce -67.7% 1,619 $46K
Tortoise Investment Management, LLC 0.01% No change 1,615 $46K
Caitlin John, LLC 0.03% Add +8.3% 1,609 $45K
Cape Investment Advisory, Inc. 0.02% Reduce -15.1% 1,393 $39K
Balefire, LLC 0.01% Reduce -64.1% 1,120 $32K
US Bancorp \de 0.00% Add +7.0% 1,086 $31K
BlackRock Inc. 0.00% Add +232.7% 1,058 $30K
Alaska Wealth Advisors, LLC 0.00% Add +79.0% 997 $28K
NBT Bank, N.A. 0.00% New 985 $28K
Pinnacle Bancorp, Inc. 0.01% No change 969 $27K
Sunbelt Securities, Inc. 0.00% No change 950 $27K
Franklin Resources Inc. 0.00% No change 826 $23K
Glen Eagle Advisors, LLC 0.00% No change 792 $22K
Signaturefd, LLC 0.00% No change 710 $20K
FinTrust Capital Advisors, LLC 0.00% No change 648 $18K
Kathleen S. Wright Associates Inc. 0.01% No change 589 $17K
Concourse Financial Group Securities, Inc. 0.00% Reduce -71.8% 539 $15K
Financial Connections Group, Inc. 0.02% New 500 $15K
Hexagon Capital Partners LLC 0.00% Add +91.4% 469 $13K
VitalStone Financial, LLC 0.01% Reduce -3.3% 443 $12K
CarsonAllaria Wealth Management, Ltd. 0.01% New 384 $11K
Oakworth Capital, Inc. 0.00% No change 380 $11K
Blue Trust, Inc. 0.00% New 380 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 344 $10K
Avior Wealth Management, LLC 0.00% New 331 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 312 $9K
Smartleaf Asset Management LLC 0.00% Reduce -5.0% 287 $8K
Sage Mountain Advisors LLC 0.00% New 280 $8K
Parallel Advisors, LLC 0.00% No change 260 $7K
WASHINGTON TRUST Co 0.00% No change 250 $7K
Farther Finance Advisors, LLC 0.00% Reduce -14.0% 233 $7K
Horizon Bancorp Inc. 0.00% Reduce -26.8% 194 $5K
Hanson & Doremus Investment Management 0.00% New 168 $5K
Ancora Advisors LLC 0.00% No change 149 $4K
Arax Advisory Partners 0.00% Reduce -50.0% 138 $4K
Founders Financial Alliance, LLC 0.00% New 113 $3K
Western Pacific Wealth Management, LP 0.00% New 96 $3K
Cambridge Trust Co. 0.00% No change 90 $3K
PrairieView Partners, LLC 0.00% No change 59 $2K
Global Wealth Strategies & Associates 0.00% New 54 $2K
REAP Financial Group, LLC 0.00% Reduce -65.9% 46 $1K
Harbor Investment Advisory, LLC 0.00% New 38 $1K
Creekmur Asset Management LLC 0.00% No change 33 $930
Cornerstone Planning Group LLC 0.00% Add +3.2% 32 $863
Pacifica Partners Inc. 0.00% No change 15 $421
Larson Financial Group LLC 0.00% No change 13 $366
RFP Financial Group LLC 0.00% Reduce -99.9% 6 $165
Frazier Financial Advisors, LLC 0.00% No change 5 $145
Sound Income Strategies, LLC 0.00% Reduce -98.1% 4 $126
Covestor Ltd 0.00% Reduce -66.7% 3 $0

"% 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.