SS SPDR P Int Term TSY ETFSPTIETF

13F holders, Q3 2024 (September 30)
332holders +15
39new positions
31sold out
3famous investors
$29.05avg. 13F price*

At the end of Q3 2024, 332 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, up 15 from Q2 2024. 39 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($1.1B), Financial Engines Advisors L.L.C. ($987.5M) and Municipal Employees' Retirement System of Michigan ($767.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
SS SPDR P Int Term TSY ETF
Filed as
SPDR SER TR (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions39$112.0M
Exits31$83.2M

All 13F filers, Q2 2024 → Q3 2024: 25,308,488 shares bought and 9,201,842 shares sold, net +16,106,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 332 holders

LPL Financial LLC 0.48% Add +10.1% 36,777,902 $1.1B
Financial Engines Advisors L.L.C. 2.06% Add +11.6% 33,980,431 $987.5M
Municipal Employees' Retirement System of Michigan 10.12% No change 26,424,332 $767.9M
Ameriprise Financial Inc. 0.05% Add +2.4% 6,669,291 $193.9M
Mather Group, Llc. 2.24% Add +814.6% 6,001,803 $174.4M
State Street Corp. 0.01% Add +60.8% 5,042,765 $146.5M
Merit Financial Group, LLC 2.81% Reduce -7.3% 4,318,176 $125.5M
Bank of America Corp. 0.01% Add +39.5% 4,291,829 $124.7M
UBS Group AG 0.03% Reduce -1.3% 4,058,953 $118.0M
GLOBALT Investments LLC / GA 3.62% Reduce -3.9% 3,329,519 $96.8M
Envestnet Asset Management Inc. 0.03% Add +1.9% 3,323,176 $96.6M
CW Advisors, LLC 1.19% Reduce -11.0% 3,081,073 $89.5M
Cwm, LLC 0.37% Add +16.2% 2,993,488 $87.0M
Stephens Group Asset Management, LLC 6.91% Add +35.1% 2,844,903 $82.7M
One Day In July LLC 7.31% Add +32.9% 2,236,413 $65.0M
Wells Fargo & Company 0.01% Add +36.2% 2,019,995 $58.7M
Private Advisor Group, LLC 0.36% Add +0.7% 2,015,978 $58.6M
Assetmark, Inc. 0.15% Add +0.0% 1,843,559 $53.6M
Morgan Stanley 0.00% Add +6.6% 1,785,942 $51.9M
Migdal Insurance & Financial Holdings Ltd. 0.79% Reduce -6.0% 1,679,562 $48.8M
Manning & Napier Advisors LLC 0.54% Add +0.9% 1,676,340 $48.7M
CX Institutional 1.94% Add +5.8% 1,500,058 $43.6M
Strategic Wealth Investment Group, LLC 4.67% New 1,499,896 $43.6M
JPMorgan Chase & Co. 0.00% Reduce -51.2% 1,472,416 $42.8M
Comprehensive Wealth Management, LLC 26.28% Reduce -1.1% 1,391,023 $40.4M
O'Brien Wealth Partners LLC 7.17% Add +4.3% 1,257,842 $36.6M
Sentinel Pension Advisors, LLC 6.55% Add +5.9% 1,170,423 $34.0M
HighTower Advisors, LLC 0.05% Add +4.1% 1,077,488 $31.3M
Portland Global Advisors LLC 3.79% Add +2.7% 1,038,686 $30.2M
Bank of Montreal 0.01% Reduce -28.1% 975,459 $28.4M
Wela Strategies, Inc. 11.81% Add +9.4% 931,828 $27.1M
Cetera Investment Advisers 0.06% Add +3.2% 893,415 $26.0M
Stifel Financial Corp. 0.03% Add +88.2% 889,525 $25.8M
Leicht Financial Planning & Wealth Management, Inc. 12.11% Reduce -0.7% 827,843 $24.1M
Great Valley Advisor Group, Inc. 0.57% Reduce -11.0% 791,952 $23.0M
Black Diamond Financial, LLC 3.81% Add +14.6% 771,216 $22.5M
Gradient Investments LLC 0.47% Add +0.7% 770,067 $22.4M
Truist Financial Corp. 0.03% Add +5.2% 754,269 $21.9M
Astoria Portfolio Advisors LLC. 7.43% Reduce -3.2% 762,678 $21.8M
Osaic Holdings, Inc. 0.05% Add +2.7% 748,022 $21.7M
Woodmont Investment Counsel LLC 1.61% New 736,861 $21.4M
Stratos Wealth Advisors, LLC 0.85% Reduce -6.8% 634,575 $18.4M
Flagstone Financial Management 6.17% Add +4.9% 633,684 $18.4M
Hobbs Group Advisors, LLC 6.17% Add +7.6% 592,955 $17.2M
Wealth Enhancement Advisory Services, LLC 0.03% Add +20.1% 549,317 $16.0M
Flagship Harbor Advisors, LLC 0.85% Reduce -65.8% 530,652 $15.4M
Steward Partners Investment Advisory, LLC 0.14% Add +0.8% 520,410 $15.1M
S. R. Schill & Associates 10.32% Reduce -5.9% 501,593 $14.6M
Trilogy Capital Inc. 0.70% Reduce -1.8% 479,981 $13.9M
Waterloo Capital, L.P. 1.51% Add +103.1% 477,079 $13.9M
Mariner, LLC 0.02% Reduce -6.3% 469,820 $13.7M
GM Advisory Group, LLC 0.80% Add +4.1% 462,158 $13.4M
OneDigital Investment Advisors LLC 0.15% Add +3.0% 461,335 $13.4M
Willow Creek Wealth Management Inc. 1.40% Add +0.6% 457,631 $13.3M
US Financial Advisors, LLC 4.07% Add +4.6% 449,730 $13.1M
Apriem Advisors 1.49% New 439,312 $12.8M
Vestmark Advisory Solutions, Inc. 0.47% Reduce -15.7% 436,161 $12.7M
Certified Advisory Corp 1.40% Reduce -1.4% 434,530 $12.6M
Level Four Advisory Services, LLC 0.52% Add +18.4% 439,177 $12.4M
BlackRock, Inc. 0.00% — 427,090 $12.4M
Raymond James & Associates 0.01% Add +1.5% 420,562 $12.2M
Arjuna Capital 3.12% Reduce -7.0% 414,862 $12.1M
Impact Partnership Wealth, LLC 2.68% Add +69.7% 409,355 $11.9M
Equitable Holdings, Inc. 0.11% Add +28.4% 382,130 $11.1M
Leslie Global Wealth, LLC 5.35% Add +6.5% 378,957 $11.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +78.6% 369,360 $10.7M
Tsfg, LLC 2.31% Add +32.4% 363,790 $10.6M
Park Avenue Securities LLC 0.12% Reduce -3.2% 362,047 $10.5M
Thrivent Financial for Lutherans 0.02% Add +2.8% 339,574 $9.9M
Salomon & Ludwin, LLC 1.00% Add +26.2% 338,257 $9.8M
Capasso Planning Partners LLC 2.89% Add +8.4% 337,295 $9.8M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +8.2% 329,000 $9.6M
Retirement Planning Group, LLC 0.52% Reduce -0.4% 328,717 $9.6M
Tilson Financial Group, Inc. 3.95% Add +0.8% 313,952 $9.1M
Royal Bank of Canada 0.00% Add +1.7% 311,824 $9.1M
IFG Advisory, LLC 0.55% Add +33.1% 295,620 $8.6M
Equita Financial Network, Inc. 3.12% Add +12.1% 294,245 $8.6M
Spectrum Wealth Advisory Group, LLC 4.73% New 289,989 $8.4M
NewEdge Advisors, LLC 0.05% Reduce -22.8% 285,383 $8.3M
IHT Wealth Management, LLC 0.23% Add +15.2% 280,424 $8.1M
Comerica Bank 0.03% Add +7.0% 278,221 $8.1M
Eldridge Investment Advisors, Inc. 1.79% Add +44.7% 263,473 $7.6M
Integrated Wealth Concepts LLC 0.09% Add +44.5% 256,823 $7.5M
Synovus Financial Corp. 0.08% Add +48.1% 242,645 $7.1M
Key Financial Inc 1.52% Add +7.9% 235,951 $6.9M
XML Financial, LLC 0.62% Add +5.5% 228,680 $6.6M
Vermillion & White Wealth Management Group, LLC 4.43% Reduce -10.7% 205,959 $6.0M
Auour Investments LLC 2.07% Add +5.6% 204,398 $5.8M
Visionary Wealth Advisors 0.33% Add +164.5% 186,278 $5.4M
Commonwealth Equity Services, LLC 0.01% Add +4.8% 183,396 $5.3M
Transamerica Financial Advisors, LLC 0.50% Reduce -16.0% 178,033 $5.2M
Inspire Advisors, LLC 0.59% Add +30.8% 167,572 $4.9M
Jane Street Group, LLC 0.01% Reduce -63.6% 165,602 $4.8M
Bailard, Inc. 0.12% Reduce -27.4% 163,595 $4.8M
Kingsview Wealth Management, LLC 0.10% Reduce -49.9% 163,028 $4.7M
Signet Financial Management, LLC 0.60% Add +0.2% 160,804 $4.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +88.2% 158,939 $4.6M
Money Concepts Capital Corp. 0.32% Reduce -0.4% 145,708 $4.2M
Global Retirement Partners, LLC 0.12% Reduce -22.8% 137,664 $4.0M
Integrated Capital Management, Inc. 3.08% Reduce -3.1% 137,224 $4.0M
PNC Financial Services Group, Inc. 0.00% Add +23.7% 136,822 $4.0M
Berkshire Asset Management LLC 0.20% No change 137,504 $3.9M
Goldman Sachs Group Inc. 0.00% New 129,454 $3.8M
Financial Advocates Investment Management 0.21% Add +3.8% 128,327 $3.7M
Kestra Advisory Services, LLC 0.02% Add +3.6% 124,072 $3.6M
St Germain D J Co. Inc. 0.16% Reduce -16.1% 122,234 $3.6M
Libra Wealth LLC 1.28% Reduce -0.0% 110,596 $3.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +170.8% 103,836 $3.0M
Citadel Advisors 0.00% New 101,998 $3.0M
Narus Financial Partners, LLC 1.05% Add +5.0% 100,977 $2.9M
Western Wealth Management, LLC 0.17% Reduce -48.1% 100,506 $2.9M
SMART Wealth LLC 1.12% Reduce -23.4% 98,024 $2.8M
Journey Strategic Wealth LLC 0.10% New 94,525 $2.7M
Cornerstone Wealth Management, LLC 0.19% Add +8.3% 94,311 $2.7M
JT Stratford LLC 0.46% Add +7.1% 91,272 $2.7M
Eight 31 Financial, LLC 2.03% Reduce -6.4% 90,015 $2.6M
Private Trust Co. NA 0.26% Add +6.1% 87,759 $2.6M
Beacon Bridge Wealth Partners, LLC 1.06% Reduce -18.9% 84,903 $2.5M
Strategic Financial Partners, Ltd. 1.23% Reduce -0.9% 83,120 $2.4M
Advisory Services Network, LLC 0.05% No change 84,864 $2.4M
Gladstone Institutional Advisory LLC 0.11% Add +12.5% 78,953 $2.3M
Garrett Wealth Advisory Group, LLC 0.56% Add +0.5% 78,342 $2.3M
Sowell Financial Services LLC 0.10% Add +3.8% 76,276 $2.2M
Gerber Kawasaki Wealth & Investment Management 0.10% Add +15.8% 75,934 $2.2M
GPS Wealth Strategies Group, LLC 0.29% Reduce -8.4% 74,396 $2.2M
Costello Asset Management, INC 1.39% New 71,307 $2.1M
Mgo One Seven LLC 0.09% Add +313.9% 69,265 $2.0M
Stephens Inc. 0.03% Add +0.9% 69,009 $2.0M
Waverly Advisors, LLC 0.04% Add +10.2% 67,932 $2.0M
Independent Financial Group, LLC 0.07% Add +30.6% 66,867 $1.9M
Napa Wealth Management 0.92% Add +6.0% 66,789 $1.9M
TPG Financial Advisors, LLC 0.87% Reduce -4.5% 66,160 $1.9M
Onyx Bridge Wealth Group LLC 0.29% Add +32.7% 65,351 $1.9M
GenWealth Group, Inc. 0.44% Add +0.5% 65,286 $1.9M
IFP Advisors, Inc 0.07% Add +653.6% 64,878 $1.9M
Gateway Wealth Partners, LLC 0.52% Add +10.6% 64,618 $1.9M
Cambridge Associates LLC /Ma/ 0.07% New 64,010 $1.9M
Jump Financial, LLC 0.04% New 62,068 $1.8M
Thompson Davis & Co., Inc. 1.30% Add +96.5% 60,412 $1.8M
L.M. Kohn & Company 0.41% Add +84.5% 55,510 $1.6M
PSI Advisors, LLC 0.47% Add +16.7% 54,674 $1.6M
Hill Island Financial LLC 0.47% Reduce -2.5% 53,322 $1.5M
Arete Wealth Advisors, LLC 0.13% Add +76.1% 53,236 $1.5M
HTLF Bank 0.17% Reduce -76.3% 52,882 $1.5M
Bank of New York Mellon Corp 0.00% Add +23.2% 52,669 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.0% 52,445 $1.5M
Good Life Advisors, LLC 0.09% Add +88.3% 52,288 $1.5M
Tidemark, LLC 0.57% Add +4.0% 47,748 $1.4M
OmniStar Financial Group, Inc. 1.02% Add +26.2% 46,659 $1.4M
NorthCoast Asset Management LLC 0.01% Reduce -42.0% 46,541 $1.4M
Napatree Capital LLC 0.92% Add +25.3% 45,535 $1.3M
Collaborative Wealth Managment Inc. 0.59% Reduce -5.8% 45,202 $1.3M
Private Wealth Group, LLC 0.62% New 42,839 $1.2M
Brown Financial Advisors 0.50% Add +4.0% 42,150 $1.2M
Cranbrook Wealth Management, LLC 0.27% Add +118.9% 40,852 $1.2M
Waller Financial Planning Group, Inc. 0.29% Add +6.4% 40,850 $1.2M
Nwam LLC 0.07% New 40,765 $1.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.0% 40,683 $1.2M
Pathway Financial Advisors LLC 0.30% No change 40,627 $1.2M
Vantage Financial Partners, LLC 0.29% Reduce -19.1% 40,533 $1.2M
Householder Group Estate & Retirement Specialist, LLC 0.33% Add +1.7% 39,560 $1.1M
Hibernia Wealth Partners, LLC 0.39% Add +15.1% 38,851 $1.1M
Hanseatic Management Services Inc. 1.57% New 38,088 $1.1M
Hardin Capital Partners, LLC 0.63% Add +15.9% 38,615 $1.1M
Atria Wealth Solutions, Inc. 0.01% Add +408.8% 37,583 $1.1M
Jacobi Capital Management LLC 0.08% Add +39.6% 37,125 $1.1M
Latitude Advisors, LLC 0.60% Reduce -7.3% 36,452 $1.1M
Scotia Capital Inc. 0.01% Reduce -26.9% 36,295 $1.1M
Fisher Asset Management 0.00% Add +2.9% 35,663 $1.0M
Foster Group, Inc. 0.04% No change 35,114 $1.0M
Vertex Planning Partners, LLC 0.24% Add +1.5% 34,910 $1.0M
Paladin Wealth, LLC 0.87% — 34,248 $995K
Farther Finance Advisors, LLC 0.04% Add +8538.2% 33,948 $987K
Financial Enhancement Group LLC 0.19% Add +218.9% 33,570 $973K
Hobart Private Capital, LLC 0.24% Reduce -4.7% 32,651 $949K
Simplicity Wealth,LLC 0.09% Reduce -18.1% 32,550 $946K
Voisard Asset Management Group, Inc. 0.37% New 30,888 $898K
Strategic Investment Advisors / MI 0.10% Add +2.1% 30,823 $896K
Flputnam Investment Management Co. 0.02% Add +11.6% 30,674 $891K
Snowden Capital Advisors LLC 0.03% Add +2.2% 30,387 $883K
Lifeworks Advisors, LLC 0.17% Add +0.6% 30,349 $882K
Insight Advisors, LLC/ PA 0.15% Add +14.4% 29,913 $869K
Perennial Investment Advisors, LLC 0.11% Add +13.6% 29,677 $862K
Vontobel Holding Ltd. 0.00% Reduce -3.8% 29,312 $852K
MML Investors Services, LLC 0.00% Reduce -42.6% 28,714 $834K
Boyd Watterson Asset Management LLC 0.23% Add +2.9% 28,501 $828K
Townsquare Capital LLC 0.01% Add +28.5% 28,335 $823K
NorthRock Partners, LLC 0.03% Reduce -47.9% 28,023 $814K
Independent Advisor Alliance 0.03% Add +0.6% 26,884 $781K
Hilltop Partners LLC 0.26% Reduce -3.4% 26,492 $770K
Donald L. Hagan, LLC 0.39% New 26,002 $756K
WCG Wealth Advisors LLC 0.05% Add +4.1% 25,748 $748K
Focus Partners Advisor Solutions, LLC 0.02% New 25,622 $745K
Certus Wealth Management, LLC 0.52% Reduce -6.7% 25,603 $744K
Betterment LLC 0.00% Add +4.4% 24,153 $702K
Vise Technologies, Inc. 0.09% Add +9.8% 24,028 $698K
Keel Point, LLC 0.06% Reduce -9.1% 23,859 $693K
Mosaic Financial Group, LLC 0.48% New 23,188 $674K
Center For Asset Management LLC 0.40% Add +22.2% 23,150 $673K
Howard Bailey Securities, LLC 0.25% — 22,919 $666K
Stratos Wealth Partners, LTD. 0.01% Add +0.4% 21,351 $620K
Heritage Financial Services, LLC 0.08% No change 21,324 $620K
Moisand Fitzgerald Tamayo, LLC 0.08% Reduce -35.9% 21,186 $616K
Objectivity Squared, LLC 0.41% Add +7.6% 20,524 $587K
Rockefeller Capital Management L.P. 0.00% Reduce -27.6% 23,945 $584K
Rede Wealth, LLC 0.22% Reduce -12.1% 19,752 $574K
Sanctuary Advisors, LLC 0.00% Reduce -10.3% 20,159 $566K
Virtue Capital Management, LLC 0.11% New 19,390 $563K
Boltwood Capital Management 0.16% No change 18,400 $535K
Prime Capital Investment Advisors, LLC 0.01% Reduce -20.3% 18,049 $525K
Wealthcare Advisory Partners LLC 0.01% Add +25.0% 17,733 $515K
Cerity Partners LLC 0.00% Add +2.5% 16,535 $480K
Root Financial Partners, LLC 0.08% Add +1.9% 16,413 $477K
Diversify Advisory Services, LLC 0.03% New 16,735 $476K
Triad Wealth Partners, LLC 0.24% New 15,849 $461K
AQR Capital Management 0.00% No change 15,742 $457K
Mattson Financial Services, LLC 0.16% Reduce -0.4% 16,175 $453K
Americana Partners, LLC 0.03% Add +9.5% 15,216 $442K
Richardson Financial Services Inc. 0.27% Add +1.6% 15,173 $425K
Curi Capital, LLC 0.01% Add +6.1% 14,241 $414K
Brookstone Capital Management 0.01% Add +18.3% 14,103 $410K
GTS Securities LLC 0.01% Reduce -91.6% 13,949 $405K
Prudential Financial Inc. 0.00% Add +35.1% 13,875 $403K
Continuum Advisory, LLC 0.05% Add +2.2% 13,982 $391K
Citigroup Inc. 0.00% Reduce -0.0% 13,334 $387K
Axxcess Wealth Management, LLC 0.01% Reduce -3.8% 13,129 $382K
Capital Investment Advisors, LLC 0.01% Reduce -9.2% 12,287 $357K
Avantax Advisory Services, Inc. 0.00% Reduce -41.2% 12,163 $353K
Jones Financial Companies LLLP 0.00% Add +40.8% 11,907 $347K
Cook Wealth, LLC 0.17% No change 12,256 $347K
Ascent Group, LLC 0.03% Reduce -4.4% 11,743 $341K
Breed's Hill Capital LLC 0.28% No change 11,675 $339K
McKinley Carter Wealth Services, Inc. 0.02% Add +13.6% 11,564 $336K
AE Wealth Management LLC 0.00% Reduce -6.7% 11,371 $330K
Empirical Asset Management, LLC 0.11% Add +0.2% 39,669 $315K
Stratos Investment Management, LLC 0.02% New 10,691 $311K
McAdam, LLC 0.02% Reduce -10.1% 10,590 $308K
Creative Planning 0.00% Reduce -5.0% 10,154 $295K
Clark Asset Management, LLC 0.06% New 10,048 $292K
LongView Wealth Management 0.09% Reduce -27.9% 9,956 $289K
FMR LLC 0.00% Add +1396.0% 9,619 $280K
Brooklyn FI, LLC 0.10% New 9,294 $270K
AlphaStar Capital Management, LLC 0.02% Reduce -13.4% 9,268 $269K
Modern Wealth Management, LLC 0.02% New 9,057 $263K
Brophy Wealth Management, LLC 0.09% — 8,923 $259K
Aveo Capital Partners, LLC 0.03% Reduce -0.1% 8,786 $255K
RKL Wealth Management LLC 0.02% New 8,762 $255K
Seaside Wealth Management, Inc. 0.10% No change 8,733 $254K
International Private Wealth Advisors LLC 0.37% No change 8,658 $252K
Geneos Wealth Management Inc. 0.01% Reduce -13.9% 8,563 $249K
Fonville Wealth Management LLC 0.08% New 8,387 $244K
Diversified, LLC 0.03% No change 8,102 $235K
Diversified Enterprises, LLC 0.03% — 8,102 $235K
WBH Advisory Inc. 0.02% Reduce -3.8% 8,086 $235K
Capital CS Group, LLC 0.27% New 7,840 $228K
Quadrature Capital Ltd 0.01% Reduce -28.3% 7,816 $227K
Arcadia Wealth Management, LLC 0.12% Reduce -98.3% 7,754 $225K
Austin Private Wealth, LLC 0.02% Reduce -18.6% 7,731 $225K
Greenleaf Trust 0.00% Reduce -10.0% 7,180 $209K
Trustmark Bank Trust Department 0.02% No change 7,159 $208K
Rwa Wealth Partners, LLC 0.00% New 7,109 $207K
Principal Securities, Inc. 0.01% Add +79.2% 7,071 $205K
Pioneer Wealth Management Group 0.10% New 6,916 $201K
Allworth Financial LP 0.00% Reduce -41.4% 6,894 $200K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 6,163 $179K
EverSource Wealth Advisors, LLC 0.01% No change 5,288 $154K
Transcendent Capital Group LLC 0.08% Add +0.1% 5,255 $153K
Your Advocates Ltd., LLP 0.05% No change 4,783 $139K
GeoWealth Management, LLC 0.00% Reduce -61.5% 4,500 $131K
Creative Financial Designs Inc. 0.01% Reduce -38.9% 4,072 $118K
CoreCap Advisors, LLC 0.01% Add +11.3% 3,981 $116K
Ransom Advisory, Ltd 0.05% Reduce -58.8% 3,500 $102K
Peterson Financial Group, Inc. 0.38% New 3,379 $98K
CIBC Private Wealth Group LLC 0.00% Add +1305.8% 3,374 $98K
Pineridge Advisors LLC 0.03% Add +0.3% 2,935 $85K
First Horizon Advisors, Inc. 0.00% Add +4.9% 2,826 $82K
Waldron Private Wealth LLC 0.00% New 2,803 $81K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +37.7% 2,427 $71K
Abich Financial Wealth Management LLC 0.14% Reduce -74.3% 2,190 $64K
Larson Financial Group LLC 0.00% Reduce -0.4% 2,119 $62K
Cape Investment Advisory, Inc. 0.02% Reduce -3.3% 1,740 $51K
Flaharty Asset Management, LLC 0.01% New 1,691 $49K
Blair William & Co. 0.00% Reduce -25.7% 1,668 $48K
Castleview Partners, LLC 0.03% Add +56.0% 1,643 $48K
Tortoise Investment Management, LLC 0.00% No change 1,615 $47K
Richard W. Paul & Associates, LLC 0.02% Add +1120.9% 1,575 $46K
Caitlin John, LLC 0.03% Add +0.3% 1,622 $45K
Coppell Advisory Solutions LLC 0.01% Reduce -1.7% 1,418 $41K
Centennial Bank 0.02% New 1,358 $39K
SIMA Wealth Partners, LLC 0.03% Add +0.2% 1,212 $35K
US Bancorp \de 0.00% Add +0.1% 1,129 $33K
Spire Wealth Management 0.00% Reduce -85.8% 1,019 $30K
Pinnacle Bancorp, Inc. 0.01% No change 969 $28K
Sunbelt Securities, Inc. 0.00% No change 950 $28K
Alaska Wealth Advisors, LLC 0.00% Add +0.3% 902 $26K
Ascentis Wealth Management, LLC 0.01% — 851 $25K
Franklin Resources Inc. 0.00% No change 826 $24K
Signaturefd, LLC 0.00% No change 710 $21K
FinTrust Capital Advisors, LLC 0.00% No change 648 $19K
Kathleen S. Wright Associates Inc. 0.01% Add +0.2% 590 $17K
Concourse Financial Group Securities, Inc. 0.00% No change 563 $16K
Family Asset Management, LLC 0.01% No change 535 $16K
VitalStone Financial, LLC 0.01% Reduce -0.7% 443 $13K
Hexagon Capital Partners LLC 0.00% Reduce -3.6% 400 $12K
Harbor Investment Advisory, LLC 0.00% No change 392 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 344 $10K
Glen Eagle Advisors, LLC 0.00% No change 344 $10K
Jackson Hole Capital Partners, LLC 0.00% No change 312 $9K
Talon Private Wealth, LLC 0.00% — 309 $9K
Harbour Investments, Inc. 0.00% Reduce -73.6% 287 $8K
Blue Trust, Inc. 0.00% Reduce -23.7% 290 $8K
Avior Wealth Management, LLC 0.00% Reduce -17.5% 273 $8K
Parallel Advisors, LLC 0.00% No change 260 $8K
WASHINGTON TRUST Co 0.00% No change 250 $7K
Sound Income Strategies, LLC 0.00% Add +5875.0% 239 $7K
1620 Investment Advisors, Inc. 0.00% No change 226 $7K
Ancora Advisors LLC 0.00% No change 149 $4K
Arax Advisory Partners 0.00% No change 138 $4K
MassMutual Private Wealth & Trust, FSB 0.00% New 115 $3K
Founders Financial Alliance, LLC 0.00% No change 113 $3K
Raleigh Capital Management Inc. 0.00% No change 90 $3K
Eastern Bank 0.00% New 90 $3K
Bessemer Group Inc. 0.00% New 54 $2K
PrairieView Partners, LLC 0.00% No change 59 $1K
Creekmur Asset Management LLC 0.00% No change 33 $959
Cornerstone Planning Group LLC 0.00% No change 32 $898
Fourpath Capital Management, LLC 0.00% New 30 $872
Legacy Investment Solutions, LLC 0.00% — 22 $617
Legacy Wealth Managment, LLC 0.00% — 22 $617
BNP Paribas Financial Markets 0.00% No change 20 $581
Darwin Wealth Management, LLC 0.00% New 18 $523
Smartleaf Asset Management LLC 0.00% Reduce -91.2% 9 $262

"% 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.