SS SPDR P Int Term TSY ETFSPTIETF
13F holders, Q4 2024 (December 31)360holders +28
33new positions
32sold out
3famous investors
$27.88avg. 13F price*
At the end of Q4 2024, 360 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, up 28 from Q3 2024. 33 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($1.1B), Financial Engines Advisors L.L.C. ($984.2M) and Municipal Employees' Retirement System of Michigan ($736.7M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 (Q4 2024)
- CUSIP
- 78464A672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $136.5M |
| Exits | 32 | $20.9M |
All 13F filers, Q3 2024 → Q4 2024: 25,501,862 shares bought and 7,094,624 shares sold, net +18,407,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| LPL Financial LLC | 0.44% | Add +4.4% | 38,390,204 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.07% | Add +3.9% | 35,301,181 | $984.2M |
| Municipal Employees' Retirement System of Michigan | 10.15% | No change | 26,424,332 | $736.7M |
| Mather Group, Llc. | 3.16% | Add +45.4% | 8,725,812 | $243.3M |
| Ameriprise Financial Inc. | 0.05% | Add +13.3% | 7,554,391 | $210.7M |
| State Street Corp. | 0.01% | Add +2.4% | 5,162,643 | $143.9M |
| Merit Financial Group, LLC | 2.26% | Add +4.6% | 4,517,491 | $125.9M |
| UBS Group AG | 0.03% | Add +9.0% | 4,424,069 | $123.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +1.9% | 3,387,826 | $94.5M |
| Bank of America Corp. | 0.01% | Reduce -21.8% | 3,354,301 | $93.5M |
| GLOBALT Investments LLC / GA | 3.53% | Reduce -0.6% | 3,311,337 | $92.3M |
| Cwm, LLC | 0.37% | Add +6.4% | 3,185,607 | $88.8M |
| Wells Fargo & Company | 0.02% | Add +48.8% | 3,005,833 | $83.8M |
| CW Advisors, LLC | 1.13% | Reduce -4.4% | 2,946,164 | $82.1M |
| Kingsview Wealth Management, LLC | 1.56% | Add +1667.5% | 2,881,509 | $80.3M |
| Stephens Group Asset Management, LLC | 6.68% | Add +1.1% | 2,877,205 | $80.2M |
| One Day In July LLC | 7.65% | Add +17.1% | 2,617,734 | $73.0M |
| CX Institutional | 2.42% | Add +45.8% | 2,186,803 | $61.0M |
| Assetmark, Inc. | 0.16% | Add +17.2% | 2,160,393 | $60.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +1552.8% | 2,139,603 | $59.7M |
| Private Advisor Group, LLC | 0.28% | Reduce -10.4% | 1,805,237 | $50.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.69% | Add +3.1% | 1,731,956 | $48.3M |
| Manning & Napier Advisors LLC | 0.52% | Reduce -1.9% | 1,643,706 | $45.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 1,471,079 | $41.0M |
| Independent Advisor Alliance | 0.53% | Add +5282.8% | 1,447,120 | $40.3M |
| O'Brien Wealth Partners LLC | 7.05% | Add +11.6% | 1,404,265 | $39.2M |
| HighTower Advisors, LLC | 0.05% | Add +19.5% | 1,287,571 | $35.9M |
| Morgan Stanley | 0.00% | Reduce -28.0% | 1,286,597 | $35.9M |
| Strategic Wealth Investment Group, LLC | 1.91% | Reduce -17.1% | 1,243,629 | $34.5M |
| Portland Global Advisors LLC | 4.30% | Add +17.4% | 1,219,842 | $34.0M |
| Sentinel Pension Advisors, LLC | 6.19% | Add +2.3% | 1,196,743 | $33.4M |
| Black Diamond Financial, LLC | 4.86% | Add +50.8% | 1,163,000 | $32.4M |
| Concord Wealth Partners | 5.21% | New | 1,141,717 | $31.8M |
| Concord Asset Management, LLC | 6.99% | New | 1,140,712 | $31.8M |
| Evermay Wealth Management LLC | 4.68% | New | 1,108,327 | $30.9M |
| Cetera Investment Advisers | 0.06% | Add +14.4% | 1,021,903 | $28.5M |
| Bank of Montreal | 0.01% | Add +2.7% | 1,001,719 | $27.9M |
| Equitable Holdings, Inc. | 0.26% | Add +160.3% | 994,484 | $27.7M |
| Wela Strategies, Inc. | 11.66% | Add +4.1% | 970,337 | $27.1M |
| Stifel Financial Corp. | 0.03% | Reduce -0.0% | 889,358 | $24.8M |
| Leicht Financial Planning & Wealth Management, Inc. | 11.88% | Add +0.6% | 832,963 | $23.2M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +4.2% | 825,398 | $23.0M |
| Raymond James Financial Inc. | 0.01% | — | 825,093 | $23.0M |
| Voisard Asset Management Group, Inc. | 7.23% | Add +2410.3% | 775,374 | $21.6M |
| Truist Financial Corp. | 0.03% | Reduce -0.3% | 752,264 | $21.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -3.5% | 721,763 | $20.1M |
| Comprehensive Wealth Management, LLC | 14.43% | Reduce -50.2% | 692,231 | $19.3M |
| Flagstone Financial Management | 6.27% | Add +6.8% | 676,558 | $18.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +18.8% | 652,356 | $18.2M |
| Stratos Wealth Advisors, LLC | 0.86% | Add +1.5% | 643,940 | $18.0M |
| Hobbs Group Advisors, LLC | 6.46% | Add +4.0% | 616,511 | $17.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +11.6% | 580,603 | $16.2M |
| TPG Financial Advisors, LLC | 6.76% | Add +742.4% | 557,345 | $15.5M |
| Astoria Portfolio Advisors LLC. | 5.23% | Reduce -30.5% | 529,965 | $14.7M |
| Mariner, LLC | 0.02% | Add +11.2% | 522,562 | $14.6M |
| Willow Creek Wealth Management Inc. | 1.43% | Add +9.6% | 501,735 | $14.0M |
| Melone Private Wealth, LLC | 7.21% | New | 498,951 | $13.9M |
| Flagship Harbor Advisors, LLC | 0.73% | Reduce -6.5% | 495,979 | $13.8M |
| Woodmont Investment Counsel LLC | 1.00% | Reduce -34.2% | 485,037 | $13.5M |
| Trilogy Capital Inc. | 0.69% | Add +0.9% | 484,292 | $13.5M |
| Certified Advisory Corp | 1.45% | Add +10.4% | 479,906 | $13.4M |
| US Financial Advisors, LLC | 4.00% | Add +3.6% | 466,129 | $13.0M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -0.8% | 457,858 | $12.8M |
| S. R. Schill & Associates | 10.55% | Reduce -9.8% | 452,589 | $12.6M |
| GM Advisory Group, LLC | 0.70% | Reduce -2.4% | 451,050 | $12.6M |
| Level Four Advisory Services, LLC | 0.51% | Add +2.3% | 449,066 | $12.5M |
| Headland Capital, LLC | 4.21% | — | 440,958 | $12.3M |
| Apriem Advisors | 1.37% | Reduce -2.3% | 429,296 | $12.0M |
| Arjuna Capital | 3.10% | Add +0.6% | 417,202 | $11.6M |
| Leslie Global Wealth, LLC | 5.18% | Add +5.6% | 400,031 | $11.2M |
| Spectrum Wealth Advisory Group, LLC | 5.00% | Add +31.3% | 380,689 | $10.6M |
| Capasso Planning Partners LLC | 4.16% | Add +10.6% | 373,084 | $10.4M |
| Matauro, LLC | 2.19% | — | 362,024 | $10.1M |
| Park Avenue Securities LLC | 0.10% | Reduce -0.1% | 361,643 | $10.1M |
| Salomon & Ludwin, LLC | 1.04% | Add +3.8% | 350,971 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.3% | 347,475 | $9.7M |
| Tsfg, LLC | 1.99% | Reduce -4.3% | 348,010 | $9.7M |
| Tilson Financial Group, Inc. | 3.77% | Add +5.5% | 331,355 | $9.2M |
| Retirement Planning Group, LLC | 0.44% | Reduce -3.7% | 316,496 | $8.8M |
| Equita Financial Network, Inc. | 3.18% | Add +7.2% | 315,515 | $8.8M |
| Impact Partnership Wealth, LLC | 1.71% | Reduce -25.8% | 303,727 | $8.5M |
| Eldridge Investment Advisors, Inc. | 1.96% | Add +14.6% | 301,975 | $8.4M |
| Abound Financial, LLC | 4.21% | — | 298,248 | $8.3M |
| Integrity Wealth Advisors, Inc. | 6.09% | — | 296,994 | $8.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -10.0% | 296,000 | $8.3M |
| Comerica Bank | 0.03% | Add +3.3% | 287,457 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -9.0% | 283,760 | $7.9M |
| Waterloo Capital, L.P. | 0.83% | Reduce -40.6% | 283,482 | $7.9M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Reduce -35.9% | 279,759 | $7.8M |
| IFG Advisory, LLC | 0.44% | Reduce -6.8% | 275,441 | $7.7M |
| Synergy Investment Management, LLC | 3.14% | — | 262,023 | $7.3M |
| 3EDGE Asset Management, LP | 0.44% | New | 257,357 | $7.2M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -4.5% | 245,127 | $6.8M |
| Berkshire Asset Management LLC | 0.31% | Add +69.7% | 233,269 | $6.5M |
| XML Financial, LLC | 0.59% | Add +1.6% | 232,336 | $6.5M |
| NewEdge Advisors, LLC | 0.04% | Reduce -18.6% | 232,326 | $6.5M |
| Key Financial Inc | 1.46% | Reduce -2.4% | 230,358 | $6.4M |
| Bonfire Financial | 5.55% | — | 219,921 | $6.1M |
| Auour Investments LLC | 2.09% | Add +4.1% | 212,704 | $6.0M |
| Vermillion & White Wealth Management Group, LLC | 4.34% | Add +2.5% | 211,166 | $5.9M |
"% 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.