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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions33$136.5M
Exits32$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
Commonwealth Equity Services, LLC 0.01% Add +15.0% 210,973 $5.9M
Higgins & Schmidt Wealth Strategies LLC 3.63% New 208,970 $5.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +28.9% 204,906 $5.7M
Susquehanna International Group, LLP 0.01% New 200,883 $5.6M
BlackRock, Inc. 0.00% Reduce -54.5% 194,163 $5.4M
Fisher Asset Management 0.00% Add +405.6% 180,298 $5.0M
Fourth Dimension Wealth, LLC 2.61% — 179,476 $5.0M
Inspire Advisors, LLC 0.60% Add +5.2% 176,224 $4.9M
Transamerica Financial Advisors, LLC 0.48% Reduce -3.1% 172,418 $4.8M
Visionary Wealth Advisors 0.28% Reduce -9.5% 168,608 $4.7M
Signet Financial Management, LLC 0.60% Add +4.1% 167,380 $4.7M
Good Life Advisors, LLC 0.32% Add +203.9% 158,888 $4.4M
Synovus Financial Corp. 0.06% Reduce -35.4% 156,810 $4.4M
Global Retirement Partners, LLC 0.12% Add +6.6% 146,762 $4.1M
Financial Advocates Investment Management 0.23% Add +11.3% 142,857 $4.0M
Integrated Capital Management, Inc. 3.00% Reduce -0.6% 136,341 $3.8M
ArborFi Advisors, LLC 3.72% — 132,862 $3.7M
Kestra Advisory Services, LLC 0.02% Add +4.3% 129,420 $3.6M
PNC Financial Services Group, Inc. 0.00% Reduce -5.5% 129,286 $3.6M
Western Wealth Management, LLC 0.19% Add +26.1% 126,746 $3.5M
Cornerstone Wealth Management, LLC 0.22% Add +21.9% 114,947 $3.2M
Libra Wealth LLC 1.20% Reduce -0.2% 110,346 $3.1M
St Germain D J Co. Inc. 0.14% Reduce -11.8% 107,832 $3.0M
Janney Montgomery Scott LLC 0.01% New 102,525 $2.9M
Avant Financial Advisors LLC 2.59% — 101,035 $2.8M
Gladstone Institutional Advisory LLC 0.12% Add +16.6% 92,050 $2.6M
JT Stratford LLC 0.42% Reduce -0.7% 90,661 $2.5M
Eight 31 Financial, LLC 1.90% No change 90,015 $2.5M
Private Trust Co. NA 0.26% Add +1.6% 89,142 $2.5M
Gateway Wealth Partners, LLC 0.64% Add +36.3% 88,054 $2.5M
Garrett Wealth Advisory Group, LLC 0.54% Add +8.6% 85,039 $2.4M
Narus Financial Partners, LLC 0.80% Reduce -16.4% 84,362 $2.4M
Clarity Wealth Development LLC 2.53% — 83,170 $2.3M
Independent Financial Group, LLC 0.08% Add +24.6% 83,304 $2.3M
Waverly Advisors, LLC 0.03% Add +15.4% 78,373 $2.2M
Strategic Financial Partners, Ltd. 1.07% Reduce -9.9% 74,910 $2.1M
Gerber Kawasaki Wealth & Investment Management 0.09% Reduce -2.9% 73,758 $2.1M
GPS Wealth Strategies Group, LLC 0.25% Reduce -4.8% 70,849 $2.0M
Stephens Inc. 0.03% Add +0.6% 69,390 $1.9M
Onyx Bridge Wealth Group LLC 0.28% Add +5.7% 69,044 $1.9M
IFP Advisors, Inc 0.06% Add +1.9% 66,136 $1.8M
Costello Asset Management, INC 1.20% Reduce -8.9% 64,966 $1.8M
Cambridge Associates LLC /Ma/ 0.06% No change 64,010 $1.8M
Puff Wealth Management, LLC 3.02% — 62,075 $1.7M
Mgo One Seven LLC 0.07% Reduce -10.7% 61,866 $1.7M
Founders Grove Wealth Partners, LLC 0.47% — 57,974 $1.6M
Bank of New York Mellon Corp 0.00% Add +8.0% 56,865 $1.6M
Atria Wealth Solutions, Inc. 0.02% Add +50.5% 56,544 $1.6M
Hill Island Financial LLC 0.45% Add +4.7% 55,818 $1.6M
PSI Advisors, LLC 0.45% Reduce -1.3% 53,956 $1.5M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.5% 51,659 $1.4M
GenWealth Group, Inc. 0.32% Reduce -22.2% 50,805 $1.4M
HTLF Bank 0.16% Reduce -4.0% 50,762 $1.4M
Collaborative Wealth Managment Inc. 0.64% Add +11.1% 50,205 $1.4M
Cranbrook Wealth Management, LLC 0.31% Add +18.4% 48,379 $1.3M
OmniStar Financial Group, Inc. 1.05% Add +0.5% 46,889 $1.3M
Tidemark, LLC 0.50% Reduce -2.0% 46,771 $1.3M
Thompson Davis & Co., Inc. 0.83% Reduce -23.1% 46,482 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -56.5% 45,189 $1.3M
Opal Wealth Advisors, LLC 0.37% New 43,666 $1.2M
Jacobi Capital Management LLC 0.09% Add +15.3% 42,800 $1.2M
RKL Wealth Management LLC 0.11% Add +386.6% 42,636 $1.2M
Hardin Capital Partners, LLC 0.71% Add +9.2% 42,160 $1.2M
Strategic Investment Advisors / MI 0.12% Add +36.1% 41,963 $1.2M
Golden State Wealth Management, LLC 0.17% — 41,534 $1.2M
Waller Financial Planning Group, Inc. 0.29% Add +1.6% 41,495 $1.2M
Private Wealth Group, LLC 0.55% Reduce -5.4% 40,514 $1.1M
Journey Strategic Wealth LLC 0.04% Reduce -57.6% 40,033 $1.1M
NorthCoast Asset Management LLC 0.01% Reduce -15.0% 39,580 $1.1M
Napatree Capital LLC 0.65% Reduce -13.2% 39,507 $1.1M
Pathway Financial Advisors LLC 0.25% Reduce -5.3% 38,483 $1.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.7% 38,367 $1.1M
Jump Financial, LLC 0.02% Reduce -38.3% 38,319 $1.1M
Scotia Capital Inc. 0.01% Add +2.7% 37,280 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +73.1% 36,956 $1.0M
Vertex Planning Partners, LLC 0.22% Add +3.8% 36,222 $1.0M
Farther Finance Advisors, LLC 0.04% Add +5.3% 35,742 $996K
Bailard, Inc. 0.03% Reduce -78.2% 35,650 $994K
Hanseatic Management Services Inc. 1.26% Reduce -6.9% 35,457 $989K
MML Investors Services, LLC 0.00% Add +19.0% 34,175 $953K
Mosaic Financial Group, LLC 0.66% Add +43.1% 33,182 $925K
Hobart Private Capital, LLC 0.23% Add +1.2% 33,034 $921K
SMART Wealth LLC 0.31% Reduce -68.1% 31,293 $872K
Vontobel Holding Ltd. 0.00% Add +5.9% 31,048 $866K
Flputnam Investment Management Co. 0.02% No change 30,674 $855K
Insight Advisors, LLC/ PA 0.15% Add +2.1% 30,532 $852K
Snowden Capital Advisors LLC 0.03% Add +0.2% 30,436 $849K
Lifeworks Advisors, LLC 0.15% Reduce -0.9% 30,070 $838K
Vantage Financial Partners, LLC 0.21% Reduce -26.4% 29,848 $832K
Parr McKnight Wealth Management Group, LLC 0.12% — 29,802 $831K
Nwam LLC 0.05% Reduce -27.3% 29,625 $826K
Beacon Bridge Wealth Partners, LLC 0.35% Reduce -65.6% 29,222 $815K
StoneX Group Inc. 0.04% New 28,953 $807K
Donald L. Hagan, LLC 0.41% Add +9.9% 28,587 $797K
Latitude Advisors, LLC 0.44% Reduce -22.9% 28,108 $784K
Certus Wealth Management, LLC 0.51% Add +6.9% 27,361 $766K
Objectivity Squared, LLC 0.53% Add +33.6% 27,416 $759K
Perennial Investment Advisors, LLC 0.09% Reduce -9.2% 26,942 $751K
Boyd Watterson Asset Management LLC 0.21% Reduce -6.2% 26,742 $746K
Rockefeller Capital Management L.P. 0.00% Add +26.9% 30,385 $740K
Napa Wealth Management 0.32% Reduce -60.6% 26,331 $734K
Symphony Financial, Ltd. Co. 0.11% New 25,998 $727K
Hilltop Partners LLC 0.25% Reduce -1.7% 26,049 $726K
D.A. Davidson & Co. 0.01% New 25,738 $718K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -0.5% 25,492 $711K
Vise Technologies, Inc. 0.06% Add +5.0% 25,218 $703K
Cerity Partners LLC 0.00% Add +50.5% 24,887 $694K
Center For Asset Management LLC 0.45% Add +6.6% 24,688 $688K
Tower Research Capital LLC (TRC) 0.01% New 24,327 $678K
CogentBlue Wealth Advisors, LLC 0.58% — 23,457 $654K
Howard Bailey Securities, LLC 0.23% Reduce -2.7% 22,302 $622K
Townsquare Capital LLC 0.01% Reduce -23.6% 21,639 $603K
Hibernia Wealth Partners, LLC 0.45% Reduce -45.2% 21,305 $594K
Barnes Wealth Management Group, Inc 0.39% — 20,984 $585K
Heritage Financial Services, LLC 0.08% Reduce -3.1% 20,656 $576K
Sanctuary Advisors, LLC 0.00% Reduce -4.9% 19,172 $538K
Virtue Capital Management, LLC 0.10% Reduce -4.9% 18,438 $514K
Boltwood Capital Management 0.16% No change 18,400 $513K
Keel Point, LLC 0.04% Reduce -23.1% 18,351 $512K
Betterment LLC 0.00% Reduce -24.8% 18,155 $506K
Wealthcare Advisory Partners LLC 0.01% Add +2.2% 18,126 $505K
Root Financial Partners, LLC 0.06% Add +6.9% 17,547 $489K
Creative Planning 0.00% Add +72.4% 17,508 $488K
AQR Capital Management 0.00% Add +8.0% 16,999 $474K
Coordinated Financial Services, Inc. 0.38% — 16,988 $474K
Jones Financial Companies LLLP 0.00% Add +36.2% 16,213 $452K
Curi Capital, LLC 0.01% Add +12.3% 15,994 $446K
Mattson Financial Services, LLC 0.14% Reduce -5.5% 15,289 $444K
Prime Capital Investment Advisors, LLC 0.01% Reduce -12.5% 15,786 $440K
Diversify Advisory Services, LLC 0.02% Reduce -5.1% 15,881 $439K
Clarendon Private LLC 0.44% — 15,163 $423K
Avantax Advisory Services, Inc. 0.00% Add +23.8% 15,055 $420K
Moisand Fitzgerald Tamayo, LLC 0.06% Reduce -30.6% 14,705 $410K
Ascent Group, LLC 0.03% Add +22.5% 14,385 $401K
Gradient Investments LLC 0.01% Reduce -98.2% 13,904 $388K
Richardson Financial Services Inc. 0.27% Reduce -8.5% 13,886 $388K
Brookstone Capital Management 0.01% Reduce -1.9% 13,834 $386K
NorthRock Partners, LLC 0.01% Reduce -50.6% 13,833 $386K
IHT Wealth Management, LLC 0.01% Reduce -95.1% 13,777 $384K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 13,554 $378K
Rede Wealth, LLC 0.14% Reduce -33.5% 13,133 $366K
Americana Partners, LLC 0.01% Reduce -14.1% 13,074 $365K
Axxcess Wealth Management, LLC 0.01% Reduce -0.9% 13,008 $363K
GTS Securities LLC 0.02% Reduce -6.9% 12,988 $362K
Citigroup Inc. 0.00% Reduce -2.6% 12,984 $362K
L.M. Kohn & Company 0.09% Reduce -76.8% 12,901 $360K
Cook Wealth, LLC 0.16% No change 12,256 $342K
McKinley Carter Wealth Services, Inc. 0.02% Add +5.1% 12,152 $339K
Medallion Wealth Advisors, LLC 0.17% — 11,755 $333K
Focus Partners Wealth 0.00% New 11,606 $324K
Clark Asset Management, LLC 0.06% Add +14.6% 11,519 $321K
Capital Investment Advisors, LLC 0.01% Reduce -6.6% 11,472 $320K
Cobblestone Capital Advisors LLC 0.02% New 11,225 $313K
Continuum Advisory, LLC 0.04% Reduce -20.0% 11,188 $312K
City National Bank of Florida 0.28% — 10,886 $304K
Simplicity Wealth,LLC 0.06% Reduce -66.6% 10,886 $304K
AE Wealth Management LLC 0.00% Reduce -4.7% 10,835 $302K
Empirical Asset Management, LLC 0.10% Reduce -1.3% 39,174 $290K
Realta Investment Advisors 0.12% New 10,160 $283K
Brooklyn FI, LLC 0.09% Add +7.1% 9,953 $277K
Trustmark Bank Trust Department 0.02% Add +38.8% 9,936 $277K
Advisory Services Network, LLC 0.01% Reduce -88.3% 9,911 $276K
AlphaStar Capital Management, LLC 0.03% Add +4.8% 9,716 $271K
Geneos Wealth Management Inc. 0.01% Add +13.0% 9,677 $270K
Brucke Financial, Inc. 0.23% — 9,527 $267K
McAdam, LLC 0.01% Reduce -10.4% 9,487 $264K
Aveo Capital Partners, LLC 0.03% Add +8.0% 9,486 $264K
RMR Wealth Builders 0.03% New 9,126 $254K
Diversified Enterprises, LLC 0.02% Add +10.3% 8,933 $249K
Tennessee Valley Asset Management Partners 0.04% New 8,692 $242K
Seaside Wealth Management, Inc. 0.09% Reduce -0.5% 8,689 $242K
International Private Wealth Advisors LLC 0.24% No change 8,658 $241K
Sovran Advisors, LLC 0.03% — 8,631 $239K
EverSource Wealth Advisors, LLC 0.01% Add +59.1% 8,411 $234K
Capital CS Group, LLC 0.31% Add +6.8% 8,375 $233K
4WEALTH Advisors, Inc. 0.24% — 8,347 $233K
Breed's Hill Capital LLC 0.12% Reduce -30.5% 8,112 $226K
Citadel Advisors 0.00% Reduce -92.2% 7,947 $222K
HRT Financial LP 0.00% New 7,859 $219K
Austin Private Wealth, LLC 0.02% Add +1.5% 7,844 $219K
WBH Advisory Inc. 0.02% Reduce -7.3% 7,497 $209K
Allworth Financial LP 0.00% Add +5.8% 7,296 $204K
Corient Private Wealth LP 0.00% New 7,253 $202K
Uptown Financial Advisors LLC 0.22% — 7,249 $202K
Parallel Advisors, LLC 0.00% Add +2391.9% 6,479 $181K
Householder Group Estate & Retirement Specialist, LLC 0.13% Reduce -83.9% 6,359 $177K
Parvin Asset Management, LLC 0.16% — 5,431 $151K
Principal Securities, Inc. 0.00% Reduce -34.4% 4,638 $129K
SBI Securities Co., Ltd. 0.00% — 4,330 $121K
Headlands Technologies LLC 0.01% New 4,258 $119K
GeoWealth Management, LLC 0.00% Reduce -11.8% 3,968 $111K
Centennial Bank 0.05% Add +188.3% 3,915 $109K
Aptus Capital Advisors, LLC 0.00% Reduce -37.6% 3,848 $107K
CoreCap Advisors, LLC 0.00% Reduce -5.7% 3,754 $105K
Ransom Advisory, Ltd 0.04% No change 3,500 $98K
Blair William & Co. 0.00% Add +83.5% 3,061 $85K
Pineridge Advisors LLC 0.03% Add +1.3% 2,972 $83K
Cape Investment Advisory, Inc. 0.03% Add +66.2% 2,891 $81K
First Horizon Advisors, Inc. 0.00% Reduce -0.5% 2,813 $78K
Your Advocates Ltd., LLP 0.03% Reduce -47.1% 2,530 $71K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -2.7% 2,361 $66K
Larson Financial Group LLC 0.00% Add +1.0% 2,141 $60K
Transcendent Capital Group LLC 0.03% Reduce -62.4% 1,976 $55K
Castleview Partners, LLC 0.03% Add +9.1% 1,792 $50K
SIMA Wealth Partners, LLC 0.04% Add +38.9% 1,683 $47K
Caitlin John, LLC 0.03% No change 1,622 $45K
Tortoise Investment Management, LLC 0.00% No change 1,615 $45K
Richard W. Paul & Associates, LLC 0.02% Reduce -1.5% 1,552 $43K
FMR LLC 0.00% Reduce -85.0% 1,441 $40K
Coppell Advisory Solutions LLC 0.01% No change 1,418 $40K
Blue Trust, Inc. 0.00% Add +364.8% 1,348 $38K
SouthState Bank Corp 0.00% New 1,241 $35K
Concourse Financial Group Securities, Inc. 0.00% Add +114.4% 1,207 $34K
Minot DeBlois Advisors LLC 0.03% — 1,056 $29K
Pinnacle Bancorp, Inc. 0.01% No change 969 $27K
Ancora Advisors LLC 0.00% Add +477.2% 860 $24K
Franklin Resources Inc. 0.00% No change 826 $23K
Decker Retirement Planning Inc. 0.01% — 761 $21K
Van Hulzen Asset Management, LLC 0.00% New 717 $20K
Signaturefd, LLC 0.00% No change 710 $20K
MAI Capital Management 0.00% New 684 $19K
Ascentis Wealth Management, LLC 0.01% Reduce -21.5% 668 $19K
US Bancorp \de 0.00% Reduce -46.0% 610 $17K
Kathleen S. Wright Associates Inc. 0.01% No change 590 $16K
BankPlus Trust Department 0.01% — 569 $16K
Hexagon Capital Partners LLC 0.00% Add +14.0% 456 $13K
Harbor Investment Advisory, LLC 0.00% No change 392 $11K
Creative Financial Designs Inc. 0.00% Reduce -90.7% 380 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 344 $10K
Breakwater Investment Management 0.00% New 335 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 312 $9K
Harbour Investments, Inc. 0.00% Reduce -1.1% 284 $8K
Avior Wealth Management, LLC 0.00% No change 273 $8K
WASHINGTON TRUST Co 0.00% No change 250 $7K
1620 Investment Advisors, Inc. 0.00% No change 226 $6K
Compass Planning Associates Inc 0.01% — 213 $6K
Arax Advisory Partners 0.00% Add +50.7% 208 $6K
2UniFi Bank 0.00% — 199 $6K
Transce3nd, LLC 0.00% — 191 $5K
Glen Eagle Advisors, LLC 0.00% Reduce -58.1% 144 $4K
Synergy Asset Management, LLC 0.00% New 123 $4K
Founders Financial Alliance, LLC 0.00% No change 113 $3K
New Millennium Group LLC 0.00% New 102 $3K
Raleigh Capital Management Inc. 0.00% Add +2.2% 92 $3K
Mainstream Capital Management LLC 0.00% New 90 $3K
Eastern Bank 0.00% No change 90 $3K
Quest 10 Wealth Builders, Inc. 0.00% — 81 $2K
Simplex Trading, LLC 0.00% New 91 $2K
Murphy & Mullick Capital Management Corp 0.00% — 68 $2K
Park Square Financial Group, LLC 0.00% — 61 $2K
PrairieView Partners, LLC 0.00% No change 59 $1K
Legacy Investment Solutions, LLC 0.00% Add +50.0% 33 $925
Legacy Wealth Managment, LLC 0.00% Add +50.0% 33 $925
Creekmur Asset Management LLC 0.00% No change 33 $920
Cornerstone Planning Group LLC 0.00% No change 32 $897
GoalVest Advisory LLC 0.00% New 32 $892
Darwin Wealth Management, LLC 0.00% No change 18 $501
Sound Income Strategies, LLC 0.00% Reduce -96.2% 9 $264
Halbert Hargrove Global Advisors, LLC 0.00% New 4 $112
Kestra Investment Management, LLC 0.00% New 1 $27

"% 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.