SS SPDR P Int Term TSY ETFSPTIETF
13F holders, Q1 2025 (March 31)367holders +7
51new positions
40sold out
3famous investors
$28.57avg. 13F price*
At the end of Q1 2025, 367 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, up 7 from Q4 2024. 51 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($1.1B), Municipal Employees' Retirement System of Michigan ($1.0B) and Financial Engines Advisors L.L.C. ($1.0B). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P Int Term TSY ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $197.0M |
| Exits | 40 | $36.6M |
All 13F filers, Q4 2024 → Q1 2025: 32,638,749 shares bought and 12,066,934 shares sold, net +20,571,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 367 holders
| LPL Financial LLC | 0.43% | Reduce -0.4% | 38,247,130 | $1.1B |
| Municipal Employees' Retirement System of Michigan | 12.98% | Add +35.7% | 35,861,653 | $1.0B |
| Financial Engines Advisors L.L.C. | 2.19% | Add +1.3% | 35,763,240 | $1.0B |
| Mather Group, Llc. | 3.34% | Add +15.8% | 10,103,795 | $288.8M |
| Ameriprise Financial Inc. | 0.06% | Add +2.8% | 7,763,364 | $222.0M |
| Bank of America Corp. | 0.02% | Add +105.3% | 6,888,217 | $196.9M |
| Merit Financial Group, LLC | 1.93% | Reduce -0.4% | 4,499,400 | $128.6M |
| UBS Group AG | 0.03% | Reduce -9.2% | 4,015,562 | $114.8M |
| Evermay Wealth Management LLC | 14.36% | Add +245.2% | 3,826,162 | $109.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.6% | 3,511,216 | $100.4M |
| Stephens Group Asset Management, LLC | 7.90% | Add +19.1% | 3,425,516 | $97.9M |
| State Street Corp. | 0.00% | Reduce -35.9% | 3,311,672 | $94.6M |
| GLOBALT Investments LLC / GA | 3.79% | Reduce -2.0% | 3,246,154 | $92.8M |
| Wells Fargo & Company | 0.02% | Add +6.6% | 3,203,268 | $91.5M |
| Cwm, LLC | 0.36% | Reduce -2.2% | 3,115,011 | $89.0M |
| One Day In July LLC | 8.48% | Add +13.2% | 2,964,171 | $84.7M |
| Kingsview Wealth Management, LLC | 1.47% | Reduce -5.6% | 2,721,082 | $77.8M |
| CW Advisors, LLC | 0.88% | Reduce -12.7% | 2,572,797 | $73.5M |
| Assetmark, Inc. | 0.18% | Add +5.3% | 2,274,100 | $65.0M |
| CX Institutional | 2.20% | Reduce -6.5% | 2,043,626 | $58.4M |
| Morgan Stanley | 0.00% | Add +44.1% | 1,854,280 | $53.0M |
| Private Advisor Group, LLC | 0.32% | Add +2.2% | 1,844,753 | $52.7M |
| Compton Financial Group, LLC | 14.88% | New | 1,807,727 | $51.7M |
| Manning & Napier Advisors LLC | 0.57% | Reduce -1.0% | 1,626,727 | $46.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.59% | Reduce -15.1% | 1,471,330 | $42.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 1,437,430 | $41.1M |
| O'Brien Wealth Partners LLC | 7.46% | Reduce -0.1% | 1,402,556 | $40.1M |
| Carnegie Investment Counsel | 0.91% | New | 1,337,412 | $38.2M |
| HighTower Advisors, LLC | 0.05% | Add +2.9% | 1,325,087 | $37.9M |
| Portland Global Advisors LLC | 4.61% | Add +5.0% | 1,281,396 | $36.6M |
| Black Diamond Financial, LLC | 5.29% | Add +6.0% | 1,232,759 | $35.2M |
| Voisard Asset Management Group, Inc. | 9.84% | Add +51.9% | 1,177,569 | $33.7M |
| Gradient Investments LLC | 0.66% | Add +8179.6% | 1,151,200 | $32.9M |
| Cetera Investment Advisers | 0.06% | Add +9.6% | 1,120,368 | $32.0M |
| Sentinel Pension Advisors, LLC | 5.87% | Reduce -6.8% | 1,115,283 | $31.9M |
| Raymond James Financial Inc. | 0.01% | Add +34.5% | 1,109,918 | $31.7M |
| Equitable Holdings, Inc. | 0.30% | Add +11.3% | 1,106,860 | $31.6M |
| Bank of Montreal | 0.02% | Add +2.1% | 1,022,384 | $29.2M |
| Wela Strategies, Inc. | 12.01% | Add +2.6% | 995,344 | $28.4M |
| Donoghue Forlines LLC | 8.95% | New | 988,393 | $28.2M |
| Flagship Harbor Advisors, LLC | 1.47% | Add +97.3% | 978,694 | $28.0M |
| Concord Wealth Partners | 4.51% | Reduce -15.8% | 961,933 | $27.5M |
| Concord Asset Management, LLC | 5.69% | Reduce -20.4% | 907,812 | $25.8M |
| Stifel Financial Corp. | 0.03% | Add +0.3% | 892,268 | $25.5M |
| Leicht Financial Planning & Wealth Management, Inc. | 13.10% | Add +5.2% | 876,252 | $25.0M |
| Great Valley Advisor Group, Inc. | 0.54% | Add +5.5% | 870,817 | $24.9M |
| Stratos Wealth Advisors, LLC | 1.31% | Add +29.6% | 834,673 | $23.9M |
| Truist Financial Corp. | 0.04% | Add +4.0% | 782,334 | $22.4M |
| Flagstone Financial Management | 6.54% | Add +5.0% | 710,537 | $20.3M |
| Vestmark Advisory Solutions, Inc. | 0.49% | Add +140.0% | 671,334 | $19.2M |
| Comprehensive Wealth Management, LLC | 13.06% | Reduce -5.1% | 656,736 | $18.8M |
| Astoria Portfolio Advisors LLC. | 6.07% | Add +18.1% | 626,093 | $17.8M |
| Mariner, LLC | 0.03% | Add +16.5% | 608,726 | $17.4M |
| 3EDGE Asset Management, LP | 1.17% | Add +133.8% | 601,779 | $17.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +2.5% | 595,022 | $17.0M |
| Hobbs Group Advisors, LLC | 6.44% | Reduce -3.9% | 592,625 | $16.9M |
| Woodmont Investment Counsel LLC | 1.22% | Add +21.4% | 588,764 | $16.8M |
| Collier Financial | 13.75% | New | 565,996 | $16.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -15.7% | 550,254 | $15.7M |
| Willow Creek Wealth Management Inc. | 1.47% | Add +5.4% | 528,896 | $15.1M |
| Melone Private Wealth, LLC | 7.66% | Add +2.7% | 512,444 | $14.6M |
| US Financial Advisors, LLC | 4.18% | Add +6.2% | 494,894 | $14.1M |
| GM Advisory Group, LLC | 0.76% | Add +9.2% | 492,703 | $14.1M |
| S. R. Schill & Associates | 10.90% | Add +5.6% | 478,094 | $13.7M |
| Arjuna Capital | 3.77% | Add +14.1% | 476,043 | $13.6M |
| OneDigital Investment Advisors LLC | 0.16% | Add +3.9% | 475,495 | $13.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -34.5% | 472,552 | $13.5M |
| Level Four Advisory Services, LLC | 0.55% | Add +5.1% | 471,893 | $13.5M |
| Apriem Advisors | 1.47% | Add +2.6% | 440,416 | $12.6M |
| Certified Advisory Corp | 1.41% | Reduce -9.3% | 435,234 | $12.4M |
| TPG Financial Advisors, LLC | 5.09% | Reduce -27.7% | 403,208 | $11.5M |
| Capasso Planning Partners LLC | 4.71% | Add +5.5% | 393,477 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.6% | 393,472 | $11.2M |
| Leslie Global Wealth, LLC | 5.45% | Reduce -2.1% | 391,533 | $11.2M |
| Salomon & Ludwin, LLC | 1.18% | Add +10.7% | 388,476 | $11.1M |
| Tsfg, LLC | 2.21% | Add +8.4% | 377,413 | $10.8M |
| Spectrum Wealth Advisory Group, LLC | 5.17% | Reduce -1.1% | 376,673 | $10.8M |
| Park Avenue Securities LLC | 0.13% | Add +3.1% | 372,822 | $10.7M |
| Equita Financial Network, Inc. | 3.51% | Add +11.5% | 351,721 | $10.1M |
| Tilson Financial Group, Inc. | 3.91% | Add +4.4% | 345,912 | $9.9M |
| Waterloo Capital, L.P. | 0.91% | Add +21.3% | 343,914 | $9.8M |
| Bridge Generations Wealth Management LLC | 5.98% | New | 333,042 | $9.5M |
| Impact Partnership Wealth, LLC | 2.01% | Add +8.6% | 329,952 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +56.0% | 329,188 | $9.4M |
| Matauro, LLC | 1.84% | Reduce -12.7% | 316,150 | $9.0M |
| Retirement Planning Group, LLC | 0.41% | Reduce -3.9% | 304,138 | $8.7M |
| Comerica Bank | 0.04% | Add +4.5% | 300,238 | $8.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -4.0% | 284,000 | $8.1M |
| Trilogy Capital Inc. | 0.42% | Reduce -42.1% | 280,247 | $8.0M |
| Integrity Wealth Advisors, Inc. | 5.82% | Reduce -6.4% | 277,929 | $7.9M |
| Abound Financial, LLC | 4.01% | Reduce -7.0% | 277,233 | $7.9M |
| IFG Advisory, LLC | 0.44% | Add +0.4% | 276,476 | $7.9M |
| Berkshire Asset Management LLC | 0.37% | Add +15.8% | 270,135 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 264,109 | $7.5M |
| PFG Advisors | 0.41% | New | 258,336 | $7.4M |
| Fourth Dimension Wealth, LLC | 3.55% | Add +43.2% | 257,035 | $7.3M |
| Key Financial Inc | 1.49% | Add +4.0% | 239,598 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +16.7% | 239,198 | $6.8M |
| Eldridge Investment Advisors, Inc. | 1.54% | Reduce -22.3% | 234,575 | $6.7M |
| Planwiser Financial, LLC | 6.02% | — | 232,655 | $6.6M |
"% 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.