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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions51$197.0M
Exits40$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
XML Financial, LLC 0.62% Reduce -0.7% 230,659 $6.6M
Auour Investments LLC 2.30% Add +3.3% 219,789 $6.3M
Higgins & Schmidt Wealth Strategies LLC 3.74% Add +6.0% 221,610 $6.3M
Good Life Advisors, LLC 0.44% Add +37.2% 217,932 $6.2M
Inspire Advisors, LLC 0.65% Add +12.5% 198,222 $5.7M
Clark Capital Management Group, Inc. 0.04% New 190,630 $5.4M
Onyx Bridge Wealth Group LLC 0.77% Add +172.1% 187,842 $5.4M
Synergy Investment Management, LLC 2.18% Reduce -30.3% 182,764 $5.2M
Synovus Financial Corp. 0.07% Add +13.9% 178,624 $5.1M
BlackRock, Inc. 0.00% Reduce -19.4% 156,533 $4.5M
Signet Financial Management, LLC 0.60% Reduce -7.6% 154,610 $4.4M
Climber Capital SA 3.42% New 173,532 $4.3M
Kestra Advisory Services, LLC 0.02% Add +12.3% 145,405 $4.2M
Jane Street Group, LLC 0.01% New 137,764 $3.9M
Bonfire Financial 3.63% Reduce -37.4% 137,640 $3.9M
Integrated Capital Management, Inc. 3.12% Add +0.5% 137,055 $3.9M
Financial Advocates Investment Management 0.28% Reduce -4.1% 136,988 $3.9M
ArborFi Advisors, LLC 3.89% Add +3.0% 136,913 $3.9M
Western Wealth Management, LLC 0.26% Add +7.2% 135,832 $3.9M
PNC Financial Services Group, Inc. 0.00% Add +0.6% 130,092 $3.7M
Advisor Resource Council 0.30% New 157,977 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -62.4% 130,815 $3.7M
Gateway Wealth Partners, LLC 0.82% Add +44.8% 127,488 $3.6M
Transamerica Financial Advisors, LLC 0.37% Reduce -26.2% 127,308 $3.6M
DAVENPORT & Co LLC 0.02% New 123,888 $3.5M
Integrated Wealth Concepts LLC 0.04% Reduce -50.1% 122,197 $3.5M
Cornerstone Wealth Management, LLC 0.24% Add +6.0% 121,847 $3.5M
HRT Financial LP 0.02% Add +1436.0% 120,716 $3.5M
Financial & Tax Architects, LLC 0.86% New 119,647 $3.4M
Gladstone Institutional Advisory LLC 0.16% Add +28.4% 118,156 $3.4M
Bailard, Inc. 0.09% Add +224.2% 115,565 $3.3M
Fisher Asset Management 0.00% Reduce -37.9% 111,985 $3.2M
Avant Financial Advisors LLC 2.88% Add +9.9% 111,027 $3.2M
Libra Wealth LLC 1.16% Reduce -1.8% 108,381 $3.1M
Janney Montgomery Scott LLC 0.01% Add +3.0% 105,567 $3.0M
JT Stratford LLC 0.53% Add +14.7% 103,996 $3.0M
NewEdge Advisors, LLC 0.02% Reduce -55.9% 102,441 $2.9M
Prime Capital Investment Advisors, LLC 0.03% Add +521.5% 98,107 $2.8M
Bank of Nova Scotia 0.01% New 96,564 $2.8M
MML Investors Services, LLC 0.01% Add +180.0% 95,689 $2.7M
St Germain D J Co. Inc. 0.12% Reduce -14.1% 92,645 $2.6M
Private Trust Co. NA 0.27% Add +2.2% 91,076 $2.6M
GTS Securities LLC 0.11% Add +593.7% 90,094 $2.6M
Garrett Wealth Advisory Group, LLC 0.56% Add +2.6% 87,282 $2.5M
Narus Financial Partners, LLC 0.81% Reduce -0.8% 83,692 $2.4M
Independent Financial Group, LLC 0.08% Reduce -4.2% 79,782 $2.3M
Waverly Advisors, LLC 0.03% Add +0.3% 78,646 $2.2M
Strategic Financial Partners, Ltd. 1.15% Add +1.7% 76,179 $2.2M
IFP Advisors, Inc 0.07% Add +14.0% 75,374 $2.2M
SFG Wealth Management, LLC. 1.05% New 75,270 $2.2M
Clarity Wealth Development LLC 2.40% Reduce -10.5% 74,424 $2.1M
Gerber Kawasaki Wealth & Investment Management 0.10% Add +1.7% 74,982 $2.1M
Arete Wealth Advisors, LLC 0.16% New 73,667 $2.1M
Hobart Private Capital, LLC 0.51% Add +116.7% 71,583 $2.0M
Atria Wealth Solutions, Inc. 0.02% Add +19.4% 67,526 $1.9M
Strategic Wealth Investment Group, LLC 3.28% Reduce -94.7% 65,969 $1.9M
Puff Wealth Management, LLC 3.13% Reduce -0.1% 62,023 $1.8M
O'shaughnessy Asset Management, LLC 0.01% New 61,392 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +17.9% 60,933 $1.7M
Farther Finance Advisors, LLC 0.04% Add +70.3% 60,851 $1.7M
Bank of New York Mellon Corp 0.00% Add +2.6% 58,369 $1.7M
Brown Financial Advisors 0.68% New 57,392 $1.6M
Costello Asset Management, INC 0.66% Reduce -12.0% 57,143 $1.6M
Cranbrook Wealth Management, LLC 0.38% Add +17.7% 56,937 $1.6M
Ritholtz Wealth Management 0.05% New 56,085 $1.6M
PSI Advisors, LLC 0.52% Add +3.4% 55,808 $1.6M
Stephens Inc. 0.02% Reduce -19.7% 55,717 $1.6M
Collaborative Wealth Managment Inc. 0.69% Add +3.2% 51,800 $1.5M
Hill Island Financial LLC 0.43% Reduce -7.5% 51,651 $1.5M
Beacon Bridge Wealth Partners, LLC 0.63% Add +76.0% 51,441 $1.5M
GenWealth Group, Inc. 0.32% Reduce -0.3% 50,662 $1.4M
Mgo One Seven LLC 0.05% Reduce -22.2% 48,137 $1.4M
Tidemark, LLC 0.50% Add +2.2% 47,803 $1.4M
Paladin Wealth, LLC 1.20% New 46,697 $1.3M
Jacobi Capital Management LLC 0.10% Add +8.0% 46,203 $1.3M
RKL Wealth Management LLC 0.12% Add +5.3% 44,903 $1.3M
Thompson Davis & Co., Inc. 1.00% Reduce -4.2% 44,518 $1.3M
Scotia Capital Inc. 0.01% Add +18.5% 44,184 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.0% 43,853 $1.3M
Hardin Capital Partners, LLC 0.75% Add +1.5% 42,797 $1.2M
Center For Asset Management LLC 0.74% Add +72.5% 42,591 $1.2M
Private Wealth Group, LLC 0.69% Add +1.9% 41,285 $1.2M
Waller Financial Planning Group, Inc. 0.33% Reduce -2.0% 40,664 $1.2M
Strategic Investment Advisors / MI 0.12% Reduce -3.1% 40,643 $1.2M
Vertex Planning Partners, LLC 0.25% Add +9.0% 39,469 $1.1M
GPS Wealth Strategies Group, LLC 0.15% Reduce -44.6% 39,238 $1.1M
Founders Grove Wealth Partners, LLC 0.31% Reduce -32.7% 39,015 $1.1M
Pathway Financial Advisors LLC 0.20% Reduce -1.5% 37,916 $1.1M
Insight Advisors, LLC/ PA 0.19% Add +23.1% 37,596 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +0.3% 37,054 $1.1M
Mosaic Financial Group, LLC 0.86% Add +11.2% 36,896 $1.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.7% 36,548 $1.0M
Golden State Wealth Management, LLC 0.15% Reduce -14.7% 35,447 $1.0M
Cercano Management LLC 0.03% New 35,199 $1.0M
Simplicity Wealth,LLC 0.08% Add +213.8% 34,162 $976K
Napatree Capital LLC 0.55% Reduce -13.6% 34,153 $976K
Ascent Group, LLC 0.04% Add +125.3% 32,411 $926K
Jones Financial Companies LLLP 0.00% Add +94.7% 31,568 $900K
Snowden Capital Advisors LLC 0.03% Add +3.3% 31,434 $898K
Opal Wealth Advisors, LLC 0.28% Reduce -28.3% 31,320 $895K
Lifeworks Advisors, LLC 0.14% No change 30,070 $859K
Perennial Investment Advisors, LLC 0.10% Add +11.6% 30,067 $859K
Compound Planning, Inc. 0.04% New 30,017 $858K
Parr McKnight Wealth Management Group, LLC 0.12% No change 29,802 $852K
Integrity Wealth Solutions LLC 0.46% New 29,707 $849K
Vontobel Holding Ltd. 0.00% Reduce -5.5% 29,343 $839K
Donald L. Hagan, LLC 0.41% Reduce -3.9% 27,487 $786K
VestGen Advisors, LLC 0.04% — 27,454 $785K
Creative Planning 0.00% Add +55.8% 27,270 $779K
Townsquare Capital LLC 0.01% Add +23.5% 26,729 $764K
Boyd Watterson Asset Management LLC 0.25% Reduce -0.4% 26,646 $762K
StoneX Group Inc. 0.04% Reduce -8.8% 26,400 $755K
Certus Wealth Management, LLC 0.51% Reduce -3.2% 26,478 $749K
Rockefeller Capital Management L.P. 0.00% Reduce -13.8% 26,186 $748K
Hilltop Partners LLC 0.25% Reduce -1.2% 25,741 $736K
Focus Partners Advisor Solutions, LLC 0.01% Add +0.2% 25,537 $730K
Mattson Financial Services, LLC 0.22% Add +66.6% 25,470 $728K
Citadel Advisors 0.00% Add +217.3% 25,216 $721K
Latitude Advisors, LLC 0.40% Reduce -14.7% 23,974 $685K
Flputnam Investment Management Co. 0.01% Reduce -22.5% 23,764 $679K
Independent Advisor Alliance 0.02% Reduce -98.4% 23,538 $673K
CogentBlue Wealth Advisors, LLC 0.59% No change 23,457 $670K
Sanctuary Advisors, LLC 0.00% Add +19.4% 22,881 $654K
Clarendon Private LLC 0.67% Add +46.5% 22,215 $635K
Csenge Advisory Group 0.04% New 21,945 $626K
Vantage Financial Partners, LLC 0.15% Reduce -27.1% 21,765 $622K
GWN Securities Inc. 0.03% New 21,604 $618K
Virtue Capital Management, LLC 0.07% Add +14.4% 21,099 $603K
Barnes Wealth Management Group, Inc 0.37% Reduce -3.0% 20,362 $582K
Clark Asset Management, LLC 0.10% Add +75.1% 20,165 $576K
Wealthcare Advisory Partners LLC 0.01% Add +7.1% 19,411 $555K
Objectivity Squared, LLC 0.46% Reduce -29.3% 19,395 $547K
Howard Bailey Securities, LLC 0.18% Reduce -17.5% 18,406 $526K
Boltwood Capital Management 0.16% No change 18,400 $526K
Modern Wealth Management, LLC 0.02% New 17,563 $502K
RFG Advisory, LLC 0.01% New 16,877 $482K
AQR Capital Management 0.00% Reduce -1.5% 16,742 $478K
Medallion Wealth Advisors, LLC 0.22% Add +42.5% 16,755 $478K
Cerity Partners LLC 0.00% Reduce -32.9% 16,707 $477K
Belpointe Asset Management LLC 0.02% New 16,495 $471K
Diversify Advisory Services, LLC 0.03% Add +1.8% 16,160 $465K
Coordinated Financial Services, Inc. 0.36% — 16,205 $463K
Root Financial Partners, LLC 0.05% Reduce -7.8% 16,170 $462K
Betterment LLC 0.00% Reduce -11.5% 16,068 $459K
Curi Capital, LLC 0.01% Reduce -0.6% 15,901 $454K
SMART Wealth LLC 0.15% Reduce -52.5% 14,848 $424K
Charter Oak Capital Management, LLC 0.04% New 14,757 $422K
Keel Point, LLC 0.03% Reduce -20.2% 14,649 $419K
Realta Investment Advisors 0.18% Add +39.6% 14,183 $405K
Nwam LLC 0.03% Reduce -52.3% 14,143 $404K
Americana Partners, LLC 0.02% Add +6.7% 13,949 $399K
Richardson Financial Services Inc. 0.30% Add +0.1% 13,899 $397K
Brookstone Capital Management 0.01% Reduce -0.1% 13,822 $395K
NorthRock Partners, LLC 0.01% Reduce -4.7% 13,183 $377K
Citigroup Inc. 0.00% No change 12,984 $371K
L.M. Kohn & Company 0.10% Add +0.5% 12,967 $371K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -11.9% 12,958 $370K
AE Wealth Management LLC 0.00% Add +19.4% 12,940 $370K
Heritage Financial Services, LLC 0.04% Reduce -37.5% 12,902 $369K
Signaturefd, LLC 0.01% Add +1687.6% 12,692 $363K
Rede Wealth, LLC 0.12% Reduce -5.9% 12,359 $353K
Cook Wealth, LLC 0.17% No change 12,256 $351K
IHT Wealth Management, LLC 0.01% Reduce -12.8% 12,012 $343K
Axxcess Wealth Management, LLC 0.01% Reduce -8.3% 11,927 $341K
Continuum Advisory, LLC 0.04% Add +1.5% 11,358 $325K
Capital Investment Advisors, LLC 0.01% Reduce -1.1% 11,343 $324K
Avantax Advisory Services, Inc. 0.00% Reduce -24.8% 11,321 $324K
Cobblestone Capital Advisors LLC 0.02% No change 11,225 $321K
Trustmark Bank Trust Department 0.02% Add +11.4% 11,070 $316K
City National Bank of Florida 0.28% No change 10,886 $311K
Napa Wealth Management 0.17% Reduce -60.3% 10,442 $298K
Victory Financial Group, LLC 0.06% New 10,307 $295K
Sovran Advisors, LLC 0.04% Add +16.8% 10,083 $288K
Brooklyn FI, LLC 0.09% No change 9,953 $284K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -27.1% 9,888 $283K
Seaside Wealth Management, Inc. 0.10% Add +11.1% 9,653 $276K
AlphaStar Capital Management, LLC 0.03% Reduce -1.6% 9,558 $273K
Brucke Financial, Inc. 0.24% Reduce -1.0% 9,434 $272K
Empirical Asset Management, LLC 0.09% Reduce -76.1% 9,378 $268K
Geneos Wealth Management Inc. 0.01% Reduce -5.6% 9,137 $261K
Focus Partners Wealth 0.00% Reduce -22.8% 8,965 $256K
Diversified Enterprises, LLC 0.02% Add +0.1% 8,943 $256K
TrueMark Investments, LLC 0.07% New 8,878 $254K
Capital CS Group, LLC 0.43% Add +4.9% 8,782 $251K
Cresset Asset Management, LLC 0.00% New 8,770 $251K
Austin Private Wealth, LLC 0.02% Add +10.0% 8,627 $247K
Advisory Services Network, LLC 0.00% Reduce -16.8% 8,250 $236K
Breed's Hill Capital LLC 0.13% No change 8,112 $232K
Allworth Financial LP 0.00% Add +9.8% 8,011 $229K
GW Henssler & Associates Ltd. 0.01% New 7,927 $227K
International Private Wealth Advisors LLC 0.21% Reduce -12.4% 7,581 $217K
ZEGA Investments, LLC 0.06% New 7,408 $212K
McAdam, LLC 0.01% Reduce -23.3% 7,274 $208K
Convergence Financial, LLC 0.04% New 7,205 $206K
Rwa Wealth Partners, LLC 0.00% New 7,109 $203K
GeoWealth Management, LLC 0.01% Add +70.6% 6,771 $194K
EverSource Wealth Advisors, LLC 0.01% Reduce -33.0% 5,633 $161K
Parvin Asset Management, LLC 0.17% No change 5,431 $155K
Coldstream Capital Management Inc. 0.00% New 5,300 $151K
Principal Securities, Inc. 0.00% No change 4,638 $129K
SBI Securities Co., Ltd. 0.00% Reduce -1.8% 4,253 $122K
Headlands Technologies LLC 0.01% Reduce -3.0% 4,128 $118K
Centennial Bank 0.06% Add +4.7% 4,098 $117K
FMR LLC 0.00% Add +156.1% 3,691 $105K
Blair William & Co. 0.00% Add +15.8% 3,545 $101K
Aptus Capital Advisors, LLC 0.00% Reduce -18.0% 3,156 $90K
Pineridge Advisors LLC 0.03% Add +0.6% 2,991 $85K
Capital Investment Advisory Services, LLC 0.01% New 2,991 $85K
Cape Investment Advisory, Inc. 0.03% Add +0.7% 2,912 $83K
LRI Investments, LLC 0.01% New 2,608 $75K
Your Advocates Ltd., LLP 0.03% No change 2,530 $72K
Private Wealth Asset Management, LLC 0.01% — 2,450 $70K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 2,361 $67K
Wayfinding Financial, LLC 0.03% New 2,294 $65K
CoreCap Advisors, LLC 0.00% Reduce -41.6% 2,191 $63K
Larson Financial Group LLC 0.00% Add +0.5% 2,152 $62K
Capital Analysts, LLC 0.00% New 2,095 $60K
Simplex Trading, LLC 0.00% Add +1868.1% 1,791 $51K
First Horizon Advisors, Inc. 0.00% Reduce -38.5% 1,730 $49K
Flaharty Asset Management, LLC 0.01% New 1,691 $48K
SIMA Wealth Partners, LLC 0.04% No change 1,683 $48K
Tortoise Investment Management, LLC 0.00% No change 1,615 $46K
Richard W. Paul & Associates, LLC 0.02% Reduce -1.1% 1,535 $44K
Blue Trust, Inc. 0.00% Add +8.0% 1,456 $42K
Parkside Financial Bank & Trust 0.00% New 1,356 $39K
CIBC Private Wealth Group LLC 0.00% New 1,302 $37K
Pinnacle Bancorp, Inc. 0.01% No change 969 $28K
Franklin Resources Inc. 0.00% No change 826 $24K
Vermillion & White Wealth Management Group, LLC 0.02% Reduce -99.6% 806 $23K
Ascentis Wealth Management, LLC 0.01% No change 668 $19K
Harbor Investment Advisory, LLC 0.00% Add +61.0% 631 $18K
Kathleen S. Wright Associates Inc. 0.01% No change 590 $17K
Webster Bank, N. A. 0.00% New 573 $16K
BankPlus Trust Department 0.01% No change 569 $16K
US Bancorp \de 0.00% Reduce -12.8% 532 $15K
Parallel Advisors, LLC 0.00% Reduce -92.8% 463 $13K
Hexagon Capital Partners LLC 0.00% Reduce -1.8% 448 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 344 $10K
Breakwater Investment Management 0.00% No change 335 $10K
Creative Financial Designs Inc. 0.00% Reduce -13.7% 328 $9K
Rossby Financial, LCC 0.00% New 325 $9K
MAI Capital Management 0.00% Reduce -54.1% 314 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 312 $9K
Harbour Investments, Inc. 0.00% No change 284 $8K
WASHINGTON TRUST Co 0.00% No change 250 $7K
1620 Investment Advisors, Inc. 0.01% No change 226 $6K
Stone House Investment Management, LLC 0.00% New 182 $5K
AlphaCore Capital LLC 0.00% New 175 $5K
Ancora Advisors LLC 0.00% Reduce -82.7% 149 $4K
Arax Advisory Partners 0.00% Reduce -33.6% 138 $4K
Transce3nd, LLC 0.00% Reduce -31.9% 130 $4K
Founders Financial Alliance, LLC 0.00% No change 113 $3K
WealthShield Partners, LLC 0.00% New 112 $3K
Compass Financial Services Inc 0.00% New 99 $3K
Glen Eagle Advisors, LLC 0.00% Reduce -33.3% 96 $3K
Spire Wealth Management 0.00% New 96 $3K
Eastern Bank 0.00% No change 90 $3K
Park Square Financial Group, LLC 0.00% Add +37.7% 84 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 68 $2K
PrairieView Partners, LLC 0.00% No change 59 $1K
Legacy Wealth Managment, LLC 0.00% No change 33 $944
Creekmur Asset Management LLC 0.00% No change 33 $943
Cornerstone Planning Group LLC 0.00% No change 32 $919
Darwin Wealth Management, LLC 0.00% No change 18 $501
Sound Income Strategies, LLC 0.00% No change 9 $270
Halbert Hargrove Global Advisors, LLC 0.00% No change 4 $115
BNP Paribas Financial Markets 0.00% New 2 $57

"% 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.