SS SPDR P Int Term TSY ETFSPTIETF

13F holders, Q2 2025 (June 30)
386holders +19
51new positions
32sold out
3famous investors
$28.77avg. 13F price*

At the end of Q2 2025, 386 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, up 19 from Q1 2025. 51 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($1.3B), Municipal Employees' Retirement System of Michigan ($1.0B) and Financial Engines Advisors L.L.C. ($1.0B). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 SERIES TRUST (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions51$390.9M
Exits32$60.7M

All 13F filers, Q1 2025 → Q2 2025: 49,723,766 shares bought and 17,468,979 shares sold, net +32,254,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 386 holders

LPL Financial LLC 0.42% Add +15.5% 44,173,644 $1.3B
Municipal Employees' Retirement System of Michigan 12.42% No change 35,861,653 $1.0B
Financial Engines Advisors L.L.C. 2.05% Reduce -0.3% 35,638,404 $1.0B
Bank of America Corp. 0.04% Add +164.5% 18,216,837 $524.1M
Mather Group, Llc. 3.18% Add +2.4% 10,349,392 $297.8M
Ameriprise Financial Inc. 0.06% Add +10.1% 8,544,393 $245.8M
Richard Bernstein Advisors LLC 5.86% New 8,248,164 $237.3M
State Street Corp. 0.01% Add +72.9% 5,724,495 $164.7M
GLOBALT Investments LLC / GA 6.27% Add +75.2% 5,687,092 $163.6M
Envestnet Asset Management Inc. 0.04% Add +49.8% 5,259,954 $151.3M
Merit Financial Group, LLC 1.63% Add +13.1% 5,089,319 $146.4M
Cwm, LLC 0.46% Add +46.3% 4,557,214 $131.1M
Evermay Wealth Management LLC 13.97% Add +3.1% 3,944,118 $113.5M
One Day In July LLC 9.66% Add +25.1% 3,708,202 $106.7M
Stephens Group Asset Management, LLC 6.10% Reduce -13.9% 2,948,570 $84.8M
Kingsview Wealth Management, LLC 1.34% Add +1.1% 2,750,028 $79.1M
Wells Fargo & Company 0.02% Reduce -15.9% 2,693,342 $77.5M
Assetmark, Inc. 0.17% Add +9.3% 2,485,576 $71.5M
Morgan Stanley 0.00% Add +16.8% 2,164,868 $62.3M
Compton Financial Group, LLC 14.88% Add +10.0% 1,988,240 $57.2M
Strategic Financial Concepts, LLC 8.05% New 1,988,240 $57.2M
Manning & Napier Advisors LLC 0.63% Add +12.7% 1,833,118 $52.7M
Stadion Money Management, LLC 4.10% New 1,740,550 $49.9M
Carnegie Investment Counsel 0.93% Add +19.7% 1,600,520 $46.0M
UBS Group AG 0.01% Reduce -62.2% 1,516,920 $43.6M
Vestmark Advisory Solutions, Inc. 0.60% Add +116.0% 1,450,318 $41.7M
Cetera Investment Advisers 0.07% Add +27.4% 1,427,377 $41.1M
O'Brien Wealth Partners LLC 6.32% Reduce -0.2% 1,399,196 $40.3M
HighTower Advisors, LLC 0.05% Add +1.2% 1,341,072 $38.6M
Goldman Sachs Group Inc. 0.01% Add +233.5% 1,312,136 $37.8M
Voisard Asset Management Group, Inc. 9.46% Add +8.3% 1,275,563 $36.7M
Portland Global Advisors LLC 4.32% Reduce -0.5% 1,274,693 $36.7M
Equitable Holdings, Inc. 0.30% Add +13.0% 1,251,220 $36.0M
Gradient Investments LLC 0.61% Add +0.2% 1,153,761 $33.2M
Sentinel Pension Advisors, LLC 5.57% Add +3.2% 1,151,015 $33.1M
Black Diamond Financial, LLC 4.91% Reduce -10.8% 1,099,975 $31.6M
Private Advisor Group, LLC 0.16% Reduce -43.6% 1,040,693 $29.9M
Bank of Montreal 0.02% Add +1.5% 1,037,558 $29.9M
Raymond James Financial Inc. 0.01% Reduce -7.5% 1,027,090 $29.5M
Stifel Financial Corp. 0.03% Add +14.0% 1,017,572 $29.3M
Wela Strategies, Inc. 11.34% Add +0.4% 999,059 $28.7M
Concord Asset Management, LLC 4.15% Add +5.7% 959,465 $27.6M
Concord Wealth Partners 4.02% Reduce -0.3% 959,465 $27.6M
Truist Financial Corp. 0.04% Add +19.2% 932,751 $26.8M
Great Valley Advisor Group, Inc. 0.57% Add +3.3% 899,660 $25.9M
Stratos Wealth Advisors, LLC 1.33% Add +4.9% 875,726 $25.2M
Leicht Financial Planning & Wealth Management, Inc. 11.89% Reduce -0.7% 869,787 $25.0M
Flagstone Financial Management 6.27% Add +7.0% 760,390 $21.9M
Osaic Holdings, Inc. 0.03% Add +37.3% 648,687 $18.6M
Royal Bank of Canada 0.00% Add +140.7% 635,600 $18.3M
Woodmont Investment Counsel LLC 1.20% Add +7.0% 630,079 $18.1M
Impact Partnership Wealth, LLC 3.25% Add +85.8% 613,111 $17.6M
Mariner, LLC 0.02% Reduce -4.4% 581,684 $16.7M
Willow Creek Wealth Management Inc. 1.49% Add +9.2% 577,473 $16.6M
Flagship Harbor Advisors, LLC 0.76% Reduce -43.2% 556,312 $16.0M
3EDGE Asset Management, LP 0.97% Reduce -9.6% 544,043 $15.6M
Hobbs Group Advisors, LLC 5.24% Reduce -10.0% 533,141 $15.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -4.6% 524,878 $15.0M
Melone Private Wealth, LLC 7.60% Add +1.0% 517,475 $14.9M
GM Advisory Group, LLC 0.71% Add +1.3% 499,114 $14.4M
S. R. Schill & Associates 10.30% Add +1.6% 485,875 $14.0M
OneDigital Investment Advisors LLC 0.15% Add +0.9% 479,859 $13.8M
Level Four Advisory Services, LLC 0.50% Add +0.5% 474,150 $13.6M
Arjuna Capital 3.59% Reduce -0.6% 473,352 $13.6M
Waterloo Capital, L.P. 1.04% Add +30.4% 448,306 $12.9M
Apriem Advisors 1.36% Add +0.6% 443,144 $12.7M
Commonwealth Equity Services, LLC 0.02% Add +33.3% 438,644 $12.6M
Tsfg, LLC 2.22% Add +13.0% 426,470 $12.3M
Certified Advisory Corp 1.27% Reduce -2.3% 425,056 $12.2M
Salomon & Ludwin, LLC 1.19% Add +8.2% 420,359 $12.0M
Astoria Portfolio Advisors LLC. 3.36% Reduce -33.0% 419,723 $12.0M
Madison Asset Management, LLC 0.12% New 395,287 $11.4M
Onyx Bridge Wealth Group LLC 1.49% Add +108.2% 391,127 $11.3M
Bank of Nova Scotia 0.02% Add +297.4% 383,755 $11.0M
Stratos Wealth Partners, LTD. 0.14% Add +875.4% 361,406 $10.4M
TPG Financial Advisors, LLC 4.07% Reduce -12.2% 353,875 $10.2M
Park Avenue Securities LLC 0.09% Reduce -5.6% 352,058 $10.1M
Tilson Financial Group, Inc. 3.76% Add +0.2% 346,588 $10.0M
Equita Financial Network, Inc. 3.96% Reduce -1.6% 346,072 $10.0M
Bridge Generations Wealth Management LLC 6.01% Add +3.4% 344,205 $9.9M
Capasso Planning Partners LLC 5.40% Reduce -15.6% 332,095 $9.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +12.7% 320,000 $9.2M
PSI Advisors, LLC 4.53% Add +466.7% 316,243 $9.1M
Matauro, LLC 1.70% Reduce -0.3% 315,237 $9.1M
PFG Advisors 0.42% Add +21.2% 313,152 $9.0M
Comerica Bank 0.03% Add +3.2% 309,967 $8.9M
Synergy Investment Management, LLC 5.13% Add +61.7% 295,489 $8.5M
Fourth Dimension Wealth, LLC 3.54% Add +13.3% 291,103 $8.4M
Eldridge Investment Advisors, Inc. 1.75% Add +24.3% 291,520 $8.4M
Good Life Advisors, LLC 0.52% Add +33.0% 289,839 $8.3M
Higgins & Schmidt Wealth Strategies LLC 4.55% Add +28.8% 285,468 $8.2M
Comprehensive Wealth Management, LLC 6.56% Reduce -56.9% 282,997 $8.1M
IFG Advisory, LLC 0.41% Add +1.9% 281,700 $8.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +15.2% 275,517 $7.9M
Strategic Financial Partners, Ltd. 3.63% Add +256.4% 271,504 $7.8M
Berkshire Asset Management LLC 0.35% Reduce -0.1% 269,727 $7.8M
Abound Financial, LLC 3.41% Reduce -2.8% 269,473 $7.8M
Integrity Wealth Advisors, Inc. 5.24% Reduce -6.3% 260,571 $7.5M
Spectrum Wealth Advisory Group, LLC 3.38% Reduce -33.0% 252,251 $7.3M
Retirement Planning Group, LLC 0.31% Reduce -18.0% 249,265 $7.2M

"% 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.

Show all 386 holders