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
XML Financial, LLC 0.60% Add +4.7% 241,504 $6.9M
Inspire Advisors, LLC 0.71% Add +19.2% 236,310 $6.8M
Key Financial Inc 1.35% Reduce -2.9% 232,670 $6.7M
Auour Investments LLC 2.22% Add +2.1% 224,407 $6.5M
Signet Financial Management, LLC 0.80% Add +43.0% 221,055 $6.4M
Creative Planning 0.01% Add +706.3% 219,882 $6.3M
Synovus Financial Corp. 0.07% Add +17.7% 210,233 $6.0M
AlphaQuest LLC 0.58% New 203,962 $5.9M
Integrated Wealth Concepts LLC 0.06% Add +65.8% 202,596 $5.8M
Atria Investments, Inc 0.06% New 184,523 $5.3M
Planwiser Financial, LLC 4.42% Reduce -22.0% 181,517 $5.2M
Western Wealth Management, LLC 0.30% Add +30.2% 176,901 $5.1M
Climber Capital SA 3.20% Add +0.5% 174,337 $5.0M
Hobart Private Capital, LLC 1.12% Add +139.7% 171,561 $4.9M
Sanctuary Advisors, LLC 0.03% Add +643.7% 170,176 $4.9M
MML Investors Services, LLC 0.01% Add +71.5% 164,084 $4.7M
Renaissance Technologies 0.01% New 163,900 $4.7M
BlackRock, Inc. 0.00% Add +0.8% 157,720 $4.5M
Trilogy Capital Inc. 0.21% Reduce -47.0% 148,596 $4.3M
Gateway Wealth Partners, LLC 0.81% Add +16.4% 148,369 $4.3M
Financial Advocates Investment Management 0.34% Add +6.9% 146,384 $4.2M
Kestra Advisory Services, LLC 0.02% Reduce -0.4% 144,865 $4.2M
DAVENPORT & Co LLC 0.02% Add +15.4% 142,952 $4.1M
PNC Financial Services Group, Inc. 0.00% Add +8.8% 141,533 $4.1M
Integrated Capital Management, Inc. 2.97% Reduce -1.2% 135,433 $3.9M
Global Retirement Partners, LLC 0.10% — 133,802 $3.8M
Gladstone Institutional Advisory LLC 0.16% Add +13.1% 133,612 $3.8M
Cornerstone Wealth Management, LLC 0.23% Add +9.2% 133,008 $3.8M
ArborFi Advisors, LLC 3.36% Reduce -3.0% 132,772 $3.8M
Bonfire Financial 3.10% Reduce -4.6% 131,290 $3.8M
Private Trust Co. NA 0.34% Add +38.0% 125,664 $3.6M
Transamerica Financial Advisors, LLC 0.34% Reduce -2.0% 124,701 $3.6M
Janney Montgomery Scott LLC 0.01% Add +17.8% 124,334 $3.6M
NewEdge Advisors, LLC 0.02% Add +20.4% 123,372 $3.5M
Bank of New York Mellon Corp 0.00% Add +104.0% 119,094 $3.4M
Avant Financial Advisors LLC 2.73% Add +3.8% 115,193 $3.3M
Migdal Insurance & Financial Holdings Ltd. 0.04% Reduce -92.3% 112,539 $3.2M
JT Stratford LLC 0.49% Add +7.9% 112,257 $3.2M
Libra Wealth LLC 0.99% Reduce -2.8% 105,345 $3.0M
Simplicity Wealth,LLC 0.12% Add +196.7% 101,364 $2.9M
St Germain D J Co. Inc. 0.11% Reduce -0.7% 92,000 $2.6M
Sharkey, Howes & Javer 0.34% New 87,635 $2.5M
Narus Financial Partners, LLC 0.78% Add +4.4% 87,378 $2.5M
Waverly Advisors, LLC 0.03% Add +3.4% 81,316 $2.3M
JPMorgan Chase & Co. 0.00% Reduce -94.3% 81,157 $2.3M
Strategic Wealth Investment Group, LLC 3.30% Add +20.1% 79,247 $2.3M
O'shaughnessy Asset Management, LLC 0.02% Add +25.3% 76,946 $2.2M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -1.1% 74,174 $2.1M
October Effect Ltd 2.53% — 72,874 $2.1M
Clarity Wealth Development LLC 1.98% Reduce -7.3% 69,030 $2.0M
IFP Advisors, Inc 0.05% Reduce -13.5% 65,166 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -50.7% 64,451 $1.9M
Atria Wealth Solutions, Inc. 0.04% Reduce -5.0% 64,159 $1.8M
Independent Financial Group, LLC 0.05% Reduce -21.0% 63,015 $1.8M
Farther Finance Advisors, LLC 0.04% Add +3.5% 62,997 $1.8M
Scotia Capital Inc. 0.01% Add +31.8% 58,239 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -4.6% 58,156 $1.7M
Costello Asset Management, INC 0.62% Add +0.9% 57,678 $1.7M
Brown Financial Advisors 0.64% Reduce -0.8% 56,943 $1.6M
Cranbrook Wealth Management, LLC 0.34% Reduce -2.1% 55,741 $1.6M
Stephens Inc. 0.02% No change 55,717 $1.6M
Collaborative Wealth Managment Inc. 0.69% Add +6.4% 55,133 $1.6M
Tidemark, LLC 0.49% Add +11.4% 53,278 $1.5M
Ehrlich Financial Group 0.99% New 53,019 $1.5M
Fisher Asset Management 0.00% Reduce -53.1% 52,550 $1.5M
Mgo One Seven LLC 0.05% Add +9.0% 52,463 $1.5M
Jacobi Capital Management LLC 0.10% Add +11.8% 51,640 $1.5M
Jump Financial, LLC 0.02% New 50,241 $1.4M
GenWealth Group, Inc. 0.28% Reduce -3.7% 48,767 $1.4M
Hardin Capital Partners, LLC 0.79% Add +9.4% 46,820 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.8% 45,969 $1.3M
Hill Island Financial LLC 0.37% Reduce -11.7% 45,604 $1.3M
Thompson Davis & Co., Inc. 0.89% Add +2.4% 45,572 $1.3M
Beacon Bridge Wealth Partners, LLC 0.50% Reduce -14.2% 44,128 $1.3M
Puff Wealth Management, LLC 2.05% Reduce -29.3% 43,839 $1.3M
Christopher J. Hasenberg, Inc 0.46% New 43,399 $1.2M
Paladin Wealth, LLC 0.97% Reduce -7.4% 43,232 $1.2M
Private Wealth Group, LLC 0.65% Add +2.1% 42,156 $1.2M
Vertex Planning Partners, LLC 0.24% Add +2.3% 40,380 $1.2M
Strategic Investment Advisors / MI 0.11% Reduce -3.6% 39,169 $1.1M
Waller Financial Planning Group, Inc. 0.27% Reduce -5.9% 38,277 $1.1M
Two Sigma Securities, LLC 0.13% New 37,806 $1.1M
RKL Wealth Management LLC 0.10% Reduce -15.9% 37,769 $1.1M
Insight Advisors, LLC/ PA 0.17% Reduce -0.3% 37,491 $1.1M
Mosaic Financial Group, LLC 0.82% Add +0.6% 37,118 $1.1M
AE Wealth Management LLC 0.01% Add +181.2% 36,383 $1.0M
Cercano Management LLC 0.03% No change 35,199 $1.0M
AQR Capital Management 0.00% Add +109.0% 34,991 $1.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.3% 34,962 $1.0M
Jones Financial Companies LLLP 0.00% Add +8.6% 34,292 $984K
Pathway Financial Advisors LLC 0.14% Reduce -10.3% 33,991 $978K
Blue Trust, Inc. 0.01% Add +2211.6% 33,657 $968K
Golden State Wealth Management, LLC 0.12% Reduce -6.5% 33,155 $954K
Cerity Partners LLC 0.00% Add +95.7% 32,699 $938K
Independent Advisor Alliance 0.03% Add +38.0% 32,486 $935K
Ascent Group, LLC 0.04% Reduce -3.0% 31,436 $904K
Snowden Capital Advisors LLC 0.03% No change 31,434 $904K
Richmond Investment Services, LLC 0.19% New 31,227 $898K
Boyd Watterson Asset Management LLC 0.28% Add +15.7% 30,826 $887K
Donald L. Hagan, LLC 0.44% Add +11.5% 30,658 $882K
Integrity Wealth Solutions LLC 0.42% Add +1.4% 30,119 $867K
Perennial Investment Advisors, LLC 0.08% Reduce -0.8% 29,824 $858K
Parr McKnight Wealth Management Group, LLC 0.12% No change 29,802 $857K
VestGen Advisors, LLC 0.03% Add +8.3% 29,718 $855K
GPS Wealth Strategies Group, LLC 0.10% Reduce -24.4% 29,676 $854K
Rockefeller Capital Management L.P. 0.00% Add +13.0% 29,593 $851K
Lifeworks Advisors, LLC 0.13% Reduce -2.2% 29,408 $846K
Advisor Resource Council 0.41% Reduce -81.7% 28,854 $830K
IHT Wealth Management, LLC 0.02% Add +137.3% 28,511 $820K
Vontobel Holding Ltd. 0.00% Reduce -6.4% 27,477 $791K
Symphony Financial, Ltd. Co. 0.10% New 24,412 $772K
Objectivity Squared, LLC 0.53% Add +37.4% 26,653 $767K
Certus Wealth Management, LLC 0.49% No change 26,478 $762K
Vise Technologies, Inc. 0.03% — 25,940 $746K
Mattson Financial Services, LLC 0.20% Reduce -0.0% 25,461 $733K
Blalock Williams, LLC 0.72% New 24,899 $716K
Patron Partners, LLC 0.35% New 24,741 $712K
XY Planning Network, Inc. 0.24% New 24,559 $707K
Opal Wealth Advisors, LLC 0.19% Reduce -23.8% 23,867 $687K
Center For Asset Management LLC 0.42% Reduce -42.5% 24,498 $684K
Leslie Global Wealth, LLC 0.36% Reduce -94.0% 23,691 $682K
Virtue Capital Management, LLC 0.13% Add +12.2% 23,669 $681K
Barnes Wealth Management Group, Inc 0.38% Add +10.8% 22,566 $649K
Veltria Advisors Corp. 0.43% New 22,431 $645K
Clarendon Private LLC 0.62% Add +0.3% 22,283 $641K
Vantage Financial Partners, LLC 0.14% Reduce -0.9% 21,568 $621K
Hilltop Partners LLC 0.19% Reduce -16.4% 21,510 $619K
Austin Private Wealth, LLC 0.05% Add +144.7% 21,108 $607K
Clark Asset Management, LLC 0.08% Add +4.0% 20,965 $603K
Belpointe Asset Management LLC 0.03% Add +27.1% 20,959 $603K
Csenge Advisory Group 0.03% Reduce -4.7% 20,905 $596K
Sensible Financial Planning & Management, LLC. 0.11% New 20,577 $592K
Exchange Traded Concepts, LLC 0.01% New 20,155 $580K
CX Institutional 0.02% Reduce -99.1% 19,207 $553K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.9% 19,046 $548K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -26.6% 18,752 $540K
Citigroup Inc. 0.00% Add +42.8% 18,539 $533K
Boltwood Capital Management 0.15% No change 18,400 $529K
Legacy Edge Advisors, LLC 0.07% New 17,793 $512K
Latitude Advisors, LLC 0.25% Reduce -28.7% 17,093 $492K
Howard Bailey Securities, LLC 0.15% Reduce -8.0% 16,941 $487K
Betterment LLC 0.00% Add +4.7% 16,815 $484K
Flputnam Investment Management Co. 0.01% Reduce -30.0% 16,625 $478K
CogentBlue Wealth Advisors, LLC 0.36% Reduce -29.8% 16,471 $474K
Steward Partners Investment Advisory, LLC 0.00% Reduce -97.3% 16,306 $469K
Diversify Advisory Services, LLC 0.02% Add +0.9% 16,301 $468K
Root Financial Partners, LLC 0.05% Add +0.5% 16,252 $468K
Founders Grove Wealth Partners, LLC 0.12% Reduce -58.8% 16,072 $462K
Realta Investment Advisors 0.18% Add +13.1% 16,045 $462K
Curi Capital, LLC 0.01% No change 15,901 $457K
Edgestream Partners, L.P. 0.01% New 15,401 $443K
Coordinated Financial Services, Inc. 0.31% — 15,397 $443K
WealthPlan Investment Management, LLC 0.03% New 14,976 $431K
Charter Oak Capital Management, LLC 0.04% Add +0.9% 14,887 $428K
Continuum Advisory, LLC 0.05% Add +27.6% 14,494 $417K
Compound Planning, Inc. 0.02% Reduce -52.4% 14,298 $411K
Boyd Wealth Management, LLC 0.18% New 14,221 $409K
Coastal Bridge Advisors, LLC 0.03% New 13,871 $399K
Americana Partners, LLC 0.01% Reduce -0.9% 13,820 $398K
Keel Point, LLC 0.03% Reduce -6.4% 13,712 $394K
Global Financial Private Client, LLC 0.14% New 13,436 $387K
Avantax Advisory Services, Inc. 0.00% Add +18.1% 13,373 $385K
Brookstone Capital Management 0.01% Reduce -4.0% 13,272 $382K
Heritage Financial Services, LLC 0.04% No change 12,902 $371K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -0.8% 12,861 $370K
SMART Wealth LLC 0.12% Reduce -13.5% 12,841 $369K
Lido Advisors, LLC 0.00% New 12,814 $369K
Medallion Wealth Advisors, LLC 0.14% Reduce -23.9% 12,755 $365K
Harbour Investments, Inc. 0.01% Add +4325.4% 12,568 $362K
Axxcess Wealth Management, LLC 0.01% Add +0.8% 12,017 $346K
Rede Wealth, LLC 0.12% Reduce -5.1% 11,734 $338K
ZEGA Investments, LLC 0.08% Add +56.5% 11,591 $333K
Cobblestone Capital Advisors LLC 0.02% No change 11,225 $323K
CW Advisors, LLC 0.00% Reduce -99.6% 11,150 $321K
Trustmark Bank Trust Department 0.02% No change 11,070 $318K
Capital Investment Advisors, LLC 0.01% Reduce -3.9% 10,905 $314K
L.M. Kohn & Company 0.08% Reduce -15.9% 10,899 $314K
City National Bank of Florida 0.23% No change 10,886 $313K
Richardson Financial Services Inc. 0.21% Reduce -22.9% 10,723 $307K
Prime Capital Investment Advisors, LLC 0.00% Reduce -89.2% 10,558 $304K
XTX Topco Ltd 0.01% New 10,537 $303K
Brucke Financial, Inc. 0.20% Add +7.9% 10,183 $293K
Ritholtz Wealth Management 0.01% Reduce -82.2% 9,980 $287K
NorthRock Partners, LLC 0.01% Reduce -25.2% 9,857 $284K
Empirical Asset Management, LLC 0.09% Add +3.7% 9,729 $280K
Brooklyn FI, LLC 0.07% Reduce -2.4% 9,713 $279K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.9% 9,703 $279K
Seaside Wealth Management, Inc. 0.09% Add +0.3% 9,681 $279K
Focus Partners Wealth 0.00% Add +6.1% 9,511 $274K
Victory Financial Group, LLC 0.04% Reduce -7.8% 9,499 $273K
GeoWealth Management, LLC 0.01% Add +40.2% 9,492 $273K
Geneos Wealth Management Inc. 0.01% No change 9,137 $263K
OneAscent Financial Services LLC 0.02% New 8,706 $250K
FMR LLC 0.00% Add +132.7% 8,588 $247K
Perigon Wealth Management, LLC 0.01% New 8,499 $245K
Allworth Financial LP 0.00% Add +5.1% 8,419 $242K
Diversified Enterprises, LLC 0.02% Reduce -8.8% 8,160 $235K
Nwam LLC 0.01% Reduce -42.1% 8,187 $234K
Capital CS Group, LLC 0.38% Reduce -7.4% 8,130 $234K
Breed's Hill Capital LLC 0.11% No change 8,112 $233K
Arete Wealth Advisors, LLC 0.02% Reduce -89.1% 8,048 $232K
PFG Investments, LLC 0.01% New 8,021 $231K
Advisory Services Network, LLC 0.00% Reduce -3.5% 7,962 $227K
Maridea Wealth Management LLC 0.06% New 7,871 $226K
Silverlake Wealth Management LLC 0.07% New 7,844 $226K
AlphaStar Capital Management, LLC 0.02% Reduce -18.2% 7,816 $225K
B. Riley Wealth Advisors, Inc. 0.01% New 7,755 $223K
Bulltick Wealth Management, LLC 0.05% New 7,603 $219K
International Private Wealth Advisors LLC 0.19% Add +0.2% 7,598 $219K
GW Henssler & Associates Ltd. 0.01% Reduce -5.4% 7,500 $216K
Facet Wealth, Inc. 0.00% New 7,535 $215K
Venturi Wealth Management, LLC 0.01% New 7,431 $214K
Centennial Bank 0.09% Add +74.4% 7,147 $206K
Burney Co./ 0.01% New 7,137 $205K
McAdam, LLC 0.01% Reduce -2.5% 7,091 $204K
EverSource Wealth Advisors, LLC 0.01% No change 5,633 $162K
Parvin Asset Management, LLC 0.16% No change 5,431 $156K
Stone House Investment Management, LLC 0.03% Add +2783.5% 5,248 $151K
Principal Securities, Inc. 0.00% Add +7.1% 4,967 $143K
SBI Securities Co., Ltd. 0.00% Add +0.2% 4,262 $123K
Capital Investment Advisory Services, LLC 0.01% Add +14.4% 3,423 $98K
Pineridge Advisors LLC 0.03% Add +1.0% 3,020 $87K
Aptus Capital Advisors, LLC 0.00% Reduce -5.0% 2,997 $86K
Cape Investment Advisory, Inc. 0.03% Reduce -0.9% 2,885 $83K
Blair William & Co. 0.00% Reduce -20.4% 2,822 $81K
Your Advocates Ltd., LLP 0.03% No change 2,530 $73K
LRI Investments, LLC 0.01% Reduce -3.3% 2,522 $73K
Private Wealth Asset Management, LLC 0.01% No change 2,450 $70K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -5.3% 2,235 $64K
Larson Financial Group LLC 0.00% Add +0.8% 2,169 $62K
CoreCap Advisors, LLC 0.00% Reduce -2.7% 2,131 $61K
Capital Analysts, LLC 0.00% Add +0.9% 2,115 $61K
Lanark Financial, Inc. 0.00% New 1,856 $53K
Strategic Wealth Partners, Ltd. 0.00% — 1,804 $52K
CIBC Private Wealth Group LLC 0.00% Add +37.4% 1,789 $51K
Tower Research Capital LLC (TRC) 0.00% New 1,700 $49K
Ballast Advisors LLC 0.01% New 1,694 $49K
First Horizon Advisors, Inc. 0.00% Reduce -3.3% 1,673 $48K
Tortoise Investment Management, LLC 0.00% No change 1,615 $46K
Richard W. Paul & Associates, LLC 0.02% Reduce -2.6% 1,495 $43K
Smartleaf Asset Management LLC 0.00% New 1,451 $42K
SIMA Wealth Partners, LLC 0.03% Reduce -21.1% 1,327 $38K
Franklin Resources Inc. 0.00% Add +54.4% 1,275 $37K
Signaturefd, LLC 0.00% Reduce -92.3% 978 $28K
Pinnacle Bancorp, Inc. 0.01% No change 969 $28K
WealthTrak Capital Management LLC 0.02% New 834 $24K
Creative Financial Designs Inc. 0.00% Add +152.1% 827 $24K
Vermillion & White Wealth Management Group, LLC 0.02% No change 806 $23K
Qube Research & Technologies Ltd 0.00% New 794 $23K
Parallel Advisors, LLC 0.00% Add +53.8% 712 $20K
Trust Co. of Vermont 0.00% New 701 $20K
Ascentis Wealth Management, LLC 0.01% No change 668 $19K
Harbor Investment Advisory, LLC 0.00% No change 631 $18K
Webster Bank, N. A. 0.00% No change 573 $16K
BankPlus Trust Department 0.00% No change 569 $16K
US Bancorp \de 0.00% Add +3.0% 548 $16K
MAI Capital Management 0.00% Add +67.8% 527 $15K
Decker Retirement Planning Inc. 0.01% New 499 $14K
Russell Investments Group, Ltd. 0.00% New 481 $14K
Transce3nd, LLC 0.01% Add +247.7% 452 $13K
Breakwater Investment Management 0.00% No change 335 $10K
Rossby Financial, LCC 0.00% No change 325 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 312 $9K
Headlands Technologies LLC 0.00% Reduce -93.1% 283 $8K
1620 Investment Advisors, Inc. 0.00% No change 226 $7K
AlphaCore Capital LLC 0.00% No change 175 $5K
Park Square Financial Group, LLC 0.00% Add +106.0% 173 $5K
Ancora Advisors LLC 0.00% No change 149 $4K
Simplex Trading, LLC 0.00% Reduce -90.8% 164 $4K
Arax Advisory Partners 0.00% No change 138 $4K
Founders Financial Alliance, LLC 0.00% No change 113 $3K
Compass Financial Services Inc 0.00% Add +1.0% 100 $3K
Glen Eagle Advisors, LLC 0.00% No change 96 $3K
Eastern Bank 0.00% No change 90 $3K
Sound Income Strategies, LLC 0.00% Add +822.2% 83 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 68 $2K
SouthState Bank Corp 0.00% New 58 $2K
PrairieView Partners, LLC 0.00% No change 59 $1K
Legacy Investment Solutions, LLC 0.00% — 33 $950
Legacy Wealth Managment, LLC 0.00% No change 33 $950
Creekmur Asset Management LLC 0.00% No change 33 $949
Cornerstone Planning Group LLC 0.00% Add +3.1% 33 $937
BNP Paribas Financial Markets 0.00% Add +1200.0% 26 $748
Iron Horse Wealth Management, LLC 0.00% New 8 $230
Halbert Hargrove Global Advisors, LLC 0.00% No change 4 $116
Twin Peaks Wealth Advisors, LLC 0.00% New 1 $28

"% 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.