SS SPDR P Int Term TSY ETFSPTIETF

13F holders, Q3 2025 (September 30)
373holders −13
36new positions
43sold out
3famous investors
$28.90avg. 13F price*

At the end of Q3 2025, 373 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, down 13 from Q2 2025. 36 opened new positions and 43 sold out. The largest holders were LPL Financial LLC ($1.4B), Financial Engines Advisors L.L.C. ($1.2B) and Municipal Employees' Retirement System of Michigan ($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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions36$73.1M
Exits43$70.5M

All 13F filers, Q2 2025 → Q3 2025: 30,573,029 shares bought and 11,581,353 shares sold, net +18,991,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 373 holders

LPL Financial LLC 0.40% Add +6.6% 47,092,606 $1.4B
Financial Engines Advisors L.L.C. 2.27% Add +15.3% 41,083,396 $1.2B
Municipal Employees' Retirement System of Michigan 12.00% No change 35,861,653 $1.0B
Bank of America Corp. 0.04% Reduce -1.8% 17,884,429 $516.9M
Mather Group, Llc. 3.13% Add +3.7% 10,729,157 $310.1M
Richard Bernstein Advisors LLC 6.62% Reduce -2.7% 8,024,019 $232.1M
Ameriprise Financial Inc. 0.05% Reduce -16.2% 7,160,245 $206.9M
Envestnet Asset Management Inc. 0.05% Add +13.3% 5,960,678 $172.3M
GLOBALT Investments LLC / GA 5.90% Reduce -1.7% 5,588,581 $161.5M
Merit Financial Group, LLC 1.43% Add +5.7% 5,380,575 $155.5M
Cwm, LLC 0.46% Add +17.2% 5,340,397 $154.3M
Evermay Wealth Management LLC 14.77% Add +13.3% 4,467,604 $129.1M
One Day In July LLC 10.67% Add +17.7% 4,363,686 $126.1M
Osaic Holdings, Inc. 0.14% Add +439.7% 3,500,799 $101.2M
Strategic Wealth Investment Group, LLC 8.10% Add +4104.7% 3,332,068 $96.3M
Stephens Group Asset Management, LLC 6.38% Add +11.1% 3,274,275 $94.6M
Kingsview Wealth Management, LLC 1.33% Add +9.7% 3,016,513 $87.2M
Wells Fargo & Company 0.02% Add +5.3% 2,836,677 $82.0M
CX Institutional 2.36% Add +13889.8% 2,687,022 $77.7M
State Street Corp. 0.00% Reduce -53.2% 2,677,611 $77.4M
Assetmark, Inc. 0.16% Add +6.0% 2,635,970 $76.2M
Morgan Stanley 0.00% Add +3.6% 2,243,416 $64.8M
Compton Financial Group, LLC 14.26% Add +3.0% 2,048,526 $59.2M
Strategic Financial Concepts, LLC 8.60% Add +3.0% 2,048,526 $59.2M
Manning & Napier Advisors LLC 0.73% Add +8.1% 1,982,008 $57.3M
Carnegie Investment Counsel 0.97% Add +11.5% 1,784,909 $51.6M
Cetera Investment Advisers 0.05% Add +11.0% 1,584,909 $45.8M
UBS Group AG 0.01% Add +2.5% 1,554,799 $44.9M
HighTower Advisors, LLC 0.05% Add +7.9% 1,447,030 $41.8M
Mercer Global Advisors Inc. 0.07% New 1,423,757 $41.1M
O'Brien Wealth Partners LLC 5.56% Add +1.5% 1,419,678 $41.0M
Voisard Asset Management Group, Inc. 9.38% Add +9.9% 1,402,286 $40.5M
Black Diamond Financial, LLC 4.31% Add +21.0% 1,331,397 $38.5M
Portland Global Advisors LLC 4.26% Add +3.6% 1,320,521 $38.2M
Gradient Investments LLC 0.59% Add +5.6% 1,218,560 $35.2M
Equitable Holdings, Inc. 0.26% Reduce -3.7% 1,204,440 $34.8M
Sentinel Pension Advisors, LLC 5.55% Add +4.4% 1,201,540 $34.7M
Raymond James Financial Inc. 0.01% Add +1.8% 1,045,788 $30.2M
Concord Wealth Partners 4.11% Add +7.5% 1,031,379 $29.8M
Concord Asset Management, LLC 5.40% Add +7.1% 1,027,727 $29.7M
Bank of Montreal 0.01% Reduce -1.1% 1,026,528 $29.7M
Wela Strategies, Inc. 11.22% Add +2.5% 1,023,954 $29.6M
Stifel Financial Corp. 0.03% Add +0.6% 1,023,863 $29.6M
Truist Financial Corp. 0.04% Add +4.1% 970,808 $28.1M
Great Valley Advisor Group, Inc. 0.55% Add +5.6% 950,227 $27.5M
Stratos Wealth Advisors, LLC 1.30% Add +6.8% 935,426 $27.0M
Private Advisor Group, LLC 0.13% Reduce -12.1% 914,661 $26.4M
NorthRock Partners, LLC 0.46% Add +8916.4% 888,742 $25.7M
Leicht Financial Planning & Wealth Management, Inc. 11.21% Reduce -1.1% 860,667 $24.9M
Flagstone Financial Management 6.10% Add +5.2% 799,735 $23.1M
Vestmark Advisory Solutions, Inc. 0.41% Reduce -48.1% 752,025 $21.7M
Bank of Nova Scotia 0.04% Add +89.4% 726,774 $21.0M
Woodmont Investment Counsel LLC 1.37% Add +14.0% 718,366 $20.8M
Royal Bank of Canada 0.00% Add +1.2% 643,045 $18.6M
Astoria Portfolio Advisors LLC. 4.83% Add +51.7% 636,717 $18.4M
Park Avenue Securities LLC 0.14% Add +75.1% 616,564 $17.8M
Collier Financial 12.97% — 596,731 $17.2M
Willow Creek Wealth Management Inc. 1.41% Add +2.8% 593,737 $17.2M
Wealth Enhancement Advisory Services, LLC 0.03% Add +10.5% 580,162 $16.7M
Flagship Harbor Advisors, LLC 0.70% Add +0.7% 560,021 $16.2M
3EDGE Asset Management, LP 0.89% Add +0.1% 544,612 $15.7M
Hobbs Group Advisors, LLC 4.66% Reduce -2.8% 518,414 $15.0M
Melone Private Wealth, LLC 6.77% Reduce -0.1% 517,114 $14.9M
Bridge Generations Wealth Management LLC 9.76% Add +47.7% 508,242 $14.7M
S. R. Schill & Associates 10.18% Add +3.2% 501,449 $14.5M
Integrity Wealth Advisors, Inc. 5.16% Add +91.2% 498,185 $14.4M
Arjuna Capital 3.57% Add +4.9% 496,423 $14.3M
OneDigital Investment Advisors LLC 0.15% Add +3.0% 494,053 $14.3M
Mariner, LLC 0.02% Reduce -15.1% 493,596 $14.3M
Tsfg, LLC 2.26% Add +15.4% 492,139 $14.2M
GM Advisory Group, LLC 0.60% Reduce -1.6% 491,008 $14.2M
Commonwealth Equity Services, LLC 0.02% Add +10.4% 484,484 $14.0M
Level Four Advisory Services, LLC 0.48% Add +1.3% 480,328 $13.9M
Waterloo Capital, L.P. 0.98% Add +1.3% 453,988 $13.1M
Madison Asset Management, LLC 0.14% Add +14.2% 451,307 $13.0M
Certified Advisory Corp 1.22% Add +4.3% 443,493 $12.8M
Apriem Advisors 1.21% Reduce -0.4% 441,440 $12.8M
Impact Partnership Wealth, LLC 1.89% Reduce -28.2% 440,017 $12.7M
Salomon & Ludwin, LLC 1.11% Add +1.3% 425,897 $12.3M
Tower Research Capital LLC (TRC) 0.33% Add +23990.2% 409,534 $11.8M
Equita Financial Network, Inc. 3.80% Add +12.4% 388,941 $11.2M
Tilson Financial Group, Inc. 3.38% Add +2.8% 356,432 $10.3M
Beacon Pointe Advisors, LLC 0.09% New 354,087 $10.2M
Capasso Planning Partners LLC 6.35% Add +6.2% 352,694 $10.2M
TPG Financial Advisors, LLC 3.77% Reduce -1.0% 350,292 $10.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +4.7% 335,000 $9.7M
Eldridge Investment Advisors, Inc. 2.20% Add +14.8% 334,760 $9.7M
PSI Advisors, LLC 2.51% Add +5.6% 333,936 $9.7M
Matauro, LLC 1.51% Add +4.1% 328,204 $9.5M
Goldman Sachs Group Inc. 0.00% Reduce -75.9% 316,569 $9.1M
Fourth Dimension Wealth, LLC 3.46% Add +7.8% 313,845 $9.1M
Comerica Bank 0.03% Add +0.8% 312,494 $9.0M
Higgins & Schmidt Wealth Strategies LLC 4.46% Add +7.0% 305,466 $8.8M
Synergy Investment Management, LLC 3.34% Add +2.5% 302,762 $8.7M
IFG Advisory, LLC 0.38% Add +1.3% 285,470 $8.3M
Abound Financial, LLC 3.13% Add +0.3% 270,426 $7.8M
Berkshire Asset Management LLC 0.33% Reduce -0.6% 268,155 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.1% 264,291 $7.6M
XML Financial, LLC 0.60% Add +6.2% 256,380 $7.4M
Signet Financial Management, LLC 0.84% Add +13.8% 251,476 $7.3M
Comprehensive Wealth Management, LLC 5.11% Reduce -11.8% 249,601 $7.2M
Integrated Capital Management, Inc. 4.71% Add +72.6% 233,716 $6.8M
MML Investors Services, LLC 0.02% Add +41.2% 231,631 $6.7M
Integrated Wealth Concepts LLC 0.06% Add +13.5% 230,010 $6.6M
Key Financial Inc 1.23% Reduce -1.2% 229,835 $6.6M
Inspire Advisors, LLC 0.63% Reduce -4.2% 226,466 $6.5M
AlphaQuest LLC 0.42% Add +10.2% 224,663 $6.5M
Auour Investments LLC 2.11% Reduce -0.1% 224,152 $6.5M
Creative Planning 0.00% Add +1.5% 223,087 $6.4M
Retirement Planning Group, LLC 0.22% Reduce -13.5% 215,671 $6.2M
Synovus Financial Corp. 0.07% Reduce -1.4% 207,224 $6.0M
Vermillion & White Wealth Management Group, LLC 3.35% Add +25139.5% 203,430 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +340.6% 202,555 $5.9M
Sanctuary Advisors, LLC 0.03% Add +18.5% 201,646 $5.8M
Onyx Bridge Wealth Group LLC 0.63% Reduce -48.5% 201,332 $5.8M
Renaissance Technologies 0.01% Add +15.2% 188,800 $5.5M
DAVENPORT & Co LLC 0.03% Add +32.0% 188,655 $5.5M
Hobart Private Capital, LLC 1.13% Add +8.6% 186,353 $5.4M
AQR Capital Management 0.00% Add +428.7% 184,997 $5.3M
Western Wealth Management, LLC 0.27% Reduce -0.3% 176,338 $5.1M
Gateway Wealth Partners, LLC 0.68% Add +17.6% 174,543 $5.0M
Kestra Advisory Services, LLC 0.02% Add +18.8% 172,091 $5.0M
Elevation Point Wealth Partners, LLC 0.33% New 161,961 $4.7M
Trilogy Capital Inc. 0.22% Add +8.4% 161,157 $4.7M
Rockefeller Capital Management L.P. 0.01% Add +439.6% 159,696 $4.6M
Bank of New York Mellon Corp 0.00% Add +32.6% 157,949 $4.6M
PNC Financial Services Group, Inc. 0.00% Add +1.3% 143,315 $4.1M
Migdal Insurance & Financial Holdings Ltd. 0.04% Add +26.6% 142,500 $4.1M
Cornerstone Wealth Management, LLC 0.22% Add +5.4% 140,202 $4.1M
Gladstone Institutional Advisory LLC 0.15% Add +4.0% 138,962 $4.0M
ArborFi Advisors, LLC 3.14% Add +0.6% 133,562 $3.9M
JT Stratford LLC 0.49% Add +12.6% 126,430 $3.7M
NewEdge Advisors, LLC 0.02% Add +1.1% 124,745 $3.6M
BlackRock, Inc. 0.00% Reduce -21.1% 124,515 $3.6M
Global Retirement Partners, LLC 0.08% Reduce -7.4% 123,902 $3.6M
Janney Montgomery Scott LLC 0.01% Reduce -0.4% 123,784 $3.6M
Transamerica Financial Advisors, LLC 0.30% Reduce -1.0% 123,480 $3.6M
Avant Financial Advisors LLC 2.61% Add +4.2% 120,043 $3.5M
Puff Wealth Management, LLC 5.26% Add +173.2% 119,763 $3.5M
Waverly Advisors, LLC 0.03% Add +38.3% 112,421 $3.2M
Oregon Pacific Wealth Management, LLC 2.70% New 108,233 $3.1M
Planwiser Financial, LLC 2.48% Reduce -40.5% 108,067 $3.1M
Private Wealth Group, LLC 1.52% Add +151.3% 105,949 $3.1M
St Germain D J Co. Inc. 0.12% Add +13.4% 104,296 $3.0M
Libra Wealth LLC 0.90% Reduce -1.0% 104,269 $3.0M
Private Trust Co. NA 0.25% Reduce -21.0% 99,266 $2.9M
Silverlake Wealth Management LLC 0.65% Add +1074.4% 92,117 $2.7M
Bonfire Financial 2.02% Reduce -30.6% 91,084 $2.6M
Narus Financial Partners, LLC 0.71% Add +2.9% 89,893 $2.6M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +11.2% 82,500 $2.4M
JPMorgan Chase & Co. 0.00% Add +1.1% 82,074 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +0.3% 77,146 $2.2M
Spectrum Wealth Advisory Group, LLC 0.90% Reduce -70.1% 75,404 $2.2M
October Effect Ltd 2.37% Add +2.2% 74,507 $2.2M
Atria Investments, Inc 0.02% Reduce -60.7% 72,596 $2.1M
Strategic Financial Partners, Ltd. 0.95% Reduce -73.6% 71,773 $2.1M
Clarity Wealth Development LLC 1.73% Reduce -4.8% 65,750 $1.9M
Scotia Capital Inc. 0.01% Add +11.4% 64,861 $1.9M
Jacobi Capital Management LLC 0.11% Add +23.4% 63,697 $1.8M
Vicus Capital 0.14% New 62,226 $1.8M
IFP Advisors, Inc 0.05% Reduce -7.3% 60,380 $1.7M
Brown Financial Advisors 0.63% Add +3.9% 59,166 $1.7M
Cranbrook Wealth Management, LLC 0.34% Add +4.6% 58,296 $1.7M
Tidemark, LLC 0.49% Add +8.5% 57,816 $1.7M
Costello Asset Management, INC 0.56% Reduce -0.3% 57,493 $1.7M
Stephens Inc. 0.02% No change 55,717 $1.6M
Collaborative Wealth Managment Inc. 0.63% Reduce -1.6% 54,260 $1.6M
Mgo One Seven LLC 0.04% Add +2.2% 53,621 $1.5M
ZEGA Investments, LLC 0.35% Add +361.1% 53,448 $1.5M
Ehrlich Financial Group 0.90% Reduce -1.5% 52,235 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -19.6% 51,795 $1.5M
Baird Financial Group, Inc. 0.00% New 51,792 $1.5M
Hardin Capital Partners, LLC 0.78% Add +7.9% 50,502 $1.5M
Lido Advisors, LLC 0.01% Add +291.0% 50,101 $1.4M
GenWealth Group, Inc. 0.26% No change 48,767 $1.4M
Frisch Financial Group, Inc. 0.32% New 48,280 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -17.6% 47,910 $1.4M
Simplicity Wealth,LLC 0.08% Reduce -53.7% 46,967 $1.4M
Independent Financial Group, LLC 0.03% Reduce -25.6% 46,882 $1.4M
Center For Asset Management LLC 0.70% Add +86.5% 45,696 $1.3M
Beacon Bridge Wealth Partners, LLC 0.46% Add +0.5% 44,356 $1.3M
Hill Island Financial LLC 0.32% Reduce -2.9% 44,263 $1.3M
Paladin Wealth, LLC 0.91% Add +0.2% 43,312 $1.3M
Vertex Planning Partners, LLC 0.24% Add +7.1% 43,247 $1.2M
AE Wealth Management LLC 0.01% Add +14.8% 41,778 $1.2M
Thompson Davis & Co., Inc. 0.73% Reduce -10.1% 40,951 $1.2M
Boltwood Capital Management 0.31% Add +122.3% 40,900 $1.2M
PFG Advisors 0.05% Reduce -87.1% 40,399 $1.2M
Abich Financial Wealth Management LLC 0.41% — 39,981 $1.2M
Waller Financial Planning Group, Inc. 0.26% Add +2.8% 39,351 $1.1M
Strategic Investment Advisors / MI 0.10% Reduce -99.1% 351 $1.1M
Golden State Wealth Management, LLC 0.12% Add +16.8% 38,731 $1.1M
Mosaic Financial Group, LLC 0.77% Add +0.6% 37,339 $1.1M
Insight Advisors, LLC/ PA 0.16% Reduce -1.1% 37,063 $1.1M
Ashton Thomas Private Wealth, LLC 0.03% New 36,530 $1.1M
Jones Financial Companies LLLP 0.00% Add +5.0% 36,023 $1.0M
Independent Advisor Alliance 0.03% Add +9.3% 35,519 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -90.2% 35,367 $1.0M
Blue Trust, Inc. 0.01% Add +4.9% 35,321 $1.0M
Cercano Management LLC 0.04% No change 35,199 $1.0M
Facet Wealth, Inc. 0.02% Add +366.1% 35,121 $1.0M
Farther Finance Advisors, LLC 0.01% Reduce -46.6% 33,656 $973K
Richmond Investment Services, LLC 0.18% Add +7.4% 33,551 $970K
Pathway Financial Advisors LLC 0.13% Reduce -2.3% 33,196 $959K
Fisher Asset Management 0.00% Reduce -37.1% 33,026 $954K
Snowden Capital Advisors LLC 0.03% Add +3.8% 32,634 $943K
Boyd Watterson Asset Management LLC 0.27% Add +1.2% 31,193 $901K
Ascent Group, LLC 0.03% Reduce -1.0% 31,125 $900K
PFG Private Wealth Management, LLC 0.39% New 30,407 $879K
Integrity Wealth Solutions LLC 0.39% Add +1.0% 30,407 $879K
Donald L. Hagan, LLC 0.43% Reduce -1.6% 30,184 $872K
Cerity Partners LLC 0.00% Reduce -8.4% 29,948 $868K
Parr McKnight Wealth Management Group, LLC 0.11% No change 29,802 $861K
IHT Wealth Management, LLC 0.02% Add +3.1% 29,383 $849K
Lifeworks Advisors, LLC 0.11% Reduce -0.7% 29,198 $844K
Virtue Capital Management, LLC 0.13% Add +22.8% 29,071 $840K
Vista Investment Partners Ii, LLC 0.39% New 28,772 $832K
Howard Bailey Securities, LLC 0.23% Add +68.4% 28,526 $824K
Perennial Investment Advisors, LLC 0.07% Reduce -5.6% 28,146 $813K
Vontobel Holding Ltd. 0.00% Add +1.8% 27,960 $809K
RKL Wealth Management LLC 0.07% Reduce -27.1% 27,553 $796K
RMR Wealth Builders 0.07% New 27,531 $796K
GPS Wealth Strategies Group, LLC 0.08% Reduce -8.3% 27,211 $786K
Belpointe Asset Management LLC 0.03% Add +29.2% 27,070 $782K
VestGen Advisors, LLC 0.03% Reduce -9.3% 26,941 $779K
Objectivity Squared, LLC 0.46% Add +0.9% 26,883 $777K
Mattson Financial Services, LLC 0.19% Add +5.3% 26,800 $775K
GTS Securities LLC 0.03% New 26,332 $761K
Patron Partners, LLC 0.32% Reduce -0.2% 24,701 $714K
Blalock Williams, LLC 0.62% Reduce -1.2% 24,609 $711K
XY Planning Network, Inc. 0.24% No change 24,559 $707K
RFG Advisory, LLC 0.01% New 24,390 $705K
Maridea Wealth Management LLC 0.11% Add +200.9% 23,681 $689K
Bailard, Inc. 0.01% New 23,680 $684K
Certus Wealth Management, LLC 0.41% Reduce -10.7% 23,633 $683K
Barnes Wealth Management Group, Inc 0.37% Add +2.0% 23,015 $665K
Veltria Advisors Corp. 2.85% No change 22,431 $648K
Clarendon Private LLC 0.59% Add +0.3% 22,351 $646K
Two Sigma Securities, LLC 0.09% Reduce -42.8% 21,632 $625K
Latitude Advisors, LLC 0.27% Add +21.4% 20,749 $600K
Hilltop Partners LLC 0.18% Reduce -3.8% 20,684 $598K
Corient Private Wealth LP 0.00% New 20,431 $590K
Betterment LLC 0.00% Add +19.3% 20,059 $580K
Steward Partners Investment Advisory, LLC 0.00% Add +20.8% 19,697 $569K
Flputnam Investment Management Co. 0.01% Add +7.2% 17,818 $515K
Savant Capital, LLC 0.00% New 17,182 $497K
Vantage Financial Partners, LLC 0.10% Reduce -20.5% 17,155 $496K
Root Financial Partners, LLC 0.03% Add +3.8% 16,873 $488K
A4 Wealth Advisors LLC 0.40% — 16,504 $477K
Diversify Advisory Services, LLC 0.02% Reduce -1.6% 16,048 $463K
Curi Capital, LLC 0.01% No change 15,901 $460K
Wealthcare Advisory Partners LLC 0.01% Reduce -16.8% 15,844 $458K
Coordinated Financial Services, Inc. 0.29% No change 15,397 $445K
Harbour Investments, Inc. 0.01% Add +21.6% 15,278 $442K
Charter Oak Capital Management, LLC 0.03% Add +0.9% 15,017 $434K
Realta Investment Advisors 0.14% Reduce -7.5% 14,847 $429K
Americana Partners, LLC 0.01% Add +2.5% 14,162 $409K
Keel Point, LLC 0.02% Add +1.6% 13,924 $402K
Boyd Wealth Management, LLC 0.17% Reduce -2.9% 13,812 $399K
GeoWealth Management, LLC 0.01% Add +41.2% 13,399 $387K
Coastal Bridge Advisors, LLC 0.03% Reduce -3.7% 13,361 $386K
B. Riley Wealth Advisors, Inc. 0.02% Add +69.9% 13,175 $381K
Citigroup Inc. 0.00% Reduce -30.0% 12,984 $375K
Brookstone Capital Management 0.00% Reduce -2.2% 12,977 $375K
Heritage Financial Services, LLC 0.03% No change 12,902 $373K
Meitav Investment House Ltd. 0.00% New 12,879 $372K
Moisand Fitzgerald Tamayo, LLC 0.04% No change 12,861 $372K
Medallion Wealth Advisors, LLC 0.13% Reduce -0.4% 12,705 $367K
Perigon Wealth Management, LLC 0.01% Add +48.2% 12,592 $364K
Brooklyn FI, LLC 0.08% Add +26.6% 12,302 $356K
Ritholtz Wealth Management 0.01% Add +23.1% 12,288 $355K
Axxcess Wealth Management, LLC 0.01% Reduce -2.6% 11,704 $338K
Continuum Advisory, LLC 0.04% Reduce -20.9% 11,471 $332K
Seaside Wealth Management, Inc. 0.10% Add +18.5% 11,468 $331K
Beirne Wealth Consulting Services, LLC 0.08% New 11,313 $327K
Trustmark Bank Trust Department 0.02% No change 11,070 $320K
Clark Asset Management, LLC 0.04% Reduce -47.5% 10,999 $318K
Founders Grove Wealth Partners, LLC 0.07% Reduce -32.4% 10,871 $314K
Richardson Financial Services Inc. 0.19% Add +0.4% 10,765 $311K
Cobblestone Capital Advisors LLC 0.01% Reduce -7.0% 10,440 $302K
Prime Capital Investment Advisors, LLC 0.00% Reduce -1.5% 10,400 $301K
Brucke Financial, Inc. 0.17% Add +1.4% 10,321 $299K
Capital Investment Advisors, LLC 0.00% Reduce -7.8% 10,056 $291K
Empirical Asset Management, LLC 0.08% Add +0.8% 9,809 $283K
Austin Private Wealth, LLC 0.02% Reduce -53.8% 9,751 $282K
Compound Planning, Inc. 0.01% Reduce -32.1% 9,705 $280K
Allworth Financial LP 0.00% Add +14.3% 9,619 $278K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.4% 9,378 $271K
Resonant Capital Advisors, LLC 0.02% New 9,276 $268K
Tiaa Trust, National Association 0.00% New 9,156 $265K
Victory Financial Group, LLC 0.03% Reduce -7.4% 8,795 $254K
Twin Focus Capital Partners, LLC 0.03% New 8,510 $246K
Burney Co./ 0.01% Add +18.0% 8,422 $243K
GW Henssler & Associates Ltd. 0.01% Add +10.7% 8,300 $240K
Nwam LLC 0.01% Add +0.3% 8,209 $239K
IFS Group,LLC 0.21% — 8,150 $235K
Capital CS Group, LLC 0.38% Reduce -0.6% 8,079 $233K
Advisory Services Network, LLC 0.00% No change 7,962 $230K
FMR LLC 0.00% Reduce -8.7% 7,843 $227K
Bulltick Wealth Management, LLC 0.05% Add +2.2% 7,770 $225K
Geneos Wealth Management Inc. 0.01% Reduce -15.3% 7,744 $224K
SMART Wealth LLC 0.08% Reduce -42.6% 7,364 $213K
Zhang Financial LLC 0.01% New 7,300 $211K
International Private Wealth Advisors LLC 0.13% Reduce -4.1% 7,285 $211K
Lanark Financial, Inc. 0.02% Add +290.5% 7,247 $209K
AlphaStar Capital Management, LLC 0.02% Reduce -10.0% 7,036 $203K
Venturi Wealth Management, LLC 0.01% Reduce -5.4% 7,027 $203K
Sequent Planning LLC 0.06% New 6,966 $201K
Centennial Bank 0.08% Reduce -3.8% 6,874 $199K
First Horizon Corp. 0.01% — 6,863 $198K
Principal Securities, Inc. 0.00% Add +21.3% 6,027 $174K
Parvin Asset Management, LLC 0.14% No change 5,431 $157K
Stone House Investment Management, LLC 0.03% Add +1.9% 5,347 $155K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.1% 5,288 $153K
TruNorth Capital Management, LLC 0.03% New 5,034 $145K
SBI Securities Co., Ltd. 0.00% Add +0.2% 4,270 $123K
Strategic Wealth Partners, Ltd. 0.01% Add +129.1% 4,133 $119K
CoreCap Advisors, LLC 0.00% Add +79.3% 3,821 $110K
Capital Investment Advisory Services, LLC 0.01% Add +0.2% 3,431 $99K
SouthState Bank Corp 0.00% Add +5582.8% 3,296 $95K
Pineridge Advisors LLC 0.03% Add +1.0% 3,049 $88K
Howe & Rusling Inc. 0.01% New 2,997 $87K
Blair William & Co. 0.00% Add +5.8% 2,987 $86K
Capital Analysts, LLC 0.00% Add +31.9% 2,790 $81K
Aptus Capital Advisors, LLC 0.00% Reduce -7.7% 2,765 $80K
Versant Capital Management, Inc 0.01% New 2,680 $77K
Your Advocates Ltd., LLP 0.02% No change 2,530 $73K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 2,235 $65K
Pacific Center for Financial Services 0.02% New 2,111 $61K
Tortoise Investment Management, LLC 0.00% No change 1,615 $47K
Larson Financial Group LLC 0.00% Reduce -26.7% 1,590 $46K
Addison Advisors LLC 0.01% New 1,340 $39K
Financial Consulate, Inc. 0.01% New 1,317 $38K
Pinnacle Bancorp, Inc. 0.01% Add +34.9% 1,307 $38K
Franklin Resources Inc. 0.00% No change 1,275 $37K
SIMA Wealth Partners, LLC 0.03% Reduce -7.8% 1,223 $35K
Signaturefd, LLC 0.00% No change 978 $28K
Caitlin John, LLC 0.02% New 920 $27K
Tripletail Wealth Management, LLC 0.03% New 857 $25K
Qube Research & Technologies Ltd 0.00% Reduce -4.5% 758 $22K
Ascentis Wealth Management, LLC 0.00% No change 668 $19K
Harbor Investment Advisory, LLC 0.00% No change 631 $18K
Webster Bank, N. A. 0.00% No change 573 $17K
BankPlus Trust Department 0.00% No change 569 $16K
US Bancorp \de 0.00% Add +0.9% 553 $16K
LRI Investments, LLC 0.00% Reduce -78.3% 546 $16K
Trust Co. of Vermont 0.00% Reduce -24.4% 530 $15K
MAI Capital Management 0.00% No change 527 $15K
Parallel Advisors, LLC 0.00% Reduce -35.0% 463 $13K
DecisionPoint Financial, LLC 0.00% New 384 $11K
Creative Financial Designs Inc. 0.00% Reduce -59.0% 339 $10K
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
MassMutual Private Wealth & Trust, FSB 0.00% New 291 $8K
1620 Investment Advisors, Inc. 0.00% No change 226 $7K
AlphaCore Capital LLC 0.00% No change 175 $5K
Ancora Advisors LLC 0.00% No change 149 $4K
Founders Financial Alliance, LLC 0.00% No change 113 $3K
POM Investment Strategies, LLC 0.00% New 109 $3K
Hantz Financial Services, Inc. 0.00% New 114 $3K
Compass Financial Services Inc 0.00% Add +1.0% 101 $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% Reduce -6.0% 78 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 68 $2K
Smartleaf Asset Management LLC 0.00% Reduce -96.3% 54 $2K
Legacy Wealth Managment, LLC 0.00% No change 33 $954
BNP Paribas Financial Markets 0.00% Add +26.9% 33 $954
Cornerstone Planning Group LLC 0.00% Add +9.1% 36 $836
Creekmur Asset Management LLC 0.00% Reduce -15.2% 28 $809
Wealthspire Advisors, LLC 0.00% New 19 $549
Halbert Hargrove Global Advisors, LLC 0.00% No change 4 $116

"% 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.