SS SPDR P Int Term TSY ETFSPTIETF

13F holders, Q4 2025 (December 31)
409holders +36
53new positions
26sold out
4famous investors
$28.84avg. 13F price*

At the end of Q4 2025, 409 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, up 36 from Q3 2025. 53 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($1.4B), Financial Engines Advisors L.L.C. ($1.3B) and Municipal Employees' Retirement System of Michigan ($1.1B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR P Int Term TSY ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions53$73.2M
Exits26$118.4M

All 13F filers, Q3 2025 → Q4 2025: 21,940,757 shares bought and 13,800,321 shares sold, net +8,140,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 409 holders

LPL Financial LLC 0.38% Add +3.6% 48,812,099 $1.4B
Financial Engines Advisors L.L.C. 2.41% Add +7.3% 44,094,271 $1.3B
Municipal Employees' Retirement System of Michigan 12.15% Add +3.9% 37,247,174 $1.1B
Bank of America Corp. 0.03% Reduce -19.6% 14,375,967 $414.6M
Mather Group, Llc. 3.36% Add +5.5% 11,316,901 $326.4M
Richard Bernstein Advisors LLC 6.73% Reduce -1.0% 7,945,875 $229.2M
Ameriprise Financial Inc. 0.04% Reduce -4.5% 6,836,309 $197.2M
Cwm, LLC 0.49% Add +17.8% 6,289,128 $181.4M
Envestnet Asset Management Inc. 0.05% Add +3.2% 6,153,589 $177.5M
Merit Financial Group, LLC 1.33% Add +7.0% 5,757,906 $166.1M
GLOBALT Investments LLC / GA 5.92% Add +0.6% 5,621,794 $162.1M
One Day In July LLC 11.53% Add +11.5% 4,865,351 $140.3M
Evermay Wealth Management LLC 15.03% Add +4.0% 4,645,677 $134.0M
Osaic Holdings, Inc. 0.14% Reduce -3.1% 3,391,681 $97.8M
Kingsview Wealth Management, LLC 1.40% Add +11.3% 3,358,644 $96.9M
Stephens Group Asset Management, LLC 6.30% Reduce -0.0% 3,273,468 $94.4M
Wells Fargo & Company 0.02% Add +1.4% 2,877,371 $83.0M
Assetmark, Inc. 0.17% Add +7.9% 2,843,335 $82.0M
CX Institutional 2.37% Add +2.4% 2,752,121 $79.4M
State Street Corp. 0.00% Reduce -0.3% 2,668,179 $77.0M
Manning & Napier Advisors LLC 0.89% Add +19.4% 2,367,256 $68.4M
Compton Financial Group, LLC 14.78% Add +10.5% 2,263,083 $65.3M
Strategic Wealth Investment Group, LLC 7.79% Reduce -34.0% 2,198,284 $63.4M
Cetera Investment Advisers 0.06% Add +21.4% 1,924,746 $55.5M
Carnegie Investment Counsel 0.96% Add +1.4% 1,809,234 $52.2M
UBS Group AG 0.01% Add +16.0% 1,802,953 $52.0M
AlphaQuest LLC 2.70% Add +643.7% 1,670,793 $48.2M
HighTower Advisors, LLC 0.05% Add +5.4% 1,525,809 $44.0M
Voisard Asset Management Group, Inc. 9.34% Add +7.0% 1,500,900 $43.3M
Mercer Global Advisors Inc. 0.06% Add +2.4% 1,458,233 $42.1M
O'Brien Wealth Partners LLC 5.53% Add +2.2% 1,450,509 $41.8M
Black Diamond Financial, LLC 4.31% Add +6.5% 1,418,376 $40.9M
Portland Global Advisors LLC 4.23% Add +3.6% 1,367,824 $39.4M
KWB Wealth 3.59% New 1,314,158 $37.9M
Morgan Stanley 0.00% Reduce -41.9% 1,304,034 $37.6M
Equitable Holdings, Inc. 0.25% Add +6.1% 1,278,390 $36.9M
Gradient Investments LLC 0.58% Add +4.6% 1,274,860 $36.8M
NorthRock Partners, LLC 0.53% Add +22.8% 1,091,131 $31.5M
Concord Wealth Partners 4.02% Add +4.0% 1,072,706 $30.9M
3EDGE Asset Management, LP 1.60% Add +95.8% 1,066,465 $30.8M
Concord Asset Management, LLC 5.31% Add +3.5% 1,063,605 $30.7M
Capital Investment Advisors, LLC 0.46% Add +10221.0% 1,037,880 $29.9M
Bank of Montreal 0.01% Add +0.5% 1,031,252 $29.7M
Stifel Financial Corp. 0.03% Reduce 0.0% 1,023,857 $29.5M
Bank of Nova Scotia 0.04% Add +40.2% 1,019,170 $29.4M
Great Valley Advisor Group, Inc. 0.56% Add +5.4% 1,001,701 $28.9M
Private Advisor Group, LLC 0.13% Add +3.9% 950,203 $27.4M
Leicht Financial Planning & Wealth Management, Inc. 12.12% Add +9.2% 940,048 $27.1M
Sentinel Pension Advisors, LLC 4.02% Reduce -24.4% 907,726 $26.2M
Envestnet Portfolio Solutions, Inc. 0.08% Add +1644.0% 835,570 $24.1M
Flagstone Financial Management 6.08% Add +2.8% 822,162 $23.7M
Impact Partnership Wealth, LLC 3.01% Add +85.1% 814,416 $23.5M
Raymond James Financial Inc. 0.01% Reduce -22.9% 806,100 $23.2M
Truist Financial Corp. 0.03% Reduce -26.6% 712,339 $20.5M
Wealth Enhancement Advisory Services, LLC 0.03% Add +22.6% 711,186 $20.5M
Collier Financial 13.88% Add +7.4% 640,911 $18.5M
Royal Bank of Canada 0.00% Reduce -4.1% 616,646 $17.8M
Park Avenue Securities LLC 0.15% Reduce -2.3% 602,287 $17.4M
Bridge Generations Wealth Management LLC 10.69% Add +17.8% 598,595 $17.3M
Flagship Harbor Advisors, LLC 0.80% Add +5.1% 588,379 $17.0M
Mariner, LLC 0.02% Add +8.9% 537,610 $15.5M
Woodmont Investment Counsel LLC 0.96% Reduce -26.4% 528,985 $15.3M
OneDigital Investment Advisors LLC 0.15% Add +5.3% 520,300 $15.0M
HighPoint Advisor Group LLC 0.33% New 513,185 $14.8M
Commonwealth Equity Services, LLC 0.02% Add +5.6% 511,714 $14.8M
S. R. Schill & Associates 10.24% Add +0.3% 503,002 $14.5M
Melone Private Wealth, LLC 6.13% Reduce -3.0% 501,392 $14.5M
Level Four Advisory Services, LLC 0.46% Add +0.5% 482,652 $13.9M
Arjuna Capital 3.32% Reduce -5.4% 469,413 $13.5M
Tsfg, LLC 2.01% Reduce -5.4% 465,570 $13.4M
BlackRock, Inc. 0.00% Add +272.9% 464,355 $13.4M
Salomon & Ludwin, LLC 1.18% Add +8.4% 461,884 $13.3M
Hobbs Group Advisors, LLC 4.02% Reduce -11.0% 461,379 $13.3M
GM Advisory Group, LLC 0.52% Reduce -6.1% 461,236 $13.3M
Certified Advisory Corp 1.20% Add +2.5% 454,605 $13.1M
Madison Asset Management, LLC 0.15% Add +0.6% 454,171 $13.1M
Equita Financial Network, Inc. 3.87% Add +14.4% 445,153 $12.8M
Apriem Advisors 1.16% Reduce -0.8% 437,881 $12.6M
Eldridge Investment Advisors, Inc. 2.66% Add +25.0% 418,460 $12.1M
AE Wealth Management LLC 0.07% Add +864.9% 403,133 $11.6M
Capasso Planning Partners LLC 6.17% Add +10.4% 389,389 $11.2M
Beacon Pointe Advisors, LLC 0.08% Add +6.7% 377,726 $10.9M
Tilson Financial Group, Inc. 3.34% Add +5.5% 375,897 $10.8M
Evergreen Wealth Partners LLC 8.84% — 363,904 $10.5M
Waterloo Capital, L.P. 0.75% Reduce -20.7% 360,183 $10.4M
Integrated Wealth Concepts LLC 0.12% Add +55.2% 357,036 $10.3M
PSI Advisors, LLC 2.58% Add +6.5% 355,489 $10.3M
TPG Financial Advisors, LLC 3.33% Reduce -1.4% 345,509 $10.0M
Matauro, LLC 1.43% Add +0.6% 330,010 $9.5M
Higgins & Schmidt Wealth Strategies LLC 4.42% Add +6.0% 323,787 $9.3M
Appalachian Capital Management Ltd 7.46% — 322,765 $9.3M
Fourth Dimension Wealth, LLC 3.36% Add +1.7% 319,091 $9.2M
Goldman Sachs Group Inc. 0.00% No change 316,569 $9.1M
Comerica Bank 0.03% Reduce -3.1% 302,860 $8.7M
IFG Advisory, LLC 0.38% Add +5.7% 301,794 $8.7M
Synergy Investment Management, LLC 3.03% Reduce -2.1% 296,450 $8.5M
MML Investors Services, LLC 0.02% Add +27.8% 295,949 $8.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -13.7% 289,000 $8.3M
Abound Financial, LLC 3.21% Add +6.4% 287,620 $8.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.3% 267,783 $7.7M

"% 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 409 holders