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
Frisch Financial Group, Inc. 1.69% Add +442.1% 261,710 $7.5M
Signet Financial Management, LLC 0.84% Add +3.5% 260,393 $7.5M
Inspire Advisors, LLC 0.66% Add +9.3% 247,426 $7.1M
Independence Wealth Advisors, LLC 3.93% — 242,464 $7.0M
Integrated Capital Management, Inc. 4.61% Add +2.9% 240,469 $6.9M
Key Financial Inc 1.24% Add +2.6% 235,879 $6.8M
DAVENPORT & Co LLC 0.04% Add +20.0% 226,394 $6.5M
Pinnacle Financial Partners, Inc. 0.05% — 215,619 $6.2M
Creative Planning 0.00% Reduce -4.5% 213,085 $6.1M
Vermillion & White Wealth Management Group, LLC 3.33% Add +4.1% 211,741 $6.1M
Auour Investments LLC 1.94% Reduce -5.6% 211,612 $6.1M
Western Wealth Management, LLC 0.28% Add +19.1% 210,069 $6.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.8% 208,313 $6.0M
Oregon Pacific Wealth Management, LLC 6.15% Add +90.6% 206,329 $6.0M
Retirement Planning Group, LLC 0.19% Reduce -6.8% 201,094 $5.8M
Hobart Private Capital, LLC 1.13% Add +7.8% 200,892 $5.8M
Migdal Insurance & Financial Holdings Ltd. 0.05% Add +39.7% 199,019 $5.7M
Rockefeller Capital Management L.P. 0.01% Add +23.8% 197,759 $5.7M
Onyx Bridge Wealth Group LLC 0.59% Reduce -3.8% 193,625 $5.6M
AQR Capital Management 0.00% Add +3.8% 192,008 $5.5M
XY Planning Network, Inc. 0.95% Add +668.8% 188,809 $5.4M
Comprehensive Wealth Management, LLC 3.18% Reduce -25.2% 186,748 $5.4M
Trilogy Capital Inc. 0.23% Add +11.1% 178,997 $5.2M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -76.9% 173,540 $5.0M
Elevation Point Wealth Partners, LLC 0.23% Add +1.1% 163,810 $4.7M
Cornerstone Wealth Management, LLC 0.24% Add +16.4% 163,155 $4.7M
Citigroup Inc. 0.00% Add +1144.2% 161,552 $4.7M
Kestra Advisory Services, LLC 0.02% Reduce -8.0% 158,378 $4.6M
Sanctuary Advisors, LLC 0.02% Reduce -21.7% 157,889 $4.6M
Climber Capital SA 2.97% — 157,997 $4.6M
Gladstone Institutional Advisory LLC 0.17% Add +11.4% 154,871 $4.5M
Bailard, Inc. 0.10% Add +542.5% 152,145 $4.4M
Integrity Wealth Advisors, Inc. 2.89% Reduce -71.3% 142,967 $4.1M
Astoria Portfolio Advisors LLC. 0.93% Reduce -77.9% 140,880 $4.1M
ArborFi Advisors, LLC 3.29% Add +5.1% 140,428 $4.0M
Avant Financial Advisors LLC 2.74% Add +10.2% 132,292 $3.8M
JT Stratford LLC 0.48% Add +2.3% 129,361 $3.7M
Waverly Advisors, LLC 0.03% Add +12.3% 126,204 $3.6M
St Germain D J Co. Inc. 0.14% Add +19.8% 124,892 $3.6M
Transamerica Financial Advisors, LLC 0.30% Add +0.9% 124,599 $3.6M
Private Wealth Group, LLC 1.68% Add +14.6% 121,391 $3.5M
Janney Montgomery Scott LLC 0.01% Reduce -3.2% 119,771 $3.5M
Global Retirement Partners, LLC 0.06% Reduce -5.2% 117,461 $3.4M
Planwiser Financial, LLC 2.35% Add +1.1% 109,201 $3.1M
Silverlake Wealth Management LLC 0.70% Add +17.6% 108,376 $3.1M
Gateway Wealth Partners, LLC 0.35% Reduce -38.1% 108,117 $3.1M
Napier Financial, LLC 0.77% — 106,222 $3.1M
Libra Wealth LLC 0.84% No change 104,269 $3.0M
Private Trust Co. NA 0.26% Add +3.1% 102,360 $3.0M
JPMorgan Chase & Co. 0.00% Add +22.6% 100,664 $2.9M
Bank of New York Mellon Corp 0.00% Reduce -40.0% 94,773 $2.7M
Downshift Financial, LLC 1.64% — 92,378 $2.7M
Zinnia Wealth Advisory, LLC 2.86% — 91,829 $2.6M
NewEdge Advisors, LLC 0.01% Reduce -27.5% 90,476 $2.6M
PNC Financial Services Group, Inc. 0.00% Reduce -37.3% 89,831 $2.6M
Narus Financial Partners, LLC 0.70% Reduce -1.8% 88,248 $2.5M
Plus Group Wealth Advisors LLC 2.82% — 88,200 $2.5M
Verus Capital Partners, LLC 0.17% New 86,664 $2.5M
Bonfire Financial 1.75% Reduce -10.7% 81,318 $2.3M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -1.8% 80,999 $2.3M
Prosperity Advisers, LLC 1.91% — 80,103 $2.3M
Puff Wealth Management, LLC 2.89% Reduce -35.3% 77,506 $2.2M
Scotia Capital Inc. 0.01% Add +16.6% 75,608 $2.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.8% 74,242 $2.1M
IHT Wealth Management, LLC 0.05% Add +150.1% 73,486 $2.1M
Strategic Financial Partners, Ltd. 0.92% Add +2.1% 73,277 $2.1M
October Effect Ltd 2.26% Reduce -4.7% 71,034 $2.0M
ZEGA Investments, LLC 0.38% Add +26.9% 67,823 $2.0M
Jacobi Capital Management LLC 0.11% Add +6.3% 67,722 $2.0M
Atria Investments, Inc 0.02% Reduce -10.6% 64,907 $1.9M
Jones Financial Companies LLLP 0.00% Add +75.7% 63,304 $1.8M
Tidemark, LLC 0.51% Add +7.4% 62,069 $1.8M
Vicus Capital 0.13% Reduce -0.5% 61,894 $1.8M
Clarity Wealth Development LLC 1.49% Reduce -7.4% 60,891 $1.8M
IFP Advisors, Inc 0.04% Add +0.2% 60,480 $1.7M
Cranbrook Wealth Management, LLC 0.34% Add +3.4% 60,258 $1.7M
Spectrum Wealth Advisory Group, LLC 0.63% Reduce -20.7% 59,801 $1.7M
M Holdings Securities, Inc. 0.12% New 59,383 $1.7M
Brown Financial Advisors 0.62% Reduce -0.3% 58,969 $1.7M
Collaborative Wealth Managment Inc. 0.60% Add +8.2% 58,712 $1.7M
Costello Asset Management, INC 0.55% Add +1.1% 58,120 $1.7M
Stephens Inc. 0.02% No change 55,717 $1.6M
Mgo One Seven LLC 0.03% Add +3.5% 55,526 $1.6M
&partners 0.01% New 54,153 $1.6M
Baird Financial Group, Inc. 0.00% Add +3.9% 53,835 $1.6M
Ehrlich Financial Group 0.84% Reduce -2.5% 50,938 $1.5M
Virtue Capital Management, LLC 0.22% Add +73.5% 50,428 $1.5M
Lido Advisors, LLC 0.01% Add +0.3% 50,247 $1.5M
Hardin Capital Partners, LLC 0.69% Reduce -0.4% 50,293 $1.5M
GenWealth Group, Inc. 0.24% No change 48,767 $1.4M
Simplicity Wealth,LLC 0.08% Add +3.3% 48,533 $1.4M
Farther Finance Advisors, LLC 0.01% Add +43.2% 48,192 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -7.5% 47,902 $1.4M
Apollon Financial, LLC 0.20% New 47,148 $1.4M
Golden State Wealth Management, LLC 0.14% Add +21.0% 46,876 $1.4M
Renaissance Technologies 0.00% Reduce -75.4% 46,400 $1.3M
Center For Asset Management LLC 0.70% Add +1.4% 46,349 $1.3M
Beacon Bridge Wealth Partners, LLC 0.42% Reduce -0.0% 44,347 $1.3M
Vertex Planning Partners, LLC 0.30% Add +1.9% 44,073 $1.3M
Paladin Wealth, LLC 0.86% Add +0.6% 43,560 $1.3M
RMR Wealth Builders 0.10% Add +57.8% 43,434 $1.3M
Fisher Asset Management 0.00% Add +30.9% 43,227 $1.2M
Independent Advisor Alliance 0.03% Add +19.4% 42,427 $1.2M
Vise Technologies, Inc. 0.02% New 41,930 $1.2M
Waller Financial Planning Group, Inc. 0.27% Add +6.1% 41,768 $1.2M
Boltwood Capital Management 0.31% No change 40,900 $1.2M
Thompson Davis & Co., Inc. 0.71% Reduce -0.2% 40,869 $1.2M
Strategic Investment Advisors / MI 0.10% Add +11182.6% 39,602 $1.1M
Facet Wealth, Inc. 0.02% Add +12.9% 39,666 $1.1M
Hill Island Financial LLC 0.27% Reduce -11.0% 39,385 $1.1M
GMO 0.00% New 39,004 $1.1M
Mosaic Financial Group, LLC 0.74% Add +0.8% 37,636 $1.1M
Insight Advisors, LLC/ PA 0.16% Add +0.3% 37,191 $1.1M
Blue Trust, Inc. 0.01% Add +5.3% 37,185 $1.1M
Objectivity Squared, LLC 0.59% Add +35.8% 36,504 $1.1M
Cerity Partners LLC 0.00% Add +21.7% 36,459 $1.1M
Cercano Management LLC 0.04% No change 35,199 $1.0M
Savvy Advisors, Inc. 0.03% New 35,137 $1.0M
Wiregrass Investment Management LLC 0.84% — 34,948 $1.0M
Belpointe Asset Management LLC 0.04% Add +28.0% 34,640 $999K
Kovack Advisors, Inc. 0.05% New 34,039 $982K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -9.2% 33,171 $957K
Snowden Capital Advisors LLC 0.02% Add +1.1% 32,986 $951K
Smithbridge Asset Management Inc. 0.08% New 32,547 $939K
RFG Advisory, LLC 0.02% Add +31.1% 31,963 $922K
Vista Investment Partners Ii, LLC 0.38% Add +7.6% 30,970 $893K
Ascent Group, LLC 0.03% Reduce -0.6% 30,926 $892K
Independent Financial Group, LLC 0.02% Reduce -34.1% 30,912 $892K
Integrity Wealth Solutions LLC 0.35% Add +1.3% 30,792 $888K
Stratos Wealth Partners, LTD. 0.01% Reduce -13.3% 30,647 $884K
Jefferson Bridge Capital, LLC 0.88% — 30,177 $870K
Parr McKnight Wealth Management Group, LLC 0.11% No change 29,802 $859K
Vontobel Holding Ltd. 0.00% Add +4.0% 29,091 $839K
Lifeworks Advisors, LLC 0.11% Reduce -0.6% 29,023 $837K
RKL Wealth Management LLC 0.07% Add +4.9% 28,906 $834K
Maridea Wealth Management LLC 0.13% Add +21.9% 28,876 $833K
Flputnam Investment Management Co. 0.01% Add +58.4% 28,219 $814K
Pathway Financial Advisors LLC 0.10% Reduce -15.5% 28,064 $810K
Mattson Financial Services, LLC 0.19% Add +4.1% 27,898 $805K
Patron Partners, LLC 0.32% Reduce -0.2% 24,653 $711K
Blalock Williams, LLC 0.57% No change 24,609 $710K
Howard Bailey Securities, LLC 0.27% Reduce -15.4% 24,120 $696K
Hilltop Partners LLC 0.18% Add +16.4% 24,070 $694K
Barnes Wealth Management Group, Inc 0.36% Add +2.2% 23,524 $678K
Clarendon Private LLC 0.55% Add +0.4% 22,442 $647K
Veltria Advisors Corp. 2.82% No change 22,431 $647K
Perennial Investment Advisors, LLC 0.05% Reduce -22.9% 21,711 $626K
Corient Private Wealth LP 0.00% Add +6.0% 21,650 $624K
Betterment LLC 0.00% Add +4.1% 20,873 $602K
Boyd Wealth Management, LLC 0.25% Add +45.7% 20,127 $580K
Steward Partners Investment Advisory, LLC 0.00% Add +0.0% 19,701 $568K
Mach-1 Financial Group, LLC 0.11% New 19,068 $550K
Ameritas Advisory Services, LLC 0.02% New 18,998 $548K
Meitav Investment House Ltd. 0.01% Add +47.5% 18,998 $548K
Boyd Watterson Asset Management LLC 0.16% Reduce -40.0% 18,727 $540K
Northbridge Financial Group, LLC 0.24% — 18,359 $529K
Ballast Rock Private Wealth LLC 0.33% — 18,329 $529K
Wedmont Private Capital 0.02% New 18,045 $521K
Tennessee Valley Asset Management Partners 0.07% New 17,963 $518K
Curi Capital, LLC 0.01% Add +11.8% 17,784 $513K
Richmond Investment Services, LLC 0.09% Reduce -47.7% 17,560 $506K
Savant Capital, LLC 0.00% Add +0.3% 17,240 $497K
TrueWealth Financial Partners 0.40% New 16,785 $484K
True Blue Financial, LLC 0.40% — 16,785 $484K
Wealthcare Advisory Partners LLC 0.01% Add +1.5% 16,080 $464K
Root Financial Partners, LLC 0.02% Reduce -5.6% 15,934 $460K
Diversify Advisory Services, LLC 0.01% Reduce -2.7% 15,620 $449K
WCG Wealth Advisors LLC 0.01% New 15,452 $446K
Coordinated Financial Services, Inc. 0.26% Add +0.3% 15,449 $446K
World Investment Advisors 0.01% New 15,258 $440K
Harbour Investments, Inc. 0.01% Reduce -0.3% 15,232 $439K
Realta Investment Advisors 0.14% Reduce -2.0% 14,546 $420K
Keel Point, LLC 0.02% Add +2.6% 14,291 $412K
Americana Partners, LLC 0.01% Reduce -0.8% 14,052 $405K
First Horizon Corp. 0.02% Add +101.3% 13,813 $398K
FMR LLC 0.00% Add +74.5% 13,688 $395K
Bluedoor Private Wealth, LLC 0.18% — 13,511 $390K
Coastal Bridge Advisors, LLC 0.03% Reduce -0.1% 13,343 $385K
UMB Bank, n.a. 0.01% New 13,105 $378K
Brookstone Capital Management 0.00% Add +0.7% 13,073 $377K
Brooklyn FI, LLC 0.08% Add +6.2% 13,068 $377K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -1.6% 12,968 $374K
Heritage Financial Services, LLC 0.03% No change 12,902 $372K
Charter Oak Capital Management, LLC 0.03% Reduce -14.1% 12,895 $372K
Moisand Fitzgerald Tamayo, LLC 0.04% No change 12,861 $371K
Clark Asset Management, LLC 0.04% Add +15.2% 12,665 $365K
Seaside Wealth Management, Inc. 0.10% Add +4.3% 11,961 $345K
McAdam, LLC 0.02% New 11,889 $343K
Captrust Financial Advisors 0.00% New 11,812 $341K
Perigon Wealth Management, LLC 0.01% Reduce -6.7% 11,751 $339K
Richardson Financial Services Inc. 0.11% Add +4.8% 11,279 $335K
Centennial Bank 0.13% Add +68.0% 11,547 $333K
Axxcess Wealth Management, LLC 0.01% Reduce -1.7% 11,507 $332K
Strategic Blueprint, LLC 0.02% New 11,495 $332K
Ritholtz Wealth Management 0.01% Reduce -7.0% 11,432 $330K
Continuum Advisory, LLC 0.03% Reduce -2.1% 11,229 $324K
A4 Wealth Advisors LLC 0.27% Reduce -34.4% 10,830 $312K
Austin Private Wealth, LLC 0.02% Add +7.6% 10,493 $303K
Geneos Wealth Management Inc. 0.01% Add +33.8% 10,364 $299K
Brucke Financial, Inc. 0.16% Reduce -0.2% 10,299 $297K
Prime Capital Investment Advisors, LLC 0.00% Reduce -1.8% 10,211 $294K
Capstone Wealth Management Group, LLC 0.12% New 10,110 $292K
Trustmark Bank Trust Department 0.02% Reduce -10.2% 9,936 $287K
Tiaa Trust, National Association 0.00% Add +8.2% 9,903 $286K
Klaas Financial Asset Advisors, LLC 0.04% New 9,845 $284K
Advisor Resource Council 0.10% New 9,802 $281K
Ransom Advisory, Ltd 0.11% New 9,750 $281K
Vantage Financial Partners, LLC 0.06% Reduce -43.4% 9,716 $280K
GeoWealth Management, LLC 0.01% Reduce -28.3% 9,610 $277K
Northland Securities, Inc. 0.26% — 9,517 $274K
Victory Financial Group, LLC 0.03% Add +7.2% 9,426 $272K
Invested Advisors 0.28% New 9,355 $270K
Burney Co./ 0.01% Add +10.6% 9,316 $269K
Resonant Capital Advisors, LLC 0.01% No change 9,276 $268K
Nwam LLC 0.01% Add +11.2% 9,128 $263K
Cravens & Co Advisors, LLC 0.17% New 9,112 $263K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -4.2% 8,987 $259K
Twin Focus Capital Partners, LLC 0.03% No change 8,510 $245K
GW Henssler & Associates Ltd. 0.01% Add +1.5% 8,426 $243K
Symphony Financial, Ltd. Co. 0.03% New 8,397 $242K
Sequent Planning LLC 0.06% Add +19.1% 8,300 $239K
Capital CS Group, LLC 0.37% Add +1.4% 8,188 $236K
Keystone Financial Group 0.02% New 8,114 $234K
Advisory Services Network, LLC 0.00% No change 7,962 $230K
Latitude Advisors, LLC 0.10% Reduce -61.8% 7,925 $229K
Bulltick Wealth Management, LLC 0.05% Add +0.8% 7,836 $226K
Focus Partners Wealth 0.00% New 7,674 $221K
OneAscent Financial Services LLC 0.02% New 7,593 $219K
Zhang Financial LLC 0.01% No change 7,300 $211K
International Private Wealth Advisors LLC 0.13% Reduce -0.0% 7,284 $210K
Venturi Wealth Management, LLC 0.01% Add +2.6% 7,210 $208K
Edgestream Partners, L.P. 0.01% New 7,135 $206K
PFG Advisors 0.01% Reduce -82.5% 7,060 $204K
Compound Planning, Inc. 0.01% Reduce -28.1% 6,979 $201K
Stone House Investment Management, LLC 0.03% Add +7.7% 5,760 $166K
Allworth Financial LP 0.00% Reduce -43.5% 5,439 $157K
EverSource Wealth Advisors, LLC 0.01% No change 5,288 $153K
Lanark Financial, Inc. 0.01% Reduce -27.9% 5,222 $151K
Harbor Investment Advisory, LLC 0.01% Add +637.2% 4,652 $134K
SBI Securities Co., Ltd. 0.00% Add +1.1% 4,315 $124K
CoreCap Advisors, LLC 0.00% Add +1.6% 3,884 $112K
Cape Investment Advisory, Inc. 0.03% New 3,564 $103K
Capital Investment Advisory Services, LLC 0.01% Reduce -1.3% 3,385 $98K
Capital Analysts, LLC 0.00% Add +1.0% 2,817 $81K
POM Investment Strategies, LLC 0.04% Add +2473.4% 2,805 $81K
Aptus Capital Advisors, LLC 0.00% Reduce -4.2% 2,648 $76K
Blair William & Co. 0.00% Reduce -12.3% 2,619 $76K
Your Advocates Ltd., LLP 0.02% No change 2,530 $73K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +11.6% 2,494 $72K
Optima Capital LLC 0.03% New 2,217 $64K
Premier Financial Group 0.02% New 2,162 $62K
Pacific Center for Financial Services 0.02% No change 2,111 $61K
Medallion Wealth Advisors, LLC 0.02% Reduce -85.4% 1,855 $53K
Strategic Wealth Partners, Ltd. 0.00% Reduce -55.4% 1,845 $53K
SouthState Bank Corp 0.00% Reduce -47.2% 1,741 $50K
Manchester Capital Management LLC 0.01% New 1,720 $50K
GPS Wealth Strategies Group, LLC 0.04% Reduce -93.8% 1,674 $48K
Larson Financial Group LLC 0.00% Add +0.9% 1,605 $46K
Pinnacle Bancorp, Inc. 0.01% No change 1,307 $38K
Franklin Resources Inc. 0.00% No change 1,275 $37K
SageView Advisory Group, LLC 0.00% New 1,229 $35K
SIMA Wealth Partners, LLC 0.03% No change 1,223 $35K
Financial Consulate, Inc. 0.00% Reduce -15.7% 1,110 $32K
Elyxium Wealth, LLC 0.01% New 920 $27K
Adkins Seale Capital Management LLC 0.03% — 918 $26K
Caitlin John, LLC 0.02% Reduce -0.3% 917 $26K
US Bancorp \de 0.00% Add +30.9% 724 $21K
AlphaCore Capital LLC 0.00% Add +292.6% 687 $20K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 604 $17K
MPWM Advisory Solutions, LLC 0.01% New 578 $17K
Webster Bank, N. A. 0.00% No change 573 $17K
BankPlus Trust Department 0.00% No change 569 $16K
ESL Trust Services, LLC 0.00% New 483 $14K
LRI Investments, LLC 0.00% Reduce -17.4% 451 $13K
United Financial Planning Group LLC 0.01% New 416 $12K
Highline Wealth Partners LLC 0.00% New 347 $10K
Breakwater Investment Management 0.00% No change 335 $10K
Rossby Financial, LCC 0.00% Add +3.1% 335 $10K
Jackson Hole Capital Partners, LLC 0.00% No change 312 $9K
First Command Advisory Services, Inc. 0.00% New 300 $9K
MassMutual Private Wealth & Trust, FSB 0.00% No change 291 $8K
MAI Capital Management 0.00% Reduce -46.9% 280 $8K
Signaturefd, LLC 0.00% Reduce -72.6% 268 $8K
Essential Partners LLC 0.00% New 260 $7K
Kohmann Bosshard Financial Services, LLC 0.00% New 255 $7K
Princeton Global Asset Management LLC 0.00% New 249 $7K
Parallel Advisors, LLC 0.00% Reduce -50.1% 231 $7K
1620 Investment Advisors, Inc. 0.00% No change 226 $7K
Ancora Advisors LLC 0.00% No change 149 $4K
Ascentis Wealth Management, LLC 0.00% Reduce -82.5% 117 $3K
Founders Financial Alliance, LLC 0.00% No change 113 $3K
Hantz Financial Services, Inc. 0.00% No change 114 $3K
Compass Financial Services Inc 0.00% Add +1.0% 102 $3K
Strive Financial Group ,LLC 0.00% — 92 $3K
Eastern Bank 0.00% No change 90 $3K
Creative Financial Designs Inc. 0.00% Reduce -77.9% 75 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 68 $2K
Smartleaf Asset Management LLC 0.00% No change 54 $2K
Arax Advisory Partners 0.00% New 49 $1K
Glen Eagle Advisors, LLC 0.00% Reduce -50.0% 48 $1K
BNP Paribas Financial Markets 0.00% Add +12.1% 37 $1K
Cornerstone Planning Group LLC 0.00% Reduce -8.3% 33 $956
Legacy Wealth Managment, LLC 0.00% No change 33 $952
CIBC Private Wealth Group LLC 0.00% New 33 $952
Kingdom Financial Group LLC. 0.00% New 25 $721
Evolution Wealth Management Inc. 0.00% New 17 $490
Sound Income Strategies, LLC 0.00% Reduce -88.5% 9 $272
Halbert Hargrove Global Advisors, LLC 0.00% No change 4 $116
Park Square Financial Group, 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.