SS SPDR P Int Term TSY ETFSPTIETF

13F holders, Q1 2026 (March 31)
403holders −6
42new positions
41sold out
4famous investors
$28.66avg. 13F price*

At the end of Q1 2026, 403 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, down 6 from Q4 2025. 42 opened new positions and 41 sold out. The largest holders were LPL Financial LLC ($1.5B), Financial Engines Advisors L.L.C. ($1.3B) and Municipal Employees' Retirement System of Michigan ($1.1B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS SPDR P Int Term TSY ETF
Filed as
SPDR SERIES TRUST (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions42$128.6M
Exits41$58.6M

All 13F filers, Q4 2025 → Q1 2026: 41,783,757 shares bought and 28,673,938 shares sold, net +13,109,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 403 holders

LPL Financial LLC 0.41% Add +10.3% 53,851,890 $1.5B
Financial Engines Advisors L.L.C. 2.60% Add +1.3% 44,660,515 $1.3B
Municipal Employees' Retirement System of Michigan 12.59% Add +3.9% 38,702,475 $1.1B
Cwm, LLC 0.97% Add +104.3% 12,847,946 $368.2M
Mather Group, Llc. 3.40% Add +5.1% 11,895,021 $340.9M
Envestnet Asset Management Inc. 0.06% Add +27.2% 7,828,032 $224.4M
Ameriprise Financial Inc. 0.05% Add +11.7% 7,636,114 $218.8M
Merit Financial Group, LLC 1.32% Add +7.8% 6,208,354 $177.9M
GLOBALT Investments LLC / GA 6.05% Add +5.4% 5,924,374 $169.8M
Osaic Holdings, Inc. 0.23% Add +61.7% 5,485,248 $157.2M
One Day In July LLC 12.29% Add +10.1% 5,356,793 $153.5M
Evermay Wealth Management LLC 15.62% Add +5.8% 4,915,972 $140.9M
OneDigital Investment Advisors LLC 1.12% Add +668.3% 3,997,338 $114.6M
State Street Corp. 0.00% Add +41.0% 3,762,990 $107.8M
Kingsview Wealth Management, LLC 1.34% Add +1.6% 3,411,524 $97.8M
Assetmark, Inc. 0.18% Add +9.2% 3,103,772 $89.0M
Wells Fargo & Company 0.02% Add +2.6% 2,953,499 $84.6M
Kestra Investment Management, LLC 1.42% New 2,868,259 $82.2M
CX Institutional 2.46% Add +2.3% 2,815,704 $80.7M
Stephens Group Asset Management, LLC 4.64% Reduce -22.5% 2,537,953 $72.7M
Independent Advisor Alliance 0.72% Add +5409.4% 2,337,458 $67.0M
Manning & Napier Advisors LLC 0.92% Reduce -3.3% 2,288,911 $65.6M
Strategic Wealth Investment Group, LLC 8.05% Add +0.8% 2,214,829 $63.5M
Cetera Investment Advisers 0.06% Add +7.2% 2,063,334 $59.1M
Bank of America Corp. 0.00% Reduce -86.9% 1,885,287 $54.0M
Compton Financial Group, LLC 11.79% Reduce -17.7% 1,862,719 $53.4M
Carnegie Investment Counsel 1.03% Add +2.1% 1,846,575 $52.9M
UBS Group AG 0.01% Reduce -2.1% 1,764,469 $50.6M
Voisard Asset Management Group, Inc. 10.71% Add +16.7% 1,751,198 $50.2M
Gladstone Institutional Advisory LLC 1.73% Add +949.8% 1,625,843 $46.6M
HighTower Advisors, LLC 0.05% Add +5.1% 1,604,093 $46.0M
Black Diamond Financial, LLC 4.65% Add +4.8% 1,487,097 $42.6M
Portland Global Advisors LLC 4.27% Add +2.2% 1,398,461 $40.1M
Equitable Holdings, Inc. 0.25% Add +6.6% 1,362,930 $39.3M
Gradient Investments LLC 0.60% Add +5.5% 1,345,325 $38.6M
Morgan Stanley 0.00% Add +3.1% 1,345,014 $38.5M
Private Advisor Group, LLC 0.16% Add +26.9% 1,206,128 $34.6M
KWB Wealth 3.33% Reduce -11.3% 1,165,759 $33.6M
Concord Wealth Partners 4.23% Add +5.9% 1,136,477 $32.6M
Concord Asset Management, LLC 5.43% Add +5.5% 1,121,967 $32.2M
NorthRock Partners, LLC 0.51% Add +1.5% 1,107,517 $31.7M
Great Valley Advisor Group, Inc. 0.57% Add +8.9% 1,090,639 $31.3M
Capital Investment Advisors, LLC 0.45% Add +3.6% 1,075,418 $30.8M
Bank of Montreal 0.01% Add +0.6% 1,037,541 $29.7M
Envestnet Portfolio Solutions, Inc. 0.16% Add +18.1% 986,785 $28.3M
Sentinel Pension Advisors, LLC 4.00% Add +4.0% 943,734 $27.0M
Leicht Financial Planning & Wealth Management, Inc. 12.23% Add +0.1% 940,643 $27.0M
Raymond James Financial Inc. 0.01% Add +14.5% 922,964 $26.5M
Stifel Financial Corp. 0.02% Reduce -11.4% 907,334 $26.0M
Frisch Financial Group, Inc. 5.27% Add +236.0% 879,342 $25.2M
Impact Partnership Wealth, LLC 3.07% Add +6.7% 868,583 $24.9M
Flagstone Financial Management 6.16% Add +5.4% 866,477 $24.8M
HighPoint Advisor Group LLC 0.95% Add +54.6% 793,244 $22.7M
IHT Wealth Management, LLC 0.53% Add +975.8% 790,591 $22.7M
3EDGE Asset Management, LP 1.01% Reduce -31.7% 728,240 $20.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +245.4% 719,455 $20.6M
Truist Financial Corp. 0.03% Add +0.8% 717,831 $20.6M
Mariner, LLC 0.02% Add +31.0% 704,182 $20.2M
Bridge Generations Wealth Management LLC 10.86% Add +10.4% 660,917 $18.9M
Collier Financial 14.15% Add +1.0% 647,200 $18.5M
Commonwealth Equity Services, LLC 0.03% Add +22.5% 626,692 $18.0M
Park Avenue Securities LLC 0.14% Add +2.4% 616,859 $17.7M
Flagship Harbor Advisors, LLC 0.74% Reduce -0.7% 584,107 $16.7M
Woodmont Investment Counsel LLC 1.01% Add +7.7% 569,599 $16.3M
S. R. Schill & Associates 10.42% Add +7.0% 538,400 $15.4M
Salomon & Ludwin, LLC 1.33% Add +11.7% 515,830 $14.8M
Melone Private Wealth, LLC 5.97% Add +1.7% 510,141 $14.6M
Integrated Wealth Concepts LLC 0.12% Add +42.0% 507,179 $14.5M
Certified Advisory Corp 1.26% Add +8.2% 491,720 $14.1M
Tsfg, LLC 2.10% Add +4.0% 483,957 $13.9M
Level Four Advisory Services, LLC 0.45% Add +0.1% 483,268 $13.9M
GM Advisory Group, LLC 0.53% Add +4.5% 481,957 $13.8M
Flputnam Investment Management Co. 0.20% Add +1565.7% 470,046 $13.5M
Arjuna Capital 3.38% Reduce -1.1% 464,474 $13.3M
DAVENPORT & Co LLC 0.07% Add +97.9% 448,081 $12.8M
Eldridge Investment Advisors, Inc. 2.78% Add +6.2% 444,230 $12.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -37.7% 442,986 $12.7M
Hobbs Group Advisors, LLC 3.78% Reduce -4.4% 441,260 $12.6M
Equita Financial Network, Inc. 3.93% Reduce -2.1% 435,818 $12.5M
Madison Asset Management, LLC 0.15% Reduce -4.8% 432,305 $12.4M
AE Wealth Management LLC 0.07% Add +6.9% 430,834 $12.3M
Hobart Private Capital, LLC 2.36% Add +108.3% 418,366 $12.0M
Capasso Planning Partners LLC 6.35% Add +5.4% 410,309 $11.8M
TPG Financial Advisors, LLC 3.76% Add +16.8% 403,555 $11.6M
Tilson Financial Group, Inc. 3.41% Add +5.3% 396,000 $11.3M
Evergreen Wealth Partners LLC 8.47% Add +6.4% 387,106 $11.1M
Tidemark, LLC 2.81% Add +521.5% 385,737 $11.1M
Waterloo Capital, L.P. 0.78% Add +6.9% 385,062 $11.0M
Higgins & Schmidt Wealth Strategies LLC 4.91% Add +15.8% 374,815 $10.7M
Matauro, LLC 1.54% Add +12.8% 372,330 $10.7M
BlackRock, Inc. 0.00% Reduce -23.6% 354,970 $10.2M
Beacon Pointe Advisors, LLC 0.05% Reduce -8.1% 347,046 $9.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +20.1% 347,000 $9.9M
Appalachian Capital Management Ltd 7.69% Add +3.8% 335,006 $9.6M
Fourth Dimension Wealth, LLC 3.56% Add +2.6% 327,557 $9.4M
Royal Bank of Canada 0.00% Reduce -47.1% 326,234 $9.3M
AQR Capital Management 0.00% Add +69.9% 326,220 $9.3M
Synergy Investment Management, LLC 3.02% Add +8.8% 322,411 $9.2M
Goldman Sachs Group Inc. 0.00% No change 316,569 $9.1M
Fifth Third Bancorp 0.02% New 301,892 $8.7M

"% 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 403 holders