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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $128.6M |
| Exits | 41 | $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 |
| Gateway Wealth Partners, LLC | 0.31% | Add +155.8% | 276,574 | $7.9M |
| Arkadios Wealth Advisors | 0.13% | New | 273,366 | $7.8M |
| Summit Financial, LLC | 0.10% | New | 268,510 | $7.7M |
| Signet Financial Management, LLC | 0.86% | Add +2.8% | 267,658 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.6% | 266,115 | $7.6M |
| Abound Financial, LLC | 3.33% | Reduce -7.6% | 265,708 | $7.6M |
| Planwiser Financial, LLC | 5.30% | Add +133.8% | 255,313 | $7.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -82.7% | 253,049 | $7.3M |
| Transamerica Financial Advisors, LLC | 0.61% | Add +99.0% | 247,921 | $7.1M |
| Key Financial Inc | 1.21% | Add +0.8% | 237,741 | $6.8M |
| Integrated Capital Management, Inc. | 4.50% | Reduce -1.8% | 236,042 | $6.8M |
| Inspire Advisors, LLC | 0.54% | Reduce -7.0% | 230,021 | $6.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +14.6% | 226,688 | $6.5M |
| XY Planning Network, Inc. | 1.04% | Add +20.4% | 227,423 | $6.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +40.9% | 223,091 | $6.4M |
| MML Investors Services, LLC | 0.02% | Reduce -24.9% | 222,359 | $6.4M |
| Sei Investments Co. | 0.01% | New | 220,000 | $6.3M |
| Auour Investments LLC | 1.96% | Add +3.0% | 217,958 | $6.2M |
| Creative Planning | 0.00% | Add +1.8% | 216,875 | $6.2M |
| Renaissance Technologies | 0.01% | Add +367.0% | 216,700 | $6.2M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +0.1% | 215,749 | $6.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +34.8% | 212,754 | $6.1M |
| Apollon Financial, LLC | 0.83% | Add +342.3% | 208,552 | $6.0M |
| Western Wealth Management, LLC | 0.22% | Reduce -2.0% | 205,928 | $5.9M |
| Verus Capital Partners, LLC | 0.39% | Add +130.0% | 199,291 | $5.7M |
| Retirement Planning Group, LLC | 0.17% | Reduce -2.3% | 196,480 | $5.6M |
| Cornerstone Wealth Management, LLC | 0.28% | Add +19.1% | 194,334 | $5.6M |
| Bailard, Inc. | 0.12% | Add +19.8% | 182,265 | $5.2M |
| Trilogy Capital Inc. | 0.23% | Add +1.2% | 181,144 | $5.2M |
| ArborFi Advisors, LLC | 4.22% | Add +28.4% | 180,357 | $5.2M |
| Onyx Bridge Wealth Group LLC | 0.52% | Reduce -12.2% | 169,931 | $4.9M |
| Integrity Wealth Advisors, Inc. | 2.71% | Add +10.1% | 157,420 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Add +62.0% | 153,536 | $4.4M |
| JT Stratford LLC | 0.55% | Add +16.9% | 151,169 | $4.3M |
| Astoria Portfolio Advisors LLC. | 0.89% | Add +3.8% | 146,229 | $4.2M |
| Avant Financial Advisors LLC | 2.75% | Add +3.3% | 136,663 | $3.9M |
| Climber Capital SA | 2.51% | Reduce -15.2% | 133,997 | $3.8M |
| Waverly Advisors, LLC | 0.03% | Add +5.6% | 133,324 | $3.8M |
| Private Wealth Group, LLC | 1.78% | Add +9.8% | 133,266 | $3.8M |
| St Germain D J Co. Inc. | 0.15% | Add +3.6% | 129,408 | $3.7M |
| Private Trust Co. NA | 0.29% | Add +10.1% | 112,690 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +8.4% | 109,099 | $3.1M |
| Baird Financial Group, Inc. | 0.00% | Add +100.7% | 108,044 | $3.1M |
| Napier Financial, LLC | 0.70% | Add +0.9% | 107,202 | $3.1M |
| Plus Group Wealth Advisors LLC | 3.31% | Add +19.0% | 104,953 | $3.0M |
| Libra Wealth LLC | 0.84% | No change | 104,269 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.08% | New | 101,001 | $2.9M |
| Ehrlich Financial Group | 1.63% | Add +94.9% | 99,266 | $2.8M |
| Downshift Financial, LLC | 1.47% | Add +7.4% | 99,210 | $2.8M |
| Zinnia Wealth Advisory, LLC | 3.02% | Add +2.6% | 94,226 | $2.7M |
| Silverlake Wealth Management LLC | 0.56% | Reduce -13.8% | 93,405 | $2.7M |
| Narus Financial Partners, LLC | 0.68% | Add +3.1% | 90,961 | $2.6M |
| GMO | 0.01% | Add +123.9% | 87,344 | $2.5M |
| Vermillion & White Wealth Management Group, LLC | 1.41% | Reduce -59.8% | 85,236 | $2.4M |
| &partners | 0.01% | Add +52.6% | 82,643 | $2.4M |
| ZEGA Investments, LLC | 0.44% | Add +20.9% | 82,004 | $2.4M |
| Scotia Capital Inc. | 0.01% | Add +7.0% | 80,865 | $2.3M |
| Prosperity Advisers, LLC | 1.92% | Add +0.7% | 80,662 | $2.3M |
| Capital Wealth Management, LLC | 0.62% | New | 80,570 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.5% | 78,331 | $2.2M |
| Strategic Financial Partners, Ltd. | 0.96% | Add +6.3% | 77,933 | $2.2M |
| Vertex Planning Partners, LLC | 0.43% | Add +75.3% | 77,253 | $2.2M |
| Jacobi Capital Management LLC | 0.12% | Add +13.7% | 77,012 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.9% | 73,772 | $2.1M |
| Cranbrook Wealth Management, LLC | 0.43% | Add +22.3% | 73,672 | $2.1M |
| Bonfire Financial | 1.56% | Reduce -11.2% | 72,217 | $2.1M |
| October Effect Ltd | 2.31% | Reduce -1.4% | 70,043 | $2.0M |
| Private Advisory Group LLC | 0.14% | New | 69,946 | $2.0M |
| IFP Advisors, Inc | 0.04% | Add +11.6% | 67,475 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -25.5% | 67,385 | $1.9M |
| Vicus Capital | 0.13% | Add +0.9% | 62,479 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -49.2% | 60,887 | $1.7M |
| Mgo One Seven LLC | 0.04% | Add +9.5% | 60,776 | $1.7M |
| GenWealth Group, Inc. | 0.30% | Add +24.1% | 60,520 | $1.7M |
| Center For Asset Management LLC | 0.84% | Add +28.1% | 59,352 | $1.7M |
| Brown Financial Advisors | 0.63% | Reduce -2.0% | 57,807 | $1.7M |
| Clarity Wealth Development LLC | 1.34% | Reduce -5.9% | 57,314 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +53.4% | 55,927 | $1.6M |
| Collaborative Wealth Managment Inc. | 0.74% | Reduce -4.8% | 55,921 | $1.6M |
| Stephens Inc. | 0.02% | No change | 55,717 | $1.6M |
| Seeds Investor LLC | 0.21% | New | 53,878 | $1.5M |
| Costello Asset Management, INC | 0.53% | Reduce -7.5% | 53,787 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Reduce -15.2% | 53,698 | $1.5M |
| Hardin Capital Partners, LLC | 0.67% | Reduce -0.3% | 50,140 | $1.4M |
| RMR Wealth Builders | 0.11% | Add +12.6% | 48,920 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Reduce -0.5% | 48,276 | $1.4M |
| Hanseatic Management Services Inc. | 1.32% | — | 48,011 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.5% | 46,990 | $1.3M |
| Spectrum Wealth Advisory Group, LLC | 0.49% | Reduce -22.5% | 46,369 | $1.3M |
| Strategic Investment Advisors / MI | 0.09% | Add +16.4% | 46,086 | $1.3M |
| Paladin Wealth, LLC | 0.88% | Add +2.6% | 44,689 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.43% | Add +0.2% | 44,455 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.9% | 44,105 | $1.3M |
| Vise Technologies, Inc. | 0.02% | No change | 41,930 | $1.2M |
| Independence Wealth Advisors, LLC | 0.64% | Reduce -82.7% | 42,019 | $1.2M |
| Fisher Asset Management | 0.00% | Reduce -3.1% | 41,900 | $1.2M |
| Waller Financial Planning Group, Inc. | 0.26% | Add +0.1% | 41,794 | $1.2M |
| Hill Island Financial LLC | 0.29% | Add +5.8% | 41,668 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +18.8% | 41,146 | $1.2M |
| Boltwood Capital Management | 0.30% | No change | 40,900 | $1.2M |
| Thompson Davis & Co., Inc. | 0.77% | Reduce -1.8% | 40,145 | $1.2M |
| Objectivity Squared, LLC | 0.72% | Add +8.7% | 39,666 | $1.1M |
| Centennial Bank | 0.41% | Add +242.0% | 39,491 | $1.1M |
| Wiregrass Investment Management LLC | 0.93% | Add +12.2% | 39,198 | $1.1M |
| Savvy Advisors, Inc. | 0.03% | Add +10.3% | 38,773 | $1.1M |
| Arlington Financial Advisors, LLC | 0.16% | New | 38,730 | $1.1M |
| Insight Advisors, LLC/ PA | 0.21% | Add +2.3% | 38,051 | $1.1M |
| Mosaic Financial Group, LLC | 0.77% | Add +0.4% | 37,782 | $1.1M |
| Maridea Wealth Management LLC | 0.16% | Add +28.9% | 37,207 | $1.1M |
| Oregon Pacific Wealth Management, LLC | 1.09% | Reduce -82.3% | 36,535 | $1.0M |
| Virtue Capital Management, LLC | 0.16% | Reduce -27.9% | 36,360 | $1.0M |
| Cercano Management LLC | 0.04% | No change | 35,199 | $1.0M |
| PSI Advisors, LLC | 0.24% | Reduce -90.4% | 34,161 | $979K |
| Barnes Wealth Management Group, Inc | 0.48% | Add +39.0% | 32,686 | $937K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.6% | 32,474 | $931K |
| Comprehensive Wealth Management, LLC | 0.46% | Reduce -82.9% | 31,881 | $914K |
| Jefferson Bridge Capital, LLC | 0.90% | Add +5.1% | 31,714 | $909K |
| Golden State Wealth Management, LLC | 0.10% | Reduce -32.7% | 31,563 | $905K |
| Ascent Group, LLC | 0.03% | Add +2.0% | 31,561 | $905K |
| Harbour Investments, Inc. | 0.01% | Add +106.8% | 31,506 | $903K |
| Lifeworks Advisors, LLC | 0.12% | Add +8.5% | 31,495 | $903K |
| Integrity Wealth Solutions LLC | 0.35% | Add +0.6% | 30,981 | $888K |
| Vontobel Holding Ltd. | 0.00% | Add +5.1% | 30,586 | $877K |
| Parr McKnight Wealth Management Group, LLC | 0.11% | No change | 29,802 | $854K |
| Kovack Advisors, Inc. | 0.05% | Reduce -9.8% | 30,702 | $854K |
| Perennial Investment Advisors, LLC | 0.07% | Add +34.6% | 29,233 | $838K |
| Mattson Financial Services, LLC | 0.20% | Add +2.9% | 28,707 | $823K |
| Pathway Financial Advisors LLC | 0.10% | No change | 28,064 | $802K |
| Independent Financial Group, LLC | 0.02% | Reduce -11.0% | 27,517 | $789K |
| Savant Capital, LLC | 0.00% | Add +59.4% | 27,479 | $788K |
| M Holdings Securities, Inc. | 0.05% | Reduce -53.4% | 27,646 | $787K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -66.1% | 27,426 | $786K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -18.2% | 27,145 | $778K |
| RKL Wealth Management LLC | 0.07% | Reduce -6.9% | 26,914 | $771K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -14.6% | 26,165 | $750K |
| Atria Investments, Inc | 0.01% | Reduce -60.8% | 25,465 | $730K |
| Corient Private Wealth LP | 0.00% | Add +17.5% | 25,439 | $729K |
| Jump Financial, LLC | 0.01% | New | 24,520 | $703K |
| Blalock Williams, LLC | 0.54% | Reduce -1.1% | 24,342 | $698K |
| Dravo Bay LLC | 0.28% | New | 24,314 | $697K |
| Patron Partners, LLC | 0.30% | Reduce -3.1% | 23,877 | $684K |
| Hilltop Partners LLC | 0.17% | Reduce -1.6% | 23,689 | $679K |
| Clarendon Private LLC | 0.51% | Add +3.8% | 23,302 | $668K |
| Betterment LLC | 0.00% | Add +5.5% | 22,014 | $631K |
| Howard Bailey Securities, LLC | 0.24% | Reduce -13.9% | 20,775 | $595K |
| Meitav Investment House Ltd. | 0.01% | Add +8.6% | 20,625 | $591K |
| True Blue Financial, LLC | 0.45% | Add +19.0% | 19,969 | $572K |
| Boyd Wealth Management, LLC | 0.24% | Reduce -0.8% | 19,968 | $572K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 19,831 | $568K |
| Wedmont Private Capital | 0.02% | Add +7.5% | 19,392 | $555K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.9% | 19,349 | $555K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 18,428 | $528K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +2.1% | 18,350 | $526K |
| Northbridge Financial Group, LLC | 0.21% | Reduce -5.1% | 17,420 | $499K |
| Richmond Investment Services, LLC | 0.08% | Reduce -1.0% | 17,382 | $498K |
| Curi Capital, LLC | 0.01% | Reduce -2.3% | 17,377 | $498K |
| Northland Securities, Inc. | 0.45% | Add +74.1% | 16,566 | $475K |
| RFG Advisory, LLC | 0.01% | Reduce -49.4% | 16,174 | $464K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.0% | 16,085 | $461K |
| Augustine Asset Management Inc. | 0.10% | New | 15,606 | $447K |
| Coordinated Financial Services, Inc. | 0.26% | No change | 15,449 | $443K |
| Brooklyn FI, LLC | 0.09% | Add +17.2% | 15,317 | $439K |
| Diversify Wealth Management, LLC | 0.01% | New | 15,005 | $428K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -54.2% | 14,906 | $427K |
| McAdam, LLC | 0.02% | Add +24.6% | 14,818 | $425K |
| Boyd Watterson Asset Management LLC | 0.13% | Reduce -21.4% | 14,729 | $422K |
| Ritholtz Wealth Management | 0.01% | Add +27.3% | 14,551 | $417K |
| Keel Point, LLC | 0.03% | Add +0.0% | 14,293 | $410K |
| Cary Street Partners Investment Advisory LLC | 0.10% | New | 14,240 | $408K |
| FMR LLC | 0.00% | Add +2.2% | 13,991 | $401K |
| First Horizon Corp. | 0.02% | No change | 13,813 | $396K |
| World Investment Advisors | 0.01% | Reduce -10.3% | 13,693 | $392K |
| Bluedoor Private Wealth, LLC | 0.18% | No change | 13,511 | $387K |
| Realta Investment Advisors | 0.13% | Reduce -8.0% | 13,379 | $383K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -1.5% | 12,705 | $364K |
| Seaside Wealth Management, Inc. | 0.10% | Reduce -0.9% | 11,856 | $340K |
| Strategic Blueprint, LLC | 0.02% | Add +0.2% | 11,513 | $330K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.0% | 11,508 | $330K |
| Stone House Investment Management, LLC | 0.06% | Add +98.9% | 11,459 | $328K |
| Hibernia Wealth Partners, LLC | 0.10% | New | 11,335 | $325K |
| Continuum Advisory, LLC | 0.03% | Add +0.9% | 11,326 | $325K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.8% | 11,309 | $324K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,119 | $319K |
| Richardson Financial Services Inc. | 0.20% | Reduce -2.3% | 11,020 | $316K |
| Archvest Wealth Advisors, Inc. | 0.20% | New | 10,846 | $311K |
| OneAscent Financial Services LLC | 0.02% | Add +39.9% | 10,623 | $304K |
| Advisor Resource Council | 0.12% | Add +8.0% | 10,590 | $304K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +100.2% | 10,588 | $303K |
| CreativeOne Wealth, LLC | 0.01% | New | 10,392 | $298K |
| Convergence Financial, LLC | 0.03% | New | 10,392 | $298K |
| Geneos Wealth Management Inc. | 0.01% | No change | 10,364 | $297K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 10,215 | $293K |
| Capstone Wealth Management Group, LLC | 0.12% | Add +0.6% | 10,172 | $292K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +12.4% | 10,104 | $290K |
| Burney Co./ | 0.01% | Add +7.1% | 9,981 | $286K |
| Trustmark Bank Trust Department | 0.02% | No change | 9,936 | $285K |
| Klaas Financial Asset Advisors, LLC | 0.04% | No change | 9,845 | $282K |
| Brucke Financial, Inc. | 0.14% | Reduce -5.9% | 9,694 | $278K |
| Invested Advisors | 0.28% | Add +1.7% | 9,511 | $273K |
| Keystone Financial Group | 0.02% | Add +17.1% | 9,502 | $272K |
| Resonant Capital Advisors, LLC | 0.01% | Add +1.2% | 9,390 | $269K |
| Americana Partners, LLC | 0.01% | Reduce -33.5% | 9,348 | $268K |
| UMB Bank, n.a. | 0.00% | Reduce -28.9% | 9,314 | $267K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 9,215 | $264K |
| Zhang Financial LLC | 0.01% | Add +26.1% | 9,205 | $264K |
| Nwam LLC | 0.02% | No change | 9,128 | $262K |
| Apriem Advisors | 0.02% | Reduce -97.9% | 9,014 | $258K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -30.3% | 8,970 | $257K |
| Victory Financial Group, LLC | 0.03% | Reduce -5.6% | 8,899 | $255K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +5.5% | 8,860 | $254K |
| Integrity Alliance, Llc. | 0.01% | New | 8,815 | $253K |
| Clark Asset Management, LLC | 0.02% | Reduce -31.6% | 8,659 | $248K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -94.8% | 8,598 | $246K |
| Sequent Planning LLC | 0.06% | Add +3.0% | 8,551 | $245K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 8,510 | $244K |
| Aptus Capital Advisors, LLC | 0.00% | Add +214.9% | 8,339 | $239K |
| Brookstone Capital Management | 0.00% | Reduce -37.4% | 8,183 | $235K |
| Capital CS Group, LLC | 0.48% | Reduce -1.3% | 8,078 | $232K |
| IFS Group,LLC | 0.21% | — | 8,047 | $231K |
| Facet Wealth, Inc. | 0.00% | Reduce -79.8% | 8,014 | $230K |
| Advisory Services Network, LLC | 0.00% | Add +0.4% | 7,996 | $229K |
| WealthPoint Financial, LLC | 0.19% | New | 7,955 | $228K |
| Detalus Advisors, LLC | 0.05% | New | 7,627 | $219K |
| Parsons Capital Management Inc. | 0.01% | New | 7,500 | $215K |
| International Private Wealth Advisors LLC | 0.13% | Add +0.2% | 7,301 | $209K |
| Jane Street Group, LLC | 0.00% | New | 7,107 | $204K |
| Root Financial Partners, LLC | 0.01% | Reduce -58.9% | 6,553 | $188K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +822.0% | 5,569 | $160K |
| Allworth Financial LP | 0.00% | Add +0.3% | 5,456 | $156K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,652 | $133K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.6% | 4,341 | $124K |
| Capital Analysts, LLC | 0.00% | Add +48.4% | 4,179 | $120K |
| CoreCap Advisors, LLC | 0.00% | Add +4.7% | 4,067 | $117K |
| Citigroup Inc. | 0.00% | Reduce -97.9% | 3,430 | $98K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -6.8% | 3,155 | $90K |
| POM Investment Strategies, LLC | 0.10% | Add +0.6% | 2,822 | $81K |
| Your Advocates Ltd., LLP | 0.02% | Add +8.8% | 2,754 | $79K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 2,494 | $71K |
| Premier Financial Group | 0.01% | No change | 2,162 | $62K |
| Arax Advisory Partners | 0.00% | Add +4049.0% | 2,033 | $58K |
| Pacific Center for Financial Services | 0.01% | Reduce -8.2% | 1,938 | $56K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,845 | $53K |
| Blue Trust, Inc. | 0.00% | Reduce -95.1% | 1,810 | $52K |
| TD Private Client Wealth LLC | 0.00% | New | 1,785 | $51K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -4.0% | 1,780 | $51K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -100.0% | 1,688 | $48K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 1,613 | $46K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,575 | $45K |
| Rossby Financial, LCC | 0.01% | Add +317.0% | 1,397 | $40K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,307 | $37K |
| Elevated Capital Advisors, LLC | 0.01% | New | 1,293 | $37K |
| Franklin Resources Inc. | 0.00% | No change | 1,275 | $37K |
| Financial Consulate, Inc. | 0.00% | No change | 1,110 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Add +1924.1% | 1,093 | $31K |
| SIMA Wealth Partners, LLC | 0.02% | Reduce -11.2% | 1,086 | $31K |
| Adkins Seale Capital Management LLC | 0.03% | No change | 918 | $26K |
| Caitlin John, LLC | 0.02% | No change | 917 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +8966.7% | 816 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +614.9% | 815 | $23K |
| Blair William & Co. | 0.00% | Reduce -77.1% | 600 | $17K |
| Zions Bancorporation, National Association | 0.00% | New | 583 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 578 | $17K |
| Webster Bank, N. A. | 0.00% | No change | 573 | $16K |
| BankPlus Trust Department | 0.00% | No change | 569 | $16K |
| ESL Trust Services, LLC | 0.00% | No change | 483 | $14K |
| United Financial Planning Group LLC | 0.01% | Add +0.7% | 419 | $12K |
| LRI Investments, LLC | 0.00% | Reduce -16.2% | 378 | $11K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 343 | $10K |
| Breakwater Investment Management | 0.00% | No change | 335 | $10K |
| Lanark Financial, Inc. | 0.00% | Reduce -93.7% | 328 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 312 | $9K |
| First Command Advisory Services, Inc. | 0.00% | No change | 300 | $9K |
| MAI Capital Management | 0.00% | No change | 280 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 249 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 226 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Add +509.1% | 201 | $6K |
| Destiny Wealth Partners, LLC | 0.00% | New | 190 | $5K |
| Vanguard Advisers Inc. | 0.00% | — | 189 | $5K |
| AlphaCore Capital LLC | 0.00% | Reduce -74.5% | 175 | $5K |
| Truvestments Capital LLC | 0.00% | New | 123 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -2.6% | 114 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 113 | $3K |
| Strive Financial Group ,LLC | 0.00% | No change | 92 | $3K |
| Eastern Bank | 0.00% | No change | 90 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 75 | $2K |
| Decker Retirement Planning Inc. | 0.00% | New | 56 | $2K |
| True Wealth Design, LLC | 0.00% | New | 54 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 52 | $1K |
| Holos Integrated Wealth LLC | 0.00% | New | 52 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -81.3% | 50 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 48 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 47 | $1K |
| US Bancorp \de | 0.00% | Reduce -94.2% | 42 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 37 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.0% | 34 | $954 |
| MBM Wealth Consultants, LLC | 0.00% | New | 33 | $946 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 25 | $717 |
| Kingdom Financial Group LLC. | 0.00% | No change | 25 | $717 |
| Evolution Wealth Management Inc. | 0.00% | No change | 17 | $487 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 4 | $115 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -25.0% | 3 | $86 |
| SouthState Bank Corp | 0.00% | Reduce -99.9% | 2 | $45 |
| 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.