SS SPDR P Int Term TSY ETFSPTIETF

13F holders, Q2 2026 (June 30)
409holders +6
48new positions
38sold out
4famous investors
$28.39avg. 13F price*

At the end of Q2 2026, 409 institutions reported holding SS SPDR P Int Term TSY ETF (SPTI) in their 13F filings, up 6 from Q1 2026. 48 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($1.5B), Financial Engines Advisors L.L.C. ($1.4B) and Municipal Employees' Retirement System of Michigan ($1.0B). 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 (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$69.1M
Exits38$115.1M

All 13F filers, Q1 2026 → Q2 2026: 19,651,832 shares bought and 14,335,440 shares sold, net +5,316,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 409 holders

LPL Financial LLC 0.35% Add +0.4% 54,077,529 $1.5B
Financial Engines Advisors L.L.C. 2.43% Add +7.8% 48,147,629 $1.4B
Municipal Employees' Retirement System of Michigan 11.59% Reduce -4.5% 36,956,056 $1.0B
Mather Group, Llc. 3.11% Add +5.5% 12,549,605 $356.3M
Envestnet Asset Management Inc. 0.06% Add +5.7% 8,273,012 $234.9M
Ameriprise Financial Inc. 0.04% Reduce -1.1% 7,552,607 $214.3M
Merit Financial Group, LLC 1.14% Add +3.9% 6,449,298 $183.1M
GLOBALT Investments LLC / GA 5.60% Reduce -1.3% 5,846,343 $166.0M
One Day In July LLC 11.33% Add +7.2% 5,740,635 $163.0M
Osaic Holdings, Inc. 0.19% Add +3.5% 5,678,176 $161.2M
Evermay Wealth Management LLC 14.85% Add +3.3% 5,078,669 $144.2M
OneDigital Investment Advisors LLC 1.06% Add +10.2% 4,403,524 $125.0M
Assetmark, Inc. 0.18% Add +16.5% 3,616,394 $102.7M
Kingsview Wealth Management, LLC 1.16% Reduce -1.1% 3,373,475 $95.8M
Wells Fargo & Company 0.02% Add +7.8% 3,182,755 $90.4M
Manning & Napier Advisors LLC 1.00% Add +20.0% 2,746,843 $78.2M
Stephens Group Asset Management, LLC 4.25% Add +4.4% 2,649,871 $75.2M
Strategic Wealth Investment Group, LLC 7.77% Add +1.9% 2,256,234 $64.1M
Cetera Investment Advisers 0.06% Add +9.2% 2,253,751 $64.0M
Kestra Investment Management, LLC 1.15% Reduce -26.9% 2,096,996 $59.5M
Bank of America Corp. 0.00% Add +7.0% 2,018,202 $57.3M
Voisard Asset Management Group, Inc. 10.53% Add +11.9% 1,959,613 $55.6M
CX Institutional 1.52% Reduce -34.3% 1,849,623 $52.5M
Carnegie Investment Counsel 1.05% Reduce -0.1% 1,843,779 $52.3M
UBS Group AG 0.01% Add +2.5% 1,808,600 $51.3M
Gladstone Institutional Advisory LLC 1.62% Add +10.8% 1,802,308 $51.2M
HighTower Advisors, LLC 0.04% Add +0.0% 1,604,605 $45.6M
Black Diamond Financial, LLC 3.93% Add +5.5% 1,568,643 $44.5M
Gradient Investments LLC 0.60% Add +14.5% 1,540,075 $43.7M
Equitable Holdings, Inc. 0.26% Add +11.5% 1,519,100 $43.1M
IHT Wealth Management, LLC 0.88% Add +85.2% 1,464,466 $41.6M
Portland Global Advisors LLC 3.92% Add +4.0% 1,454,168 $41.3M
Private Advisor Group, LLC 0.17% Add +11.0% 1,338,880 $38.0M
Commonwealth Equity Services, LLC 0.04% Add +100.5% 1,256,446 $35.7M
Envestnet Portfolio Solutions, Inc. 0.17% Add +26.1% 1,244,488 $35.3M
Morgan Stanley 0.00% Reduce -9.9% 1,212,102 $34.4M
Concord Wealth Partners 3.86% Add +4.6% 1,188,621 $33.7M
Great Valley Advisor Group, Inc. 0.53% Add +7.4% 1,171,552 $33.3M
Compton Financial Group, LLC 6.40% Reduce -37.1% 1,171,075 $33.2M
Concord Asset Management, LLC 5.11% Add +3.6% 1,162,188 $33.0M
Frisch Financial Group, Inc. 5.34% Add +24.8% 1,097,338 $31.2M
Capital Investment Advisors, LLC 0.40% Reduce -1.5% 1,059,176 $30.1M
Integrated Wealth Concepts LLC 0.20% Add +108.0% 1,054,763 $29.9M
NorthRock Partners, LLC 0.43% Reduce -6.8% 1,032,022 $29.3M
Bank of Montreal 0.01% Reduce -0.9% 1,028,420 $29.2M
Leicht Financial Planning & Wealth Management, Inc. 11.85% Add +8.3% 1,018,891 $28.9M
Raymond James Financial Inc. 0.01% Add +9.2% 1,007,694 $28.6M
Stifel Financial Corp. 0.02% Add +11.0% 1,006,887 $28.6M
KWB Wealth 2.43% Reduce -14.2% 999,955 $28.4M
Sentinel Pension Advisors, LLC 3.70% Add +5.7% 997,269 $28.2M
Flagstone Financial Management 5.75% Add +4.5% 905,461 $25.7M
S. R. Schill & Associates 14.12% Add +53.0% 823,719 $23.4M
Steward Partners Investment Advisory, LLC 0.11% Add +3599.6% 733,668 $20.8M
Bridge Generations Wealth Management LLC 10.25% Add +7.2% 708,223 $20.1M
Tidemark, LLC 4.40% Add +78.4% 688,159 $19.5M
Park Avenue Securities LLC 0.12% Add +10.9% 683,982 $19.4M
Collier Financial 13.23% Add +5.3% 681,284 $19.3M
3EDGE Asset Management, LP 0.85% Reduce -7.9% 670,421 $19.0M
Goldman Sachs Group Inc. 0.00% Add +110.2% 665,554 $18.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +45.0% 642,536 $18.1M
Impact Partnership Wealth, LLC 1.69% Reduce -29.5% 612,393 $17.4M
Woodmont Investment Counsel LLC 0.93% Add +5.8% 602,756 $17.1M
Truist Financial Corp. 0.02% Reduce -18.9% 582,067 $16.5M
HighPoint Advisor Group LLC 0.58% Reduce -26.8% 580,962 $16.5M
Tsfg, LLC 2.01% Add +16.1% 561,689 $15.9M
Flputnam Investment Management Co. 0.19% Add +19.1% 559,741 $15.9M
Flagship Harbor Advisors, LLC 0.60% Reduce -5.4% 552,517 $15.7M
Vise Technologies, Inc. 0.18% Add +1207.7% 548,324 $15.6M
Salomon & Ludwin, LLC 1.25% Add +4.1% 536,824 $15.2M
Melone Private Wealth, LLC 5.55% Add +0.5% 512,824 $14.6M
DAVENPORT & Co LLC 0.07% Add +13.2% 507,254 $14.4M
Wealthspire Advisors, LLC 0.08% New 497,936 $14.1M
Level Four Advisory Services, LLC 0.40% Add +3.0% 497,633 $14.1M
Susquehanna International Group, LLP 0.01% New 487,455 $13.8M
Leslie Global Wealth, LLC 5.32% New 481,454 $13.7M
True Blue Financial, LLC 5.75% Add +2303.2% 479,886 $13.6M
Eldridge Investment Advisors, Inc. 2.63% Add +5.8% 469,900 $13.3M
AE Wealth Management LLC 0.06% Add +8.0% 465,318 $13.2M
Equita Financial Network, Inc. 3.61% Add +5.0% 457,795 $13.0M
Arjuna Capital 2.92% Reduce -1.6% 457,273 $13.0M
Madison Asset Management, LLC 0.14% Reduce -1.8% 424,419 $12.0M
Hobart Private Capital, LLC 2.07% Add +1.4% 424,172 $12.0M
Tilson Financial Group, Inc. 3.23% Add +4.4% 413,267 $11.7M
Capasso Planning Partners LLC 5.78% Reduce -0.4% 408,514 $11.6M
Higgins & Schmidt Wealth Strategies LLC 4.76% Add +8.3% 405,964 $11.5M
Evergreen Wealth Partners LLC 6.84% Add +3.7% 401,307 $11.4M
TPG Financial Advisors, LLC 3.40% Reduce -0.7% 400,617 $11.4M
Synergy Investment Management, LLC 2.62% Add +18.2% 381,143 $10.8M
AQR Capital Management 0.00% Add +12.3% 366,227 $10.4M
Matauro, LLC 1.36% Reduce -2.4% 363,267 $10.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +3.5% 359,000 $10.2M
IFG Advisory, LLC 0.34% New 340,699 $9.7M
Appalachian Capital Management Ltd 7.00% Add +1.5% 340,149 $9.7M
Royal Bank of Canada 0.00% Add +2.1% 332,958 $9.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -54.9% 324,190 $9.2M
Arkadios Wealth Advisors 0.14% Add +17.4% 320,886 $9.1M
Hobbs Group Advisors, LLC 2.34% Reduce -29.0% 313,210 $8.9M
MML Investors Services, LLC 0.02% Add +39.7% 310,668 $8.8M
BlackRock, Inc. 0.00% Reduce -13.9% 305,702 $8.7M
Beacon Pointe Advisors, LLC 0.04% Reduce -12.3% 304,330 $8.6M
Fifth Third Bancorp 0.01% Reduce -1.5% 297,466 $8.4M
Waterloo Capital, L.P. 0.48% Reduce -22.9% 296,877 $8.4M
Summit Financial, LLC 0.09% Add +8.1% 290,188 $8.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.3% 274,879 $7.8M
Mercer Global Advisors Inc. 0.01% Add +5.4% 266,827 $7.6M
Perennial Investment Advisors, LLC 0.50% Add +810.7% 266,213 $7.6M
Abound Financial, LLC 3.00% Reduce -0.4% 264,608 $7.5M
Certified Advisory Corp 0.59% Reduce -47.3% 259,188 $7.4M
Fourth Dimension Wealth, LLC 2.30% Reduce -21.8% 256,318 $7.3M
XY Planning Network, Inc. 0.90% Add +10.8% 251,997 $7.2M
Cornerstone Wealth Management, LLC 0.29% Add +24.0% 240,904 $6.8M
Pinnacle Financial Partners, Inc. 0.05% Add +11.5% 240,591 $6.8M
Sei Investments Co. 0.01% Add +8.6% 238,940 $6.8M
Spectrum Wealth Advisory Group, LLC 1.92% Add +410.9% 236,893 $6.7M
Astoria Portfolio Advisors LLC. 1.14% Add +62.0% 236,835 $6.7M
Rockefeller Capital Management L.P. 0.01% Add +4.0% 235,804 $6.7M
Sanctuary Advisors, LLC 0.03% Add +10.7% 235,536 $6.7M
Key Financial Inc 1.07% Reduce -3.6% 229,094 $6.5M
Integrated Capital Management, Inc. 4.52% Reduce -3.3% 228,374 $6.5M
Transamerica Financial Advisors, LLC 0.55% Reduce -8.1% 227,847 $6.5M
Auour Investments LLC 1.80% Add +1.7% 221,586 $6.3M
Creative Planning 0.00% Add +0.8% 218,649 $6.2M
Western Wealth Management, LLC 0.20% Add +4.2% 214,507 $6.1M
Renaissance Technologies 0.01% Reduce -2.5% 211,304 $6.0M
Verus Capital Partners, LLC 0.32% Add +3.0% 205,303 $5.8M
Trilogy Capital Inc. 0.22% Add +11.7% 202,416 $5.7M
Retirement Planning Group, LLC 0.14% Reduce -1.6% 193,265 $5.5M
ArborFi Advisors, LLC 3.84% Add +3.4% 186,457 $5.3M
Apollon Financial, LLC 0.63% Reduce -10.7% 186,351 $5.3M
IFP Advisors, Inc 0.09% Add +166.7% 179,956 $5.1M
Kestra Advisory Services, LLC 0.02% Reduce -21.2% 175,717 $5.0M
Onyx Bridge Wealth Group LLC 0.45% Add +3.3% 175,532 $5.0M
Inspire Advisors, LLC 0.33% Reduce -26.4% 169,360 $4.8M
Gateway Wealth Partners, LLC 0.28% Reduce -40.6% 164,225 $4.7M
Bailard, Inc. 0.09% Reduce -10.5% 163,185 $4.6M
Farther Finance Advisors, LLC 0.04% Add +244.3% 161,808 $4.6M
Baird Financial Group, Inc. 0.01% Add +49.1% 161,076 $4.6M
Climber Capital SA 2.75% Add +18.5% 158,812 $4.5M
Downshift Financial, LLC 2.04% Add +59.8% 158,490 $4.5M
JT Stratford LLC 0.49% Add +4.2% 157,470 $4.5M
Avant Financial Advisors LLC 2.78% Add +15.1% 157,327 $4.5M
Bank of New York Mellon Corp 0.00% Reduce -0.3% 153,006 $4.3M
St Germain D J Co. Inc. 0.15% Add +13.6% 147,032 $4.2M
Tower Research Capital LLC (TRC) 0.10% Add +38.4% 139,820 $4.0M
Private Wealth Group, LLC 1.52% Add +4.2% 138,874 $3.9M
Waverly Advisors, LLC 0.02% Add +2.4% 136,500 $3.9M
O'shaughnessy Asset Management, LLC 0.02% Add +72.9% 135,407 $3.8M
Private Trust Co. NA 0.29% Add +12.1% 126,365 $3.6M
Ehrlich Financial Group 1.77% Add +22.3% 121,365 $3.4M
Global Retirement Partners, LLC 0.05% — 114,873 $3.3M
Napier Financial, LLC 0.68% Add +6.9% 114,614 $3.3M
Vertex Planning Partners, LLC 0.47% Add +44.2% 111,404 $3.2M
Plus Group Wealth Advisors LLC 2.95% Add +5.3% 110,568 $3.1M
Planwiser Financial, LLC 2.14% Reduce -57.6% 108,302 $3.1M
Libra Wealth LLC 0.76% No change 104,269 $3.0M
Mariner, LLC 0.00% Reduce -85.3% 103,727 $2.9M
ZEGA Investments, LLC 0.48% Add +22.9% 100,793 $2.9M
Narus Financial Partners, LLC 0.72% Add +8.8% 98,954 $2.8M
GMO 0.01% Add +10.5% 96,511 $2.7M
Silverlake Wealth Management LLC 0.52% Add +2.9% 96,139 $2.7M
&partners 0.01% Add +12.3% 92,838 $2.6M
Flow Traders U.S. LLC 0.11% New 91,843 $2.6M
Simplicity Wealth,LLC 0.09% Add +87.6% 90,557 $2.6M
Jones Financial Companies LLLP 0.00% Add +64.8% 88,502 $2.5M
Vermillion & White Wealth Management Group, LLC 1.25% Add +2.2% 87,096 $2.5M
Jacobi Capital Management LLC 0.12% Add +12.5% 86,652 $2.5M
Prosperity Advisers, LLC 1.77% Add +6.9% 86,226 $2.4M
Strategic Financial Partners, Ltd. 0.90% Add +7.9% 84,074 $2.4M
Scotia Capital Inc. 0.01% Add +2.5% 82,889 $2.4M
Cranbrook Wealth Management, LLC 0.43% Add +10.1% 81,081 $2.3M
Private Advisory Group LLC 0.12% Add +11.3% 77,814 $2.2M
Capital Wealth Management, LLC 0.52% Reduce -6.1% 75,649 $2.1M
Bonfire Financial 1.28% Reduce -3.0% 70,014 $2.0M
NewEdge Advisors, LLC 0.01% Add +2.4% 68,971 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% New 68,144 $1.9M
October Effect Ltd 1.81% Reduce -3.4% 67,679 $1.9M
GenWealth Group, Inc. 0.29% Add +9.2% 66,112 $1.9M
Center For Asset Management LLC 0.82% Add +9.2% 64,786 $1.8M
Wise Wealth Partners 3.12% New 64,638 $1.8M
Vicus Capital 0.12% Add +3.0% 64,320 $1.8M
Collaborative Wealth Managment Inc. 0.77% Add +14.8% 64,224 $1.8M
Janney Montgomery Scott LLC 0.00% Add +2.8% 62,613 $1.8M
Fonville Wealth Management LLC 0.29% New 62,265 $1.8M
Brown Financial Advisors 0.61% Add +6.9% 61,792 $1.8M
Mgo One Seven LLC 0.03% Add +0.2% 60,917 $1.7M
JPMorgan Chase & Co. 0.00% Reduce -46.4% 58,454 $1.7M
Wiregrass Investment Management LLC 1.11% Add +46.4% 57,377 $1.6M
Stephens Inc. 0.02% No change 55,717 $1.6M
HRT Financial LP 0.00% New 54,626 $1.6M
Objectivity Squared, LLC 0.85% Add +34.8% 53,454 $1.5M
Zinnia Wealth Advisory, LLC 1.52% Reduce -44.2% 52,611 $1.5M
Maridea Wealth Management LLC 0.16% Add +36.7% 50,869 $1.4M
Paladin Wealth, LLC 0.83% Add +13.2% 50,573 $1.4M
Costello Asset Management, INC 0.43% Reduce -6.9% 50,057 $1.4M
Independent Advisor Alliance 0.03% Reduce -97.9% 49,800 $1.4M
Hardin Capital Partners, LLC 0.65% Reduce -1.7% 49,289 $1.4M
Hanseatic Management Services Inc. 0.97% Reduce -3.0% 46,571 $1.3M
Strategic Investment Advisors / MI 0.08% Add +0.8% 46,431 $1.3M
Cerity Partners LLC 0.00% Reduce -17.8% 45,963 $1.3M
Virtue Capital Management, LLC 0.17% Add +26.4% 45,946 $1.3M
Seeds Investor LLC 0.13% Reduce -15.5% 45,516 $1.3M
Fisher Asset Management 0.00% Add +5.5% 44,218 $1.3M
Hill Island Financial LLC 0.26% Add +4.7% 43,618 $1.2M
Waller Financial Planning Group, Inc. 0.25% Add +4.3% 43,597 $1.2M
Insight Advisors, LLC/ PA 0.22% Add +13.4% 43,141 $1.2M
Savvy Advisors, Inc. 0.03% Add +11.2% 43,118 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -3.6% 42,532 $1.2M
TOP Private Wealth LLC. 1.15% — 42,046 $1.2M
Boltwood Capital Management 0.27% Add +0.3% 41,010 $1.2M
Thompson Davis & Co., Inc. 0.68% Add +0.1% 40,187 $1.1M
Modern Wealth Management, LLC 0.01% New 39,243 $1.1M
Centennial Bank 0.35% Reduce -2.0% 38,689 $1.1M
Ashton Thomas Private Wealth, LLC 0.02% Add +39.6% 37,888 $1.1M
Beacon Bridge Wealth Partners, LLC 0.30% Reduce -15.3% 37,647 $1.1M
Savant Capital, LLC 0.00% Add +34.8% 37,043 $1.1M
Ascent Group, LLC 0.03% Add +15.5% 36,447 $1.0M
Mosaic Financial Group, LLC 0.65% Reduce -5.1% 35,865 $1.0M
Oregon Pacific Wealth Management, LLC 0.93% Reduce -4.0% 35,055 $995K
PNC Financial Services Group, Inc. 0.00% Reduce -52.8% 34,851 $989K
Barnes Wealth Management Group, Inc 0.45% Add +5.4% 34,458 $978K
Comprehensive Wealth Management, LLC 0.44% Add +7.4% 34,232 $972K
Snowden Capital Advisors LLC 0.02% No change 32,474 $922K
Harbour Investments, Inc. 0.01% Add +0.4% 31,643 $898K
Puff Wealth Management, LLC 0.91% — 31,470 $893K
Integrity Wealth Solutions LLC 0.33% Add +1.0% 31,284 $888K
Mattson Financial Services, LLC 0.18% Add +8.1% 31,025 $876K
Parr McKnight Wealth Management Group, LLC 0.10% No change 29,802 $846K
RMR Wealth Builders 0.05% Reduce -39.5% 29,611 $841K
Vontobel Holding Ltd. 0.00% Reduce -3.5% 29,504 $837K
RKL Wealth Management LLC 0.06% Add +6.5% 28,666 $814K
Independent Financial Group, LLC 0.01% Add +2.8% 28,285 $803K
Atria Investments, Inc 0.01% Add +10.4% 28,117 $798K
M Holdings Securities, Inc. 0.11% Reduce -0.9% 27,387 $780K
Lifeworks Advisors, LLC 0.08% Reduce -13.1% 27,380 $777K
Pathway Financial Advisors LLC 0.09% Reduce -2.9% 27,248 $771K
Betterment LLC 0.00% Add +22.1% 26,872 $763K
Stratos Wealth Partners, LTD. 0.01% Add +1.7% 26,616 $756K
Ritholtz Wealth Management 0.01% Add +77.5% 25,829 $733K
Founders Grove Wealth Partners, LLC 0.15% New 25,761 $731K
Corient Private Wealth LP 0.00% Reduce -0.6% 25,279 $718K
Jefferson Bridge Capital, LLC 0.61% Reduce -21.4% 24,943 $708K
Blalock Williams, LLC 0.45% Add +0.8% 24,537 $697K
PSI Advisors, LLC 0.16% Reduce -29.5% 24,074 $683K
Kovack Advisors, Inc. 0.03% Reduce -23.1% 23,620 $671K
Tennessee Valley Asset Management Partners 0.07% Add +28.6% 23,603 $670K
Aptus Capital Advisors, LLC 0.00% Add +177.0% 23,097 $656K
Hilltop Partners LLC 0.15% Reduce -7.8% 21,850 $620K
OpenArc Corporate Advisory, LLC 0.01% Add +18.0% 21,741 $617K
Edgestream Partners, L.P. 0.02% New 21,213 $602K
Howard Bailey Securities, LLC 0.22% Add +0.2% 20,814 $591K
Northbridge Financial Group, LLC 0.22% Add +16.9% 20,367 $578K
Boyd Wealth Management, LLC 0.22% Add +0.7% 20,105 $571K
Fiduciary Financial Advisors 0.06% New 19,873 $564K
Patron Partners, LLC 0.22% Reduce -17.2% 19,766 $561K
Meitav Investment House Ltd. 0.00% Reduce -6.3% 19,336 $548K
Brooklyn FI, LLC 0.10% Add +23.9% 18,983 $533K
Sequent Planning LLC 0.11% Add +113.8% 18,282 $519K
Curi Capital, LLC 0.01% Add +4.8% 18,204 $517K
Two Sigma Securities, LLC 0.04% New 17,480 $496K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -37.3% 17,195 $488K
Clarity Wealth Development LLC 0.27% Reduce -70.5% 16,888 $479K
Cary Street Partners Investment Advisory LLC 0.10% Add +17.7% 16,755 $476K
Northland Securities, Inc. 0.28% Add +0.7% 16,688 $474K
Joule Financial, LLC 0.12% New 15,978 $454K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.1% 15,746 $447K
IMA Advisory Services, Inc. 0.03% New 15,413 $438K
Wedmont Private Capital 0.01% Reduce -20.8% 15,354 $433K
Diversify Advisory Services, LLC 0.01% New 15,187 $427K
Diversify Wealth Management, LLC 0.01% Add +1.2% 15,187 $427K
Golden State Wealth Management, LLC 0.04% Reduce -54.3% 14,411 $409K
Keel Point, LLC 0.02% Reduce -0.1% 14,282 $405K
Augustine Asset Management Inc. 0.08% Reduce -8.9% 14,220 $404K
Convergence Financial, LLC 0.03% Add +33.4% 13,862 $394K
Axxcess Wealth Management, LLC 0.01% Add +19.8% 13,783 $391K
World Investment Advisors 0.01% Reduce -0.5% 13,630 $390K
Smithbridge Asset Management Inc. 0.05% Reduce -9.0% 13,558 $385K
Bluedoor Private Wealth, LLC 0.16% No change 13,511 $384K
Realta Investment Advisors 0.12% Add +0.7% 13,471 $382K
Brucke Financial, Inc. 0.16% Add +30.1% 12,612 $358K
Strategic Blueprint, LLC 0.02% Add +8.7% 12,512 $355K
Rede Wealth, LLC 0.12% New 12,395 $352K
Compound Planning, Inc. 0.01% New 11,874 $337K
FMR LLC 0.00% Reduce -15.8% 11,776 $334K
Seaside Wealth Management, Inc. 0.08% Reduce -1.5% 11,674 $331K
Perigon Wealth Management, LLC 0.01% Add +2.9% 11,632 $330K
Nicolet Bankshares Inc. 0.01% New 11,497 $325K
McAdam, LLC 0.01% Reduce -23.7% 11,307 $321K
CreativeOne Wealth, LLC 0.01% Add +6.2% 11,037 $313K
Richardson Financial Services Inc. 0.17% Reduce -1.4% 10,863 $308K
Brookstone Capital Management 0.00% Add +32.1% 10,812 $307K
OneAscent Financial Services LLC 0.01% Add +0.1% 10,636 $302K
Parsons Capital Management Inc. 0.01% Add +40.0% 10,500 $298K
Midwest Financial Network, LLC 0.20% New 10,438 $296K
Sound Income Strategies, LLC 0.01% Add +1157.2% 10,259 $291K
Invested Advisors 0.26% Add +7.8% 10,253 $291K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -0.3% 10,069 $286K
Keystone Financial Group 0.02% Add +5.8% 10,050 $285K
Y-Intercept (Hong Kong) Ltd 0.01% New 10,011 $284K
GeoWealth Management, LLC 0.01% New 9,977 $283K
Trustmark Bank Trust Department 0.02% No change 9,936 $282K
Klaas Financial Asset Advisors, LLC 0.03% No change 9,845 $280K
Prime Capital Investment Advisors, LLC 0.00% Reduce -3.9% 9,816 $279K
Symphony Financial, Ltd. Co. 0.03% Add +8.7% 9,627 $274K
Resonant Capital Advisors, LLC 0.01% No change 9,390 $267K
Integrity Alliance, Llc. 0.01% Add +6.4% 9,378 $266K
Americana Partners, LLC 0.01% Add +0.3% 9,372 $266K
Advisor Resource Council 0.09% Reduce -11.4% 9,377 $265K
Geneos Wealth Management Inc. 0.01% Reduce -10.1% 9,318 $265K
Independence Wealth Advisors, LLC 0.13% Reduce -77.8% 9,312 $264K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% No change 9,215 $262K
Zhang Financial LLC 0.01% No change 9,205 $261K
Facet Wealth, Inc. 0.00% Add +14.8% 9,201 $261K
WealthPoint Financial, LLC 0.19% Add +14.2% 9,082 $258K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 8,970 $255K
Hibernia Wealth Partners, LLC 0.13% Reduce -23.2% 8,706 $247K
Twin Focus Capital Partners, LLC 0.02% No change 8,510 $242K
Nwam LLC 0.01% Reduce -8.3% 8,369 $238K
Foundations Investment Advisors, LLC 0.00% New 8,259 $234K
RFG Advisory, LLC 0.00% Reduce -49.9% 8,112 $230K
Clark Asset Management, LLC 0.02% Reduce -6.3% 8,109 $230K
Clarendon Private LLC 0.15% Reduce -65.2% 8,100 $230K
Old Mission Capital LLC 0.01% New 8,098 $230K
Victory Financial Group, LLC 0.02% Reduce -11.1% 7,910 $225K
Continuum Advisory, LLC 0.02% Reduce -32.4% 7,653 $217K
Belpointe Asset Management LLC 0.01% Reduce -81.4% 7,651 $217K
Detalus Advisors, LLC 0.04% Reduce -0.0% 7,625 $216K
Focus Partners Wealth 0.00% New 7,331 $208K
Latitude Advisors, LLC 0.08% New 7,316 $208K
International Private Wealth Advisors LLC 0.11% No change 7,301 $207K
Stone House Investment Management, LLC 0.03% Reduce -39.5% 6,936 $197K
First Horizon Corp. 0.01% Reduce -50.3% 6,863 $195K
UMB Bank, n.a. 0.00% Reduce -30.3% 6,495 $184K
Allworth Financial LP 0.00% Add +18.5% 6,463 $183K
Boyd Watterson Asset Management LLC 0.04% Reduce -61.7% 5,644 $160K
EverSource Wealth Advisors, LLC 0.01% Reduce -49.8% 5,313 $151K
Ameritas Advisory Services, LLC 0.00% Reduce -72.5% 5,311 $151K
Harbor Investment Advisory, LLC 0.01% Reduce -0.8% 4,617 $131K
PlanVest Financial, Inc 0.09% New 4,605 $131K
SBI Securities Co., Ltd. 0.00% Add +3.5% 4,494 $128K
CoreCap Advisors, LLC 0.00% Add +6.1% 4,316 $123K
Cape Investment Advisory, Inc. 0.03% New 3,681 $105K
EP Wealth Advisors, LLC 0.00% New 3,649 $104K
Citigroup Inc. 0.00% No change 3,430 $97K
Capital Investment Advisory Services, LLC 0.01% Reduce -0.3% 3,144 $89K
POM Investment Strategies, LLC 0.09% Add +1.0% 2,850 $81K
Your Advocates Ltd., LLP 0.02% No change 2,754 $78K
Bartlett & Co. Wealth Management LLC 0.00% New 2,257 $64K
Arax Advisory Partners 0.00% Reduce -2.4% 1,984 $56K
Pacific Center for Financial Services 0.01% No change 1,938 $55K
Blue Trust, Inc. 0.00% Add +3.9% 1,881 $53K
Vanguard Advisers Inc. 0.00% Add +886.8% 1,865 $53K
Strategic Wealth Partners, Ltd. 0.00% No change 1,845 $52K
TD Private Client Wealth LLC 0.00% No change 1,785 $51K
Larson Financial Group LLC 0.00% Reduce -12.9% 1,405 $40K
Pinnacle Bancorp, Inc. 0.01% Add +5.6% 1,380 $39K
International Assets Investment Management, LLC 0.00% New 1,323 $37K
Franklin Resources Inc. 0.00% No change 1,275 $36K
Rossby Financial, LCC 0.01% Reduce -10.8% 1,246 $35K
Financial Consulate, Inc. 0.00% No change 1,110 $32K
Smartleaf Asset Management LLC 0.00% No change 1,093 $31K
SIMA Wealth Partners, LLC 0.02% No change 1,086 $31K
Adkins Seale Capital Management LLC 0.02% No change 918 $26K
Caitlin John, LLC 0.01% No change 917 $26K
McGuire Capital Advisors Inc. 0.01% New 885 $25K
Compass Financial Management LLC 0.00% — 779 $22K
Hantz Financial Services, Inc. 0.00% Reduce -4.2% 781 $22K
Founders Financial Alliance, LLC 0.00% Add +561.1% 747 $21K
Capital Analysts, LLC 0.00% Reduce -84.3% 654 $19K
Elevated Capital Advisors, LLC 0.01% Reduce -48.5% 666 $19K
Blair William & Co. 0.00% No change 600 $17K
MPWM Advisory Solutions, LLC 0.01% No change 578 $16K
Webster Bank, N. A. 0.00% No change 573 $16K
BankPlus Trust Department 0.00% No change 569 $16K
Basepoint Wealth LLC 0.01% New 506 $14K
United Financial Planning Group LLC 0.01% Add +0.9% 423 $12K
SouthState Bank Corp 0.00% Add +18100.0% 364 $10K
Allspring Global Investments Holdings, LLC 0.00% No change 343 $10K
Breakwater Investment Management 0.00% No change 335 $10K
Ameriflex Group, Inc. 0.00% New 330 $9K
Lanark Financial, Inc. 0.00% No change 328 $9K
LRI Investments, LLC 0.00% Reduce -21.4% 297 $8K
Kilter Group LLC 0.00% New 296 $8K
Medallion Wealth Advisors, LLC 0.00% Reduce -84.3% 280 $8K
Dogwood Wealth Management LLC 0.00% New 276 $8K
Triumph Capital Management 0.00% New 270 $8K
Archer Investment Corp 0.00% New 259 $7K
SOA Wealth Advisors, LLC. 0.00% New 258 $7K
1620 Investment Advisors, Inc. 0.00% No change 226 $6K
CENTRAL TRUST Co 0.00% New 218 $6K
AlphaCore Capital LLC 0.00% No change 175 $5K
Buck Wealth Strategies, LLC 0.00% New 165 $5K
Ascentis Wealth Management, LLC 0.00% No change 114 $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
True Wealth Design, LLC 0.00% No change 54 $2K
Glen Eagle Advisors, LLC 0.00% No change 48 $1K
Oakmont Advisory Group, LLC 0.00% New 45 $1K
US Bancorp \de 0.00% No change 42 $1K
Meramec Financial Planners, LLC 0.00% New 40 $1K
SYM FINANCIAL Corp 0.00% New 37 $1K
Cornerstone Planning Group LLC 0.00% No change 34 $951
N.E.W. Advisory Services LLC 0.00% New 26 $738
Parallel Advisors, LLC 0.00% New 25 $710
Kingdom Financial Group LLC. 0.00% Reduce -4.0% 24 $689
Evolution Wealth Management Inc. 0.00% No change 17 $483
Montgomery Financial Services LLC 0.00% — 16 $454
BNP Paribas Financial Markets 0.00% Reduce -67.6% 12 $341
Halbert Hargrove Global Advisors, LLC 0.00% No change 3 $86

"% 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.