SS SPDR PF LNG TRM TSY E-UsdSPTLETF
13F holders, Q1 2025 (March 31)470holders +9
64new positions
49sold out
4famous investors
$27.25avg. 13F price*
At the end of Q1 2025, 470 institutions reported holding SS SPDR PF LNG TRM TSY E-Usd (SPTL) in their 13F filings, up 9 from Q4 2024. 64 opened new positions and 49 sold out. The largest holders were State Street Corp. ($1.6B), Fisher Asset Management ($1.5B) and Financial Engines Advisors L.L.C. ($1.3B). 4 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR PF LNG TRM TSY E-Usd
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $100.9M |
| Exits | 49 | $88.9M |
All 13F filers, Q4 2024 → Q1 2025: 30,904,808 shares bought and 18,949,010 shares sold, net +11,955,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 470 holders
| State Street Corp. | 0.07% | Add +2.4% | 59,116,508 | $1.6B |
| Fisher Asset Management | 0.65% | Add +7.0% | 54,719,174 | $1.5B |
| Financial Engines Advisors L.L.C. | 2.81% | Add +2.8% | 48,006,634 | $1.3B |
| FMR LLC | 0.03% | Add +0.0% | 18,480,311 | $503.8M |
| Envestnet Asset Management Inc. | 0.15% | Add +12.3% | 16,703,862 | $455.3M |
| Municipal Employees' Retirement System of Michigan | 5.14% | Add +27.3% | 14,880,982 | $405.7M |
| Nan Shan Life Insurance Co., Ltd. | 7.05% | No change | 10,956,900 | $298.7M |
| Bank of America Corp. | 0.03% | Reduce -12.2% | 10,805,716 | $294.6M |
| LPL Financial LLC | 0.11% | Add +2.7% | 10,667,377 | $290.8M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.6% | 7,804,559 | $212.8M |
| Mather Group, Llc. | 2.14% | Add +19.0% | 6,803,893 | $185.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.69% | Add +6.5% | 6,288,804 | $170.0M |
| GLOBALT Investments LLC / GA | 6.05% | Reduce -1.8% | 5,435,247 | $148.2M |
| JPMorgan Chase & Co. | 0.01% | Add +28.0% | 5,070,888 | $138.2M |
| Assetmark, Inc. | 0.32% | Add +7.4% | 4,324,945 | $117.9M |
| Avantax Advisory Services, Inc. | 0.66% | Add +5.4% | 4,011,892 | $109.4M |
| Avantax Planning Partners, Inc. | 3.59% | Add +3.0% | 3,717,179 | $101.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +196.7% | 3,693,991 | $100.7M |
| Mason Street Advisors, LLC | 12.81% | Reduce -0.2% | 3,693,100 | $100.7M |
| Stifel Financial Corp. | 0.10% | Reduce -4.6% | 3,496,923 | $95.3M |
| Great Valley Advisor Group, Inc. | 1.65% | Add +4.0% | 2,814,635 | $76.7M |
| Morgan Stanley | 0.01% | Reduce -18.1% | 2,762,965 | $75.3M |
| Advocacy Wealth Management, LLC | 5.10% | Add +11.0% | 2,747,114 | $74.9M |
| Cetera Investment Advisers | 0.14% | Add +1.9% | 2,638,460 | $71.9M |
| RFG Advisory, LLC | 1.92% | Add +17.4% | 2,603,482 | $71.0M |
| UBS Group AG | 0.02% | Reduce -10.8% | 2,594,403 | $70.7M |
| CW Advisors, LLC | 0.81% | Reduce -1.6% | 2,467,068 | $67.3M |
| Cwm, LLC | 0.27% | Add +10.2% | 2,466,439 | $67.2M |
| Lockheed Martin Investment Management Co. | 2.74% | Add +8.4% | 2,466,000 | $67.2M |
| Townsquare Capital LLC | 0.71% | Add +3.3% | 2,459,108 | $67.0M |
| Raymond James Financial Inc. | 0.03% | Reduce -20.2% | 2,453,520 | $66.9M |
| One Day In July LLC | 6.12% | Add +11.6% | 2,243,303 | $61.2M |
| Voya Financial Advisors, Inc. | 5.34% | Reduce -2.0% | 1,788,639 | $48.4M |
| Royal Bank of Canada | 0.01% | Add +42.5% | 1,644,137 | $44.8M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Add +37.5% | 1,369,502 | $37.3M |
| AE Wealth Management LLC | 0.30% | Add +2.1% | 1,309,915 | $35.7M |
| Thrivent Financial for Lutherans | 0.08% | No change | 1,255,396 | $34.3M |
| Osaic Holdings, Inc. | 0.07% | Reduce -40.2% | 1,231,025 | $33.6M |
| Roberts Financial Services LLC | 6.34% | Add +1.4% | 1,197,752 | $32.7M |
| Truist Financial Corp. | 0.05% | Add +68.8% | 1,141,224 | $31.1M |
| Wells Fargo & Company | 0.01% | Reduce -13.9% | 1,066,709 | $29.1M |
| Advisory Alpha, LLC | 0.95% | Add +4.0% | 1,028,813 | $28.0M |
| McMorgan & Co. LLC | 4.45% | Add +48.1% | 1,019,011 | $27.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.0% | 993,540 | $27.1M |
| Sofi Wealth, LLC | 2.00% | Add +3630.9% | 976,415 | $26.6M |
| Checchi Capital Advisers, LLC | 1.80% | Add +7.5% | 932,542 | $25.4M |
| O'Brien Wealth Partners LLC | 4.71% | Add +1.2% | 927,735 | $25.3M |
| McAdam, LLC | 1.52% | Reduce -0.2% | 899,395 | $24.5M |
| Principal Securities, Inc. | 0.55% | No change | 932,737 | $24.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +36.6% | 850,911 | $23.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -21.3% | 797,784 | $21.7M |
| Shepherd Financial Partners LLC | 2.40% | Add +98.0% | 751,414 | $20.5M |
| Tennessee Valley Asset Management Partners | 3.14% | Add +42.7% | 707,177 | $19.3M |
| GM Advisory Group, LLC | 1.04% | Reduce -18.8% | 707,161 | $19.3M |
| Sanctuary Advisors, LLC | 0.13% | Add +6.2% | 701,860 | $19.1M |
| Private Advisor Group, LLC | 0.11% | Add +37.3% | 685,307 | $18.7M |
| Spinnaker Trust | 1.20% | Reduce -17.1% | 675,196 | $18.4M |
| Mariner, LLC | 0.03% | Reduce -0.5% | 656,840 | $17.9M |
| Flagship Harbor Advisors, LLC | 0.93% | Reduce -44.7% | 650,365 | $17.7M |
| R. W. Roge & Company, Inc. | 9.39% | Reduce -3.8% | 629,183 | $17.2M |
| Impact Investors, Inc | 13.19% | Add +25.3% | 621,663 | $16.9M |
| Gradient Investments LLC | 0.33% | Reduce -24.4% | 603,378 | $16.4M |
| CFS Investment Advisory Services, LLC | 1.43% | Add +82.9% | 588,023 | $16.0M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -75.6% | 573,913 | $15.6M |
| Ascent Group, LLC | 0.65% | Add +1178.8% | 553,083 | $15.1M |
| Security Financial Services, INC. | 2.94% | Add +40.2% | 543,295 | $14.8M |
| SCS Capital Management LLC | 0.18% | Reduce -11.1% | 531,559 | $14.5M |
| WNY Asset Management, LLC | 1.69% | New | 522,536 | $14.2M |
| Citigroup Inc. | 0.01% | Reduce -0.0% | 515,684 | $14.1M |
| Level Four Advisory Services, LLC | 0.57% | Add +21.6% | 508,864 | $13.9M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -18.4% | 491,516 | $13.4M |
| Tidal Investments LLC | 0.11% | New | 467,912 | $12.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.7% | 466,468 | $12.7M |
| UNIVEST FINANCIAL Corp | 0.81% | Reduce -42.2% | 455,735 | $12.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -47.1% | 448,906 | $12.2M |
| New Harbor Financial Group, LLC | 3.21% | Add +6.8% | 443,443 | $12.1M |
| World Investment Advisors | 0.31% | Add +699.9% | 442,269 | $12.1M |
| IFG Advisory, LLC | 0.64% | Add +1.7% | 426,333 | $11.6M |
| Sykon Capital LLC | 4.24% | New | 409,161 | $11.2M |
| Stratos Wealth Advisors, LLC | 0.60% | Add +165.7% | 401,621 | $10.9M |
| Perigon Wealth Management, LLC | 0.26% | Add +83.2% | 367,137 | $10.0M |
| Permanent Capital Management, LP | 2.81% | Add +0.7% | 359,981 | $9.8M |
| Park Avenue Securities LLC | 0.12% | Add +29.8% | 359,991 | $9.8M |
| MA Private Wealth | 1.83% | Reduce -18.5% | 356,002 | $9.7M |
| PFG Advisors | 0.54% | Add +4.8% | 354,071 | $9.7M |
| High Probability Advisors, LLC | 1.47% | Add +13.0% | 322,481 | $8.8M |
| Strategic Financial Services, Inc. | 0.51% | Add +64.1% | 321,637 | $8.8M |
| Mutual Advisors, LLC | 0.25% | Add +4.5% | 327,765 | $8.7M |
| Gibbs Wealth Management | 2.08% | Add +11.0% | 316,144 | $8.6M |
| Farther Finance Advisors, LLC | 0.21% | Add +29.9% | 306,182 | $8.4M |
| Redwood Investment Management, LLC | 0.90% | Reduce -32.1% | 304,407 | $8.3M |
| Motco | 0.86% | Add +11.3% | 300,422 | $8.2M |
| ACT Advisors, LLC. | 4.25% | New | 287,474 | $7.8M |
| Foster Victor Wealth Advisors, LLC | 0.63% | Add +0.8% | 297,969 | $7.8M |
| Goodman Advisory Group, LLC | 2.29% | Add +5.9% | 275,886 | $7.5M |
| Manhattan West Asset Management, LLC | 1.91% | Add +32.5% | 274,837 | $7.5M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -0.3% | 265,185 | $7.2M |
| Jump Financial, LLC | 0.11% | New | 263,628 | $7.2M |
| MPWM Advisory Solutions, LLC | 5.21% | Add +12.1% | 263,274 | $7.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -8.0% | 260,247 | $7.1M |
| Caitlin John, LLC | 6.54% | Add +58.5% | 244,820 | $6.7M |
| Journey Strategic Wealth LLC | 0.22% | Add +25.2% | 236,298 | $6.4M |
| Robinson Value Management, Ltd. | 4.07% | Add +6.8% | 231,140 | $6.3M |
| Avidian Wealth Enterprises, LLC | 0.28% | Reduce -57.4% | 227,031 | $6.2M |
| First Horizon Advisors, Inc. | 0.17% | Add +9.9% | 226,969 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +56.0% | 220,817 | $6.0M |
| Advisor Resource Council | 0.46% | New | 215,617 | $5.7M |
| Arvest Investments, Inc. | 0.89% | Add +23.1% | 205,881 | $5.6M |
| Impact Partnership Wealth, LLC | 1.17% | Add +88.3% | 200,189 | $5.5M |
| Jmac Enterprises LLC | 1.29% | Add +8.8% | 199,195 | $5.4M |
| Frontier Asset Management, LLC | 1.57% | Add +4.4% | 198,125 | $5.4M |
| Madison Asset Management, LLC | 0.06% | Add +0.1% | 194,390 | $5.3M |
| Astoria Portfolio Advisors LLC. | 1.70% | New | 190,288 | $5.0M |
| Keystone Financial Group | 0.51% | Add +27.3% | 183,317 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.9% | 182,774 | $5.0M |
| BCM Advisors, LLC | 1.12% | Reduce -3.6% | 187,244 | $4.9M |
| Columbus Macro, LLC | 0.65% | Add +3.3% | 180,375 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -20.6% | 179,855 | $4.9M |
| Equitable Holdings, Inc. | 0.05% | Reduce -45.8% | 177,593 | $4.8M |
| Detalus Advisors, LLC | 1.48% | Add +26.4% | 173,437 | $4.7M |
| Hobart Private Capital, LLC | 1.18% | Add +21.9% | 173,276 | $4.7M |
| GTS Securities LLC | 0.20% | New | 166,888 | $4.5M |
| Brady Martz Wealth Solutions, LLC | 1.02% | Reduce -17.4% | 165,628 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Add +5.6% | 164,375 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.2% | 164,061 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +321.9% | 163,692 | $4.5M |
| CoreCap Advisors, LLC | 0.19% | Add +1.6% | 159,529 | $4.3M |
| Ancora Advisors LLC | 0.09% | Add +29.9% | 155,538 | $4.2M |
| Buttonwood Financial Group, LLC | 2.47% | Reduce -38.8% | 161,558 | $4.2M |
| Virtue Capital Management, LLC | 0.49% | New | 152,591 | $4.2M |
| Austin Private Wealth, LLC | 0.37% | Add +456.7% | 151,939 | $4.1M |
| Money Design Co.,Ltd. | 0.21% | Add +327.9% | 151,505 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +88.0% | 150,868 | $4.1M |
| Synovus Financial Corp. | 0.05% | Add +36.4% | 150,061 | $4.1M |
| Choreo, LLC | 0.06% | Reduce -22.3% | 149,088 | $4.1M |
| Integrity Wealth Solutions LLC | 2.13% | Add +394.2% | 144,089 | $3.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -3.8% | 140,286 | $3.8M |
| AlphaStar Capital Management, LLC | 0.38% | Add +14.2% | 138,818 | $3.8M |
| Betterment LLC | 0.01% | Add +10.4% | 138,466 | $3.8M |
| Jacobson & Schmitt Advisors, LLC | 0.77% | Add +15.7% | 137,890 | $3.8M |
| Bailard, Inc. | 0.10% | Add +62.1% | 137,766 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +5.3% | 134,312 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.37% | Reduce -4.6% | 133,858 | $3.6M |
| Atria Investments, Inc | 0.05% | Add +22.3% | 131,735 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Add +11.3% | 131,341 | $3.6M |
| Atlas Legacy Advisors, LLC | 0.89% | New | 130,330 | $3.5M |
| SMART Wealth LLC | 1.23% | Add +11.6% | 125,588 | $3.4M |
| Andina Capital Management, LLC | 2.34% | New | 120,617 | $3.3M |
| CreativeOne Wealth, LLC | 0.10% | Add +4.2% | 119,906 | $3.3M |
| Horizon Financial Services, LLC | 1.78% | Add +10.1% | 116,901 | $3.2M |
| AllGen Financial Advisors, Inc. | 0.93% | Add +5.0% | 115,705 | $3.2M |
| Broadway Wealth Solutions, Inc. | 2.30% | Add +15.2% | 115,438 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +63.3% | 114,348 | $3.1M |
| Genesee Capital Advisors, LLC | 1.52% | Reduce -4.0% | 111,324 | $3.0M |
| Krilogy Financial LLC | 0.20% | Add +14.4% | 110,937 | $3.0M |
| Portside Wealth Group, LLC | 0.47% | Add +4.0% | 104,918 | $2.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | New | 101,088 | $2.8M |
| Comerica Bank | 0.01% | Add +58.7% | 99,335 | $2.7M |
| KM Capital Management Ltd. | 1.45% | Reduce -42.7% | 98,871 | $2.7M |
| Motiv8 Investments LLC | 1.77% | Reduce -14.3% | 97,759 | $2.7M |
| Koshinski Asset Management, Inc. | 0.23% | Add +7.3% | 97,588 | $2.7M |
| KWB Wealth | 0.31% | Add +19.4% | 98,436 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.3% | 92,070 | $2.5M |
| Good Life Advisors, LLC | 0.18% | Reduce -2.7% | 91,960 | $2.5M |
| Fort Point Capital Partners LLC | 0.28% | Reduce -40.4% | 91,730 | $2.5M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +8.7% | 89,589 | $2.4M |
| Fourth Dimension Wealth, LLC | 1.16% | Add +43.4% | 88,318 | $2.4M |
| Beacon Bridge Wealth Partners, LLC | 1.02% | Add +12.4% | 87,375 | $2.4M |
| Centennial Wealth Advisory LLC | 0.86% | Add +34.0% | 87,328 | $2.4M |
| Red Tortoise LLC | 1.22% | Reduce -9.6% | 86,101 | $2.3M |
| Old National Bancorp | 0.06% | No change | 85,870 | $2.3M |
| FDx Advisors, Inc. | 0.74% | Reduce -8.7% | 83,729 | $2.3M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -79.0% | 83,460 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -79.7% | 82,126 | $2.2M |
| HRT Financial LP | 0.01% | New | 82,129 | $2.2M |
| Scarborough Advisors, LLC | 0.32% | Add +9.7% | 81,688 | $2.2M |
| Strategic Wealth Investment Group, LLC | 3.81% | Reduce -96.3% | 80,228 | $2.2M |
| Tortoise Investment Management, LLC | 0.22% | Add +84.7% | 77,745 | $2.1M |
| GenWealth Group, Inc. | 0.46% | Reduce -79.2% | 75,771 | $2.1M |
| Petra Financial Advisors Inc. | 1.67% | Reduce -8.7% | 74,585 | $2.0M |
| Magnus Financial Group LLC | 0.19% | Reduce -19.1% | 72,772 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +26.9% | 69,813 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +26.9% | 69,813 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -51.7% | 69,394 | $1.9M |
| Mgo One Seven LLC | 0.07% | Reduce -48.1% | 67,629 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Add +18.0% | 66,708 | $1.8M |
| 25 LLC | 0.75% | Reduce -0.4% | 66,659 | $1.8M |
| Boltwood Capital Management | 0.54% | Reduce -6.1% | 65,490 | $1.8M |
| Plan Group Financial, LLC | 0.63% | Add +17.8% | 65,086 | $1.8M |
| Arete Wealth Advisors, LLC | 0.13% | Add +56.4% | 64,562 | $1.8M |
| Blackhawk Capital Partners, LLC | 0.87% | New | 62,135 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +72397.6% | 59,448 | $1.6M |
| Altfest L J & Co. Inc. | 0.20% | Reduce -1.6% | 59,309 | $1.6M |
| Aspire Private Capital, LLC | 0.40% | Add +207.6% | 59,251 | $1.6M |
| Integrated Capital Management, Inc. | 1.27% | Add +4.8% | 58,375 | $1.6M |
| Strategic Investment Advisors / MI | 0.17% | Add +14.6% | 58,087 | $1.6M |
| Napatree Capital LLC | 0.87% | Reduce -0.1% | 56,566 | $1.5M |
| First National Corp. /Ma/ | 0.34% | Add +101.2% | 56,359 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +24.1% | 54,647 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -18.2% | 53,239 | $1.5M |
| Tempus Wealth Planning, LLC | 0.43% | Reduce -4.1% | 53,204 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +34.6% | 52,122 | $1.4M |
| Idaho Trust Co | 0.57% | New | 51,610 | $1.4M |
| Proquility Private Wealth Partners, LLC | 0.43% | Add +9.2% | 51,074 | $1.4M |
| HUB Investment Partners, LLC | 0.05% | New | 49,838 | $1.4M |
| Lansing Street Advisors | 0.45% | Add +82.5% | 49,245 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -16.4% | 48,444 | $1.3M |
| Bank Ozk | 0.54% | Add +57.5% | 47,751 | $1.3M |
| Two Sigma Securities, LLC | 0.19% | New | 46,739 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +12.3% | 46,512 | $1.3M |
| Hobbs Group Advisors, LLC | 0.48% | Reduce -60.7% | 46,480 | $1.3M |
| Ritholtz Wealth Management | 0.04% | New | 45,876 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 45,179 | $1.2M |
| FLP Wealth Management, LLC | 3.84% | Add +7.0% | 44,290 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -52.2% | 43,711 | $1.2M |
| Jacobi Capital Management LLC | 0.09% | Add +6.5% | 43,677 | $1.2M |
| Ironwood Wealth Management, LLC. | 0.36% | Add +145.5% | 43,564 | $1.2M |
| Centerpoint Advisory Group | 1.16% | Reduce -24.3% | 43,258 | $1.2M |
| Simplicity Wealth,LLC | 0.09% | New | 42,973 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.44% | Add +7.0% | 41,138 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -47.0% | 40,359 | $1.1M |
| 5T Wealth, LLC | 0.60% | Reduce -7.1% | 38,883 | $1.1M |
| Birch Financial Group, LLC | 0.94% | Add +194.6% | 38,599 | $1.1M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -4.8% | 38,514 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Add +9.6% | 38,086 | $1.0M |
| Transce3nd, LLC | 0.46% | Add +0.2% | 38,015 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -70.1% | 37,440 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.7% | 37,191 | $1.0M |
| Balance Wealth Partners LLC | 0.66% | — | 37,054 | $1.0M |
| Elevated Capital Advisors, LLC | 0.28% | Reduce -7.7% | 36,814 | $1.0M |
| Blue Oak Capital, LLC | 0.54% | Add +115.2% | 35,833 | $977K |
| Willis Johnson & Associates, Inc. | 0.07% | Add +46.8% | 35,332 | $963K |
| Auour Investments LLC | 0.35% | Add +44.0% | 35,769 | $962K |
| United Advisor Group, LLC | 0.19% | Add +14.8% | 34,536 | $941K |
| Private Wealth Group, LLC | 0.55% | Reduce -18.3% | 34,443 | $939K |
| Compound Planning, Inc. | 0.04% | Add +153.2% | 34,090 | $929K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -27.6% | 33,624 | $917K |
| International Private Wealth Advisors LLC | 0.85% | Add +19.4% | 32,687 | $891K |
| Citizens & Northern Corp. | 0.24% | Reduce -10.6% | 31,407 | $856K |
| Harbour Investments, Inc. | 0.02% | Reduce -13.1% | 30,690 | $837K |
| Private Trust Co. NA | 0.09% | Add +3.1% | 30,391 | $828K |
| Paladin Wealth, LLC | 0.74% | Reduce -5.1% | 30,326 | $827K |
| E&G Advisors, LLC | 0.23% | Add +0.3% | 30,200 | $823K |
| Landmark Wealth Management, Inc. | 0.39% | New | 30,068 | $820K |
| Narus Financial Partners, LLC | 0.28% | Add +8.1% | 29,940 | $816K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.5% | 28,958 | $789K |
| Clear Creek Financial Management, LLC | 0.08% | Add +128.7% | 27,242 | $743K |
| Tidemark, LLC | 0.27% | Reduce -89.7% | 26,932 | $734K |
| Merit Financial Group, LLC | 0.01% | Reduce -4.2% | 26,847 | $732K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -58.9% | 26,578 | $725K |
| Richardson Financial Services Inc. | 0.54% | Add +28.5% | 26,194 | $714K |
| CAP Partners, LLC | 0.51% | Add +15.7% | 25,994 | $709K |
| Colonial River Investments, LLC | 0.39% | New | 25,868 | $705K |
| Fifth Third Securities, Inc. | 0.06% | Add +9.8% | 25,535 | $696K |
| Tudor Investment Corporation | 0.01% | New | 25,522 | $696K |
| True Vision MN LLC | 0.41% | Add +10.3% | 25,405 | $693K |
| Headlands Technologies LLC | 0.08% | Reduce -7.7% | 25,171 | $686K |
| Collier Financial | 0.57% | Reduce -78.9% | 24,635 | $672K |
| Full Sail Capital, LLC | 0.04% | Add +0.3% | 24,621 | $671K |
| LifePlan Investment Advisors, Inc. | 0.39% | Add +60.6% | 24,574 | $670K |
| AQR Capital Management | 0.00% | Add +36.3% | 24,206 | $660K |
| Donald L. Hagan, LLC | 0.34% | Reduce -0.7% | 24,118 | $657K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -81.0% | 23,918 | $652K |
| Maridea Wealth Management LLC | 0.21% | Add +0.3% | 23,711 | $646K |
| Center For Asset Management LLC | 0.39% | Reduce -22.4% | 23,443 | $639K |
| Brown Financial Advisors | 0.25% | Reduce -48.6% | 22,221 | $606K |
| Bank of Montreal | 0.00% | Add +415.8% | 21,421 | $584K |
| Walkner Condon Financial Advisors LLC | 0.12% | Add +2.3% | 21,159 | $577K |
| FWG Investments, LLC. | 0.68% | Reduce -20.3% | 21,153 | $577K |
| Jones Financial Companies LLLP | 0.00% | Reduce -11.0% | 20,872 | $564K |
| Range Financial Group LLC | 0.25% | Add +10.1% | 20,552 | $560K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -13.3% | 20,454 | $558K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +2.6% | 20,446 | $557K |
| Maia Wealth LLC | 0.13% | Add +12.2% | 21,109 | $555K |
| StoneX Group Inc. | 0.03% | Add +8.3% | 20,316 | $554K |
| Private Wealth Advisors, LLC | 0.23% | Reduce -0.4% | 20,249 | $552K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Add +18.6% | 20,338 | $551K |
| Raleigh Capital Management Inc. | 0.25% | Add +1689.8% | 20,135 | $549K |
| Teamwork Financial Advisors, LLC | 0.07% | Reduce -13.2% | 19,980 | $545K |
| Signal Advisors Wealth, LLC | 0.05% | Add +4.5% | 19,552 | $533K |
| Lido Advisors, LLC | 0.00% | Add +1.2% | 18,982 | $517K |
| Signaturefd, LLC | 0.01% | New | 18,778 | $512K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -8.8% | 18,408 | $502K |
| Versant Capital Management, Inc | 0.08% | Add +25.9% | 18,212 | $496K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -8.8% | 17,635 | $481K |
| Lloyd Advisory Services, LLC. | 0.24% | Reduce -6.1% | 17,619 | $480K |
| REDW Wealth LLC | 0.18% | Add +15.2% | 17,429 | $475K |
| Capital A Wealth Management, LLC | 0.48% | Reduce -58.5% | 16,709 | $456K |
| Napa Wealth Management | 0.25% | Reduce -34.8% | 16,511 | $450K |
| Clark Asset Management, LLC | 0.07% | Add +26.2% | 15,387 | $419K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -15.9% | 15,481 | $419K |
| Smart Money Group LLC | 0.14% | New | 15,188 | $414K |
| Norden Group LLC | 0.05% | Reduce -15.6% | 15,142 | $413K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 14,923 | $407K |
| Captrust Financial Advisors | 0.00% | Add +52.0% | 13,961 | $381K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -17.6% | 13,799 | $376K |
| Wincap Financial LLC | 0.35% | Add +29.0% | 13,683 | $373K |
| Money Concepts Capital Corp. | 0.03% | New | 13,403 | $365K |
| Brookstone Capital Management | 0.01% | Add +15.7% | 13,375 | $365K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -27.2% | 13,358 | $361K |
| GeoWealth Management, LLC | 0.01% | Add +15.1% | 12,981 | $354K |
| GK Wealth Management LLC | 0.44% | Reduce -2.3% | 12,894 | $351K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 12,864 | $351K |
| Creative Planning | 0.00% | Reduce -10.0% | 12,829 | $350K |
| Kingdom Financial Group LLC. | 0.26% | Reduce -8.3% | 12,794 | $349K |
| Citadel Advisors | 0.00% | New | 12,752 | $348K |
| Gateway Wealth Partners, LLC | 0.08% | Add +56.8% | 12,641 | $345K |
| Independent Advisor Alliance | 0.01% | Reduce -98.9% | 12,594 | $343K |
| Csenge Advisory Group | 0.02% | Add +48.4% | 12,737 | $335K |
| Wealthspire Advisors, LLC | 0.00% | New | 11,721 | $320K |
| Werba Rubin Papier Wealth Management | 0.07% | New | 11,591 | $316K |
| Northeast Financial Group, Inc. | 0.12% | Reduce -58.5% | 11,570 | $315K |
| Strategic Blueprint, LLC | 0.02% | Reduce -37.4% | 11,560 | $315K |
| Axxcess Wealth Management, LLC | 0.01% | New | 11,510 | $314K |
| PKS Advisory Services, LLC | 0.08% | Add +8.9% | 11,306 | $306K |
| Little House Capital LLC | 0.08% | New | 11,185 | $305K |
| JBR Co Financial Management Inc | 0.18% | Reduce -31.6% | 10,989 | $300K |
| Mattson Financial Services, LLC | 0.09% | New | 10,926 | $298K |
| 4WEALTH Advisors, Inc. | 0.32% | Reduce -15.3% | 10,592 | $289K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17172.1% | 10,536 | $287K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 10,534 | $287K |
| Regal Investment Advisors LLC | 0.02% | Reduce -16.6% | 10,468 | $285K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | New | 10,354 | $282K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 10,225 | $279K |
| Novus Advisors, LLC | 0.28% | New | 10,206 | $278K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -5.7% | 10,047 | $274K |
| LongView Wealth Management | 0.08% | Reduce -34.8% | 10,042 | $274K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -24.1% | 9,953 | $271K |
| Mascagni Wealth Management, Inc. | 0.26% | No change | 9,590 | $261K |
| Fifth Third Bancorp | 0.00% | Add +471.0% | 9,547 | $260K |
| Running Point Capital Advisors, LLC | 0.08% | Add +9.3% | 9,433 | $257K |
| ETF Portfolio Partners, Inc. | 0.08% | Reduce -3.9% | 9,428 | $257K |
| Bell Investment Advisors, Inc | 0.05% | Reduce -30.9% | 9,294 | $253K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +75.4% | 9,040 | $246K |
| Islay Capital Management, LLC | 0.17% | Reduce -75.7% | 8,974 | $245K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -4.9% | 8,954 | $244K |
| Savvy Advisors, Inc. | 0.02% | Reduce -93.6% | 8,914 | $243K |
| Financial Network Wealth Advisors LLC | 0.32% | Add +34.9% | 8,896 | $243K |
| Ethos Financial Group, LLC | 0.02% | No change | 9,206 | $241K |
| Diversified Trust Co. | 0.01% | Reduce -0.8% | 8,740 | $238K |
| Howard Bailey Securities, LLC | 0.08% | Reduce -6.4% | 8,647 | $236K |
| TFB Advisors LLC | 0.07% | Add +1.8% | 8,602 | $234K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.0% | 8,529 | $233K |
| Boyum Wealth Architects LLC | 0.22% | — | 8,386 | $229K |
| Wallace Advisory Group, LLC | 0.16% | Reduce -27.3% | 8,717 | $228K |
| Essex Bank | 0.06% | New | 8,292 | $226K |
| Mission Financial Group, LLC | 0.21% | — | 8,468 | $223K |
| Elios Financial Group Inc. | 0.11% | Add +0.3% | 8,071 | $220K |
| Barnes Wealth Management Group, Inc | 0.14% | Reduce -2.6% | 8,067 | $220K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -46.5% | 8,026 | $219K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -36.3% | 8,022 | $217K |
| Corient Private Wealth LP | 0.00% | New | 7,860 | $214K |
| Stephens Group Asset Management, LLC | 0.02% | Reduce -26.5% | 7,720 | $210K |
| Wellment Financial | 0.28% | Reduce -2.7% | 7,672 | $209K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -7.7% | 7,632 | $208K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -23.4% | 7,578 | $207K |
| Lockerman Financial Group, Inc. | 0.31% | New | 7,578 | $207K |
| Fortis Capital Advisors, LLC | 0.04% | New | 7,411 | $202K |
| Belpointe Asset Management LLC | 0.01% | Reduce -83.4% | 7,411 | $202K |
| Advisor OS, LLC | 0.02% | New | 7,393 | $202K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -71.6% | 7,606 | $201K |
| WealthTrak Capital Management LLC | 0.17% | Reduce -34.7% | 7,358 | $201K |
| Boyd Watterson Asset Management LLC | 0.06% | Reduce -21.5% | 6,889 | $188K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.7% | 6,843 | $187K |
| IFP Advisors, Inc | 0.01% | Reduce -73.1% | 6,786 | $185K |
| Clearstead Trust, LLC | 0.04% | Add +46.4% | 6,612 | $180K |
| Wayfinding Financial, LLC | 0.07% | New | 6,016 | $163K |
| Blair William & Co. | 0.00% | Reduce -14.9% | 5,408 | $147K |
| BlackRock, Inc. | 0.00% | Reduce -27.2% | 5,000 | $136K |
| Allworth Financial LP | 0.00% | Reduce -38.7% | 4,127 | $109K |
| Bokf, NA | 0.00% | Add +9.2% | 3,996 | $109K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +52.4% | 3,948 | $108K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.1% | 3,881 | $106K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -61.3% | 3,530 | $96K |
| FWL Investment Management, LLC | 0.04% | New | 3,500 | $95K |
| Horizon Investments, LLC | 0.00% | No change | 2,992 | $82K |
| Kiker Wealth Management, LLC | 0.05% | Reduce -1.1% | 2,853 | $78K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +11.3% | 2,762 | $75K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -90.9% | 2,693 | $73K |
| Creative Financial Designs Inc. | 0.01% | Reduce -11.4% | 2,505 | $68K |
| Ameriflex Group, Inc. | 0.03% | No change | 2,460 | $67K |
| Tucker Asset Management LLC | 0.02% | Reduce -38.4% | 2,424 | $66K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -33.6% | 1,980 | $54K |
| Smartleaf Asset Management LLC | 0.01% | Add +65.2% | 1,996 | $54K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -47.9% | 1,938 | $53K |
| AdvisorNet Financial, Inc | 0.00% | Add +14.2% | 1,756 | $48K |
| Ballast Advisors LLC | 0.01% | No change | 1,692 | $46K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,684 | $46K |
| Simplex Trading, LLC | 0.00% | Reduce -19.9% | 1,649 | $44K |
| Godsey & Gibb, Inc. | 0.00% | No change | 1,598 | $44K |
| Global Financial Private Client, LLC | 0.02% | Add +114.4% | 1,578 | $43K |
| Key Financial Inc | 0.01% | No change | 1,420 | $39K |
| Realta Investment Advisors | 0.02% | Reduce -26.1% | 1,353 | $37K |
| Arax Advisory Partners | 0.00% | Reduce -47.8% | 1,343 | $37K |
| Citizens National Bank Trust Department | 0.01% | New | 1,343 | $37K |
| Parkside Financial Bank & Trust | 0.00% | Add +66.6% | 1,248 | $34K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 1,039 | $28K |
| IMG Wealth Management, Inc. | 0.02% | Reduce -26.3% | 1,006 | $27K |
| Coldstream Capital Management Inc. | 0.00% | New | 981 | $27K |
| Parallel Advisors, LLC | 0.00% | Reduce -57.8% | 917 | $25K |
| Truvestments Capital LLC | 0.01% | New | 871 | $24K |
| Continuum Advisory, LLC | 0.00% | Add +269.6% | 850 | $23K |
| Proffitt & Goodson Inc. | 0.00% | Add +20000.0% | 804 | $22K |
| Powell Investment Advisors, LLC | 0.01% | No change | 788 | $21K |
| Financial Management Professionals, Inc. | 0.00% | No change | 716 | $20K |
| NorthRock Partners, LLC | 0.00% | Add +35150.0% | 705 | $19K |
| Avion Wealth | 0.00% | No change | 686 | $17K |
| Fortitude Family Office, LLC | 0.01% | No change | 590 | $16K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 582 | $16K |
| New Millennium Group LLC | 0.01% | Reduce -5.5% | 580 | $16K |
| LGT Financial Advisors LLC | 0.05% | No change | 565 | $15K |
| Hughes Financial Services, LLC | 0.00% | New | 527 | $14K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 526 | $14K |
| Webster Bank, N. A. | 0.00% | New | 489 | $13K |
| Lanark Financial, Inc. | 0.00% | — | 513 | $13K |
| PSI Advisors, LLC | 0.00% | Reduce -84.3% | 453 | $12K |
| Safe Harbor Fiduciary, LLC | 0.01% | Reduce -3.1% | 443 | $12K |
| Northwest Capital Management Inc | 0.00% | Add +30.5% | 402 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -58.0% | 389 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 381 | $10K |
| Synergy Investment Management, LLC | 0.00% | Reduce -98.3% | 364 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -99.5% | 345 | $9K |
| Whipplewood Advisors, LLC | 0.01% | New | 136 | $9K |
| Hantz Financial Services, Inc. | 0.00% | No change | 348 | $9K |
| Spire Wealth Management | 0.00% | Reduce -80.6% | 294 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 287 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 271 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 194 | $5K |
| Bristlecone Advisors, LLC | 0.00% | New | 185 | $5K |
| US Bancorp \de | 0.00% | Reduce -98.6% | 171 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 143 | $4K |
| Park Square Financial Group, LLC | 0.00% | No change | 143 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 135 | $4K |
| Navigoe, LLC | 0.00% | New | 111 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -95.0% | 105 | $3K |
| Rossby Financial, LCC | 0.00% | New | 100 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +146.2% | 96 | $3K |
| Beacon Capital Management, LLC | 0.00% | New | 96 | $3K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 90 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 79 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 78 | $2K |
| Eastern Bank | 0.00% | No change | 78 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +1.4% | 74 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 68 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 58 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 57 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 55 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -15.8% | 48 | $1K |
| Coston, McIsaac & Partners | 0.00% | New | 55 | $1K |
| Capital Analysts, LLC | 0.00% | Reduce -69.6% | 38 | $1K |
| National Bank of Canada | 0.00% | Reduce -60.5% | 34 | $926 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 32 | $872 |
| MAI Capital Management | 0.00% | No change | 27 | $737 |
| Creekmur Asset Management LLC | 0.00% | No change | 25 | $682 |
| Larson Financial Group LLC | 0.00% | Add +127.3% | 25 | $668 |
| Quent Capital, LLC | 0.00% | New | 24 | $654 |
| Robinswood Financial LLC | 0.00% | New | 21 | $572 |
| Darwin Wealth Management, LLC | 0.00% | No change | 14 | $366 |
| Cornerstone Planning Group LLC | 0.00% | New | 13 | $342 |
| Brown Brothers Harriman & Co. | 0.00% | New | 12 | $327 |
| Atticus Wealth Management, LLC | 0.00% | No change | 11 | $300 |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -99.0% | 9 | $245 |
| Sunbelt Securities, Inc. | 0.00% | No change | 8 | $218 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 5 | $136 |
| Hexagon Capital Partners LLC | 0.00% | No change | 5 | $136 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 5 | $131 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2 | $55 |
| TD Private Client Wealth LLC | 0.00% | No change | 2 | $52 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.9% | 1 | $27 |
| Covestor Ltd | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is SPTL's weight in each manager's 13F, not the share of SS SPDR PF LNG TRM TSY E-Usd the manager owns.