SS SPDR PF LNG TRM TSY E-UsdSPTLETF

13F holders, Q1 2026 (March 31)
485holders +2
60new positions
56sold out
3famous investors
$26.30avg. 13F price*

At the end of Q1 2026, 485 institutions reported holding SS SPDR PF LNG TRM TSY E-Usd (SPTL) in their 13F filings, up 2 from Q4 2025. 60 opened new positions and 56 sold out. The largest holders were State Street Corp. ($1.8B), Financial Engines Advisors L.L.C. ($1.4B) and Municipal Employees' Retirement System of Michigan ($604.9M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
SS SPDR PF LNG TRM TSY E-Usd
Filed as
SPDR SERIES TRUST (Q1 2026)
CUSIP
78464A664
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 389Q1 2024Q2 2024: 409Q2 2024Q3 2024: 437Q3 2024Q4 2024: 461Q4 2024Q1 2025: 470Q1 2025Q2 2025: 439Q2 2025Q3 2025: 420Q3 2025Q4 2025: 483Q4 2025Q1 2026: 485Q1 2026Q2 2026: 481Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions60$62.4M
Exits56$336.8M

All 13F filers, Q4 2025 → Q1 2026: 42,320,105 shares bought and 30,857,596 shares sold, net +11,462,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 485 holders

State Street Corp. 0.06% Reduce -6.3% 68,517,636 $1.8B
Financial Engines Advisors L.L.C. 2.92% Add +0.8% 54,679,484 $1.4B
Municipal Employees' Retirement System of Michigan 6.87% Add +49.4% 22,999,752 $604.9M
FMR LLC 0.03% Reduce -0.0% 21,311,468 $560.5M
Bank of America Corp. 0.03% Add +52.0% 14,599,817 $384.0M
UBS Group AG 0.06% Add +1091.1% 12,839,418 $337.7M
Envestnet Asset Management Inc. 0.08% Add +8.9% 10,941,504 $287.8M
LPL Financial LLC 0.06% Reduce -27.8% 8,739,583 $229.9M
Mather Group, Llc. 2.16% Add +5.7% 8,226,025 $216.3M
JPMorgan Chase & Co. 0.01% Add +2.5% 5,991,614 $157.5M
Assetmark, Inc. 0.31% Add +0.6% 5,830,936 $153.4M
GLOBALT Investments LLC / GA 5.22% Add +9.6% 5,563,987 $146.3M
Mirae Asset Global Investments Co., Ltd. 0.39% Reduce -15.8% 5,111,695 $134.4M
Avantax Planning Partners, Inc. 3.12% Add +2.9% 4,314,262 $113.5M
Mason Street Advisors, LLC 10.28% Add +0.0% 3,998,720 $105.2M
Advocacy Wealth Management, LLC 4.63% Add +4.0% 3,978,825 $104.6M
Cetera Investment Advisers 0.11% Reduce -42.6% 3,889,021 $102.3M
Goldman Sachs Group Inc. 0.01% Reduce -10.2% 3,597,062 $94.6M
One Day In July LLC 7.48% Add +10.0% 3,551,633 $93.4M
Morgan Stanley 0.01% Add +32.2% 3,524,389 $92.7M
Stifel Financial Corp. 0.08% Add +5.6% 3,507,145 $92.2M
Farther Finance Advisors, LLC 0.84% Add +45.4% 3,393,218 $88.8M
Cwm, LLC 0.21% Add +7.9% 2,966,485 $78.0M
Northwestern Mutual Wealth Management Co. 0.05% Add +10.1% 2,876,402 $75.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +571.2% 2,782,298 $73.2M
Osaic Holdings, Inc. 0.10% Reduce -6.4% 2,580,024 $67.9M
Destination Wealth Management 1.51% Add +3.8% 2,215,071 $58.3M
Wells Fargo & Company 0.01% Add +4.0% 1,906,148 $50.1M
Thrivent Financial for Lutherans 0.09% Add +8.8% 1,735,793 $45.7M
Envestnet Portfolio Solutions, Inc. 0.25% Add +12.1% 1,721,135 $45.3M
Tennessee Valley Asset Management Partners 5.75% Add +110.8% 1,655,218 $43.5M
Stratos Wealth Advisors, LLC 2.51% Add +3.5% 1,552,607 $40.8M
Voya Financial Advisors, Inc. 4.06% Reduce -0.4% 1,567,968 $40.7M
McMorgan & Co. LLC 6.45% Add +3.8% 1,516,371 $39.9M
Royal Bank of Canada 0.01% Reduce -17.4% 1,414,430 $37.2M
MA Private Wealth 6.25% Add +111.3% 1,404,877 $36.9M
McAdam, LLC 1.42% Add +4.8% 1,201,456 $31.6M
Sofi Wealth, LLC 1.44% Reduce -19.6% 1,139,091 $30.0M
Strategic Wealth Investment Group, LLC 3.71% Add +0.6% 1,111,109 $29.2M
Sanctuary Advisors, LLC 0.15% Add +12.9% 1,069,935 $28.1M
Advisory Alpha, LLC 0.76% Reduce -2.9% 1,063,984 $28.0M
Truist Financial Corp. 0.04% Reduce -0.4% 1,059,062 $27.9M
Raymond James Financial Inc. 0.01% Reduce -20.7% 1,052,454 $27.7M
Shepherd Financial Partners LLC 2.54% Add +7.7% 1,016,514 $26.7M
Integrated Wealth Concepts LLC 0.20% Add +2.1% 944,560 $24.8M
Ameriprise Financial Inc. 0.01% Add +8.7% 849,396 $22.3M
GM Advisory Group, LLC 0.86% Add +2.4% 845,860 $22.2M
AE Wealth Management LLC 0.12% Reduce -31.8% 815,956 $21.5M
Gradient Investments LLC 0.33% Add +6.4% 800,461 $21.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.3% 792,562 $20.8M
CFS Investment Advisory Services, LLC 1.43% Reduce -2.8% 785,454 $20.8M
Security Financial Services, INC. 3.27% Add +13.3% 787,079 $20.7M
Ascent Group, LLC 0.69% Add +6.0% 762,045 $20.0M
Fisher Asset Management 0.01% Reduce -35.0% 722,790 $19.0M
Mariner, LLC 0.02% Add +4.7% 693,474 $18.2M
RFG Advisory, LLC 0.33% Add +3.4% 691,730 $18.2M
Private Advisor Group, LLC 0.08% Reduce -4.2% 678,239 $17.8M
Spinnaker Trust 0.94% Reduce -1.3% 645,913 $17.0M
FLC Capital Advisors 3.04% Add +4.1% 636,658 $16.7M
Park Avenue Securities LLC 0.13% Add +3.4% 635,767 $16.7M
NewEdge Advisors, LLC 0.06% Add +22.6% 602,936 $15.9M
Gibbs Wealth Management 2.08% Add +79.2% 599,839 $15.8M
Checchi Capital Advisers, LLC 1.05% Reduce -19.1% 581,341 $15.3M
United Capital Financial Advisors, LLC 0.09% Add +99.0% 570,789 $15.0M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.7% 549,058 $14.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -41.0% 528,565 $13.9M
Manhattan West Asset Management, LLC 2.72% Add +8.1% 528,153 $13.9M
AlphaStar Capital Management, LLC 1.02% Add +409.0% 525,624 $13.8M
Equitable Holdings, Inc. 0.09% Add +70.7% 516,159 $13.7M
Impact Investors, Inc 9.45% Add +9.6% 517,490 $13.6M
Vestmark Advisory Solutions, Inc. 0.15% Add +6.4% 507,315 $13.3M
Level Four Advisory Services, LLC 0.43% Reduce -6.3% 501,894 $13.2M
Perigon Wealth Management, LLC 0.24% Reduce -4.6% 494,725 $13.0M
J.E. Simmons & Co., P.C. 8.67% Add +153.9% 492,621 $13.0M
Elevation Point Wealth Partners, LLC 0.31% Add +8.4% 491,220 $12.9M
Roberts Financial Services LLC 3.93% Reduce -10.5% 469,478 $12.3M
Principal Securities, Inc. 0.18% Add +8.7% 464,406 $12.2M
Tidal Investments LLC 0.04% New 461,741 $12.1M
Citigroup Inc. 0.01% Reduce -14.1% 440,547 $11.6M
HighTower Advisors, LLC 0.01% Add +68.3% 431,867 $11.4M
Cerity Partners LLC 0.02% New 430,090 $11.3M
High Probability Advisors, LLC 1.36% Add +40.0% 403,545 $10.6M
World Investment Advisors 0.17% Add +4.9% 390,915 $10.3M
Consolidated Capital Management, LLC 3.31% New 390,148 $10.3M
Ancora Advisors LLC 0.21% Add +11.4% 379,323 $10.0M
Redwood Investment Management, LLC 1.21% Add +11.6% 371,447 $9.8M
Jump Financial, LLC 0.16% Add +92.2% 366,974 $9.7M
AllGen Financial Advisors, Inc. 2.24% Add +67.9% 359,014 $9.4M
Appalachian Capital Management Ltd 7.40% Reduce -2.0% 351,564 $9.2M
MPWM Advisory Solutions, LLC 4.84% Add +44.3% 347,157 $9.1M
Motco 0.83% Add +1.9% 342,551 $9.0M
Impact Partnership Wealth, LLC 1.09% Add +33.1% 334,602 $8.8M
Scarborough Advisors, LLC 0.96% Reduce -0.7% 332,842 $8.8M
Keystone Financial Group 0.60% Add +43.4% 331,563 $8.7M
Summit Trail Advisors, LLC 0.12% Add +24.7% 318,188 $8.4M
Jane Street Group, LLC 0.01% Add +250.8% 305,589 $8.0M
Hobart Private Capital, LLC 1.55% Reduce -1.7% 300,463 $7.9M
Avidian Wealth Enterprises, LLC 0.24% Add +10.2% 285,688 $7.5M
Kingsview Wealth Management, LLC 0.10% Reduce -4.0% 279,144 $7.3M
Permanent Capital Management, LP 1.14% Add +1.0% 281,994 $7.3M
Baird Financial Group, Inc. 0.01% Add +21.5% 262,206 $6.9M
Journey Strategic Wealth LLC 0.17% Add +4.1% 254,588 $6.7M
First Horizon Corp. 0.27% Add +1.3% 244,774 $6.4M
Foster Victor Wealth Advisors, LLC 0.36% Add +21.5% 238,434 $6.3M
Avos Capital Management, LLC 2.49% Reduce -40.2% 239,783 $6.3M
KWB Wealth 0.62% Reduce -1.8% 238,199 $6.3M
New Harbor Financial Group, LLC 1.10% Add +8.8% 230,680 $6.1M
Detalus Advisors, LLC 1.34% Reduce -0.7% 222,401 $5.8M
Caitlin John, LLC 3.50% Add +37.6% 220,451 $5.8M
Town Capital LLC 4.51% Reduce -8.4% 211,902 $5.6M
MML Investors Services, LLC 0.01% Reduce -5.7% 206,119 $5.4M
Axxcess Wealth Management, LLC 0.17% Reduce -22.4% 204,367 $5.4M
Schwallier Wealth Management LLC 3.87% New 201,430 $5.3M
Sei Investments Co. 0.00% New 200,069 $5.3M
Mutual Advisors, LLC 0.11% Reduce -41.5% 198,923 $5.2M
Targeted Financial Services LLC 4.29% Add +13.4% 198,659 $5.2M
Stratos Wealth Partners, LTD. 0.06% Add +3.6% 193,087 $5.1M
Integrity Wealth Solutions LLC 1.99% Add +14.2% 192,380 $5.1M
AQR Capital Management 0.00% Add +63.7% 189,791 $5.0M
Independent Advisor Alliance 0.05% Add +452.7% 188,930 $5.0M
Steward Partners Investment Advisory, LLC 0.03% Add +2.8% 187,169 $4.9M
Portside Wealth Group, LLC 0.66% Add +5.8% 184,773 $4.9M
Columbus Macro, LLC 0.50% Add +3.0% 179,006 $4.7M
Atlas Legacy Advisors, LLC 0.85% Add +11.5% 177,937 $4.7M
Capital Investment Management, Inc. 1.60% Add +13.0% 177,484 $4.7M
Atria Investments, Inc 0.05% Add +23.6% 169,189 $4.4M
Robinson Value Management, Ltd. 2.44% Reduce -1.1% 166,817 $4.4M
Broadway Wealth Solutions, Inc. 2.24% Add +7.9% 164,753 $4.3M
Pinnacle Financial Partners, Inc. 0.03% Add +12.4% 161,825 $4.3M
Mercer Global Advisors Inc. 0.01% Reduce -83.5% 161,345 $4.2M
Genesee Capital Advisors, LLC 1.77% Reduce -0.3% 160,973 $4.2M
Okabena Investment Services Inc. 0.78% Add +32.6% 152,960 $4.0M
Range Advisory, LLC 0.73% Add +57.3% 150,581 $4.0M
Tower Research Capital LLC (TRC) 0.10% Reduce -59.9% 148,228 $3.9M
Independent Financial Group, LLC 0.09% Add +7.1% 147,615 $3.9M
Guggenheim Capital LLC 0.03% Add +22.6% 144,423 $3.8M
CoreCap Advisors, LLC 0.13% Add +1.6% 140,552 $3.7M
My Portfolio Guide, LLC 2.03% — 139,530 $3.7M
KM Capital Management Ltd. 2.40% Reduce -38.8% 138,277 $3.6M
Strategic Investment Advisors / MI 0.24% Add +68.5% 133,172 $3.5M
Betterment LLC 0.01% Add +2.0% 128,571 $3.4M
Kestra Advisory Services, LLC 0.01% Reduce -28.4% 127,584 $3.4M
Horizon Financial Services, LLC 1.45% Add +2.8% 124,777 $3.3M
Beacon Bridge Wealth Partners, LLC 1.10% Add +4.0% 124,549 $3.3M
IHT Wealth Management, LLC 0.08% Add +467.1% 123,601 $3.3M
Silverlake Wealth Management LLC 0.68% Add +42.8% 122,799 $3.2M
Private Wealth Group, LLC 1.49% Add +9.6% 121,837 $3.2M
Simplicity Wealth,LLC 0.18% Add +19.9% 121,595 $3.2M
Fourth Dimension Wealth, LLC 1.21% Add +4.4% 121,248 $3.2M
Frontier Asset Management, LLC 0.66% Reduce -0.7% 118,922 $3.1M
Bank of New York Mellon Corp 0.00% Add +10.4% 115,842 $3.0M
Signal Advisors Wealth, LLC 0.21% Add +18.2% 115,255 $3.0M
Aspire Private Capital, LLC 0.68% Reduce -50.8% 115,112 $3.0M
CreativeOne Wealth, LLC 0.07% Reduce -27.9% 111,956 $2.9M
Plan Group Financial, LLC 0.68% Add +43.2% 110,947 $2.9M
Integrated Capital Management, Inc. 1.91% Reduce -0.4% 109,078 $2.9M
Sowell Financial Services LLC 0.10% Add +19.0% 103,586 $2.7M
Roan Capital Partners 2.47% — 101,419 $2.7M
Fire Capital Management LLC 1.22% Add +51.3% 99,375 $2.6M
HighPoint Advisor Group LLC 0.11% Add +1.7% 99,092 $2.6M
Arrowroot Family Office, LLC 0.85% Add +17.8% 98,078 $2.6M
Goldstone Financial Group, LLC 0.28% New 97,617 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -72.1% 97,517 $2.6M
Krilogy Financial LLC 0.08% Reduce -4.0% 96,567 $2.5M
WealthTrak Capital Management LLC 1.79% Reduce -5.3% 95,473 $2.5M
Rockefeller Capital Management L.P. 0.00% Reduce -3.3% 90,656 $2.4M
Strategic Financial Services, Inc. 0.11% Reduce -15.5% 87,903 $2.3M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -65.9% 85,632 $2.3M
Drucker Wealth 3.0, LLC 0.39% Add +0.5% 85,485 $2.2M
HRT Financial LP 0.01% New 84,834 $2.2M
Transamerica Financial Advisors, LLC 0.19% Reduce -4.0% 84,683 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +3.7% 84,446 $2.2M
FDx Advisors, Inc. 0.70% New 83,212 $2.2M
Waverly Advisors, LLC 0.02% Add +3.0% 82,088 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +1.2% 80,443 $2.1M
PFG Advisors 0.10% Reduce -10.5% 80,413 $2.1M
GenWealth Group, Inc. 0.36% Reduce -1.3% 80,217 $2.1M
Harbour Investments, Inc. 0.03% Add +7.6% 79,985 $2.1M
Choreo, LLC 0.02% Add +3.6% 76,822 $2.0M
Andina Capital Management, LLC 1.78% Reduce -23.8% 75,321 $2.0M
Landmark Wealth Management, Inc. 0.75% Reduce -45.1% 75,311 $2.0M
Great Valley Advisor Group, Inc. 0.03% Reduce -51.5% 72,624 $1.9M
Boltwood Capital Management 0.49% Add +0.2% 72,420 $1.9M
Integrated Wealth Management 2.15% Reduce -2.2% 71,221 $1.9M
Fifth Third Bancorp 0.00% Add +8275.5% 71,024 $1.9M
Jacobi Capital Management LLC 0.10% Add +13.2% 69,460 $1.8M
Susquehanna International Group, LLP 0.00% Add +373.5% 69,132 $1.8M
Vise Technologies, Inc. 0.04% No change 67,693 $1.8M
Petra Financial Advisors Inc. 1.11% Reduce -2.7% 68,115 $1.8M
Gateway Wealth Partners, LLC 0.07% New 67,158 $1.8M
Birch Financial Group, LLC 1.03% Add +1.4% 67,128 $1.8M
Archer Investment Management, LLC 0.74% Add +261.1% 66,535 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Add +3.1% 66,400 $1.7M
Tortoise Investment Management, LLC 0.14% Reduce -3.3% 66,152 $1.7M
Janney Montgomery Scott LLC 0.00% Add +573.2% 65,929 $1.7M
Koshinski Asset Management, Inc. 0.10% Reduce -6.1% 62,904 $1.7M
Simon Quick Advisors, LLC 0.07% Add +12.1% 62,149 $1.6M
Hobbs Group Advisors, LLC 0.47% Reduce -1.6% 60,332 $1.6M
Tempus Wealth Planning, LLC 0.36% Add +4.5% 58,808 $1.5M
Red Tortoise LLC 0.64% Reduce -2.9% 58,027 $1.5M
Raleigh Capital Management Inc. 0.52% Reduce -52.1% 57,633 $1.5M
Islay Capital Management, LLC 0.77% Add +15.7% 57,600 $1.5M
Goodman Advisory Group, LLC 0.39% Reduce -4.5% 57,450 $1.5M
Integrity Wealth Advisors, Inc. 0.88% Add +0.8% 55,982 $1.5M
Ironwood Wealth Management, LLC. 0.41% Reduce -1.8% 54,995 $1.4M
Magnolia Private Wealth, LLC 0.95% Add +63.4% 53,950 $1.4M
Empowered Funds, LLC 0.01% Add +12.8% 53,835 $1.4M
Cornerstone Wealth Management, LLC 0.07% Reduce -3.9% 52,457 $1.4M
Concurrent Investment Advisors, LLC 0.01% Add +0.5% 51,938 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% New 49,460 $1.3M
FLP Wealth Management, LLC 2.64% Add +4.4% 48,757 $1.3M
HUB Investment Partners, LLC 0.03% Add +2.4% 48,059 $1.3M
Arete Wealth Advisors, LLC 0.09% Reduce -15.2% 46,738 $1.2M
Altfest L J & Co. Inc. 0.13% Reduce -4.3% 46,696 $1.2M
Keebeck Wealth Management 0.14% Add +89.1% 46,627 $1.2M
Narus Financial Partners, LLC 0.32% Add +12.9% 46,375 $1.2M
Advisor OS, LLC 0.09% Reduce -27.1% 45,891 $1.2M
IFP Advisors, Inc 0.03% Add +54.3% 45,812 $1.2M
FSB Premier Wealth Management, Inc. 0.37% Add +6.0% 45,231 $1.2M
Private Advisory Group LLC 0.08% New 44,855 $1.2M
Perennial Investment Advisors, LLC 0.09% Reduce -0.1% 44,184 $1.2M
Ameritas Advisory Services, LLC 0.04% Reduce -0.9% 43,168 $1.1M
Brady Martz Wealth Solutions, LLC 0.19% Reduce -13.3% 42,575 $1.1M
Belpointe Asset Management LLC 0.04% Add +15.7% 42,542 $1.1M
Old Mission Capital LLC 0.03% New 42,006 $1.1M
Willis Johnson & Associates, Inc. 0.06% Add +2.5% 41,548 $1.1M
Arkadios Wealth Advisors 0.02% New 41,140 $1.1M
Colonial River Investments, LLC 0.38% Reduce -29.2% 40,113 $1.1M
Bank Ozk 0.37% Reduce -27.1% 39,941 $1.1M
International Private Wealth Advisors LLC 0.64% Reduce -11.5% 39,761 $1.0M
CAP Partners, LLC 0.58% Add +5.5% 39,180 $1.0M
B. Riley Wealth Advisors, Inc. 0.07% Add +3.7% 39,141 $1.0M
Vicus Capital 0.07% Add +0.9% 38,523 $1.0M
Sharkey, Howes & Javer 0.13% Add +35.6% 36,899 $970K
WealthPoint Financial, LLC 0.81% Add +14.0% 36,849 $969K
Jones Financial Companies LLLP 0.00% Add +15.8% 36,499 $949K
Balefire, LLC 0.18% Add +7.9% 35,827 $942K
Clarity Retirement & Wealth, LLC 0.76% Reduce -31.1% 35,611 $937K
Composition Wealth, LLC 0.01% Reduce -9.3% 35,069 $922K
Zinnia Wealth Advisory, LLC 1.02% Add +36.8% 34,687 $912K
Elevated Capital Advisors, LLC 0.23% Reduce -3.3% 34,153 $898K
Richardson Financial Services Inc. 0.55% Reduce -20.0% 33,687 $886K
Mgo One Seven LLC 0.02% Add +22.4% 33,078 $870K
Citizens & Northern Corp. 0.22% Add +8.6% 33,014 $868K
Paladin Wealth, LLC 0.59% Add +2.6% 32,617 $858K
WCG Wealth Advisors LLC 0.02% Reduce -3.9% 31,854 $838K
Uptick Partners, LLC 0.16% Add +55.9% 31,284 $823K
Invested Advisors 0.83% Add +4.6% 31,180 $820K
Manufacturers Life Insurance Company, The 0.00% Reduce -17.3% 31,090 $818K
Private Trust Co. NA 0.07% Reduce -10.7% 30,314 $797K
Advyzon Investment Management, LLC 0.07% New 30,171 $794K
Compound Planning, Inc. 0.02% Add +41.7% 29,614 $779K
Diversify Wealth Management, LLC 0.01% Add +246.5% 29,328 $763K
Auour Investments LLC 0.24% Reduce -0.1% 28,710 $755K
True Vision MN LLC 0.38% Add +6.7% 28,364 $746K
Center For Asset Management LLC 0.37% Add +5.6% 28,285 $744K
Essential Partners LLC 0.25% Add +3.6% 28,269 $743K
Centerpoint Advisory Group 0.55% Reduce -20.5% 27,671 $728K
United Advisor Group, LLC 0.09% Reduce -3.9% 26,916 $708K
Legacy Wealth Partners, LLC 0.17% Reduce -24.9% 26,453 $696K
J.W. Cole Advisors, Inc. 0.02% Add +113.0% 26,174 $688K
Foundations Investment Advisors, LLC 0.01% Add +28.7% 25,900 $681K
Walkner Condon Financial Advisors LLC 0.09% Add +0.1% 25,848 $680K
Alliance Wealth Advisors, LLC 0.14% Reduce -23.8% 25,310 $666K
LCW Services, LLC 0.33% Add +31.3% 25,151 $661K
Daymark Wealth Partners, LLC 0.02% Reduce -12.7% 25,148 $661K
PNC Financial Services Group, Inc. 0.00% Reduce -38.9% 24,611 $647K
O'shaughnessy Asset Management, LLC 0.00% Reduce -12.7% 24,102 $634K
Fermata Advisors, LLC 0.14% Add +4.8% 23,913 $629K
Idaho Trust Co 0.20% Reduce -7.7% 23,136 $608K
Brown Financial Advisors 0.23% Reduce -3.8% 22,751 $598K
Novus Advisors, LLC 1.33% Reduce -48.2% 22,665 $596K
Lansing Street Advisors 0.15% Reduce -0.1% 22,640 $595K
Aptus Capital Advisors, LLC 0.01% Reduce -45.5% 22,578 $594K
Norden Group LLC 0.06% Add +1.8% 22,395 $589K
Clear Creek Financial Management, LLC 0.04% Reduce -8.5% 22,194 $584K
Versant Capital Management, Inc 0.06% Add +6.0% 21,503 $566K
LifePlan Investment Advisors, Inc. 0.22% Add +16.2% 21,310 $560K
FWG Investments, LLC. 0.35% Reduce -4.7% 20,651 $543K
Studio Investment Management LLC 0.10% Add +4.0% 20,359 $535K
Advisor Resource Council 0.20% Add +10.5% 19,565 $515K
MLG Wealth Management DBA Pine Grove Financial Group 0.06% Reduce -14.1% 19,509 $513K
Graetz Wealth LLC 0.46% Add +1.8% 19,422 $511K
Wilmington Savings Fund Society, FSB 0.01% No change 19,000 $500K
Abacus Wealth Partners, LLC 0.05% No change 18,950 $498K
Lockerman Financial Group, Inc. 0.88% Reduce -37.2% 18,535 $487K
Money Concepts Capital Corp. 0.03% Add +6.3% 18,498 $486K
Goldstein Advisors, LLC 0.05% Add +7.2% 18,072 $475K
Maridea Wealth Management LLC 0.07% Reduce -32.7% 17,848 $469K
SBI Securities Co., Ltd. 0.01% Add +1.9% 16,679 $439K
Mattson Financial Services, LLC 0.10% Add +5.7% 16,459 $433K
Lido Advisors, LLC 0.00% Reduce -83.3% 16,320 $429K
Financial Network Wealth Advisors LLC 0.44% Add +6.4% 16,216 $426K
Cresset Asset Management, LLC 0.00% Add +8.5% 16,172 $425K
DGS Capital Management, LLC 0.07% New 15,773 $415K
JMN Financial LLC 0.40% New 15,600 $410K
Global Financial Private Client, LLC 0.13% Add +16.1% 15,501 $408K
GeoWealth Management, LLC 0.01% Reduce -32.9% 15,440 $406K
Cypress Capital Group 0.05% New 15,362 $404K
Key Capital Management, INC 0.26% Add +115.9% 14,962 $394K
Balance Wealth Partners LLC 0.12% Reduce -7.7% 14,672 $386K
REDW Wealth LLC 0.15% Reduce -9.6% 14,619 $384K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -26.5% 14,305 $376K
Iams Wealth Management, LLC 0.13% Reduce -6.5% 14,108 $371K
XTX Topco Ltd 0.01% Reduce -17.2% 13,404 $353K
Maia Wealth LLC 0.06% Add +0.6% 13,340 $351K
Lloyd Advisory Services, LLC. 0.10% Reduce -25.8% 13,029 $343K
Kingdom Financial Group LLC. 0.10% Reduce -7.1% 13,029 $343K
Sanchez Gaunt Capital Management, LLC 0.21% — 12,920 $340K
VestGen Advisors, LLC 0.01% Add +46.5% 13,058 $337K
Bokf, NA 0.01% No change 12,556 $330K
DAVENPORT & Co LLC 0.00% Add +9.2% 12,491 $329K
Strategies Wealth Advisors, LLC 0.03% New 12,484 $328K
Hibernia Wealth Partners, LLC 0.10% New 12,449 $327K
Savvy Advisors, Inc. 0.01% Add +19.2% 12,363 $325K
Wealthspire Advisors, LLC 0.00% Add +3.6% 12,257 $322K
Summit Financial, LLC 0.00% Add +52.9% 12,225 $322K
PCB Capital LLC 0.50% Add +16.6% 12,004 $316K
Portfolio Resources Advisor Group, Inc. 0.31% Add +0.7% 11,909 $313K
Valtinson Bruner Financial Planning LLC 0.09% Add +47.1% 11,802 $310K
Trilogy Capital Inc. 0.01% Add +9.9% 11,720 $308K
Fifth Third Securities, Inc. 0.02% Add +7.3% 11,698 $308K
Tudor Investment Corporation 0.00% Reduce -11.9% 11,632 $306K
Werba Rubin Papier Wealth Management 0.04% No change 11,591 $305K
Calton & Associates, Inc. 0.04% Reduce -1.1% 11,297 $297K
Kesler, Norman & Wride, LLC 0.05% Add +26.2% 11,270 $296K
Bank of Montreal 0.00% No change 11,250 $296K
Balboa Wealth Partners 0.05% Reduce -56.3% 11,204 $295K
Wallace Advisory Group, LLC 0.31% Reduce -8.2% 11,158 $293K
Astoria Portfolio Advisors LLC. 0.06% Add +41.2% 11,172 $293K
Merit Financial Group, LLC 0.00% Reduce -53.9% 11,041 $290K
E&G Advisors, LLC 0.06% No change 11,000 $289K
Vertex Planning Partners, LLC 0.06% New 10,974 $289K
Quantinno Capital Management LP 0.00% Reduce -5.2% 10,721 $282K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.6% 10,714 $282K
Keating Financial Advisory Services, Inc. 0.05% Add +48.1% 10,693 $281K
Creative Planning 0.00% Reduce -0.1% 10,688 $281K
Three Seasons Wealth, LLC 0.10% New 10,261 $270K
Stonebridge Financial Group, LLC 0.02% New 10,257 $270K
ETF Portfolio Partners, Inc. 0.07% Add +0.0% 10,229 $269K
Arax Advisory Partners 0.01% Add +157.4% 10,096 $266K
Outlook Wealth Advisors, LLC 0.06% Reduce -33.1% 10,009 $263K
FWL Investment Management, LLC 0.06% Add +17.6% 10,000 $263K
Third View Private Wealth, LLC 0.04% Reduce -10.2% 9,858 $259K
Smart Money Group LLC 0.07% Reduce -25.2% 9,748 $256K
Baker Tilly Wealth Management, LLC 0.06% Reduce -13.6% 9,538 $251K
Hoxton Planning & Management, LLC 0.07% New 9,437 $248K
Van Hulzen Asset Management, LLC 0.02% Reduce -7.1% 9,424 $248K
Texas Yale Capital Corp. 0.01% Add +0.0% 9,266 $244K
Northeast Financial Group, Inc. 0.06% Reduce -2.5% 9,005 $237K
Buttonwood Financial Group, LLC 0.15% Reduce -95.5% 8,993 $237K
SeaCrest Wealth Management, LLC 0.02% Add +11.3% 8,828 $232K
Beacon Financial Advisory LLC 0.05% New 8,761 $230K
Evolve Private Wealth, LLC 0.01% New 8,701 $229K
Lifeworks Advisors, LLC 0.03% Add +9.2% 8,679 $228K
Clark Asset Management, LLC 0.02% Reduce -32.6% 8,430 $222K
Capital Investment Advisory Services, LLC 0.02% Add +2.9% 8,345 $219K
Capstone Wealth Management Group, LLC 0.09% Add +0.7% 8,146 $214K
One Wealth Capital Management, LLC 0.09% Reduce -6.4% 7,881 $207K
Ausdal Financial Partners, Inc. 0.01% Reduce -0.5% 7,807 $205K
SHP Wealth Management 0.02% New 7,781 $205K
Ameriflex Group, Inc. 0.09% Add +406.0% 6,826 $180K
Smartleaf Asset Management LLC 0.01% Add +51.3% 6,700 $176K
Boyd Watterson Asset Management LLC 0.05% Reduce -34.8% 6,049 $159K
Creative Financial Designs Inc. 0.01% Add +87.0% 5,818 $153K
Purpose Unlimited Inc. 0.00% No change 4,500 $118K
TD Waterhouse Canada Inc. 0.00% Add +0.7% 4,414 $115K
Advisory Services Network, LLC 0.00% New 4,373 $115K
Blair William & Co. 0.00% Reduce -34.8% 4,217 $111K
Triumph Capital Management 0.02% Reduce -8.7% 4,172 $110K
Collier Financial 0.08% Reduce -17.2% 3,829 $101K
Imprint Wealth LLC 0.46% Add +11.8% 3,822 $101K
Allworth Financial LP 0.00% Add +65.3% 3,661 $96K
Gleason Group, Inc. 0.01% Add +0.7% 3,294 $87K
Clearstead Trust, LLC 0.01% Reduce -0.8% 3,012 $79K
Rossby Financial, LCC 0.02% Add +2593.7% 2,990 $78K
Richard W. Paul & Associates, LLC 0.03% Reduce -33.0% 2,889 $76K
Bell Investment Advisors, Inc 0.01% Add +18.6% 2,660 $70K
Simplex Trading, LLC 0.00% Reduce -89.5% 2,420 $64K
Tidemark, LLC 0.02% Reduce -27.5% 2,284 $60K
Geneos Wealth Management Inc. 0.00% Add +212.3% 2,155 $57K
International Assets Investment Management, LLC 0.00% No change 2,074 $54K
Larson Financial Group LLC 0.00% No change 2,012 $53K
Blue Trust, Inc. 0.00% Add +12.4% 1,769 $47K
BlackRock, Inc. 0.00% Reduce -99.0% 1,733 $46K
Quest 10 Wealth Builders, Inc. 0.04% No change 1,711 $45K
Realta Investment Advisors 0.02% Reduce -14.9% 1,673 $44K
Key Financial Inc 0.01% No change 1,540 $41K
Strategic Wealth Partners, Ltd. 0.00% Reduce -3.2% 1,489 $39K
POM Investment Strategies, LLC 0.04% Add +0.7% 1,242 $33K
Financial Consulate, Inc. 0.00% No change 1,216 $32K
Cornerstone Planning Group LLC 0.00% Add +3313.9% 1,229 $32K
Tradewinds Capital Management, LLC 0.01% No change 1,120 $29K
Qube Research & Technologies Ltd 0.00% Add +55.1% 1,022 $27K
IMG Wealth Management, Inc. 0.02% No change 1,006 $26K
Pacific Center for Financial Services 0.01% Reduce -20.4% 997 $26K
Ballast Advisors LLC 0.01% Reduce -41.4% 992 $26K
EverSource Wealth Advisors, LLC 0.00% Reduce -23.8% 948 $25K
Brown, Lisle/Cummings, Inc. 0.01% New 925 $24K
Strive Financial Group ,LLC 0.01% No change 841 $22K
Networth Advisors, LLC 0.02% Add +6.8% 816 $21K
Powell Investment Advisors, LLC 0.01% No change 788 $21K
Sound Income Strategies, LLC 0.00% Reduce -43.8% 736 $19K
First Community Trust NA 0.01% New 717 $19K
Legacy Wealth Managment, LLC 0.01% Reduce -5.3% 709 $19K
Avion Wealth 0.00% No change 686 $18K
Wellington-Altus USA Inc. 0.01% Reduce -96.3% 649 $17K
Parallel Advisors, LLC 0.00% Add +442.4% 640 $17K
DHJJ Financial Advisors, Ltd. 0.01% New 633 $17K
SOA Wealth Advisors, LLC. 0.00% Add +0.7% 600 $16K
Coston, McIsaac & Partners 0.00% No change 589 $15K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% Reduce -28.6% 558 $15K
St Germain D J Co. Inc. 0.00% No change 550 $14K
Tucker Asset Management LLC 0.00% Reduce -5.5% 519 $14K
Parkside Financial Bank & Trust 0.00% Reduce -60.0% 499 $13K
Register Financial Advisors LLC 0.00% No change 490 $13K
Southern Michigan Bank & Trust 0.00% — 464 $12K
Archer Investment Corp 0.00% New 447 $12K
Hickory Point Bank & Trust 0.01% New 424 $11K
EFG International AG 0.00% New 411 $11K
EPG Wealth Management LLC 0.00% No change 409 $11K
Clearstead Advisors, LLC 0.00% New 409 $11K
Lanark Financial, Inc. 0.00% No change 401 $11K
UMB Bank, n.a. 0.00% New 381 $10K
Covestor Ltd 0.01% Add +142.9% 391 $10K
Bogart Wealth, LLC 0.00% No change 358 $9K
Flagship Wealth Advisors, LLC 0.00% Reduce -30.5% 342 $9K
Evolution Wealth Management Inc. 0.01% No change 331 $9K
Founders Financial Alliance, LLC 0.00% New 321 $8K
Hantz Financial Services, Inc. 0.00% Add +17.1% 302 $8K
Paladin Partners, LLC 0.01% No change 290 $8K
Vanguard Advisers Inc. 0.00% — 288 $8K
Johnson Financial Group, Inc. 0.00% New 258 $7K
Cordgrass Capital Advisors, LLC 0.00% No change 236 $6K
Horizon Investments, LLC 0.00% New 234 $6K
Zions Bancorporation, National Association 0.00% New 201 $5K
McGuire Capital Advisors Inc. 0.00% New 191 $5K
Rachor Investment Advisory Services, LLC 0.00% No change 183 $5K
Medallion Wealth Advisors, LLC 0.00% No change 180 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +34.9% 170 $4K
Cullen/Frost Bankers, Inc. 0.00% No change 164 $4K
Dunhill Financial, LLC 0.00% New 159 $4K
Ascentis Independent Advisors 0.00% New 150 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 150 $4K
Virtus Fixed Income Advisers, LLC 0.00% Add +7.3% 146 $4K
Spire Wealth Management 0.00% Add +111.8% 144 $4K
Walsh & Associates, LLC 0.00% New 133 $3K
Chilton Capital Management LLC 0.00% No change 130 $3K
Mosley Wealth Management 0.00% New 126 $3K
Allspring Global Investments Holdings, LLC 0.00% New 123 $3K
MAI Capital Management 0.00% Add +351.9% 122 $3K
Capital Analysts, LLC 0.00% No change 111 $3K
Atlas Capital Advisors Inc. 0.00% New 110 $3K
US Bancorp \de 0.00% Reduce -90.4% 110 $3K
Merkkuri Wealth Advisors LLC 0.00% New 108 $3K
Ascentis Wealth Management, LLC 0.00% No change 99 $3K
Global Wealth Strategies & Associates 0.00% New 97 $3K
Woodard & Co. Asset Management Group Inc. 0.00% No change 90 $2K
Bellevue Asset Management, LLC 0.00% No change 78 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 85 $2K
Destiny Wealth Partners, LLC 0.00% New 71 $2K
Wolff Wiese Magana LLC 0.00% No change 70 $2K
AdvisorNet Financial, Inc 0.00% New 67 $2K
Signaturefd, LLC 0.00% New 61 $2K
N.E.W. Advisory Services LLC 0.00% No change 61 $2K
Anfield Capital Management, LLC 0.00% No change 57 $1K
MCF Advisors LLC 0.00% New 50 $1K
Signature Resources Capital Management, LLC 0.00% No change 39 $1K
Silver Grove Financial Group, Inc. 0.00% New 28 $737
Millstone Evans Group, LLC 0.00% No change 26 $684
Robinswood Financial LLC 0.00% No change 21 $552
National Bank of Canada 0.00% No change 19 $499
HM Payson & Co. 0.00% New 17 $448
MBM Wealth Consultants, LLC 0.00% New 12 $316
Pinnacle Wealth Planning Services, Inc. 0.00% No change 11 $289
Curio Wealth, LLC 0.00% New 10 $263
Root Financial Partners, LLC 0.00% No change 10 $263
Financial Gravity Asset Management, Inc. 0.00% Reduce -20.0% 4 $105
Kennebec Savings Bank 0.00% New 3 $79
Burk Holdings LLC 0.00% New 2 $53
TD Private Client Wealth LLC 0.00% No change 2 $50
Rakuten Securities, Inc. 0.00% No change 1 $26
Holos Integrated Wealth LLC 0.00% New 1 $26
Russell Investments Group, Ltd. 0.00% No change 1 $25
Kozak & Associates, Inc. 0.00% Reduce -99.6% 1 $14

"% 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.