SS SPDR P St Term TSY ETFSPTSETF
13F holders, Q1 2024 (March 31)343holders
3famous investors
$28.92avg. 13F price*
At the end of Q1 2024, 343 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings. The largest holders were Fisher Asset Management ($1.4B), Municipal Employees' Retirement System of Michigan ($627.5M) and State Street Corp. ($316.5M). 3 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P St Term TSY ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $42.6M |
| Exits | 45 | $116.6M |
Ownership 343 holders
| Fisher Asset Management | 0.65% | Add +9.5% | 48,119,539 | $1.4B |
| Municipal Employees' Retirement System of Michigan | 8.08% | Add +64.8% | 21,697,170 | $627.5M |
| State Street Corp. | 0.01% | Add +4.4% | 10,943,743 | $316.5M |
| LPL Financial LLC | 0.11% | Reduce -24.6% | 7,113,663 | $205.7M |
| GLOBALT Investments LLC / GA | 5.41% | Add +47.8% | 4,698,599 | $135.9M |
| Royal Bank of Canada | 0.03% | Reduce -31.5% | 4,124,660 | $119.3M |
| Bank of America Corp. | 0.01% | Reduce -20.5% | 3,557,112 | $102.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -43.4% | 3,504,298 | $101.3M |
| UBS Group AG | 0.03% | Add +2.8% | 2,692,408 | $77.9M |
| GM Advisory Group, LLC | 5.11% | Reduce -1.4% | 2,518,426 | $72.8M |
| Cerity Partners LLC | 0.19% | Reduce -3.3% | 2,439,031 | $70.5M |
| Morgan Stanley | 0.01% | Add +0.5% | 2,322,082 | $67.2M |
| Wells Fargo & Company | 0.02% | Add +40.2% | 2,191,820 | $63.4M |
| Evergreen Capital Management LLC | 2.19% | Reduce -7.2% | 2,002,492 | $57.9M |
| Private Advisor Group, LLC | 0.40% | Reduce -38.2% | 1,908,348 | $55.2M |
| Cwm, LLC | 0.26% | Add +8.0% | 1,864,525 | $53.9M |
| Crane Advisory, LLC | 9.88% | Add +9.2% | 1,699,181 | $49.0M |
| Osaic Holdings, Inc. | 0.09% | Add +0.2% | 1,457,008 | $42.1M |
| Cape Cod Five Cents Savings Bank | 3.82% | Add +0.7% | 1,371,187 | $39.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -30.6% | 1,347,113 | $39.0M |
| Truist Financial Corp. | 0.06% | Reduce -31.1% | 1,333,436 | $38.6M |
| Assetmark, Inc. | 0.12% | Add +35.5% | 1,276,700 | $36.9M |
| Smith Anglin Financial, LLC | 3.54% | Add +23.9% | 1,186,423 | $34.3M |
| Renaissance Technologies | 0.05% | Add +200.5% | 1,163,676 | $33.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -9.5% | 1,158,781 | $33.5M |
| Creative Financial Designs Inc. | 3.00% | Add +9.8% | 1,097,412 | $31.7M |
| HighTower Advisors, LLC | 0.05% | Add +4.1% | 1,019,699 | $29.5M |
| Park Avenue Securities LLC | 0.37% | Add +4.6% | 996,525 | $28.8M |
| Acorn Financial Advisory Services Inc. | 4.67% | Add +25.0% | 855,237 | $24.7M |
| Portland Global Advisors LLC | 3.35% | Add +32.9% | 850,218 | $24.6M |
| Bank of Nova Scotia | 0.05% | Reduce -20.0% | 802,200 | $23.2M |
| Heartwood Wealth Advisors LLC | 2.77% | Add +8.1% | 777,557 | $22.5M |
| Boston Standard Wealth Management, LLC | 4.71% | Add +11.1% | 719,616 | $20.8M |
| Madison Asset Management, LLC | 0.25% | Add +21.5% | 703,614 | $20.3M |
| Richard Bernstein Advisors LLC | 0.42% | Reduce -5.7% | 681,747 | $19.7M |
| Nelson Capital Management, LLC | 3.73% | Add +13.5% | 675,230 | $19.5M |
| Willow Creek Wealth Management Inc. | 2.19% | Add +4.0% | 648,513 | $18.8M |
| Altfest L J & Co. Inc. | 2.55% | Add +1.2% | 623,528 | $18.0M |
| Brookstone Capital Management | 0.30% | Reduce -6.4% | 587,325 | $17.0M |
| AE Wealth Management LLC | 0.18% | Reduce -58.9% | 561,776 | $16.2M |
| Great Point Wealth Advisors, LLC | 3.74% | Add +389.6% | 555,100 | $16.1M |
| Cetera Investment Advisers | 0.03% | Add +72.0% | 497,758 | $14.4M |
| NorthCoast Asset Management LLC | 0.18% | New | 490,992 | $14.2M |
| Merit Financial Group, LLC | 0.33% | Add +225.2% | 477,986 | $13.7M |
| First Trust Bank, Ltd. | 28.91% | No change | 446,560 | $12.9M |
| CreativeOne Wealth, LLC | 0.51% | Add +1.3% | 445,947 | $12.9M |
| Quent Capital, LLC | 1.44% | Add +12.7% | 426,376 | $12.3M |
| RFP Financial Group LLC | 4.74% | Reduce -0.6% | 420,056 | $12.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.65% | Add +24.7% | 418,118 | $12.1M |
| Better Money Decisions, LLC | 8.79% | Reduce -4.4% | 383,263 | $11.1M |
| Wescott Financial Advisory Group, LLC | 1.31% | Reduce -0.4% | 364,523 | $10.5M |
| Signet Financial Management, LLC | 1.42% | Add +10.8% | 357,401 | $10.3M |
| Treasure Coast Financial Planning | 6.66% | Add +4.9% | 352,193 | $10.2M |
| O'Brien Wealth Partners LLC | 2.28% | Add +3.1% | 341,462 | $9.9M |
| CoreCap Advisors, LLC | 0.52% | Add +11.9% | 338,271 | $9.8M |
| Equitable Holdings, Inc. | 0.11% | Reduce -2.4% | 336,396 | $9.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -25.6% | 329,712 | $9.5M |
| One Day In July LLC | 1.27% | Add +172.4% | 329,672 | $9.5M |
| Rinkey Investments | 3.44% | Add +7.9% | 326,584 | $9.4M |
| HBW Advisory Services LLC | 1.70% | No change | 312,456 | $9.1M |
| Private Wealth Advisors, LLC | 3.79% | Reduce -4.5% | 313,049 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +484.2% | 300,815 | $8.7M |
| Stifel Financial Corp. | 0.01% | Reduce -16.9% | 283,116 | $8.2M |
| Dakota Wealth Management | 0.20% | Reduce -38.2% | 282,840 | $8.2M |
| S. R. Schill & Associates | 3.50% | Add +2.6% | 277,908 | $8.0M |
| Tilson Financial Group, Inc. | 4.20% | Reduce -45.2% | 270,291 | $7.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -45.9% | 262,000 | $7.6M |
| Private Wealth Group, LLC | 3.90% | Add +2.2% | 260,353 | $7.5M |
| Lowe Wealth Advisors, LLC | 3.49% | Add +12.5% | 259,473 | $7.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -4.3% | 252,000 | $7.3M |
| Austin Wealth Management, LLC | 1.76% | Add +9.3% | 247,212 | $7.1M |
| Gladstone Institutional Advisory LLC | 0.38% | Reduce -13.5% | 239,971 | $6.9M |
| Integrated Capital Management, Inc. | 5.57% | Add +28.0% | 235,261 | $6.8M |
| Altiora Financial Group, LLC | 1.82% | Add +12.2% | 231,379 | $6.7M |
| St Germain D J Co. Inc. | 0.32% | Add +213.7% | 227,883 | $6.6M |
| MY Wealth Management Inc. | 7.25% | New | 227,111 | $6.6M |
| DGS Capital Management, LLC | 1.85% | Add +3.9% | 224,674 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -16.0% | 213,895 | $6.2M |
| Main Line Retirement Advisors, LLC | 4.85% | Add +8.3% | 213,348 | $6.2M |
| Key Financial Inc | 1.52% | Add +10.4% | 206,103 | $6.0M |
| First Affirmative Financial Network | 4.34% | Reduce -0.8% | 203,407 | $5.9M |
| Meridian Financial Partners LLC | 7.45% | Reduce -17.8% | 202,095 | $5.8M |
| Money Design Co.,Ltd. | 0.31% | Reduce -8.2% | 199,318 | $5.8M |
| Waverly Advisors, LLC | 0.13% | New | 190,426 | $5.5M |
| Mechanics Bank Trust Department | 0.75% | Reduce -4.2% | 177,805 | $5.1M |
| Dagco, Inc. | 2.34% | New | 177,425 | $5.1M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +41.4% | 176,963 | $5.1M |
| Roundview Capital LLC | 0.42% | Add +16.9% | 176,483 | $5.1M |
| Raymond James & Associates | 0.00% | Reduce -78.2% | 176,210 | $5.1M |
| Trilogy Capital Inc. | 0.28% | Reduce -27.2% | 168,294 | $4.9M |
| SMART Wealth LLC | 2.18% | Reduce -52.4% | 167,138 | $4.8M |
| Mariner, LLC | 0.01% | Reduce -3.0% | 163,520 | $4.7M |
| Theory Financial LLC | 2.33% | Reduce -5.3% | 158,525 | $4.6M |
| Cobblestone Capital Advisors LLC | 0.27% | Reduce -90.9% | 150,252 | $4.3M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -9.5% | 149,619 | $4.3M |
| MML Investors Services, LLC | 0.02% | Reduce -1.1% | 143,483 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +689.2% | 138,240 | $4.0M |
| Impact Partnership Wealth, LLC | 1.56% | Reduce -52.5% | 136,530 | $3.9M |
| Synovus Financial Corp. | 0.05% | Add +6.0% | 135,575 | $3.9M |
| Integrated Wealth Concepts LLC | 0.06% | Add +18.5% | 134,078 | $3.9M |
| SigFig Wealth Management, LLC | 0.13% | Reduce -8.4% | 123,373 | $3.6M |
| Debussy Capital Management LP | 1.06% | Reduce -0.5% | 126,030 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.2% | 115,413 | $3.3M |
| Zhang Financial LLC | 0.24% | Add +0.9% | 113,832 | $3.3M |
| US Financial Advisors, LLC | 1.12% | Add +0.0% | 112,168 | $3.2M |
| Centennial Wealth Advisory LLC | 1.43% | Add +24.9% | 107,117 | $3.1M |
| Tempus Wealth Planning, LLC | 1.33% | Reduce -38.5% | 104,909 | $3.0M |
| Mfa Wealth Advisors, LLC | 0.80% | Add +4.5% | 104,649 | $3.0M |
| Good Life Advisors, LLC | 0.26% | Add +8.2% | 102,492 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -3.5% | 100,558 | $2.9M |
| Concourse Financial Group Securities, Inc. | 0.19% | Reduce -0.9% | 99,991 | $2.9M |
| Napa Wealth Management | 1.46% | New | 95,846 | $2.8M |
| Glen Eagle Advisors, LLC | 0.52% | Add +13.9% | 94,190 | $2.7M |
| Strategic Financial Concepts, LLC | 0.66% | Add +59.7% | 94,011 | $2.7M |
| RFG Advisory, LLC | 0.09% | Add +7.7% | 93,460 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +21.4% | 90,995 | $2.6M |
| Goldstone Financial Group, LLC | 0.59% | Add +29.2% | 88,896 | $2.6M |
| World Equity Group, Inc. | 0.53% | Reduce -0.7% | 88,799 | $2.6M |
| Citigroup Inc. | 0.00% | Add +2.8% | 88,306 | $2.6M |
| Providence Capital Advisors, LLC | 0.56% | Add +2.7% | 88,024 | $2.5M |
| Balentine LLC | 0.08% | Reduce -51.6% | 87,907 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.52% | Reduce -3.8% | 83,864 | $2.4M |
| Roberts Wealth Advisors, LLC | 0.89% | Add +2.5% | 83,114 | $2.4M |
| Tidemark, LLC | 1.28% | Reduce -4.2% | 79,191 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -36.8% | 78,006 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +835.4% | 76,255 | $2.2M |
| Modern Wealth Management, LLC | 0.20% | Reduce -1.9% | 74,294 | $2.1M |
| Destiny Capital Corp | 1.49% | Reduce -28.4% | 73,803 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -5.7% | 71,707 | $2.1M |
| Arax Advisory Partners | 0.22% | Add +0.6% | 71,553 | $2.1M |
| Bailard, Inc. | 0.06% | Add +13.9% | 71,438 | $2.1M |
| 1620 Investment Advisors, Inc. | 2.03% | Add +7.0% | 69,910 | $2.0M |
| CX Institutional | 0.10% | Reduce -87.4% | 68,789 | $2.0M |
| Townsquare Capital LLC | 0.03% | Reduce -1.4% | 67,874 | $2.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.8% | 65,367 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +50.8% | 64,279 | $1.9M |
| JT Stratford LLC | 0.37% | Reduce -38.0% | 63,796 | $1.8M |
| First Heartland Consultants, Inc. | 0.19% | Add +4.8% | 63,251 | $1.8M |
| IHT Wealth Management, LLC | 0.07% | Reduce -1.4% | 61,148 | $1.8M |
| Fonville Wealth Management LLC | 0.78% | Add +24.8% | 60,686 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.4% | 60,311 | $1.7M |
| Partners in Financial Planning | 0.37% | Add +0.0% | 56,751 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -52.6% | 54,814 | $1.6M |
| AlphaQ Advisors LLC | 0.95% | Add +41.7% | 54,600 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -46.6% | 53,730 | $1.6M |
| Napatree Capital LLC | 1.47% | Add +8.0% | 53,008 | $1.5M |
| Wrapmanager Inc. | 0.42% | Reduce -33.0% | 52,249 | $1.5M |
| Astoria Portfolio Advisors LLC. | 0.58% | Reduce -28.6% | 52,456 | $1.5M |
| Visionary Horizons, LLC | 1.11% | Add +7.2% | 49,736 | $1.4M |
| L.M. Kohn & Company | 0.40% | Reduce -0.8% | 49,413 | $1.4M |
| Woodmont Investment Counsel LLC | 0.12% | Add +21.4% | 47,581 | $1.4M |
| Comerica Bank | 0.01% | Reduce -21.9% | 45,897 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.0% | 45,329 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | Reduce -16.1% | 44,109 | $1.3M |
| Lifeworks Advisors, LLC | 0.36% | Reduce -18.7% | 43,884 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 43,086 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -32.6% | 39,675 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Reduce -6.2% | 39,060 | $1.1M |
| Allworth Financial LP | 0.01% | Add +8.0% | 38,577 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 38,098 | $1.1M |
| Allen Capital Group, LLC | 0.16% | Add +22.7% | 37,844 | $1.1M |
| Two Sigma Securities, LLC | 0.05% | New | 36,962 | $1.1M |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -66.0% | 36,355 | $1.1M |
| WJ Wealth Management, LLC | 0.42% | Reduce -16.9% | 36,316 | $1.1M |
| IFP Advisors, Inc | 0.05% | Reduce -24.4% | 36,307 | $1.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +181.1% | 36,339 | $1.0M |
| SMI Advisory Services, LLC | 0.29% | Add +9.6% | 36,208 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Reduce -8.1% | 36,030 | $1.0M |
| Whittier Trust Co. | 0.01% | Add +256.4% | 35,396 | $1.0M |
| Vertex Planning Partners, LLC | 0.28% | Add +33.3% | 35,114 | $1.0M |
| Sequent Planning LLC | 0.37% | — | 34,956 | $1.0M |
| Clear Creek Financial Management, LLC | 0.13% | Add +6.1% | 34,892 | $1.0M |
| Horan Securities, Inc. | 0.44% | Reduce -3.2% | 32,454 | $939K |
| Starfox Financial Services, LLC | 0.79% | Add +0.1% | 32,419 | $931K |
| Breakwater Investment Management | 0.43% | — | 31,967 | $924K |
| Creative Planning | 0.00% | Add +12.6% | 30,784 | $890K |
| Lanark Financial, Inc. | 0.08% | Add +28.1% | 30,653 | $886K |
| Independent Financial Group, LLC | 0.04% | Add +9.5% | 30,413 | $880K |
| True Link Financial Advisors, LLC | 0.08% | Reduce -18.9% | 29,600 | $856K |
| Global Retirement Partners, LLC | 0.03% | Add +13.9% | 29,583 | $856K |
| Avior Wealth Management, LLC | 0.04% | Add +103.3% | 28,427 | $822K |
| Winch Advisory Services, LLC | 0.25% | Reduce -0.3% | 28,080 | $812K |
| GTS Securities LLC | 0.02% | New | 28,061 | $812K |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -9.3% | 27,903 | $807K |
| Vaughan David Investments LLC | 0.02% | New | 27,879 | $806K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.4% | 27,519 | $796K |
| Western Wealth Management, LLC | 0.06% | Reduce -22.2% | 27,400 | $792K |
| MKT Advisors LLC | 0.42% | Add +55.9% | 26,966 | $773K |
| Cary Street Partners Asset Management LLC | 0.12% | Reduce -51.5% | 26,273 | $760K |
| Private Trust Co. NA | 0.08% | Reduce -5.0% | 25,923 | $750K |
| Prosperity Wealth Management, Inc. | 0.34% | Add +43.7% | 24,709 | $715K |
| Evensky & Katz LLC | 0.05% | Reduce -77.8% | 24,612 | $699K |
| Integrated Advisors Network LLC | 0.03% | Reduce -6.2% | 22,827 | $660K |
| Treynor Bancshares, Inc. | 0.37% | Reduce -2.2% | 22,307 | $645K |
| Prospera Financial Services Inc | 0.02% | Add +37.6% | 22,233 | $643K |
| Principal Securities, Inc. | 0.02% | Add +0.8% | 22,107 | $639K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -2.5% | 21,819 | $631K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | No change | 21,516 | $622K |
| BetterWealth, LLC | 0.20% | Reduce -17.4% | 21,290 | $616K |
| US Bancorp \de | 0.00% | Add +384.3% | 21,230 | $614K |
| Triton Financial Group Inc | 0.43% | Add +0.5% | 20,986 | $607K |
| Moisand Fitzgerald Tamayo, LLC | 0.09% | Reduce -48.0% | 20,752 | $600K |
| Traction Financial Partners, LLC | 0.45% | Reduce -33.5% | 20,123 | $579K |
| Sowell Financial Services LLC | 0.03% | Reduce -7.9% | 19,663 | $569K |
| Wisconsin Capital Management LLC | 0.29% | Reduce -9.4% | 19,300 | $558K |
| Fiduciary Group, LLC | 0.06% | Reduce -0.4% | 18,658 | $540K |
| Front Row Advisors LLC | 0.20% | No change | 18,650 | $539K |
| Bank of Montreal | 0.00% | Add +8.4% | 18,617 | $539K |
| Collaborative Wealth Managment Inc. | 0.26% | Add +113.2% | 18,220 | $527K |
| Marshall Financial Group, LLC | 0.15% | Reduce -4.5% | 18,098 | $523K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -12.6% | 18,065 | $522K |
| Mayflower Financial Advisors, LLC | 0.09% | No change | 18,049 | $522K |
| NewEdge Advisors, LLC | 0.00% | Reduce -38.6% | 17,830 | $516K |
| Successful Portfolios LLC | 0.34% | Reduce -2.1% | 17,216 | $498K |
| Wells Trecaso Financial Group, LLC | 0.17% | New | 16,996 | $492K |
| Eagle Ridge Investment Management | 0.05% | No change | 16,960 | $490K |
| TBH Global Asset Management, LLC | 0.10% | New | 16,921 | $489K |
| USAdvisors Wealth Management, LLC | 0.18% | Add +6.9% | 16,709 | $484K |
| Financial Enhancement Group LLC | 0.08% | Reduce -1.9% | 16,828 | $484K |
| Larson Financial Group LLC | 0.04% | Reduce -10.6% | 16,224 | $469K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -7.5% | 15,958 | $462K |
| Captrust Financial Advisors | 0.00% | Add +19.7% | 15,364 | $444K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Reduce -6.6% | 14,914 | $431K |
| Vise Technologies, Inc. | 0.08% | Reduce -18.9% | 14,885 | $430K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -67.6% | 14,495 | $419K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.8% | 14,290 | $413K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +2.8% | 14,290 | $413K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -21.4% | 14,194 | $410K |
| Ameritas Advisory Services, LLC | 0.02% | New | 13,282 | $381K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -45.4% | 13,001 | $376K |
| Pallas Capital Advisors LLC | 0.02% | No change | 12,794 | $370K |
| Significant Wealth Partners LLC | 0.24% | New | 12,603 | $364K |
| Aspire Private Capital, LLC | 0.10% | Add +110.5% | 12,540 | $363K |
| Prudential Financial Inc. | 0.00% | Reduce -5.4% | 12,461 | $360K |
| Brown Brothers Harriman & Co. | 0.00% | New | 12,329 | $357K |
| Acropolis Investment Management, LLC | 0.02% | No change | 12,300 | $356K |
| Carnegie Investment Counsel | 0.01% | Add +18.7% | 12,279 | $355K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 12,119 | $350K |
| Corient Private Wealth LP | 0.00% | Add +1.8% | 12,042 | $348K |
| 1832 Asset Management L.P. | 0.00% | Add +3.7% | 11,839 | $342K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -97.1% | 11,577 | $335K |
| Financial Advocates Investment Management | 0.02% | New | 11,428 | $331K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -15.9% | 11,106 | $321K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | No change | 10,913 | $316K |
| Lido Advisors, LLC | 0.00% | Reduce -13.2% | 10,817 | $313K |
| Mach-1 Financial Group, LLC | 0.24% | Reduce -32.6% | 10,750 | $311K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +5.7% | 10,549 | $305K |
| REDW Wealth LLC | 0.08% | Add +3.4% | 10,102 | $292K |
| JGP Wealth Management, LLC | 0.04% | Reduce -12.5% | 10,064 | $291K |
| CW Advisors, LLC | 0.01% | No change | 10,042 | $290K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +8.9% | 9,997 | $289K |
| Patron Partners, LLC | 0.17% | Reduce -8.1% | 9,793 | $283K |
| Money Concepts Capital Corp. | 0.03% | Reduce -24.8% | 9,630 | $278K |
| M. Kulyk & Associates, LLC | 0.06% | New | 9,601 | $278K |
| Northwest Wealth Management, LLC | 0.08% | Add +0.8% | 9,581 | $277K |
| AMJ Financial Wealth Management | 0.09% | Reduce -22.2% | 9,281 | $268K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -8.8% | 9,275 | $268K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -9.2% | 9,273 | $268K |
| Mutual Advisors, LLC | 0.01% | Reduce -51.6% | 8,996 | $260K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 8,974 | $260K |
| Portside Wealth Group, LLC | 0.05% | Reduce -22.4% | 8,924 | $258K |
| Advocacy Wealth Management, LLC | 0.02% | Reduce -42.4% | 8,919 | $258K |
| Brighton Jones LLC | 0.01% | Reduce -9.4% | 8,723 | $252K |
| Austin Private Wealth, LLC | 0.03% | Add +3.8% | 8,416 | $242K |
| Csenge Advisory Group | 0.01% | Reduce -47.3% | 8,336 | $241K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | New | 8,344 | $240K |
| Chesley Taft & Associates LLC | 0.01% | No change | 8,150 | $236K |
| AQR Capital Management | 0.00% | New | 8,009 | $232K |
| Betterment LLC | 0.00% | New | 7,948 | $230K |
| M&T Bank Corp | 0.00% | Reduce -67.3% | 7,941 | $230K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.0% | 7,530 | $218K |
| Financial Network Wealth Advisors LLC | 0.21% | New | 7,400 | $214K |
| Howe & Rusling Inc. | 0.02% | Reduce -43.6% | 7,377 | $213K |
| Legacy Capital Wealth Partners, LLC | 0.15% | New | 7,300 | $213K |
| CGN Advisors LLC | 0.03% | No change | 7,320 | $212K |
| Independent Advisor Alliance | 0.01% | New | 7,311 | $211K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 7,124 | $206K |
| Stratos Investment Management, LLC | 0.02% | Add +0.7% | 7,089 | $205K |
| Falcon Wealth Planning | 0.03% | Add +0.4% | 7,032 | $203K |
| C M Bidwell & Associates Ltd. | 0.13% | Reduce -4.9% | 6,756 | $195K |
| Abich Financial Wealth Management LLC | 0.15% | Reduce -51.0% | 6,606 | $191K |
| TD Private Client Wealth LLC | 0.01% | Add +70.9% | 6,400 | $185K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -98.9% | 6,035 | $175K |
| FMR LLC | 0.00% | Reduce -38.0% | 5,592 | $162K |
| Blair William & Co. | 0.00% | Add +20.6% | 4,823 | $139K |
| National Bank of Canada | 0.00% | New | 4,301 | $124K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.1% | 3,760 | $109K |
| Tsfg, LLC | 0.03% | Reduce -1.6% | 3,427 | $99K |
| NorthRock Partners, LLC | 0.00% | Reduce -11.6% | 3,147 | $91K |
| HM Payson & Co. | 0.00% | Add +71.5% | 2,960 | $86K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 2,390 | $69K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 2,227 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,023 | $58K |
| Cranbrook Wealth Management, LLC | 0.01% | Add +89.3% | 1,973 | $57K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -32.7% | 1,908 | $55K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -53.1% | 1,637 | $47K |
| Richardson Financial Services Inc. | 0.03% | Reduce -13.6% | 1,575 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,575 | $46K |
| Colonial Trust Co / SC | 0.01% | Reduce -60.4% | 1,490 | $43K |
| Castleview Partners, LLC | 0.02% | Reduce -93.3% | 1,482 | $43K |
| Blue Trust, Inc. | 0.00% | Add +6.0% | 1,333 | $39K |
| Nemes Rush Group LLC | 0.01% | Add +151.6% | 1,288 | $37K |
| NFSG Corp | 0.02% | No change | 1,207 | $35K |
| EPG Wealth Management LLC | 0.01% | Add +0.4% | 1,076 | $31K |
| TruNorth Capital Management, LLC | 0.01% | — | 1,055 | $31K |
| Spire Wealth Management | 0.00% | Add +0.6% | 1,018 | $29K |
| Alaska Wealth Advisors, LLC | 0.00% | Add +10.5% | 822 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 790 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -40.0% | 750 | $22K |
| Investors Research Corp | 0.01% | No change | 735 | $21K |
| Addison Advisors LLC | 0.01% | New | 718 | $21K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 715 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 593 | $17K |
| Colonial Trust Advisors | 0.00% | New | 578 | $17K |
| Northwest Capital Management Inc | 0.00% | No change | 519 | $15K |
| CoreFirst Bank & Trust | 0.01% | No change | 518 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -96.1% | 469 | $14K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 448 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | New | 427 | $12K |
| Retirement Group, LLC | 0.00% | Add +0.7% | 410 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 384 | $11K |
| Simplex Trading, LLC | 0.00% | New | 400 | $11K |
| Founders Financial Alliance, LLC | 0.00% | New | 327 | $9K |
| Continuum Advisory, LLC | 0.00% | New | 328 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 325 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 315 | $9K |
| WASHINGTON TRUST Co | 0.00% | No change | 295 | $9K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -4.7% | 284 | $8K |
| Signaturefd, LLC | 0.00% | New | 271 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 270 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 261 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 258 | $7K |
| Orion Capital Management LLC | 0.00% | No change | 251 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -57.7% | 230 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 193 | $6K |
| Kelly Financial Services LLC | 0.00% | Add +0.6% | 169 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 108 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 72 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | New | 59 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.6% | 56 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -98.0% | 22 | $636 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $29 |
| Gradient Investments LLC | 0.00% | Reduce -99.6% | 1 | $25 |
"% of holder's portfolio" is SPTS's weight in each manager's 13F, not the share of SS SPDR P St Term TSY ETF the manager owns.