SS SPDR P St Term TSY ETFSPTSETF
13F holders, Q2 2024 (June 30)362holders +19
44new positions
27sold out
4famous investors
$28.87avg. 13F price*
At the end of Q2 2024, 362 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings, up 19 from Q1 2024. 44 opened new positions and 27 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($626.4M), State Street Corp. ($328.1M) and Bank of America Corp. ($236.3M). 4 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P St Term TSY ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78468R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $62.4M |
| Exits | 27 | $7.0M |
All 13F filers, Q1 2024 → Q2 2024: 15,728,132 shares bought and 51,932,755 shares sold, net −36,204,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 362 holders
| Municipal Employees' Retirement System of Michigan | 8.69% | No change | 21,697,170 | $626.4M |
| State Street Corp. | 0.01% | Add +3.9% | 11,364,616 | $328.1M |
| Bank of America Corp. | 0.02% | Add +130.1% | 8,186,371 | $236.3M |
| LPL Financial LLC | 0.09% | Reduce -7.6% | 6,573,289 | $189.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +38.5% | 4,851,869 | $140.1M |
| GLOBALT Investments LLC / GA | 5.41% | Reduce -0.1% | 4,695,721 | $135.6M |
| Fisher Asset Management | 0.05% | Reduce -91.6% | 4,042,654 | $116.7M |
| Royal Bank of Canada | 0.02% | Reduce -28.1% | 2,964,240 | $85.6M |
| Cerity Partners LLC | 0.22% | Add +15.3% | 2,811,449 | $81.2M |
| Richard Bernstein Advisors LLC | 1.76% | Add +304.6% | 2,758,554 | $79.6M |
| UBS Group AG | 0.02% | Reduce -9.7% | 2,431,707 | $70.2M |
| Morgan Stanley | 0.01% | Add +2.6% | 2,381,750 | $68.8M |
| GM Advisory Group, LLC | 4.00% | Reduce -14.7% | 2,149,479 | $62.1M |
| HighTower Advisors, LLC | 0.09% | Add +92.2% | 1,959,953 | $56.6M |
| Cwm, LLC | 0.26% | Add +3.5% | 1,928,858 | $55.7M |
| Crane Advisory, LLC | 9.47% | Add +0.2% | 1,702,133 | $49.1M |
| Evergreen Capital Management LLC | 1.77% | Reduce -15.6% | 1,690,036 | $48.8M |
| Truist Financial Corp. | 0.07% | Add +25.4% | 1,672,073 | $48.3M |
| Wells Fargo & Company | 0.01% | Reduce -23.9% | 1,668,785 | $48.2M |
| Cape Cod Five Cents Savings Bank | 3.84% | Add +0.2% | 1,373,955 | $39.7M |
| Private Advisor Group, LLC | 0.26% | Reduce -29.2% | 1,350,267 | $39.0M |
| Osaic Holdings, Inc. | 0.09% | Reduce -10.7% | 1,301,376 | $37.6M |
| Smith Anglin Financial, LLC | 3.62% | Add +4.6% | 1,241,444 | $35.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.2% | 1,209,750 | $34.9M |
| Creative Financial Designs Inc. | 2.97% | Add +5.2% | 1,154,060 | $33.3M |
| Assetmark, Inc. | 0.10% | Reduce -10.9% | 1,137,932 | $32.9M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -3.8% | 1,114,974 | $32.2M |
| Park Avenue Securities LLC | 0.37% | Add +4.7% | 1,043,807 | $30.1M |
| Renaissance Technologies | 0.05% | Reduce -15.8% | 979,304 | $28.3M |
| Portland Global Advisors LLC | 3.69% | Add +10.7% | 940,778 | $27.2M |
| Acorn Financial Advisory Services Inc. | 4.96% | Add +7.7% | 920,886 | $26.6M |
| Heartwood Wealth Advisors LLC | 2.73% | Add +1.7% | 790,536 | $22.8M |
| Merit Financial Group, LLC | 0.50% | Add +65.1% | 789,081 | $22.8M |
| HHM Wealth Advisors, LLC | 3.42% | New | 786,174 | $22.7M |
| Bank of Nova Scotia | 0.04% | Reduce -6.0% | 753,765 | $21.7M |
| Nelson Capital Management, LLC | 3.72% | Add +7.5% | 725,651 | $20.9M |
| Boston Standard Wealth Management, LLC | 4.60% | Add +0.7% | 724,694 | $20.9M |
| Willow Creek Wealth Management Inc. | 2.08% | Reduce -2.5% | 632,644 | $18.3M |
| Altfest L J & Co. Inc. | 2.50% | Add +1.5% | 632,613 | $18.3M |
| Madison Asset Management, LLC | 0.22% | Reduce -13.1% | 611,758 | $17.7M |
| Great Point Wealth Advisors, LLC | 3.76% | Add +2.7% | 570,092 | $16.5M |
| AE Wealth Management LLC | 0.16% | Reduce -2.2% | 549,276 | $15.9M |
| Quent Capital, LLC | 1.69% | Add +24.7% | 531,656 | $15.3M |
| Trilogy Capital Inc. | 0.81% | Add +206.7% | 516,191 | $14.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.71% | Add +18.2% | 494,272 | $14.3M |
| Cetera Investment Advisers | 0.03% | Reduce -5.1% | 472,284 | $13.6M |
| One Day In July LLC | 1.70% | Add +42.9% | 471,045 | $13.6M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -5.0% | 466,219 | $13.5M |
| First Trust Bank, Ltd. | 38.27% | No change | 446,560 | $12.9M |
| Better Money Decisions, LLC | 8.84% | Add +6.2% | 407,064 | $11.8M |
| CreativeOne Wealth, LLC | 0.59% | Reduce -8.8% | 406,786 | $11.7M |
| Signet Financial Management, LLC | 1.55% | Add +11.1% | 396,957 | $11.5M |
| Treasure Coast Financial Planning | 6.97% | Add +4.0% | 366,199 | $10.6M |
| Wescott Financial Advisory Group, LLC | 1.20% | Reduce -1.7% | 358,390 | $10.3M |
| CoreCap Advisors, LLC | 1.07% | Add +5.5% | 356,869 | $10.3M |
| O'Brien Wealth Partners LLC | 2.30% | Add +3.8% | 354,333 | $10.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.7% | 351,837 | $10.2M |
| Equitable Holdings, Inc. | 0.11% | Add +3.9% | 349,403 | $10.1M |
| Stifel Financial Corp. | 0.01% | Add +13.5% | 321,390 | $9.3M |
| Manhattan West Asset Management, LLC | 2.50% | New | 320,195 | $9.2M |
| Manning & Napier Advisors LLC | 0.10% | — | 314,597 | $9.1M |
| Private Wealth Advisors, LLC | 3.87% | Reduce -1.6% | 307,907 | $8.9M |
| S. R. Schill & Associates | 3.74% | Add +6.3% | 295,466 | $8.5M |
| Lowe Wealth Advisors, LLC | 3.85% | Add +12.9% | 293,057 | $8.5M |
| Rinkey Investments | 3.03% | Reduce -10.7% | 291,720 | $8.4M |
| St Germain D J Co. Inc. | 0.39% | Add +21.6% | 277,072 | $8.0M |
| Tilson Financial Group, Inc. | 8.03% | Add +1.9% | 275,464 | $8.0M |
| Impact Partnership Wealth, LLC | 2.08% | Add +100.8% | 274,144 | $7.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +8.3% | 273,000 | $7.9M |
| Integrated Capital Management, Inc. | 5.87% | Add +8.3% | 254,882 | $7.4M |
| Private Wealth Group, LLC | 3.86% | Reduce -2.3% | 254,451 | $7.3M |
| Flow Traders U.S. LLC | 0.36% | New | 250,631 | $7.2M |
| Austin Wealth Management, LLC | 1.64% | Reduce -2.4% | 241,237 | $7.0M |
| DGS Capital Management, LLC | 1.89% | Add +3.5% | 232,589 | $6.7M |
| RFP Financial Group LLC | 2.42% | Reduce -46.2% | 225,918 | $6.5M |
| Key Financial Inc | 1.53% | Add +7.3% | 221,150 | $6.4M |
| Main Line Retirement Advisors, LLC | 4.85% | Add +2.8% | 219,321 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.5% | 219,232 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -18.0% | 214,828 | $6.2M |
| Bank of Montreal | 0.00% | Add +1021.5% | 208,780 | $6.0M |
| First Affirmative Financial Network | 4.08% | Add +0.1% | 203,579 | $5.9M |
| Dagco, Inc. | 2.60% | Add +14.3% | 202,823 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.30% | Reduce -16.5% | 200,479 | $5.8M |
| Synovus Financial Corp. | 0.08% | Add +47.4% | 199,890 | $5.8M |
| Jane Street Group, LLC | 0.01% | Add +343.8% | 191,200 | $5.5M |
| MY Wealth Management Inc. | 6.05% | Reduce -19.0% | 184,029 | $5.3M |
| Roundview Capital LLC | 0.40% | Reduce -0.2% | 176,188 | $5.1M |
| Money Design Co.,Ltd. | 0.27% | Reduce -11.8% | 175,882 | $5.1M |
| Avantax Advisory Services, Inc. | 0.04% | Add +17.2% | 175,296 | $5.1M |
| TPG Financial Advisors, LLC | 2.30% | — | 168,112 | $4.9M |
| Raymond James & Associates | 0.00% | Reduce -6.7% | 164,334 | $4.7M |
| Mechanics Bank Trust Department | 0.68% | Reduce -7.7% | 164,160 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +10.6% | 158,704 | $4.6M |
| Napa Wealth Management | 2.93% | Add +56.7% | 150,158 | $4.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +11.9% | 150,041 | $4.3M |
| Theory Financial LLC | 1.99% | Reduce -7.8% | 146,133 | $4.2M |
| SMART Wealth LLC | 1.70% | Reduce -13.2% | 145,127 | $4.2M |
| Waverly Advisors, LLC | 0.08% | Reduce -24.9% | 143,014 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +78.2% | 135,907 | $3.9M |
| Avior Wealth Management, LLC | 0.16% | Add +353.1% | 128,817 | $3.7M |
| Slow Capital, Inc. | 0.60% | New | 127,921 | $3.7M |
| Debussy Capital Management LP | 1.02% | Reduce -1.1% | 124,637 | $3.6M |
| US Financial Advisors, LLC | 1.17% | Add +8.2% | 121,370 | $3.5M |
| SigFig Wealth Management, LLC | 0.13% | Reduce -8.1% | 113,394 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.17% | Add +27.2% | 115,711 | $3.3M |
| Berkshire Asset Management LLC | 0.16% | New | 113,040 | $3.3M |
| Goldstone Financial Group, LLC | 0.65% | Add +26.3% | 112,234 | $3.2M |
| Good Life Advisors, LLC | 0.27% | Add +9.0% | 111,672 | $3.2M |
| GTS Securities LLC | 0.07% | Add +294.8% | 110,795 | $3.2M |
| Mfa Wealth Advisors, LLC | 0.69% | Add +4.1% | 108,919 | $3.1M |
| Centennial Wealth Advisory LLC | 1.35% | Add +0.7% | 107,908 | $3.1M |
| Cobblestone Capital Advisors LLC | 0.19% | Reduce -29.5% | 105,869 | $3.1M |
| Zhang Financial LLC | 0.21% | Reduce -7.3% | 105,545 | $3.0M |
| Strategic Financial Concepts, LLC | 1.77% | Add +12.1% | 105,391 | $3.0M |
| Glen Eagle Advisors, LLC | 0.55% | Add +11.1% | 104,636 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | New | 100,310 | $2.9M |
| Concourse Financial Group Securities, Inc. | 0.18% | Reduce -0.0% | 99,969 | $2.9M |
| 1620 Investment Advisors, Inc. | 2.24% | Add +41.5% | 98,888 | $2.9M |
| Tidemark, LLC | 1.29% | Add +23.0% | 97,412 | $2.8M |
| World Equity Group, Inc. | 0.82% | Add +6.8% | 94,798 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.3% | 94,301 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.2% | 92,691 | $2.7M |
| Simplicity Wealth,LLC | 0.06% | Add +109.6% | 92,461 | $2.7M |
| RFG Advisory, LLC | 0.09% | Reduce -2.8% | 90,817 | $2.6M |
| Providence Capital Advisors, LLC | 0.56% | Add +1.3% | 89,175 | $2.6M |
| Balentine LLC | 0.12% | Add +0.7% | 88,526 | $2.6M |
| Astoria Portfolio Advisors LLC. | 0.90% | Add +66.8% | 87,514 | $2.5M |
| Pinnacle Financial Partners Inc | 0.05% | Add +8.0% | 84,260 | $2.4M |
| Altiora Financial Group, LLC | 0.58% | Reduce -63.9% | 83,535 | $2.4M |
| Tempus Wealth Planning, LLC | 0.99% | Reduce -21.7% | 82,165 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.49% | Reduce -3.1% | 81,238 | $2.3M |
| Roberts Wealth Advisors, LLC | 0.79% | Reduce -3.0% | 80,651 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -19.9% | 80,528 | $2.3M |
| Citadel Advisors | 0.00% | New | 77,300 | $2.2M |
| Arax Advisory Partners | 0.20% | Add +0.9% | 72,210 | $2.1M |
| Bailard, Inc. | 0.06% | Add +0.8% | 71,983 | $2.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +9.0% | 71,270 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +29.5% | 71,004 | $2.0M |
| Fiduciary Group, LLC | 0.22% | Add +275.0% | 69,968 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -4.1% | 68,736 | $2.0M |
| Fiduciary Financial Group, LLC | 0.48% | — | 68,313 | $2.0M |
| Modern Wealth Management, LLC | 0.15% | Reduce -7.8% | 68,528 | $2.0M |
| Cary Street Partners Asset Management LLC | 0.28% | Add +155.4% | 67,090 | $1.9M |
| Townsquare Capital LLC | 0.03% | Reduce -2.4% | 66,247 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Add +70.9% | 65,107 | $1.9M |
| Fonville Wealth Management LLC | 0.73% | Add +5.0% | 63,727 | $1.8M |
| Destiny Capital Corp | 1.25% | Reduce -14.2% | 63,290 | $1.8M |
| JT Stratford LLC | 0.34% | Reduce -0.9% | 63,237 | $1.8M |
| First Heartland Consultants, Inc. | 0.18% | Reduce -0.1% | 63,208 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -2.1% | 62,907 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +37.9% | 62,492 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -89.5% | 61,404 | $1.8M |
| IHT Wealth Management, LLC | 0.07% | Add +0.4% | 61,401 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Add +8.5% | 58,278 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -64.4% | 58,220 | $1.7M |
| CX Institutional | 0.08% | Reduce -15.5% | 58,097 | $1.7M |
| Savant Capital, LLC | 0.02% | New | 57,900 | $1.7M |
| Wrapmanager Inc. | 0.46% | Add +9.7% | 57,320 | $1.7M |
| Napatree Capital LLC | 1.29% | Add +4.0% | 55,115 | $1.6M |
| AlphaQ Advisors LLC | 4.60% | Reduce -1.4% | 53,815 | $1.6M |
| Visionary Horizons, LLC | 1.09% | Add +4.1% | 51,756 | $1.5M |
| Woodmont Investment Counsel LLC | 0.12% | Add +6.8% | 50,813 | $1.5M |
| L.M. Kohn & Company | 0.39% | Add +2.0% | 50,398 | $1.5M |
| Partners in Financial Planning | 0.30% | Reduce -14.5% | 48,513 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -45.6% | 48,018 | $1.4M |
| Vertex Planning Partners, LLC | 0.36% | Add +36.3% | 47,867 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +60.8% | 47,569 | $1.4M |
| Prosperity Wealth Management, Inc. | 0.66% | Add +87.6% | 46,351 | $1.3M |
| HBW Advisory Services LLC | 0.22% | Reduce -85.4% | 45,665 | $1.3M |
| Trivium Point Advisory, LLC | 0.19% | New | 44,735 | $1.3M |
| Transcend Capital Advisors, LLC | 0.08% | New | 39,658 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -1.5% | 39,078 | $1.1M |
| Creative Planning | 0.00% | Add +23.4% | 37,974 | $1.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +73.7% | 37,903 | $1.1M |
| Farther Finance Advisors, LLC | 0.05% | Add +4.3% | 37,898 | $1.1M |
| SMI Advisory Services, LLC | 0.27% | Add +3.4% | 37,454 | $1.1M |
| Lifeworks Advisors, LLC | 0.30% | Reduce -15.7% | 36,976 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Add +1.1% | 36,421 | $1.1M |
| Meridian Financial Partners LLC | 0.60% | Reduce -82.6% | 35,151 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -74.5% | 35,248 | $1.0M |
| Sequent Planning LLC | 0.35% | Add +0.7% | 35,190 | $1.0M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -1.0% | 34,556 | $998K |
| Whittier Trust Co. | 0.01% | Reduce -5.9% | 33,310 | $961K |
| Horan Securities, Inc. | 0.41% | Add +0.9% | 32,748 | $945K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -10.4% | 32,587 | $941K |
| Wealthstar Advisors, LLC | 0.76% | New | 32,450 | $937K |
| Atria Investments, Inc | 0.01% | New | 32,426 | $936K |
| Private Trust Co. NA | 0.10% | Add +24.8% | 32,348 | $934K |
| Allworth Financial LP | 0.01% | Reduce -16.7% | 32,122 | $931K |
| Allen Capital Group, LLC | 0.13% | Reduce -15.3% | 32,049 | $925K |
| WJ Wealth Management, LLC | 0.33% | Reduce -13.1% | 31,566 | $911K |
| IFP Advisors, Inc | 0.04% | Reduce -14.9% | 30,880 | $891K |
| Evensky & Katz LLC | 0.06% | Add +21.5% | 29,902 | $863K |
| True Link Financial Advisors, LLC | 0.08% | No change | 29,600 | $855K |
| Dakota Wealth Management | 0.02% | Reduce -89.7% | 29,014 | $838K |
| Breakwater Investment Management | 0.37% | Reduce -9.7% | 28,868 | $833K |
| Winch Advisory Services, LLC | 0.24% | Add +1.4% | 28,475 | $822K |
| Sanctuary Advisors, LLC | 0.01% | — | 27,888 | $801K |
| MKT Advisors LLC | 0.40% | Add +2.1% | 27,533 | $795K |
| Western Wealth Management, LLC | 0.06% | Reduce -0.7% | 27,203 | $785K |
| NewEdge Advisors, LLC | 0.01% | Add +47.4% | 26,284 | $759K |
| US Bancorp \de | 0.00% | Add +22.9% | 26,098 | $753K |
| Integrated Advisors Network LLC | 0.04% | Add +13.5% | 25,913 | $748K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.7% | 24,935 | $720K |
| Principal Securities, Inc. | 0.02% | Add +6.0% | 23,426 | $676K |
| Raymond James Trust N.A. | 0.02% | Reduce -41.0% | 23,024 | $665K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -18.8% | 22,654 | $654K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 22,409 | $647K |
| Collaborative Wealth Managment Inc. | 0.31% | Add +21.0% | 22,044 | $636K |
| Clearstead Advisors, LLC | 0.01% | New | 21,516 | $621K |
| Wells Trecaso Financial Group, LLC | 0.21% | Add +25.0% | 21,242 | $613K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.6% | 20,481 | $591K |
| Sowell Financial Services LLC | 0.03% | Add +1.6% | 19,985 | $577K |
| Corient Private Wealth LP | 0.00% | Add +61.8% | 19,478 | $562K |
| Traction Financial Partners, LLC | 0.40% | Reduce -7.2% | 18,670 | $544K |
| Wisconsin Capital Management LLC | 0.27% | Reduce -3.2% | 18,674 | $539K |
| Front Row Advisors LLC | 0.19% | No change | 18,650 | $538K |
| Ameritas Advisory Services, LLC | 0.02% | Add +39.7% | 18,559 | $536K |
| Mayflower Financial Advisors, LLC | 0.09% | No change | 18,049 | $521K |
| Patron Partners, LLC | 0.29% | Add +74.9% | 17,126 | $494K |
| Successful Portfolios LLC | 0.34% | Reduce -0.7% | 17,099 | $494K |
| Eagle Ridge Investment Management | 0.05% | No change | 16,960 | $490K |
| Gradient Investments LLC | 0.01% | Add +1692000.0% | 16,921 | $489K |
| TrinityPoint Wealth, LLC | 0.08% | New | 16,668 | $481K |
| Prudential Financial Inc. | 0.00% | Add +33.2% | 16,600 | $479K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +16.6% | 16,556 | $478K |
| Vise Technologies, Inc. | 0.08% | Add +8.0% | 16,071 | $464K |
| Aspire Private Capital, LLC | 0.12% | Add +26.2% | 15,827 | $457K |
| Financial Enhancement Group LLC | 0.07% | Reduce -7.0% | 15,653 | $455K |
| Brighton Jones LLC | 0.01% | Add +80.2% | 15,719 | $454K |
| Triton Financial Group Inc | 0.32% | Reduce -25.3% | 15,677 | $453K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -14.8% | 15,400 | $445K |
| Janney Montgomery Scott LLC | 0.00% | Add +32.9% | 15,383 | $444K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -28.8% | 14,771 | $426K |
| Clearwater Capital Advisors, LLC | 0.04% | Add +43.4% | 14,332 | $414K |
| Larson Financial Group LLC | 0.03% | Reduce -11.8% | 14,313 | $413K |
| Prospera Financial Services Inc | 0.01% | Reduce -37.4% | 13,917 | $402K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.6% | 13,533 | $391K |
| Arete Wealth Advisors, LLC | 0.03% | Add +3.2% | 13,417 | $387K |
| Raab & Moskowitz Asset Management LLC | 0.10% | Reduce -12.8% | 13,011 | $376K |
| Captrust Financial Advisors | 0.00% | Reduce -16.0% | 12,910 | $373K |
| TrueMark Investments, LLC | 0.13% | New | 12,901 | $372K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.9% | 12,677 | $367K |
| Choreo, LLC | 0.01% | New | 12,715 | $366K |
| Financial Advocates Investment Management | 0.02% | Add +8.9% | 12,451 | $359K |
| Acropolis Investment Management, LLC | 0.02% | No change | 12,300 | $355K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.2% | 12,254 | $354K |
| Mercer Global Advisors Inc. | 0.00% | Add +62.0% | 12,195 | $352K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 12,119 | $350K |
| Comerica Bank | 0.00% | Reduce -74.5% | 11,688 | $337K |
| Lido Advisors, LLC | 0.00% | Add +5.1% | 11,373 | $328K |
| Ehrlich Financial Group | 0.25% | New | 11,023 | $318K |
| HM Payson & Co. | 0.01% | Add +268.9% | 10,920 | $315K |
| 1832 Asset Management L.P. | 0.00% | Reduce -7.8% | 10,916 | $315K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | No change | 10,913 | $315K |
| Independent Financial Group, LLC | 0.01% | Reduce -65.1% | 10,619 | $307K |
| Wesbanco Bank Inc. | 0.01% | New | 10,430 | $301K |
| Austin Private Wealth, LLC | 0.03% | Add +23.5% | 10,396 | $300K |
| Independent Advisor Alliance | 0.01% | Add +39.9% | 10,231 | $295K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -3.1% | 10,218 | $295K |
| CW Advisors, LLC | 0.00% | Reduce -0.2% | 10,019 | $289K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -94.4% | 9,946 | $287K |
| Mach-1 Financial Group, LLC | 0.20% | Reduce -9.8% | 9,700 | $280K |
| M. Kulyk & Associates, LLC | 0.06% | No change | 9,601 | $277K |
| Abich Financial Wealth Management LLC | 0.19% | Add +44.9% | 9,569 | $276K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -2.7% | 9,321 | $269K |
| Maia Wealth LLC | 0.08% | — | 9,262 | $268K |
| Two Sigma Securities, LLC | 0.01% | Reduce -75.0% | 9,251 | $267K |
| REDW Wealth LLC | 0.07% | Reduce -9.6% | 9,129 | $264K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 8,974 | $259K |
| Cranbrook Wealth Management, LLC | 0.06% | Add +349.0% | 8,859 | $256K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -20.4% | 8,846 | $255K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,785 | $254K |
| CGN Advisors LLC | 0.03% | Add +17.6% | 8,610 | $249K |
| Betterment LLC | 0.00% | Add +7.5% | 8,540 | $247K |
| Csenge Advisory Group | 0.01% | Reduce -1.5% | 8,211 | $237K |
| Old National Bancorp | 0.01% | New | 8,182 | $236K |
| Chesley Taft & Associates LLC | 0.01% | No change | 8,150 | $235K |
| Latitude Advisors, LLC | 0.14% | New | 8,103 | $234K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -13.0% | 8,068 | $233K |
| AQR Capital Management | 0.00% | No change | 8,009 | $231K |
| Money Concepts Capital Corp. | 0.02% | Reduce -17.9% | 7,910 | $228K |
| World Investment Advisors | 0.01% | New | 7,865 | $227K |
| BetterWealth, LLC | 0.07% | Reduce -63.4% | 7,796 | $225K |
| C M Bidwell & Associates Ltd. | 0.15% | Add +13.6% | 7,675 | $222K |
| Howe & Rusling Inc. | 0.02% | Add +1.1% | 7,455 | $215K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -48.3% | 7,391 | $213K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -48.3% | 7,391 | $213K |
| Stratos Investment Management, LLC | 0.02% | Add +1.1% | 7,166 | $207K |
| Axiom Advisory, LLC | 0.00% | New | 7,182 | $206K |
| Veltria Advisors Corp. | 0.07% | New | 7,137 | $206K |
| Thompson Davis & Co., Inc. | 0.18% | New | 7,000 | $202K |
| TD Private Client Wealth LLC | 0.01% | Add +3.0% | 6,591 | $190K |
| Venturi Wealth Management, LLC | 0.01% | Add +205.0% | 4,993 | $144K |
| Harbour Investments, Inc. | 0.00% | Add +32.4% | 4,977 | $144K |
| Financial Network Wealth Advisors LLC | 0.11% | Reduce -33.0% | 4,955 | $143K |
| National Bank of Canada | 0.00% | Add +12.1% | 4,820 | $138K |
| Lanark Financial, Inc. | 0.01% | Reduce -85.2% | 4,545 | $131K |
| Blair William & Co. | 0.00% | Reduce -8.2% | 4,430 | $128K |
| Gleason Group, Inc. | 0.02% | New | 3,565 | $103K |
| Tsfg, LLC | 0.02% | Add +0.8% | 3,453 | $100K |
| FMR LLC | 0.00% | Reduce -41.7% | 3,260 | $94K |
| Nemes Rush Group LLC | 0.01% | Add +148.3% | 3,198 | $92K |
| Motco | 0.01% | New | 3,097 | $89K |
| NorthRock Partners, LLC | 0.00% | Reduce -4.0% | 3,021 | $87K |
| 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 | $59K |
| Bokf, NA | 0.00% | New | 2,030 | $59K |
| Raffa Wealth Management, LLC | 0.02% | New | 1,943 | $56K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -68.1% | 1,925 | $56K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,575 | $45K |
| Castleview Partners, LLC | 0.02% | No change | 1,482 | $43K |
| Richardson Financial Services Inc. | 0.03% | Reduce -8.6% | 1,440 | $42K |
| Colonial Trust Co / SC | 0.01% | Reduce -5.6% | 1,406 | $41K |
| Blue Trust, Inc. | 0.00% | No change | 1,333 | $39K |
| BNP Paribas Financial Markets | 0.00% | New | 1,279 | $37K |
| NFSG Corp | 0.01% | No change | 1,207 | $35K |
| Spire Wealth Management | 0.00% | Reduce -12.0% | 896 | $26K |
| Coppell Advisory Solutions LLC | 0.00% | — | 829 | $24K |
| Investors Research Corp | 0.01% | No change | 735 | $21K |
| Alaska Wealth Advisors, LLC | 0.00% | Reduce -11.8% | 725 | $21K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -6.7% | 700 | $20K |
| Spectrum Wealth Counsel, LLC | 0.00% | Add +192.6% | 673 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 593 | $17K |
| International Assets Investment Management, LLC | 0.00% | New | 575 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Add +923.2% | 573 | $17K |
| Northwest Capital Management Inc | 0.01% | No change | 519 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 509 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 453 | $13K |
| Pacifica Partners Inc. | 0.00% | No change | 384 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -23.2% | 344 | $10K |
| Signaturefd, LLC | 0.00% | Add +22.5% | 332 | $10K |
| Continuum Advisory, LLC | 0.00% | Add +0.6% | 330 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 325 | $9K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 318 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 315 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -33.3% | 313 | $9K |
| Addison Advisors LLC | 0.00% | Reduce -56.7% | 311 | $9K |
| Creekmur Asset Management LLC | 0.00% | New | 295 | $9K |
| WASHINGTON TRUST Co | 0.00% | No change | 295 | $9K |
| 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% | No change | 258 | $7K |
| Orion Capital Management LLC | 0.00% | No change | 251 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 249 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Add +318.6% | 247 | $7K |
| Innealta Capital, LLC | 0.00% | New | 206 | $6K |
| New England Asset Management Inc. | 0.00% | New | 200 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 193 | $6K |
| Kelly Financial Services LLC | 0.00% | Add +0.6% | 170 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 167 | $5K |
| Flputnam Investment Management Co. | 0.00% | New | 159 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 108 | $3K |
| SYSTM Wealth Solutions LLC | 0.00% | New | 105 | $3K |
| Atwood & Palmer Inc. | 0.00% | New | 90 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 72 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -91.7% | 27 | $779 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -91.2% | 25 | $722 |
| Concord Wealth Partners | 0.00% | No change | 22 | $635 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 8 | $231 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $29 |
"% 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.