SS SPDR P St Term TSY ETFSPTSETF
13F holders, Q3 2024 (September 30)379holders +17
43new positions
28sold out
3famous investors
$29.41avg. 13F price*
At the end of Q3 2024, 379 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings, up 17 from Q2 2024. 43 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($658.9M), Municipal Employees' Retirement System of Michigan ($638.5M) and Richard Bernstein Advisors LLC ($398.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 (Q3 2024)
- CUSIP
- 78468R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $77.6M |
| Exits | 28 | $23.7M |
All 13F filers, Q2 2024 → Q3 2024: 51,787,348 shares bought and 11,063,609 shares sold, net +40,723,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 379 holders
| Bank of America Corp. | 0.06% | Add +173.7% | 22,402,949 | $658.9M |
| Municipal Employees' Retirement System of Michigan | 8.42% | Add +0.1% | 21,711,672 | $638.5M |
| Richard Bernstein Advisors LLC | 8.54% | Add +391.2% | 13,550,449 | $398.5M |
| State Street Corp. | 0.01% | Add +6.0% | 12,041,960 | $354.2M |
| GLOBALT Investments LLC / GA | 10.18% | Add +96.9% | 9,244,383 | $271.9M |
| Ameriprise Financial Inc. | 0.07% | Add +621.0% | 8,722,417 | $256.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +47.8% | 7,170,019 | $210.9M |
| LPL Financial LLC | 0.08% | Reduce -3.4% | 6,350,449 | $186.8M |
| Cerity Partners LLC | 0.19% | Add +1.6% | 2,856,924 | $84.0M |
| Royal Bank of Canada | 0.02% | Reduce -17.8% | 2,435,668 | $71.6M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 2,299,434 | $67.6M |
| UBS Group AG | 0.02% | Reduce -8.1% | 2,234,145 | $65.7M |
| Truist Financial Corp. | 0.10% | Add +33.3% | 2,229,183 | $65.6M |
| GM Advisory Group, LLC | 3.69% | Reduce -2.7% | 2,091,040 | $61.5M |
| Merit Financial Group, LLC | 1.33% | Add +156.4% | 2,023,146 | $59.5M |
| Cwm, LLC | 0.24% | Reduce -3.7% | 1,858,195 | $54.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -6.7% | 1,828,144 | $53.7M |
| Wells Fargo & Company | 0.01% | Add +8.9% | 1,817,654 | $53.5M |
| Crane Advisory, LLC | 9.08% | Add +1.2% | 1,722,659 | $50.2M |
| Renaissance Technologies | 0.07% | Add +67.6% | 1,640,921 | $48.3M |
| Private Advisor Group, LLC | 0.29% | Add +16.6% | 1,574,866 | $46.3M |
| Cape Cod Five Cents Savings Bank | 3.72% | Add +0.4% | 1,380,036 | $40.6M |
| Evergreen Capital Management LLC | 1.34% | Reduce -19.9% | 1,353,399 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -0.5% | 1,109,333 | $32.6M |
| HHM Wealth Advisors, LLC | 4.46% | Add +35.9% | 1,068,588 | $31.4M |
| Portland Global Advisors LLC | 3.80% | Add +9.2% | 1,027,547 | $30.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -21.3% | 1,024,415 | $30.1M |
| Park Avenue Securities LLC | 0.32% | Reduce -5.8% | 983,223 | $28.9M |
| Acorn Financial Advisory Services Inc. | 4.98% | Add +3.9% | 956,347 | $28.1M |
| Bank of Nova Scotia | 0.06% | Add +24.8% | 940,305 | $27.7M |
| Creative Financial Designs Inc. | 2.26% | Reduce -21.1% | 910,617 | $26.8M |
| Flputnam Investment Management Co. | 0.45% | Add +537478.0% | 854,749 | $25.1M |
| Heartwood Wealth Advisors LLC | 2.60% | Add +1.0% | 798,414 | $23.5M |
| Nelson Capital Management, LLC | 3.94% | Add +9.6% | 795,460 | $23.4M |
| Cetera Investment Advisers | 0.05% | Add +64.4% | 776,301 | $22.8M |
| Boston Standard Wealth Management, LLC | 4.05% | Reduce -2.4% | 707,632 | $20.8M |
| Altfest L J & Co. Inc. | 2.51% | Add +1.4% | 641,297 | $18.9M |
| Willow Creek Wealth Management Inc. | 1.98% | Add +1.4% | 641,164 | $18.9M |
| Madison Asset Management, LLC | 0.20% | Reduce -1.2% | 604,435 | $17.8M |
| Quent Capital, LLC | 1.80% | Add +13.1% | 601,444 | $17.7M |
| One Day In July LLC | 1.96% | Add +25.9% | 592,797 | $17.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.77% | Add +15.1% | 569,035 | $16.7M |
| Trilogy Capital Inc. | 0.82% | Add +7.7% | 555,792 | $16.3M |
| Capital Group Private Client Services, Inc. | 0.16% | New | 553,415 | $16.3M |
| Deane Retirement Strategies, Inc. | 7.86% | New | 548,553 | $16.1M |
| Woodmont Investment Counsel LLC | 1.16% | Add +932.5% | 524,639 | $15.4M |
| Equitable Holdings, Inc. | 0.15% | Add +47.9% | 516,798 | $15.2M |
| Great Point Wealth Advisors, LLC | 3.24% | Reduce -9.5% | 515,849 | $15.2M |
| NorthCoast Asset Management LLC | 0.10% | Add +6.7% | 497,307 | $14.6M |
| Impact Partnership Wealth, LLC | 3.15% | Add +72.9% | 474,027 | $13.9M |
| Fisher Asset Management | 0.01% | Reduce -88.7% | 455,871 | $13.4M |
| First Trust Bank, Ltd. | 37.12% | No change | 446,560 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +37.2% | 440,844 | $13.0M |
| Bailard, Inc. | 0.34% | Add +509.6% | 438,777 | $12.9M |
| Synovus Financial Corp. | 0.15% | Add +113.1% | 426,047 | $12.5M |
| Assetmark, Inc. | 0.04% | Reduce -62.6% | 425,979 | $12.5M |
| Signet Financial Management, LLC | 1.53% | Add +3.1% | 409,465 | $12.0M |
| Better Money Decisions, LLC | 8.43% | Reduce -0.7% | 404,116 | $11.9M |
| CreativeOne Wealth, LLC | 0.40% | Reduce -1.6% | 400,359 | $11.8M |
| Treasure Coast Financial Planning | 6.81% | Add +2.4% | 374,952 | $11.0M |
| O'Brien Wealth Partners LLC | 2.09% | Add +2.3% | 362,446 | $10.7M |
| Wescott Financial Advisory Group, LLC | 1.12% | Reduce -1.6% | 352,780 | $10.4M |
| St Germain D J Co. Inc. | 0.43% | Add +15.5% | 320,069 | $9.4M |
| HRT Financial LP | 0.05% | New | 319,151 | $9.4M |
| Lowe Wealth Advisors, LLC | 4.03% | Add +8.4% | 317,780 | $9.3M |
| Composition Wealth, LLC | 0.21% | New | 315,250 | $9.3M |
| Rinkey Investments | 3.00% | Add +7.9% | 314,793 | $9.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.8% | 310,252 | $9.1M |
| Manning & Napier Advisors LLC | 0.10% | Reduce -1.4% | 310,068 | $9.1M |
| Manhattan West Asset Management, LLC | 2.36% | Reduce -3.2% | 310,031 | $9.1M |
| Private Wealth Advisors, LLC | 3.66% | Reduce -0.4% | 306,705 | $9.0M |
| S. R. Schill & Associates | 5.94% | Reduce -3.4% | 285,343 | $8.4M |
| MY Wealth Management Inc. | 8.48% | Add +54.4% | 284,167 | $8.4M |
| Tilson Financial Group, Inc. | 3.59% | Add +2.2% | 281,561 | $8.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +2.6% | 280,000 | $8.2M |
| Private Wealth Group, LLC | 4.06% | Add +8.5% | 276,176 | $8.1M |
| Dagco, Inc. | 3.26% | Add +33.2% | 270,069 | $7.9M |
| Kingsview Wealth Management, LLC | 0.17% | New | 267,449 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +18.9% | 260,725 | $7.7M |
| Integrated Capital Management, Inc. | 5.77% | Reduce -0.4% | 253,907 | $7.5M |
| DGS Capital Management, LLC | 1.94% | Add +4.6% | 243,264 | $7.2M |
| Main Line Retirement Advisors, LLC | 4.83% | Add +9.3% | 239,659 | $7.0M |
| Key Financial Inc | 1.53% | Add +6.6% | 235,830 | $6.9M |
| Transcend Capital Advisors, LLC | 0.46% | Add +491.9% | 234,756 | $6.9M |
| Austin Wealth Management, LLC | 1.50% | Reduce -3.3% | 233,301 | $6.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +541.8% | 226,217 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +683.5% | 218,507 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -3.0% | 208,500 | $6.1M |
| First Affirmative Financial Network | 3.32% | Add +1.3% | 206,193 | $6.1M |
| Mariner, LLC | 0.01% | Add +245.0% | 200,860 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +19.1% | 189,037 | $5.6M |
| Money Design Co.,Ltd. | 0.27% | Add +4.1% | 183,082 | $5.4M |
| Cannon Wealth Management Services, LLC | 4.86% | — | 180,532 | $5.3M |
| TPG Financial Advisors, LLC | 2.38% | Add +6.9% | 179,780 | $5.3M |
| Raymond James & Associates | 0.00% | Add +7.9% | 177,305 | $5.2M |
| Gladstone Institutional Advisory LLC | 0.25% | Reduce -13.4% | 173,666 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.6% | 173,462 | $5.1M |
| Roundview Capital LLC | 0.36% | Reduce -3.6% | 169,776 | $5.0M |
| Fiduciary Group, LLC | 0.48% | Add +128.9% | 160,155 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -9.4% | 158,840 | $4.7M |
| Glen Eagle Advisors, LLC | 0.78% | Add +51.1% | 158,133 | $4.7M |
| Mechanics Bank Trust Department | 0.61% | Reduce -5.6% | 154,979 | $4.6M |
| Napa Wealth Management | 2.10% | Add +0.5% | 150,953 | $4.4M |
| Theory Financial LLC | 1.92% | Add +2.4% | 149,641 | $4.4M |
| Centric Wealth Management | 1.15% | New | 149,090 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -3.3% | 145,105 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +70.4% | 137,240 | $4.0M |
| Waverly Advisors, LLC | 0.07% | Reduce -4.2% | 136,991 | $4.0M |
| Atria Investments, Inc | 0.05% | Add +305.1% | 131,358 | $3.9M |
| Avior Wealth Management, LLC | 0.15% | Reduce -0.5% | 128,241 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +95.2% | 127,055 | $3.7M |
| Cobblestone Capital Advisors LLC | 0.21% | Add +19.0% | 125,994 | $3.7M |
| Hobart Private Capital, LLC | 0.95% | New | 125,975 | $3.7M |
| Good Life Advisors, LLC | 0.22% | Add +11.0% | 123,922 | $3.6M |
| US Financial Advisors, LLC | 1.11% | Reduce -0.5% | 120,743 | $3.6M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -0.4% | 115,258 | $3.4M |
| Slow Capital, Inc. | 0.52% | Reduce -10.0% | 115,184 | $3.4M |
| Cary Street Partners Asset Management LLC | 0.44% | Add +69.8% | 113,930 | $3.4M |
| SigFig Wealth Management, LLC | 0.12% | Reduce -3.1% | 109,860 | $3.3M |
| Debussy Capital Management LP | 0.95% | Reduce -10.8% | 111,195 | $3.3M |
| Berkshire Asset Management LLC | 0.17% | No change | 113,040 | $3.3M |
| Tidemark, LLC | 1.28% | Add +8.8% | 105,964 | $3.1M |
| Tempus Wealth Planning, LLC | 1.13% | Add +27.4% | 104,702 | $3.1M |
| Goldstone Financial Group, LLC | 0.53% | Reduce -7.0% | 104,437 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +64.4% | 102,752 | $3.0M |
| RFP Financial Group LLC | 0.95% | Reduce -56.2% | 98,866 | $2.9M |
| Zhang Financial LLC | 0.18% | Reduce -6.5% | 98,732 | $2.9M |
| 1620 Investment Advisors, Inc. | 2.12% | Reduce -1.1% | 97,849 | $2.9M |
| SMART Wealth LLC | 1.11% | Reduce -33.4% | 96,625 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.17% | Reduce -3.5% | 96,524 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 93,320 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.8% | 91,962 | $2.7M |
| RFG Advisory, LLC | 0.08% | Add +0.1% | 90,920 | $2.7M |
| Providence Capital Advisors, LLC | 0.53% | Add +1.4% | 90,423 | $2.7M |
| Roberts Wealth Advisors, LLC | 0.83% | Add +8.4% | 87,454 | $2.6M |
| Altiora Financial Group, LLC | 0.54% | Reduce -0.1% | 83,495 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.47% | Add +1.4% | 82,400 | $2.4M |
| Townsquare Capital LLC | 0.03% | Add +22.3% | 81,022 | $2.4M |
| TCFG Wealth Management, LLC | 1.14% | — | 76,817 | $2.3M |
| Simplicity Wealth,LLC | 0.20% | Reduce -19.2% | 74,693 | $2.2M |
| Arax Advisory Partners | 0.19% | Add +0.9% | 72,845 | $2.1M |
| Wrapmanager Inc. | 0.55% | Add +26.2% | 72,318 | $2.1M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -14.7% | 71,848 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | New | 70,752 | $2.1M |
| Modern Wealth Management, LLC | 0.13% | Add +2.4% | 70,143 | $2.1M |
| Alpha Financial Partners LLC | 1.44% | New | 68,644 | $2.0M |
| Ehrlich Financial Group | 1.44% | Add +522.7% | 68,644 | $2.0M |
| Astoria Portfolio Advisors LLC. | 0.67% | Reduce -23.4% | 67,036 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | Add +73.2% | 65,644 | $1.9M |
| Brookstone Capital Management | 0.03% | Add +6.4% | 65,331 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +2.5% | 64,494 | $1.9M |
| Fonville Wealth Management LLC | 0.65% | Add +0.1% | 63,822 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -11.5% | 63,102 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +307.2% | 62,645 | $1.8M |
| Destiny Capital Corp | 1.13% | Reduce -0.4% | 63,034 | $1.8M |
| Napatree Capital LLC | 1.27% | Add +12.7% | 62,090 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -13.0% | 61,778 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.1% | 61,314 | $1.8M |
| Farther Finance Advisors, LLC | 0.07% | Add +61.3% | 61,109 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Add +3.5% | 60,294 | $1.8M |
| Fiduciary Financial Group, LLC | 0.40% | Reduce -11.8% | 60,270 | $1.8M |
| Veltria Advisors Corp. | 0.69% | Add +730.6% | 59,278 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +197.3% | 57,905 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -70.4% | 56,515 | $1.7M |
| Patron Partners, LLC | 0.92% | Add +229.0% | 56,337 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Add +16.6% | 55,463 | $1.6M |
| Visionary Horizons, LLC | 1.07% | Add +5.0% | 54,326 | $1.6M |
| JT Stratford LLC | 0.27% | Reduce -16.1% | 53,045 | $1.6M |
| L.M. Kohn & Company | 0.38% | Add +0.8% | 50,789 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +167.3% | 49,614 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -14.5% | 49,512 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -28.0% | 49,464 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +195.9% | 48,994 | $1.4M |
| Partners in Financial Planning | 0.29% | Reduce -0.8% | 48,136 | $1.4M |
| TrinityPoint Wealth, LLC | 0.20% | Add +188.5% | 48,086 | $1.4M |
| Vertex Planning Partners, LLC | 0.34% | Reduce -0.2% | 47,787 | $1.4M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | Add +30.4% | 47,486 | $1.4M |
| HBW Advisory Services LLC | 0.20% | Add +1.6% | 46,418 | $1.4M |
| Clear Creek Financial Management, LLC | 0.15% | Add +32.7% | 45,858 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +11.3% | 43,477 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +64.0% | 40,888 | $1.2M |
| Allen Capital Group, LLC | 0.14% | Add +19.9% | 38,444 | $1.1M |
| Smith Anglin Financial, LLC | 0.11% | Reduce -97.0% | 37,773 | $1.1M |
| SMI Advisory Services, LLC | 0.24% | Reduce -0.3% | 37,350 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.43% | Reduce -21.0% | 36,630 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +58.5% | 35,900 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +8.7% | 35,146 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +28.4% | 33,750 | $993K |
| Two Sigma Securities, LLC | 0.08% | Add +257.2% | 33,043 | $972K |
| Horan Securities, Inc. | 0.37% | Add +0.4% | 32,867 | $967K |
| Creative Planning | 0.00% | Reduce -14.4% | 32,514 | $956K |
| Lifeworks Advisors, LLC | 0.19% | Reduce -12.5% | 32,357 | $952K |
| Whittier Trust Co. | 0.01% | Reduce -3.8% | 32,030 | $942K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +194.3% | 29,268 | $861K |
| Breakwater Investment Management | 0.35% | Reduce -0.6% | 28,687 | $844K |
| True Link Financial Advisors, LLC | 0.07% | Reduce -3.4% | 28,600 | $841K |
| Citigroup Inc. | 0.00% | Reduce -41.0% | 28,314 | $833K |
| Focus Partners Wealth | 0.00% | New | 27,914 | $825K |
| MKT Advisors LLC | 0.38% | No change | 27,533 | $807K |
| Integrated Advisors Network LLC | 0.04% | Add +4.7% | 27,137 | $798K |
| Winch Advisory Services, LLC | 0.22% | Reduce -5.6% | 26,881 | $791K |
| Comerica Bank | 0.00% | Add +128.1% | 26,660 | $784K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 25,898 | $762K |
| Principal Securities, Inc. | 0.02% | Add +6.4% | 24,925 | $733K |
| Wells Trecaso Financial Group, LLC | 0.23% | Add +14.3% | 24,277 | $714K |
| Western Wealth Management, LLC | 0.04% | Reduce -12.6% | 23,769 | $699K |
| Allworth Financial LP | 0.00% | Reduce -26.6% | 23,564 | $693K |
| Collaborative Wealth Managment Inc. | 0.30% | Add +3.7% | 22,850 | $672K |
| Dakota Wealth Management | 0.02% | Reduce -21.9% | 22,649 | $666K |
| Sowell Financial Services LLC | 0.03% | Add +11.1% | 22,208 | $653K |
| Thompson Davis & Co., Inc. | 0.48% | Add +216.8% | 22,175 | $652K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.0% | 22,179 | $652K |
| Wisconsin Capital Management LLC | 0.33% | Add +16.1% | 21,674 | $637K |
| Clearstead Advisors, LLC | 0.01% | No change | 21,516 | $633K |
| Flow Traders U.S. LLC | 0.03% | Reduce -91.5% | 21,322 | $627K |
| Nwam LLC | 0.04% | New | 20,638 | $607K |
| Howard Bailey Securities, LLC | 0.23% | — | 20,593 | $606K |
| IFP Advisors, Inc | 0.02% | Reduce -33.7% | 20,461 | $602K |
| Clark Asset Management, LLC | 0.13% | New | 20,093 | $591K |
| Captrust Financial Advisors | 0.00% | Add +47.3% | 19,010 | $559K |
| Donald L. Hagan, LLC | 0.28% | New | 18,840 | $554K |
| Mercer Global Advisors Inc. | 0.00% | Add +54.2% | 18,801 | $552K |
| Choreo, LLC | 0.01% | Add +46.9% | 18,678 | $550K |
| Front Row Advisors LLC | 0.20% | No change | 18,650 | $548K |
| Financial Advocates Investment Management | 0.03% | Add +45.5% | 18,110 | $533K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 18,049 | $531K |
| Traction Financial Partners, LLC | 0.42% | Reduce -3.5% | 18,024 | $530K |
| Evensky & Katz LLC | 0.03% | Reduce -41.8% | 17,393 | $512K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.3% | 17,339 | $510K |
| Eagle Ridge Investment Management | 0.04% | No change | 16,960 | $499K |
| Bank of Montreal | 0.00% | Reduce -91.9% | 16,931 | $498K |
| Successful Portfolios LLC | 0.34% | Reduce -1.1% | 16,908 | $497K |
| Wesbanco Bank Inc. | 0.02% | Add +51.3% | 15,785 | $464K |
| Triton Financial Group Inc | 0.30% | Add +0.6% | 15,777 | $464K |
| AE Wealth Management LLC | 0.00% | Reduce -97.2% | 15,500 | $456K |
| Maia Wealth LLC | 0.11% | Add +62.7% | 15,073 | $440K |
| Aspire Private Capital, LLC | 0.10% | Reduce -6.7% | 14,775 | $435K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +60.8% | 14,429 | $424K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -7.1% | 14,300 | $421K |
| GTS Securities LLC | 0.01% | Reduce -87.2% | 14,217 | $418K |
| Larson Financial Group LLC | 0.02% | Reduce -2.1% | 14,016 | $412K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +57.6% | 13,847 | $407K |
| AlphaQ Advisors LLC | 1.12% | Reduce -74.6% | 13,660 | $402K |
| Acropolis Investment Management, LLC | 0.02% | Add +5.7% | 13,000 | $382K |
| Gibbs Wealth Management | 0.12% | New | 12,972 | $382K |
| Vise Technologies, Inc. | 0.05% | Reduce -20.9% | 12,712 | $374K |
| Pallas Capital Advisors LLC | 0.02% | No change | 12,677 | $370K |
| Prudential Financial Inc. | 0.00% | Reduce -24.8% | 12,480 | $367K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +0.8% | 12,219 | $359K |
| Kestra Advisory Services, LLC | 0.00% | New | 12,041 | $354K |
| Venturi Wealth Management, LLC | 0.02% | Add +137.1% | 11,838 | $348K |
| TrueMark Investments, LLC | 0.11% | Reduce -9.1% | 11,734 | $345K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -81.5% | 11,717 | $345K |
| WNY Asset Management, LLC | 0.04% | New | 11,605 | $341K |
| Keystone Financial Group | 0.04% | New | 11,480 | $338K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | Add +5.0% | 11,463 | $337K |
| One Degree Advisors Inc | 0.14% | New | 11,477 | $337K |
| Lido Advisors, LLC | 0.00% | Reduce -2.4% | 11,099 | $326K |
| Raab & Moskowitz Asset Management LLC | 0.08% | Reduce -14.9% | 11,071 | $326K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -18.2% | 11,068 | $326K |
| Silver Oak Securities, Incorporated | 0.03% | Add +21.8% | 10,773 | $317K |
| Meridian Financial Partners LLC | 0.16% | Reduce -70.2% | 10,472 | $308K |
| Carnegie Investment Counsel | 0.01% | Reduce -14.5% | 10,472 | $308K |
| 1832 Asset Management L.P. | 0.00% | Reduce -5.2% | 10,344 | $304K |
| Independent Advisor Alliance | 0.01% | No change | 10,231 | $301K |
| CGN Advisors LLC | 0.03% | Add +18.6% | 10,211 | $300K |
| HM Payson & Co. | 0.01% | Reduce -6.7% | 10,190 | $300K |
| Leo Wealth, LLC | 0.03% | New | 10,172 | $299K |
| Austin Private Wealth, LLC | 0.03% | Reduce -3.6% | 10,024 | $295K |
| CW Advisors, LLC | 0.00% | No change | 10,019 | $295K |
| Mach-1 Financial Group, LLC | 0.18% | No change | 9,700 | $285K |
| M. Kulyk & Associates, LLC | 0.06% | No change | 9,601 | $282K |
| Advisory Alpha, LLC | 0.01% | New | 9,507 | $280K |
| Raymond James Trust N.A. | 0.01% | Reduce -59.4% | 9,342 | $275K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +23.2% | 9,107 | $268K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +23.2% | 9,107 | $268K |
| Cranbrook Wealth Management, LLC | 0.06% | Add +2.3% | 9,064 | $267K |
| Betterment LLC | 0.00% | Add +4.4% | 8,915 | $262K |
| WJ Wealth Management, LLC | 0.09% | Reduce -71.8% | 8,900 | $262K |
| Money Concepts Capital Corp. | 0.02% | Add +9.9% | 8,697 | $256K |
| Carson Advisory Inc. | 0.16% | New | 8,598 | $253K |
| World Investment Advisors | 0.01% | Add +8.4% | 8,529 | $251K |
| REDW Wealth LLC | 0.06% | Reduce -7.0% | 8,494 | $250K |
| Bulltick Wealth Management, LLC | 0.06% | New | 8,478 | $249K |
| Stephens Group Asset Management, LLC | 0.02% | New | 8,376 | $246K |
| Latitude Advisors, LLC | 0.14% | Add +2.7% | 8,319 | $245K |
| Old National Bancorp | 0.01% | No change | 8,182 | $241K |
| Chesley Taft & Associates LLC | 0.01% | No change | 8,150 | $240K |
| Belpointe Asset Management LLC | 0.01% | New | 8,065 | $237K |
| Wealthspire Advisors, LLC | 0.00% | New | 8,018 | $236K |
| AQR Capital Management | 0.00% | No change | 8,009 | $236K |
| Brighton Jones LLC | 0.01% | Reduce -49.4% | 7,960 | $234K |
| BetterWealth, LLC | 0.07% | No change | 7,796 | $229K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 7,675 | $226K |
| Mfa Wealth Advisors, LLC | 0.05% | Reduce -93.0% | 7,672 | $226K |
| Portside Wealth Group, LLC | 0.04% | New | 7,668 | $226K |
| Howe & Rusling Inc. | 0.02% | Add +2.4% | 7,633 | $224K |
| Csenge Advisory Group | 0.01% | Reduce -10.2% | 7,370 | $215K |
| Stratos Investment Management, LLC | 0.01% | Add +1.0% | 7,240 | $213K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -12.6% | 7,054 | $207K |
| Independent Financial Group, LLC | 0.01% | Reduce -34.6% | 6,943 | $204K |
| TD Private Client Wealth LLC | 0.01% | Add +4.2% | 6,868 | $202K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -54.7% | 6,694 | $197K |
| Blair William & Co. | 0.00% | Add +32.5% | 5,869 | $173K |
| Lanark Financial, Inc. | 0.01% | Add +19.2% | 5,417 | $159K |
| FMR LLC | 0.00% | Add +61.4% | 5,260 | $155K |
| National Bank of Canada | 0.00% | No change | 4,820 | $142K |
| CIBC Private Wealth Group LLC | 0.00% | Add +733.5% | 4,776 | $140K |
| CoreCap Advisors, LLC | 0.01% | Reduce -98.7% | 4,522 | $133K |
| Financial Network Wealth Advisors LLC | 0.10% | Reduce -18.5% | 4,039 | $119K |
| Harbour Investments, Inc. | 0.00% | Reduce -23.7% | 3,797 | $112K |
| Tsfg, LLC | 0.02% | Add +1.8% | 3,515 | $103K |
| Peterson Financial Group, Inc. | 0.35% | New | 3,102 | $91K |
| Motco | 0.01% | No change | 3,097 | $91K |
| NorthRock Partners, LLC | 0.00% | Add +1.0% | 3,050 | $90K |
| Blue Trust, Inc. | 0.00% | Add +132.6% | 3,100 | $89K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 2,390 | $70K |
| Raffa Wealth Management, LLC | 0.02% | Add +18.4% | 2,301 | $68K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 2,227 | $65K |
| Northwest Capital Management Inc | 0.02% | Add +327.6% | 2,219 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,023 | $59K |
| Bokf, NA | 0.00% | No change | 2,030 | $59K |
| Abich Financial Wealth Management LLC | 0.12% | Reduce -81.7% | 1,748 | $51K |
| Fortitude Family Office, LLC | 0.02% | New | 1,600 | $47K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,575 | $46K |
| Richardson Financial Services Inc. | 0.03% | Add +11.0% | 1,599 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 1,406 | $41K |
| Castleview Partners, LLC | 0.02% | Reduce -5.3% | 1,403 | $41K |
| Nemes Rush Group LLC | 0.01% | Reduce -59.7% | 1,288 | $37K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 1,099 | $32K |
| Coppell Advisory Solutions LLC | 0.00% | Add +20.9% | 1,002 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +259.6% | 971 | $29K |
| Spire Wealth Management | 0.00% | Add +1.0% | 905 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 794 | $23K |
| Financial Gravity Companies, Inc. | 0.01% | — | 781 | $23K |
| Investors Research Corp | 0.00% | No change | 735 | $22K |
| Alaska Wealth Advisors, LLC | 0.00% | Add +0.4% | 728 | $21K |
| Sound Income Strategies, LLC | 0.00% | New | 690 | $20K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 673 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -7.1% | 650 | $19K |
| Signaturefd, LLC | 0.00% | Add +92.2% | 638 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 593 | $17K |
| Jones Financial Companies LLLP | 0.00% | Add +2.2% | 520 | $15K |
| SYSTM Wealth Solutions LLC | 0.42% | — | 471 | $14K |
| Pacifica Partners Inc. | 0.00% | No change | 384 | $11K |
| Continuum Advisory, LLC | 0.00% | Add +15.4% | 381 | $11K |
| Costello Asset Management, INC | 0.01% | New | 375 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 344 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 325 | $10K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 315 | $9K |
| Addison Advisors LLC | 0.00% | No change | 311 | $9K |
| Flaharty Asset Management, LLC | 0.00% | New | 305 | $9K |
| WASHINGTON TRUST Co | 0.00% | No change | 295 | $9K |
| Creekmur Asset Management LLC | 0.00% | Reduce -8.1% | 271 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 261 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 249 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -17.3% | 259 | $7K |
| New England Asset Management Inc. | 0.00% | No change | 200 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 193 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 162 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 138 | $4K |
| Stephens Consulting, LLC | 0.00% | New | 114 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 108 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +38.9% | 100 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 97 | $3K |
| Atwood & Palmer Inc. | 0.00% | No change | 90 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -68.0% | 79 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 72 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 44 | $1K |
| Capital Analysts, LLC | 0.00% | New | 40 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 27 | $794 |
| Concord Wealth Partners | 0.00% | No change | 22 | $647 |
| Realta Investment Advisors | 0.00% | New | 14 | $408 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 9 | $265 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 8 | $235 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 8 | $233 |
| Fourpath Capital Management, LLC | 0.00% | New | 4 | $118 |
| Eastern Bank | 0.00% | New | 1 | $29 |
| 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.