SS SPDR P St Term TSY ETFSPTSETF
13F holders, Q4 2024 (December 31)394holders +15
38new positions
47sold out
4famous investors
$29.01avg. 13F price*
At the end of Q4 2024, 394 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings, up 15 from Q3 2024. 38 opened new positions and 47 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($632.5M), Bank of America Corp. ($629.2M) and Richard Bernstein Advisors LLC ($375.2M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P St Term TSY ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $51.1M |
| Exits | 47 | $47.4M |
All 13F filers, Q3 2024 → Q4 2024: 10,955,538 shares bought and 15,261,167 shares sold, net −4,305,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| Municipal Employees' Retirement System of Michigan | 8.72% | Add +0.4% | 21,803,046 | $632.5M |
| Bank of America Corp. | 0.06% | Reduce -3.2% | 21,688,128 | $629.2M |
| Richard Bernstein Advisors LLC | 8.50% | Reduce -4.6% | 12,932,409 | $375.2M |
| State Street Corp. | 0.01% | Reduce -0.3% | 11,999,212 | $348.1M |
| Ameriprise Financial Inc. | 0.08% | Add +15.7% | 10,090,385 | $292.7M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -6.4% | 6,714,303 | $194.8M |
| LPL Financial LLC | 0.08% | Add +0.9% | 6,409,731 | $185.9M |
| GLOBALT Investments LLC / GA | 4.58% | Reduce -55.4% | 4,125,185 | $119.7M |
| Cerity Partners LLC | 0.18% | Add +2.0% | 2,914,528 | $84.6M |
| Merit Financial Group, LLC | 1.40% | Add +33.1% | 2,692,109 | $78.1M |
| Wells Fargo & Company | 0.02% | Add +35.2% | 2,456,927 | $71.3M |
| UBS Group AG | 0.02% | Add +5.4% | 2,355,404 | $68.3M |
| Royal Bank of Canada | 0.01% | Reduce -13.8% | 2,098,428 | $60.9M |
| GM Advisory Group, LLC | 3.34% | Reduce -0.5% | 2,080,597 | $60.4M |
| Truist Financial Corp. | 0.09% | Reduce -11.8% | 1,967,318 | $57.1M |
| HighTower Advisors, LLC | 0.07% | Add +2.6% | 1,875,746 | $54.4M |
| Morgan Stanley | 0.00% | Reduce -30.3% | 1,602,744 | $46.5M |
| Cobblestone Capital Advisors LLC | 2.46% | Add +1133.8% | 1,554,552 | $45.1M |
| Bank of Nova Scotia | 0.08% | Add +64.9% | 1,550,963 | $45.1M |
| Renaissance Technologies | 0.06% | Reduce -8.4% | 1,502,300 | $43.6M |
| Crane Advisory, LLC | 7.34% | Reduce -16.1% | 1,445,109 | $41.9M |
| Cape Cod Five Cents Savings Bank | 3.61% | No change | 1,380,036 | $40.6M |
| Private Advisor Group, LLC | 0.21% | Reduce -19.1% | 1,274,829 | $37.0M |
| Flputnam Investment Management Co. | 0.65% | Add +44.2% | 1,232,305 | $35.7M |
| Portland Global Advisors LLC | 4.39% | Add +16.3% | 1,194,790 | $34.7M |
| Evergreen Capital Management LLC | 1.06% | Reduce -16.8% | 1,126,101 | $32.7M |
| HHM Wealth Advisors, LLC | 4.39% | Add +4.0% | 1,111,856 | $32.3M |
| Matauro, LLC | 6.64% | — | 1,057,054 | $30.7M |
| Osaic Holdings, Inc. | 0.07% | Add +2.7% | 1,052,525 | $30.5M |
| Assetmark, Inc. | 0.08% | Add +135.7% | 1,003,885 | $29.1M |
| Park Avenue Securities LLC | 0.30% | Add +1.4% | 996,942 | $28.9M |
| Acorn Financial Advisory Services Inc. | 4.65% | Add +1.7% | 972,346 | $28.2M |
| Creative Financial Designs Inc. | 2.15% | Add +0.3% | 913,653 | $26.5M |
| Cwm, LLC | 0.10% | Reduce -53.8% | 858,500 | $24.9M |
| Heartwood Wealth Advisors LLC | 2.61% | Reduce 0.0% | 798,399 | $23.2M |
| Nelson Capital Management, LLC | 3.76% | Reduce -1.8% | 781,395 | $22.7M |
| Boston Standard Wealth Management, LLC | 4.10% | Add +2.7% | 726,663 | $21.1M |
| Quent Capital, LLC | 2.16% | Add +19.5% | 718,580 | $20.8M |
| Woodmont Investment Counsel LLC | 1.52% | Add +35.2% | 709,505 | $20.6M |
| Cetera Investment Advisers | 0.04% | Reduce -9.4% | 703,388 | $20.4M |
| One Day In July LLC | 2.10% | Add +16.5% | 690,826 | $20.0M |
| Willow Creek Wealth Management Inc. | 2.02% | Add +6.7% | 683,774 | $19.8M |
| Altfest L J & Co. Inc. | 2.44% | Add +2.8% | 659,411 | $19.1M |
| Castleark Management LLC | 0.61% | New | 607,790 | $17.6M |
| Bailard, Inc. | 0.45% | Add +37.6% | 603,985 | $17.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.74% | Add +2.9% | 585,416 | $17.0M |
| Capital Group Private Client Services, Inc. | 0.15% | Add +1.4% | 561,406 | $16.3M |
| Trilogy Capital Inc. | 0.79% | Reduce -4.6% | 530,063 | $15.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -52.5% | 526,834 | $15.3M |
| Great Point Wealth Advisors, LLC | 3.29% | Add +0.5% | 518,284 | $15.0M |
| Dagco, Inc. | 4.88% | Add +88.1% | 507,909 | $14.7M |
| Raymond James Financial Inc. | 0.01% | — | 503,876 | $14.6M |
| Better Money Decisions, LLC | 9.35% | Add +15.1% | 465,167 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +3.0% | 454,150 | $13.2M |
| First Trust Bank, Ltd. | 37.33% | No change | 446,560 | $13.0M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -11.9% | 438,170 | $12.7M |
| Signet Financial Management, LLC | 1.58% | Add +4.3% | 426,912 | $12.4M |
| Madison Asset Management, LLC | 0.14% | Reduce -29.8% | 424,210 | $12.3M |
| Madison Investment Advisors, LLC | 0.14% | — | 424,210 | $12.3M |
| O'Brien Wealth Partners LLC | 2.07% | Add +9.4% | 396,433 | $11.5M |
| St Germain D J Co. Inc. | 0.51% | Add +20.6% | 385,988 | $11.2M |
| Impact Partnership Wealth, LLC | 2.24% | Reduce -19.4% | 382,175 | $11.1M |
| Lowe Wealth Advisors, LLC | 4.57% | Add +16.4% | 370,031 | $10.7M |
| CreativeOne Wealth, LLC | 0.32% | Reduce -10.6% | 358,073 | $10.4M |
| Composition Wealth, LLC | 0.20% | Add +7.8% | 339,790 | $9.9M |
| Evermay Wealth Management LLC | 1.48% | New | 337,781 | $9.8M |
| Rinkey Investments | 3.13% | Add +7.3% | 337,730 | $9.8M |
| Wescott Financial Advisory Group, LLC | 1.01% | Reduce -5.2% | 334,476 | $9.7M |
| Treasure Coast Financial Planning | 6.22% | Reduce -13.2% | 325,414 | $9.4M |
| Modern Wealth Management, LLC | 0.35% | Add +361.8% | 323,902 | $9.4M |
| Manning & Napier Advisors LLC | 0.11% | Add +2.4% | 317,413 | $9.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +8.9% | 305,000 | $8.8M |
| Fiduciary Group, LLC | 0.87% | Add +85.7% | 297,359 | $8.6M |
| Tilson Financial Group, Inc. | 3.43% | Add +2.9% | 289,638 | $8.4M |
| MY Wealth Management Inc. | 8.21% | Reduce -0.3% | 283,468 | $8.2M |
| Manhattan West Asset Management, LLC | 2.12% | Reduce -12.6% | 270,977 | $7.9M |
| Integrated Capital Management, Inc. | 6.11% | Add +5.1% | 266,759 | $7.7M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -1.9% | 262,296 | $7.6M |
| Austin Wealth Management, LLC | 1.56% | Add +10.8% | 258,472 | $7.5M |
| S. R. Schill & Associates | 6.18% | Reduce -10.8% | 254,585 | $7.4M |
| DGS Capital Management, LLC | 1.82% | Add +3.2% | 251,130 | $7.3M |
| Private Wealth Group, LLC | 3.47% | Reduce -11.4% | 244,670 | $7.1M |
| Main Line Retirement Advisors, LLC | 4.47% | Reduce -2.5% | 233,771 | $6.8M |
| Silver Oak Securities, Incorporated | 0.63% | Add +2066.5% | 233,398 | $6.8M |
| Equitable Holdings, Inc. | 0.06% | Reduce -55.3% | 231,005 | $6.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.4% | 229,368 | $6.7M |
| Key Financial Inc | 1.51% | Reduce -2.9% | 228,893 | $6.6M |
| Transcend Capital Advisors, LLC | 0.47% | Reduce -3.7% | 226,107 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -1.7% | 214,754 | $6.2M |
| First Affirmative Financial Network | 3.55% | Add +2.9% | 212,110 | $6.2M |
| Fisher Asset Management | 0.00% | Reduce -54.8% | 205,877 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -21.1% | 205,763 | $6.0M |
| Synovus Financial Corp. | 0.08% | Reduce -52.0% | 204,709 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -4.0% | 200,221 | $5.8M |
| TPG Financial Advisors, LLC | 2.49% | Add +9.6% | 197,020 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +379.1% | 195,915 | $5.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.5% | 191,739 | $5.6M |
| Glen Eagle Advisors, LLC | 0.91% | Add +19.3% | 188,578 | $5.5M |
| Entrewealth, LLC | 5.05% | — | 186,463 | $5.5M |
| MML Investors Services, LLC | 0.02% | Reduce -1.7% | 185,802 | $5.4M |
| Cannon Wealth Management Services, LLC | 4.41% | Reduce -2.2% | 176,542 | $5.1M |
| Michael A. Dubis Financial Planning, LLC | 4.71% | — | 167,954 | $4.9M |
| Roundview Capital LLC | 0.32% | Reduce -5.8% | 159,931 | $4.6M |
| Theory Financial LLC | 1.90% | Add +4.7% | 156,652 | $4.5M |
| Hobart Private Capital, LLC | 1.12% | Add +23.8% | 155,956 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.21% | Reduce -11.6% | 153,559 | $4.5M |
| Slow Capital, Inc. | 0.61% | Add +29.1% | 148,675 | $4.3M |
| Mechanics Bank Trust Department | 0.57% | Reduce -5.4% | 146,544 | $4.3M |
| Money Design Co.,Ltd. | 0.21% | Reduce -21.1% | 144,518 | $4.2M |
| Good Life Advisors, LLC | 0.30% | Add +13.6% | 140,812 | $4.1M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -11.6% | 140,358 | $4.1M |
| Berkshire Asset Management LLC | 0.19% | Add +23.9% | 140,076 | $4.1M |
| Jump Financial, LLC | 0.08% | New | 134,039 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -3.3% | 132,690 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -9.7% | 130,992 | $3.8M |
| Avior Wealth Management, LLC | 0.14% | Add +1.4% | 129,985 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 128,018 | $3.7M |
| Pinnacle Financial Partners Inc | 0.07% | Add +75.4% | 126,021 | $3.7M |
| Waverly Advisors, LLC | 0.06% | Reduce -9.7% | 123,748 | $3.6M |
| Strategic Financial Concepts, LLC | 0.67% | New | 120,997 | $3.5M |
| US Financial Advisors, LLC | 1.08% | Add +0.0% | 120,755 | $3.5M |
| Faithward Advisors, LLC | 0.57% | New | 114,735 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -15.4% | 111,092 | $3.2M |
| Old Mission Capital LLC | 0.07% | New | 109,824 | $3.2M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -4.7% | 104,692 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.4% | 106,240 | $3.1M |
| Tidemark, LLC | 1.18% | Add +0.2% | 106,215 | $3.1M |
| Genesis Private Wealth, LLC | 1.68% | — | 104,972 | $3.0M |
| Fourth Dimension Wealth, LLC | 1.57% | — | 103,921 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.2% | 103,211 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.7% | 102,391 | $3.0M |
| Nwam LLC | 0.18% | Add +395.9% | 102,355 | $3.0M |
| Concourse Financial Group Securities, Inc. | 0.16% | Add +4.1% | 100,455 | $2.9M |
| 1620 Investment Advisors, Inc. | 2.24% | Add +1.9% | 99,730 | $2.9M |
| Zhang Financial LLC | 0.16% | Add +0.1% | 98,810 | $2.9M |
| Tempus Wealth Planning, LLC | 0.85% | Reduce -8.7% | 95,559 | $2.8M |
| Debussy Capital Management LP | 0.42% | Reduce -15.5% | 93,929 | $2.7M |
| Roberts Wealth Advisors, LLC | 0.83% | Add +7.5% | 94,030 | $2.7M |
| RFG Advisory, LLC | 0.08% | Add +3.2% | 93,851 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -20.7% | 91,348 | $2.7M |
| Providence Capital Advisors, LLC | 0.53% | Reduce -0.8% | 89,717 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +66.0% | 82,103 | $2.4M |
| Wrapmanager Inc. | 0.59% | Add +9.4% | 79,135 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +350.5% | 78,109 | $2.3M |
| Napa Wealth Management | 0.98% | Reduce -48.3% | 78,029 | $2.3M |
| Altiora Financial Group, LLC | 0.49% | Reduce -6.9% | 77,713 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.41% | Reduce -6.7% | 76,844 | $2.2M |
| Synergy Investment Management, LLC | 0.94% | — | 75,366 | $2.2M |
| Arax Advisory Partners | 0.14% | Add +2.4% | 74,620 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +18.9% | 73,431 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +14.3% | 72,108 | $2.1M |
| Ehrlich Financial Group | 1.48% | Add +4.9% | 71,988 | $2.1M |
| Foundations Investment Advisors, LLC | 0.04% | Add +9.1% | 71,585 | $2.1M |
| Global Retirement Partners, LLC | 0.06% | Add +26.8% | 70,302 | $2.0M |
| Ameritas Advisory Services, LLC | 0.07% | Add +40.1% | 69,523 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.24% | Add +45.9% | 69,267 | $2.0M |
| Independent Advisor Alliance | 0.03% | Add +574.7% | 69,027 | $2.0M |
| Goldstone Financial Group, LLC | 0.30% | Reduce -36.3% | 66,559 | $1.9M |
| Townsquare Capital LLC | 0.02% | Reduce -20.6% | 64,365 | $1.9M |
| Astoria Portfolio Advisors LLC. | 0.66% | Reduce -3.9% | 64,441 | $1.9M |
| Fonville Wealth Management LLC | 0.61% | Reduce -1.0% | 63,193 | $1.8M |
| Destiny Capital Corp | 1.11% | No change | 63,034 | $1.8M |
| Cary Street Partners Financial LLC | 0.06% | — | 62,768 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -3.9% | 61,993 | $1.8M |
| Fiduciary Financial Group, LLC | 0.38% | Add +0.7% | 60,665 | $1.8M |
| Napatree Capital LLC | 1.03% | Reduce -3.1% | 60,187 | $1.7M |
| Veltria Advisors Corp. | 0.72% | No change | 59,278 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 57,823 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -72.0% | 56,198 | $1.6M |
| Patron Partners, LLC | 0.88% | Reduce -0.6% | 56,028 | $1.6M |
| Visionary Horizons, LLC | 1.06% | Add +2.8% | 55,821 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Reduce -13.8% | 52,874 | $1.5M |
| TCFG Wealth Management, LLC | 0.77% | Reduce -31.7% | 52,473 | $1.5M |
| Vertex Planning Partners, LLC | 0.33% | Add +8.6% | 51,913 | $1.5M |
| Partners in Financial Planning | 0.30% | Add +5.8% | 50,946 | $1.5M |
| JT Stratford LLC | 0.24% | Reduce -4.0% | 50,936 | $1.5M |
| Allen Capital Group, LLC | 0.17% | Add +26.9% | 48,775 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -8.6% | 45,260 | $1.3M |
| Centric Wealth Management | 0.35% | Reduce -70.3% | 44,257 | $1.3M |
| TrinityPoint Wealth, LLC | 0.18% | Reduce -9.0% | 43,770 | $1.3M |
| Principal Securities, Inc. | 0.03% | Add +71.4% | 42,720 | $1.2M |
| Sovran Advisors, LLC | 0.17% | — | 41,352 | $1.2M |
| L.M. Kohn & Company | 0.31% | Reduce -20.0% | 40,633 | $1.2M |
| US Bancorp \de | 0.00% | Add +52.3% | 39,429 | $1.1M |
| SMI Advisory Services, LLC | 0.26% | Add +5.5% | 39,386 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +44.3% | 39,158 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -35.3% | 39,030 | $1.1M |
| Horan Securities, Inc. | 0.42% | Add +16.3% | 38,231 | $1.1M |
| Motley Fool Wealth Management, LLC | 0.06% | New | 38,086 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -13.0% | 37,838 | $1.1M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -21.1% | 36,174 | $1.0M |
| Private Trust Co. NA | 0.10% | Reduce -0.5% | 34,978 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Add +43.4% | 34,081 | $989K |
| Prosperity Wealth Management, Inc. | 0.41% | Reduce -7.4% | 33,912 | $984K |
| Lifeworks Advisors, LLC | 0.17% | Add +1.0% | 32,671 | $948K |
| Thompson Davis & Co., Inc. | 0.60% | Add +44.9% | 32,125 | $932K |
| Whittier Trust Co. | 0.01% | No change | 32,030 | $929K |
| SMART Wealth LLC | 0.33% | Reduce -67.1% | 31,773 | $922K |
| Wells Trecaso Financial Group, LLC | 0.30% | Add +28.2% | 31,122 | $903K |
| Smith Anglin Financial, LLC | 0.08% | Reduce -18.4% | 30,828 | $894K |
| Focus Partners Wealth | 0.00% | Add +6.8% | 29,809 | $865K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +0.6% | 29,438 | $854K |
| MKT Advisors LLC | 0.37% | Add +5.6% | 29,076 | $844K |
| Comprehensive Money Management Services LLC | 0.67% | — | 28,187 | $818K |
| Brookstone Capital Management | 0.01% | Reduce -58.0% | 27,422 | $796K |
| Citigroup Inc. | 0.00% | Reduce -5.4% | 26,790 | $777K |
| Breakwater Investment Management | 0.33% | Reduce -6.8% | 26,724 | $775K |
| WealthTrak Capital Management LLC | 0.63% | — | 25,740 | $747K |
| Optima Capital LLC | 0.50% | — | 25,111 | $728K |
| Calton & Associates, Inc. | 0.32% | New | 25,000 | $725K |
| Winch Advisory Services, LLC | 0.19% | Reduce -7.9% | 24,754 | $718K |
| Collaborative Wealth Managment Inc. | 0.32% | Add +5.2% | 24,027 | $697K |
| Clark Asset Management, LLC | 0.13% | Add +18.3% | 23,767 | $689K |
| Allworth Financial LP | 0.00% | Add +0.8% | 23,751 | $689K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +4.8% | 23,236 | $674K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -36.2% | 22,913 | $665K |
| Creative Planning | 0.00% | Reduce -31.1% | 22,396 | $650K |
| Choreo, LLC | 0.01% | Add +19.3% | 22,282 | $646K |
| Citadel Advisors | 0.00% | New | 21,619 | $627K |
| Maia Wealth LLC | 0.13% | Add +42.9% | 21,533 | $626K |
| Canandaigua National Trust Co of Florida | 0.46% | New | 20,467 | $594K |
| Comerica Bank | 0.00% | Reduce -24.9% | 20,010 | $581K |
| Main Street Financial Solutions, LLC | 0.06% | New | 19,963 | $579K |
| Howard Bailey Securities, LLC | 0.21% | Reduce -4.1% | 19,742 | $573K |
| NewEdge Advisors, LLC | 0.00% | Reduce -41.5% | 19,727 | $572K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +38.1% | 19,126 | $555K |
| Financial Advocates Investment Management | 0.03% | Add +3.1% | 18,675 | $542K |
| Front Row Advisors LLC | 0.19% | No change | 18,650 | $541K |
| Sowell Financial Services LLC | 0.03% | Reduce -16.1% | 18,637 | $541K |
| Hamilton Point Investment Advisors, LLC | 0.09% | New | 18,120 | $526K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 18,049 | $524K |
| Revisor Wealth Management LLC | 0.48% | New | 17,525 | $523K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1757.0% | 18,031 | $523K |
| Evensky & Katz LLC | 0.03% | Add +1.4% | 17,632 | $512K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -71.2% | 17,612 | $511K |
| Clearwater Capital Advisors, LLC | 0.05% | New | 17,503 | $508K |
| Betterment LLC | 0.00% | Add +95.5% | 17,432 | $506K |
| Aspire Private Capital, LLC | 0.13% | Add +17.9% | 17,414 | $505K |
| Retirement Capital Strategies | 0.19% | New | 17,229 | $500K |
| Financial Enhancement Group LLC | 0.08% | New | 17,135 | $496K |
| Eagle Ridge Investment Management | 0.04% | No change | 16,960 | $492K |
| Money Concepts Capital Corp. | 0.04% | Add +93.7% | 16,848 | $489K |
| Blue Trust, Inc. | 0.01% | Add +439.3% | 16,717 | $485K |
| TrueMark Investments, LLC | 0.15% | Add +40.3% | 16,460 | $478K |
| Successful Portfolios LLC | 0.32% | Reduce -2.8% | 16,427 | $477K |
| Cornerstone Financial Group, LLC | 0.46% | — | 16,261 | $472K |
| Traction Financial Partners, LLC | 0.36% | Reduce -11.5% | 15,956 | $463K |
| Triton Financial Group Inc | 0.29% | No change | 15,777 | $458K |
| Captrust Financial Advisors | 0.00% | Reduce -23.8% | 14,486 | $420K |
| Ground Swell Capital, LLC | 0.90% | New | 14,223 | $413K |
| Bank of Montreal | 0.00% | Reduce -16.6% | 14,129 | $410K |
| WorthPointe, LLC | 0.17% | New | 14,116 | $410K |
| Wesbanco Bank Inc. | 0.01% | Reduce -11.5% | 13,966 | $405K |
| Keystone Financial Group | 0.04% | Add +20.0% | 13,781 | $400K |
| Vise Technologies, Inc. | 0.03% | Add +5.4% | 13,396 | $389K |
| Larson Financial Group LLC | 0.02% | Reduce -5.0% | 13,318 | $386K |
| AE Wealth Management LLC | 0.00% | Reduce -14.4% | 13,267 | $385K |
| Falcon Wealth Planning | 0.04% | New | 13,170 | $382K |
| Acropolis Investment Management, LLC | 0.02% | Add +1.1% | 13,150 | $381K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.3% | 12,800 | $371K |
| Pallas Capital Advisors LLC | 0.02% | No change | 12,677 | $368K |
| HM Payson & Co. | 0.01% | Add +23.1% | 12,549 | $364K |
| IFP Advisors, Inc | 0.01% | Reduce -39.7% | 12,334 | $358K |
| Fifth Third Securities, Inc. | 0.03% | New | 12,289 | $357K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -75.6% | 11,965 | $347K |
| Tandem Investment Partners LLC | 0.33% | — | 11,829 | $343K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -18.2% | 11,700 | $339K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.9% | 11,676 | $339K |
| CW Advisors, LLC | 0.00% | Add +11.9% | 11,207 | $325K |
| One Degree Advisors Inc | 0.13% | Reduce -2.9% | 11,145 | $323K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.4% | 11,023 | $320K |
| Pinnacle Wealth Management Group, Inc. | 0.20% | Reduce -5.7% | 10,813 | $314K |
| Cranbrook Wealth Management, LLC | 0.07% | Add +19.0% | 10,788 | $313K |
| Private Wealth Advisors, LLC | 0.14% | Reduce -96.5% | 10,703 | $310K |
| Leo Wealth, LLC | 0.03% | Add +4.8% | 10,663 | $309K |
| Advisory Alpha, LLC | 0.01% | Add +11.3% | 10,585 | $307K |
| CGN Advisors LLC | 0.03% | Add +3.3% | 10,546 | $306K |
| Carnegie Investment Counsel | 0.01% | Add +0.4% | 10,513 | $305K |
| Austin Private Wealth, LLC | 0.03% | Add +1.7% | 10,194 | $296K |
| IFG Advisory, LLC | 0.02% | New | 9,730 | $282K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -19.5% | 9,528 | $276K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Reduce -15.3% | 9,382 | $272K |
| WNY Asset Management, LLC | 0.03% | Reduce -21.9% | 9,058 | $263K |
| TD Private Client Wealth LLC | 0.01% | Add +29.3% | 8,880 | $258K |
| 1832 Asset Management L.P. | 0.00% | Reduce -15.6% | 8,726 | $253K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 8,711 | $253K |
| Bulltick Wealth Management, LLC | 0.06% | No change | 8,478 | $246K |
| Stephens Group Asset Management, LLC | 0.02% | Add +0.2% | 8,393 | $243K |
| Blair William & Co. | 0.00% | Add +42.3% | 8,350 | $242K |
| Wisconsin Capital Management LLC | 0.13% | Reduce -61.7% | 8,300 | $241K |
| AQR Capital Management | 0.00% | Add +2.8% | 8,231 | $239K |
| Howe & Rusling Inc. | 0.02% | Add +7.3% | 8,188 | $238K |
| Chesley Taft & Associates LLC | 0.01% | No change | 8,150 | $236K |
| Belpointe Asset Management LLC | 0.01% | No change | 8,065 | $236K |
| World Investment Advisors | 0.01% | Reduce -5.9% | 8,025 | $233K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,018 | $233K |
| 4WEALTH Advisors, Inc. | 0.24% | — | 7,995 | $232K |
| Mach-1 Financial Group, LLC | 0.41% | Reduce -19.6% | 7,800 | $226K |
| BetterWealth, LLC | 0.06% | No change | 7,796 | $226K |
| Old National Bancorp | 0.01% | Reduce -8.1% | 7,520 | $218K |
| AlphaStar Capital Management, LLC | 0.02% | New | 7,517 | $218K |
| &partners | 0.00% | New | 7,470 | $216K |
| Impact Capital Partners LLC | 0.08% | — | 7,455 | $216K |
| Brighton Jones LLC | 0.01% | Reduce -7.3% | 7,383 | $214K |
| Dakota Wealth Management | 0.00% | Reduce -67.4% | 7,379 | $214K |
| Lido Advisors, LLC | 0.00% | Reduce -33.6% | 7,372 | $214K |
| Stratos Investment Management, LLC | 0.01% | Add +1.4% | 7,345 | $213K |
| Collier Financial | 0.19% | — | 7,344 | $213K |
| Csenge Advisory Group | 0.01% | Reduce -0.5% | 7,334 | $213K |
| WJ Wealth Management, LLC | 0.07% | Reduce -18.0% | 7,300 | $212K |
| Gibbs Wealth Management | 0.06% | Reduce -44.4% | 7,216 | $209K |
| REDW Wealth LLC | 0.07% | Reduce -15.8% | 7,155 | $208K |
| Essex Bank | 0.05% | New | 7,101 | $206K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +0.1% | 7,061 | $205K |
| Midwest Heritage Bank, FSB | 0.09% | New | 7,044 | $204K |
| Nemes Rush Group LLC | 0.03% | Add +443.3% | 6,997 | $203K |
| LifeSteps Financial, Inc. | 0.15% | New | 6,927 | $201K |
| CoreCap Advisors, LLC | 0.01% | Add +38.1% | 6,245 | $181K |
| C M Bidwell & Associates Ltd. | 0.11% | Reduce -21.5% | 6,025 | $175K |
| Capital Investment Counsel, Inc | 0.02% | New | 5,677 | $165K |
| MAI Capital Management | 0.00% | New | 5,295 | $154K |
| National Bank of Canada | 0.00% | No change | 4,820 | $140K |
| Harbour Investments, Inc. | 0.00% | Add +26.6% | 4,808 | $139K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,776 | $138K |
| Golden State Wealth Management, LLC | 0.02% | — | 4,375 | $127K |
| SBI Securities Co., Ltd. | 0.00% | — | 3,858 | $112K |
| Stonebridge Financial Group, LLC | 0.01% | — | 3,660 | $106K |
| Tsfg, LLC | 0.02% | Reduce -0.3% | 3,504 | $102K |
| FMR LLC | 0.00% | Reduce -38.5% | 3,237 | $94K |
| NorthRock Partners, LLC | 0.00% | Add +1.3% | 3,091 | $90K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +35.3% | 2,738 | $79K |
| Raffa Wealth Management, LLC | 0.02% | Add +16.4% | 2,678 | $78K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,533 | $73K |
| Financial Network Wealth Advisors LLC | 0.13% | Reduce -39.7% | 2,437 | $71K |
| Northwest Capital Management Inc | 0.03% | No change | 2,219 | $64K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -69.6% | 2,035 | $59K |
| Bokf, NA | 0.00% | No change | 2,030 | $59K |
| Fortitude Family Office, LLC | 0.02% | No change | 1,600 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,575 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 1,406 | $41K |
| Castleview Partners, LLC | 0.02% | No change | 1,403 | $41K |
| Ameriflex Group, Inc. | 0.02% | — | 1,320 | $38K |
| Richardson Financial Services Inc. | 0.03% | Reduce -17.2% | 1,324 | $38K |
| Wingate Wealth Advisors, Inc. | 0.04% | — | 1,315 | $38K |
| BankPlus Trust Department | 0.01% | — | 1,165 | $34K |
| EPG Wealth Management LLC | 0.01% | Add +1.5% | 1,115 | $32K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1,002 | $29K |
| Principia Wealth Advisory, LLC | 0.03% | — | 949 | $28K |
| Spire Wealth Management | 0.00% | Add +1.4% | 918 | $27K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +38.5% | 900 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 794 | $23K |
| Investors Research Corp | 0.00% | No change | 735 | $21K |
| Financial Gravity Companies, Inc. | 0.00% | Reduce -6.3% | 732 | $21K |
| BlackRock, Inc. | 0.00% | New | 675 | $20K |
| Signaturefd, LLC | 0.00% | Reduce -0.6% | 634 | $18K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -14.7% | 574 | $17K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.9% | 510 | $15K |
| Clearstead Advisors, LLC | 0.00% | Reduce -98.1% | 411 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 344 | $10K |
| Continuum Advisory, LLC | 0.00% | Reduce -11.6% | 337 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 325 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 315 | $9K |
| Addison Advisors LLC | 0.00% | No change | 311 | $9K |
| WASHINGTON TRUST Co | 0.00% | No change | 295 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +10.0% | 285 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 261 | $8K |
| Orion Capital Management LLC | 0.00% | New | 251 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 249 | $7K |
| Financial Life Planners | 0.01% | — | 229 | $7K |
| New England Asset Management Inc. | 0.00% | No change | 200 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 193 | $6K |
| Pacifica Partners Inc. | 0.00% | Reduce -53.1% | 180 | $5K |
| Park Square Financial Group, LLC | 0.00% | — | 162 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 162 | $5K |
| Stephens Consulting, LLC | 0.00% | Add +32.5% | 151 | $4K |
| FLP Wealth Management, LLC | 0.01% | — | 119 | $3K |
| New Millennium Group LLC | 0.00% | New | 111 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 108 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 100 | $3K |
| Mainstream Capital Management LLC | 0.00% | New | 97 | $3K |
| Your Advocates Ltd., LLP | 0.00% | New | 88 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 69 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 44 | $1K |
| Transce3nd, LLC | 0.00% | — | 32 | $928 |
| Founders Financial Alliance, LLC | 0.00% | No change | 27 | $783 |
| Dogwood Wealth Management LLC | 0.00% | New | 24 | $694 |
| BNP Paribas Financial Markets | 0.00% | New | 22 | $638 |
| Brooklyn Investment Group | 0.00% | New | 15 | $436 |
| Realta Investment Advisors | 0.00% | No change | 14 | $405 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 8 | $232 |
| Lanark Financial, Inc. | 0.02% | — | 6 | $187 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 3 | $87 |
| Eastern Bank | 0.00% | No change | 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.