SS SPDR P St Term TSY ETFSPTSETF
13F holders, Q1 2025 (March 31)381holders −13
40new positions
45sold out
4famous investors
$29.24avg. 13F price*
At the end of Q1 2025, 381 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings, down 13 from Q4 2024. 40 opened new positions and 45 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($641.2M), Bank of America Corp. ($598.8M) and Richard Bernstein Advisors LLC ($367.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P St Term TSY ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $148.6M |
| Exits | 45 | $28.7M |
All 13F filers, Q4 2024 → Q1 2025: 17,337,586 shares bought and 9,697,949 shares sold, net +7,639,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 381 holders
| Municipal Employees' Retirement System of Michigan | 8.12% | Add +0.6% | 21,929,077 | $641.2M |
| Bank of America Corp. | 0.05% | Reduce -5.6% | 20,477,325 | $598.8M |
| Richard Bernstein Advisors LLC | 8.89% | Reduce -2.8% | 12,568,160 | $367.5M |
| State Street Corp. | 0.01% | Add +0.2% | 12,018,527 | $351.4M |
| Ameriprise Financial Inc. | 0.08% | Reduce -3.4% | 9,750,710 | $285.1M |
| LPL Financial LLC | 0.09% | Add +16.7% | 7,481,610 | $218.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -4.7% | 6,399,618 | $187.1M |
| GLOBALT Investments LLC / GA | 4.95% | Add +0.3% | 4,139,060 | $121.0M |
| Merit Financial Group, LLC | 1.37% | Add +16.4% | 3,132,338 | $91.6M |
| Wells Fargo & Company | 0.02% | Add +16.7% | 2,867,613 | $83.8M |
| Cerity Partners LLC | 0.17% | Reduce -2.6% | 2,839,763 | $83.0M |
| Renaissance Technologies | 0.11% | Add +59.5% | 2,395,400 | $70.0M |
| Members Trust Co | 2.36% | New | 2,316,748 | $67.7M |
| Evermay Wealth Management LLC | 8.33% | Add +542.5% | 2,170,109 | $63.5M |
| Bank of Nova Scotia | 0.14% | Add +33.5% | 2,069,869 | $60.5M |
| GM Advisory Group, LLC | 3.20% | Reduce -2.5% | 2,028,753 | $59.3M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.7% | 1,862,835 | $54.5M |
| UBS Group AG | 0.01% | Reduce -25.8% | 1,748,814 | $51.1M |
| Morgan Stanley | 0.00% | Add +4.6% | 1,677,107 | $49.0M |
| Truist Financial Corp. | 0.08% | Reduce -16.4% | 1,644,334 | $48.1M |
| Royal Bank of Canada | 0.01% | Reduce -24.0% | 1,594,952 | $46.6M |
| Flputnam Investment Management Co. | 0.76% | Add +12.7% | 1,388,547 | $40.6M |
| Cape Cod Five Cents Savings Bank | 3.72% | No change | 1,380,036 | $40.6M |
| Portland Global Advisors LLC | 4.79% | Add +8.8% | 1,299,402 | $38.0M |
| Crane Advisory, LLC | 6.80% | Reduce -10.8% | 1,289,342 | $37.6M |
| Cwm, LLC | 0.14% | Add +37.8% | 1,182,901 | $34.6M |
| Osaic Holdings, Inc. | 0.07% | Add +9.1% | 1,148,078 | $33.6M |
| HHM Wealth Advisors, LLC | 4.45% | Add +1.8% | 1,131,634 | $33.1M |
| Private Advisor Group, LLC | 0.18% | Reduce -22.1% | 993,479 | $29.0M |
| Park Avenue Securities LLC | 0.35% | Reduce -2.6% | 971,376 | $28.4M |
| Acorn Financial Advisory Services Inc. | 4.99% | Reduce -3.0% | 943,704 | $27.6M |
| Trilogy Capital Inc. | 1.44% | Add +77.7% | 942,059 | $27.5M |
| Evergreen Capital Management LLC | 0.92% | Reduce -17.1% | 933,723 | $27.3M |
| Creative Financial Designs Inc. | 2.16% | Add +1.2% | 924,983 | $27.0M |
| Assetmark, Inc. | 0.07% | Reduce -16.5% | 838,313 | $24.5M |
| Heartwood Wealth Advisors LLC | 2.79% | Add +4.8% | 837,096 | $24.5M |
| Nelson Capital Management, LLC | 4.08% | Add +3.4% | 808,053 | $23.6M |
| Woodmont Investment Counsel LLC | 1.69% | Add +12.7% | 799,923 | $23.4M |
| Cetera Investment Advisers | 0.04% | Add +8.0% | 759,763 | $22.2M |
| One Day In July LLC | 2.15% | Add +6.5% | 735,912 | $21.5M |
| Boston Standard Wealth Management, LLC | 4.60% | Reduce -0.3% | 724,694 | $20.9M |
| Willow Creek Wealth Management Inc. | 1.99% | Add +2.2% | 698,590 | $20.4M |
| Dagco, Inc. | 6.49% | Add +35.2% | 686,526 | $20.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.86% | Add +12.2% | 656,814 | $19.2M |
| Impact Partnership Wealth, LLC | 4.06% | Add +70.2% | 650,438 | $19.0M |
| Quent Capital, LLC | 1.95% | Reduce -11.6% | 635,339 | $18.6M |
| Raymond James Financial Inc. | 0.01% | Add +23.7% | 623,365 | $18.2M |
| Castleark Management LLC | 0.62% | No change | 607,790 | $17.8M |
| Gradient Investments LLC | 0.35% | New | 590,659 | $17.3M |
| Capital Group Private Client Services, Inc. | 0.16% | Add +0.7% | 565,163 | $16.5M |
| Atria Wealth Solutions, Inc. | 0.19% | Add +648.0% | 549,275 | $16.1M |
| Matauro, LLC | 3.24% | Reduce -48.4% | 545,710 | $16.0M |
| Centric Wealth Management | 4.04% | Add +1088.7% | 526,100 | $15.4M |
| JPMorgan Chase & Co. | 0.00% | Add +166.2% | 521,541 | $15.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.9% | 516,874 | $15.1M |
| Great Point Wealth Advisors, LLC | 3.26% | Reduce -0.5% | 515,626 | $15.1M |
| Mariner, LLC | 0.02% | Add +782.3% | 495,814 | $14.5M |
| Better Money Decisions, LLC | 9.37% | Add +3.2% | 480,187 | $14.0M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 462,908 | $13.5M |
| NorthCoast Asset Management LLC | 0.07% | Add +5.2% | 460,755 | $13.5M |
| SeaBridge Investment Advisors LLC | 2.87% | New | 453,712 | $13.3M |
| St Germain D J Co. Inc. | 0.61% | Add +15.7% | 446,743 | $13.1M |
| Lowe Wealth Advisors, LLC | 4.92% | Add +7.0% | 395,826 | $11.6M |
| Signet Financial Management, LLC | 1.56% | Reduce -7.5% | 394,903 | $11.5M |
| O'Brien Wealth Partners LLC | 2.15% | Reduce -0.6% | 394,108 | $11.5M |
| Rinkey Investments | 3.54% | Add +13.2% | 382,240 | $11.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +259.0% | 381,428 | $11.2M |
| Good Life Advisors, LLC | 0.78% | Add +170.3% | 380,676 | $11.1M |
| Modern Wealth Management, LLC | 0.34% | Add +12.0% | 362,861 | $10.6M |
| Composition Wealth, LLC | 0.21% | Add +6.7% | 362,423 | $10.6M |
| Madison Asset Management, LLC | 0.12% | Reduce -16.4% | 354,843 | $10.4M |
| Fiduciary Group, LLC | 1.01% | Add +15.9% | 344,637 | $10.1M |
| Treasure Coast Financial Planning | 6.15% | Add +4.3% | 339,534 | $9.9M |
| Advisory Services Network, LLC | 0.19% | New | 332,060 | $9.7M |
| CreativeOne Wealth, LLC | 0.29% | Reduce -7.4% | 331,656 | $9.7M |
| Manhattan West Asset Management, LLC | 2.44% | Add +20.9% | 327,594 | $9.6M |
| Principia Wealth Advisory, LLC | 9.12% | Add +34072.5% | 324,297 | $9.5M |
| Manning & Napier Advisors LLC | 0.11% | Reduce -0.1% | 317,012 | $9.3M |
| Glen Eagle Advisors, LLC | 1.48% | Add +62.0% | 305,525 | $8.9M |
| Wescott Financial Advisory Group, LLC | 0.91% | Reduce -9.9% | 301,423 | $8.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -1.6% | 300,000 | $8.8M |
| Equitable Holdings, Inc. | 0.08% | Add +28.5% | 296,854 | $8.7M |
| Tilson Financial Group, Inc. | 3.43% | Add +2.4% | 296,475 | $8.7M |
| MTC Wealth Management LLC | 4.19% | New | 291,779 | $8.5M |
| Integrated Capital Management, Inc. | 6.55% | Add +5.6% | 281,715 | $8.2M |
| MY Wealth Management Inc. | 7.94% | Reduce -0.9% | 280,822 | $8.2M |
| Bailard, Inc. | 0.21% | Reduce -53.8% | 279,125 | $8.2M |
| S. R. Schill & Associates | 6.42% | Add +8.2% | 275,332 | $8.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +38.2% | 264,904 | $7.7M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -1.4% | 258,654 | $7.6M |
| Austin Wealth Management, LLC | 1.50% | Reduce -0.9% | 256,132 | $7.5M |
| PFG Advisors | 0.41% | New | 248,482 | $7.3M |
| DGS Capital Management, LLC | 1.91% | Reduce -1.4% | 247,682 | $7.2M |
| Silver Oak Securities, Incorporated | 0.66% | Add +3.0% | 240,273 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +28.3% | 238,283 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +129.0% | 236,393 | $6.9M |
| Main Line Retirement Advisors, LLC | 4.47% | Add +0.6% | 235,179 | $6.9M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +181.8% | 231,388 | $6.8M |
| Key Financial Inc | 1.47% | Add +0.8% | 230,611 | $6.7M |
| Synovus Financial Corp. | 0.09% | Add +12.1% | 229,392 | $6.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.3% | 228,756 | $6.7M |
| Clear Creek Financial Management, LLC | 0.69% | Add +529.2% | 227,612 | $6.7M |
| Transcend Capital Advisors, LLC | 0.47% | Reduce -0.3% | 225,400 | $6.6M |
| First Affirmative Financial Network | 3.97% | Add +4.4% | 221,525 | $6.5M |
| Private Wealth Group, LLC | 3.69% | Reduce -12.3% | 214,635 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.3% | 212,630 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -1.8% | 210,816 | $6.2M |
| Entrewealth, LLC | 4.55% | Add +8.7% | 202,604 | $5.9M |
| TPG Financial Advisors, LLC | 2.60% | Add +2.0% | 200,967 | $5.9M |
| Cobblestone Capital Advisors LLC | 0.29% | Reduce -88.3% | 181,996 | $5.3M |
| Cannon Wealth Management Services, LLC | 4.72% | Add +2.6% | 181,093 | $5.3M |
| Fisher Asset Management | 0.00% | Reduce -13.3% | 178,544 | $5.2M |
| Slow Capital, Inc. | 0.67% | Add +15.5% | 171,678 | $5.0M |
| Michael A. Dubis Financial Planning, LLC | 4.79% | Add +0.5% | 168,753 | $4.9M |
| Berkshire Asset Management LLC | 0.23% | Add +19.2% | 167,011 | $4.9M |
| Theory Financial LLC | 2.03% | Add +5.1% | 164,674 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -18.5% | 163,167 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +15.1% | 161,519 | $4.7M |
| Faithward Advisors, LLC | 0.79% | Add +34.8% | 154,632 | $4.5M |
| Waverly Advisors, LLC | 0.06% | Add +24.9% | 154,595 | $4.5M |
| Fourth Dimension Wealth, LLC | 2.13% | Add +45.1% | 150,769 | $4.4M |
| Mechanics Bank Trust Department | 0.60% | Add +1.8% | 149,200 | $4.4M |
| Hobbs Group Advisors, LLC | 1.61% | New | 144,863 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +81.8% | 142,036 | $4.2M |
| Roundview Capital LLC | 0.29% | Reduce -13.4% | 138,553 | $4.1M |
| Strategic Financial Concepts, LLC | 0.74% | Add +11.5% | 134,880 | $3.9M |
| Avior Wealth Management, LLC | 0.15% | Add +2.2% | 132,899 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -13.7% | 132,576 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -1.4% | 130,867 | $3.8M |
| Synergy Investment Management, LLC | 1.53% | Add +66.4% | 125,383 | $3.7M |
| US Financial Advisors, LLC | 1.07% | Add +2.5% | 123,832 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.2% | 120,094 | $3.5M |
| Nwam LLC | 0.29% | Add +13.6% | 116,290 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +24.9% | 114,065 | $3.3M |
| Genesis Private Wealth, LLC | 1.68% | Add +3.4% | 108,541 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 107,739 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -18.2% | 107,183 | $3.1M |
| Atria Investments, Inc | 0.04% | Reduce -3.8% | 106,836 | $3.1M |
| 1620 Investment Advisors, Inc. | 2.44% | Add +7.0% | 106,672 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.10% | New | 106,634 | $3.1M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -3.6% | 100,875 | $3.0M |
| Optima Capital LLC | 1.93% | Add +313.3% | 103,774 | $3.0M |
| Fonville Wealth Management LLC | 0.88% | Add +61.4% | 102,000 | $3.0M |
| RFG Advisory, LLC | 0.08% | Add +7.1% | 100,531 | $2.9M |
| Citadel Advisors | 0.00% | Add +361.0% | 99,658 | $2.9M |
| Tidemark, LLC | 1.07% | Reduce -6.4% | 99,392 | $2.9M |
| Zhang Financial LLC | 0.15% | Reduce -0.0% | 98,777 | $2.9M |
| Money Design Co.,Ltd. | 0.14% | Reduce -33.2% | 96,499 | $2.8M |
| Foundations Investment Advisors, LLC | 0.05% | Add +32.0% | 94,488 | $2.8M |
| Wrapmanager Inc. | 0.71% | Add +16.6% | 92,243 | $2.7M |
| Providence Capital Advisors, LLC | 0.55% | Add +1.1% | 90,702 | $2.7M |
| JT Stratford LLC | 0.47% | Add +77.8% | 90,546 | $2.6M |
| Debussy Capital Management LP | 0.42% | Reduce -5.4% | 88,831 | $2.6M |
| Tempus Wealth Planning, LLC | 0.77% | Reduce -7.8% | 88,131 | $2.6M |
| Hobart Private Capital, LLC | 0.64% | Reduce -43.8% | 87,733 | $2.6M |
| Roberts Wealth Advisors, LLC | 0.77% | Reduce -9.6% | 84,986 | $2.5M |
| Arax Advisory Partners | 0.15% | Add +9.0% | 81,308 | $2.4M |
| Altiora Financial Group, LLC | 0.48% | Reduce -0.0% | 77,683 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.41% | Reduce -0.2% | 76,664 | $2.2M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -39.2% | 76,641 | $2.2M |
| Ehrlich Financial Group | 1.52% | Reduce -0.8% | 71,402 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.24% | Add +0.4% | 69,517 | $2.0M |
| Goldstone Financial Group, LLC | 0.29% | Reduce -0.8% | 66,010 | $1.9M |
| MKT Advisors LLC | 0.88% | Add +120.2% | 64,022 | $1.9M |
| Townsquare Capital LLC | 0.02% | Reduce -1.4% | 63,462 | $1.9M |
| Integrity Alliance, Llc. | 0.07% | New | 62,744 | $1.8M |
| Allen Capital Group, LLC | 0.20% | Add +22.2% | 59,619 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -5.0% | 58,879 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +0.8% | 58,292 | $1.7M |
| Napatree Capital LLC | 0.95% | Reduce -4.3% | 57,610 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Add +8.7% | 57,469 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -22.1% | 56,209 | $1.6M |
| Visionary Horizons, LLC | 1.14% | Reduce -0.7% | 55,431 | $1.6M |
| Fiduciary Financial Group, LLC | 0.35% | Reduce -8.9% | 55,276 | $1.6M |
| Advisor Resource Council | 0.13% | New | 60,458 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 54,933 | $1.6M |
| Patron Partners, LLC | 0.79% | Reduce -10.3% | 50,274 | $1.5M |
| Astoria Portfolio Advisors LLC. | 0.50% | Reduce -22.3% | 50,059 | $1.5M |
| Partners in Financial Planning | 0.29% | Reduce -2.0% | 49,929 | $1.5M |
| Destiny Capital Corp | 0.99% | Reduce -21.4% | 49,524 | $1.4M |
| Altfest L J & Co. Inc. | 0.18% | Reduce -92.6% | 48,783 | $1.4M |
| Financial Advocates Investment Management | 0.09% | Add +145.0% | 45,759 | $1.3M |
| TCFG Wealth Management, LLC | 0.66% | Reduce -15.0% | 44,615 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | New | 42,684 | $1.2M |
| Western Wealth Management, LLC | 0.08% | Add +24.9% | 42,581 | $1.2M |
| Principal Securities, Inc. | 0.03% | No change | 42,720 | $1.2M |
| L.M. Kohn & Company | 0.32% | Add +3.0% | 41,874 | $1.2M |
| Blue Trust, Inc. | 0.02% | Add +149.2% | 41,665 | $1.2M |
| Creative Planning | 0.00% | Add +84.0% | 41,206 | $1.2M |
| US Bancorp \de | 0.00% | Add +0.8% | 39,740 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Reduce -1.9% | 38,274 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +0.7% | 38,118 | $1.1M |
| Simplicity Wealth,LLC | 0.09% | New | 37,797 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -17.0% | 37,583 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Reduce -4.8% | 37,261 | $1.1M |
| Thompson Davis & Co., Inc. | 0.85% | Add +14.6% | 36,825 | $1.1M |
| Horan Securities, Inc. | 0.40% | Reduce -4.4% | 36,544 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +1.9% | 35,656 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +76.2% | 34,757 | $1.0M |
| AlphaQ Advisors LLC | 2.41% | New | 34,348 | $1.0M |
| Transatlantique Private Wealth LLC | 0.39% | New | 33,173 | $970K |
| Whittier Trust Co. | 0.01% | No change | 32,030 | $936K |
| Prosperity Wealth Management, Inc. | 0.44% | Reduce -6.3% | 31,776 | $929K |
| Wells Trecaso Financial Group, LLC | 0.30% | Reduce -2.6% | 30,318 | $886K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -56.9% | 29,990 | $870K |
| Aspire Private Capital, LLC | 0.22% | Add +70.6% | 29,705 | $869K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +26.4% | 29,365 | $859K |
| Paladin Wealth, LLC | 0.76% | New | 28,807 | $842K |
| Rehmann Capital Advisory Group | 0.05% | New | 28,589 | $836K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +45.5% | 27,827 | $814K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -56.3% | 27,439 | $802K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +342400.0% | 27,400 | $801K |
| Swmg, LLC | 0.32% | New | 27,308 | $800K |
| Carnegie Investment Counsel | 0.02% | Add +156.8% | 26,995 | $789K |
| Focus Partners Wealth | 0.00% | Reduce -9.7% | 26,931 | $787K |
| Maia Wealth LLC | 0.18% | Add +25.0% | 26,923 | $786K |
| Citigroup Inc. | 0.00% | No change | 26,790 | $783K |
| Breakwater Investment Management | 0.33% | No change | 26,724 | $781K |
| Lifeworks Advisors, LLC | 0.13% | Reduce -18.4% | 26,647 | $779K |
| Comprehensive Money Management Services LLC | 0.62% | Reduce -6.4% | 26,387 | $772K |
| WorthPointe, LLC | 0.34% | Add +83.0% | 25,828 | $755K |
| Calton & Associates, Inc. | 0.17% | No change | 25,000 | $731K |
| Winch Advisory Services, LLC | 0.19% | Reduce -1.1% | 24,474 | $716K |
| Betterment LLC | 0.00% | Add +38.2% | 24,098 | $705K |
| Allworth Financial LP | 0.00% | Reduce -1.0% | 23,511 | $688K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +29.0% | 23,263 | $680K |
| Sovran Advisors, LLC | 0.09% | Reduce -43.9% | 23,192 | $678K |
| Clark Asset Management, LLC | 0.11% | Reduce -4.1% | 22,790 | $666K |
| Comerica Bank | 0.00% | Add +10.5% | 22,114 | $647K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -5.4% | 21,673 | $634K |
| Collaborative Wealth Managment Inc. | 0.29% | Reduce -10.6% | 21,479 | $628K |
| Choreo, LLC | 0.01% | Reduce -5.2% | 21,115 | $617K |
| Brown Financial Advisors | 0.25% | New | 20,842 | $609K |
| Sax Wealth Advisors, LLC | 0.04% | New | 20,830 | $609K |
| Brookstone Capital Management | 0.01% | Reduce -27.1% | 19,986 | $584K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 19,782 | $578K |
| Sowell Financial Services LLC | 0.03% | Add +3.6% | 19,302 | $564K |
| Clearwater Capital Advisors, LLC | 0.05% | Add +9.5% | 19,167 | $560K |
| Perigon Wealth Management, LLC | 0.01% | New | 18,959 | $554K |
| Front Row Advisors LLC | 0.21% | No change | 18,650 | $545K |
| Falcon Wealth Planning | 0.06% | Add +38.7% | 18,265 | $534K |
| WealthTrak Capital Management LLC | 0.46% | Reduce -29.1% | 18,240 | $533K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 18,132 | $530K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 18,049 | $528K |
| Evensky & Katz LLC | 0.03% | Reduce -1.2% | 17,425 | $510K |
| Retirement Capital Strategies | 0.20% | No change | 17,229 | $504K |
| Money Concepts Capital Corp. | 0.04% | Reduce -2.5% | 16,434 | $481K |
| Howard Bailey Securities, LLC | 0.16% | Reduce -17.3% | 16,323 | $477K |
| Bank of Montreal | 0.00% | Add +13.7% | 16,062 | $470K |
| Successful Portfolios LLC | 0.32% | Reduce -3.5% | 15,859 | $464K |
| Cornerstone Financial Group, LLC | 0.41% | Reduce -3.6% | 15,682 | $456K |
| SMART Wealth LLC | 0.16% | Reduce -51.0% | 15,577 | $455K |
| Ascent Group, LLC | 0.02% | New | 15,198 | $444K |
| Keystone Financial Group | 0.05% | Add +10.2% | 15,182 | $444K |
| Golden State Wealth Management, LLC | 0.07% | Add +242.7% | 14,994 | $438K |
| AE Wealth Management LLC | 0.00% | Add +8.8% | 14,429 | $422K |
| Financial Enhancement Group LLC | 0.07% | Reduce -15.9% | 14,418 | $422K |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 14,199 | $415K |
| SMI Advisory Services, LLC | 0.09% | Reduce -64.5% | 13,974 | $408K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -56.0% | 13,568 | $397K |
| Wesbanco Bank Inc. | 0.01% | Reduce -4.6% | 13,328 | $390K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 13,324 | $390K |
| HM Payson & Co. | 0.01% | Add +6.1% | 13,311 | $389K |
| Summit Financial, LLC | 0.01% | New | 13,190 | $386K |
| First Heartland Consultants, Inc. | 0.04% | New | 13,164 | $385K |
| Acropolis Investment Management, LLC | 0.02% | No change | 13,150 | $385K |
| Signaturefd, LLC | 0.01% | Add +1913.6% | 12,766 | $373K |
| Pallas Capital Advisors LLC | 0.02% | No change | 12,677 | $371K |
| Independent Advisor Alliance | 0.01% | Reduce -82.4% | 12,173 | $356K |
| Tandem Investment Partners LLC | 0.35% | Add +2.6% | 12,142 | $355K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +340.6% | 12,063 | $353K |
| Jump Financial, LLC | 0.01% | Reduce -91.4% | 11,468 | $335K |
| Cranbrook Wealth Management, LLC | 0.08% | Add +5.5% | 11,385 | $333K |
| CW Advisors, LLC | 0.00% | No change | 11,207 | $328K |
| One Degree Advisors Inc | 0.13% | Reduce -0.3% | 11,107 | $324K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.5% | 11,077 | $324K |
| Lido Advisors, LLC | 0.00% | Add +48.2% | 10,928 | $320K |
| IFP Advisors, Inc | 0.01% | Reduce -11.8% | 10,879 | $318K |
| Austin Private Wealth, LLC | 0.03% | Add +4.5% | 10,658 | $312K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | Reduce -2.3% | 10,563 | $309K |
| Mattson Financial Services, LLC | 0.09% | New | 10,454 | $306K |
| Leo Wealth, LLC | 0.04% | Reduce -6.2% | 10,000 | $292K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -14.5% | 10,000 | $292K |
| Lumbard & Kellner, LLC | 0.13% | New | 9,900 | $289K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -11.8% | 9,726 | $284K |
| TD Private Client Wealth LLC | 0.01% | Add +9.0% | 9,680 | $283K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -20.1% | 9,556 | $279K |
| GWN Securities Inc. | 0.02% | New | 9,488 | $277K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -3.3% | 9,214 | $269K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -25.4% | 9,164 | $268K |
| WNY Asset Management, LLC | 0.03% | No change | 9,058 | $265K |
| Traction Financial Partners, LLC | 0.20% | Reduce -45.8% | 8,656 | $253K |
| Bulltick Wealth Management, LLC | 0.07% | Add +1.7% | 8,621 | $252K |
| World Investment Advisors | 0.01% | Add +6.1% | 8,516 | $249K |
| Private Wealth Advisors, LLC | 0.10% | Reduce -20.4% | 8,514 | $249K |
| Wisconsin Capital Management LLC | 0.15% | No change | 8,300 | $243K |
| Chesley Taft & Associates LLC | 0.01% | No change | 8,150 | $238K |
| IFG Advisory, LLC | 0.01% | Reduce -17.5% | 8,023 | $235K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,018 | $234K |
| AQR Capital Management | 0.00% | Reduce -2.7% | 8,009 | $234K |
| Napa Wealth Management | 0.13% | Reduce -89.9% | 7,906 | $231K |
| BetterWealth, LLC | 0.06% | No change | 7,796 | $228K |
| Nemes Rush Group LLC | 0.03% | Add +8.0% | 7,554 | $221K |
| Old National Bancorp | 0.01% | No change | 7,520 | $220K |
| &partners | 0.00% | No change | 7,470 | $218K |
| Howe & Rusling Inc. | 0.02% | Reduce -9.2% | 7,432 | $217K |
| Brighton Jones LLC | 0.01% | Add +0.7% | 7,433 | $217K |
| Raab & Moskowitz Asset Management LLC | 0.05% | Reduce -21.1% | 7,398 | $216K |
| WJ Wealth Management, LLC | 0.07% | Reduce -2.0% | 7,150 | $209K |
| SkyOak Wealth, LLC | 0.05% | New | 7,071 | $207K |
| Midwest Heritage Bank, FSB | 0.08% | No change | 7,044 | $206K |
| Essex Bank | 0.05% | Reduce -1.0% | 7,033 | $206K |
| Parallel Advisors, LLC | 0.00% | Add +2572.8% | 6,976 | $204K |
| 4WEALTH Advisors, Inc. | 0.23% | Reduce -12.9% | 6,961 | $204K |
| LifeSteps Financial, Inc. | 0.16% | No change | 6,927 | $203K |
| Blair William & Co. | 0.00% | Reduce -23.9% | 6,356 | $186K |
| C M Bidwell & Associates Ltd. | 0.11% | No change | 6,025 | $176K |
| Lanark Financial, Inc. | 0.01% | — | 5,922 | $173K |
| Collier Financial | 0.14% | Reduce -21.1% | 5,797 | $170K |
| CoreCap Advisors, LLC | 0.01% | Reduce -15.3% | 5,287 | $155K |
| SVB Wealth LLC | 0.01% | New | 5,092 | $149K |
| MAI Capital Management | 0.00% | Reduce -4.8% | 5,040 | $147K |
| National Bank of Canada | 0.00% | Reduce -0.7% | 4,785 | $140K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.6% | 4,683 | $137K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -74.1% | 4,565 | $133K |
| Tsfg, LLC | 0.02% | Add +16.8% | 4,091 | $120K |
| WASHINGTON TRUST Co | 0.00% | Add +1165.1% | 3,732 | $109K |
| Financial Network Wealth Advisors LLC | 0.14% | Add +49.2% | 3,637 | $106K |
| FMR LLC | 0.00% | Add +1.5% | 3,287 | $96K |
| NorthRock Partners, LLC | 0.00% | Add +0.6% | 3,110 | $91K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.7% | 2,696 | $79K |
| BNP Paribas Financial Markets | 0.00% | Add +10454.5% | 2,322 | $68K |
| CX Institutional | 0.00% | New | 2,214 | $65K |
| Northwest Capital Management Inc | 0.03% | No change | 2,219 | $65K |
| Kiker Wealth Management, LLC | 0.04% | New | 2,195 | $64K |
| Bokf, NA | 0.00% | No change | 2,030 | $59K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -53.1% | 1,810 | $53K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -20.6% | 1,616 | $47K |
| Jones Financial Companies LLLP | 0.00% | Add +205.1% | 1,556 | $45K |
| Colonial Trust Co / SC | 0.01% | Add +0.7% | 1,416 | $41K |
| Elite Financial, Inc. | 0.02% | New | 1,435 | $41K |
| Columbia River Financial Group, LLC | 0.02% | New | 1,225 | $35K |
| BankPlus Trust Department | 0.01% | No change | 1,165 | $34K |
| EPG Wealth Management LLC | 0.01% | Add +0.6% | 1,122 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +20.6% | 1,085 | $32K |
| Rossby Financial, LCC | 0.01% | New | 965 | $28K |
| Spire Wealth Management | 0.00% | Add +0.7% | 924 | $27K |
| Ameriflex Group, Inc. | 0.01% | Reduce -34.6% | 863 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 794 | $23K |
| Investors Research Corp | 0.00% | No change | 735 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 696 | $20K |
| BlackRock, Inc. | 0.00% | No change | 675 | $20K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 574 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -88.0% | 573 | $17K |
| Richardson Financial Services Inc. | 0.01% | Reduce -67.1% | 436 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 411 | $12K |
| Continuum Advisory, LLC | 0.00% | Add +11.6% | 376 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 344 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 325 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 319 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 315 | $9K |
| Addison Advisors LLC | 0.00% | No change | 311 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 251 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 249 | $7K |
| New England Asset Management Inc. | 0.00% | No change | 200 | $6K |
| Your Advocates Ltd., LLP | 0.00% | Add +125.0% | 198 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 193 | $6K |
| Pacifica Partners Inc. | 0.00% | No change | 180 | $5K |
| Park Square Financial Group, LLC | 0.00% | No change | 162 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 151 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 108 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 100 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +1.4% | 70 | $2K |
| AlphaCore Capital LLC | 0.00% | New | 45 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 44 | $1K |
| Transce3nd, LLC | 0.00% | No change | 32 | $936 |
| Founders Financial Alliance, LLC | 0.00% | No change | 27 | $789 |
| Spurstone Advisory Services, LLC | 0.01% | New | 24 | $701 |
| LRI Investments, LLC | 0.00% | New | 5 | $146 |
| Eastern Bank | 0.00% | No change | 1 | $29 |
| Dogwood Wealth Management LLC | 0.00% | Reduce -95.8% | 1 | $27 |
"% 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.