SS SPDR P St Term TSY ETFSPTSETF

13F holders, Q3 2025 (September 30)
393holders +4
42new positions
36sold out
3famous investors
$29.32avg. 13F price*

At the end of Q3 2025, 393 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings, up 4 from Q2 2025. 42 opened new positions and 36 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($643.4M), Bank of America Corp. ($474.0M) and State Street Corp. ($376.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% 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 SERIES TRUST (Q3 2025)
CUSIP
78468R101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 343Q1 2024Q2 2024: 362Q2 2024Q3 2024: 379Q3 2024Q4 2024: 394Q4 2024Q1 2025: 381Q1 2025Q2 2025: 389Q2 2025Q3 2025: 393Q3 2025Q4 2025: 422Q4 2025Q1 2026: 424Q1 2026Q2 2026: 411Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions42$58.8M
Exits36$25.9M

All 13F filers, Q2 2025 → Q3 2025: 10,797,840 shares bought and 10,712,755 shares sold, net +85,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 393 holders

Municipal Employees' Retirement System of Michigan 7.45% No change 21,942,738 $643.4M
Bank of America Corp. 0.04% Reduce -2.7% 16,168,141 $474.0M
State Street Corp. 0.01% Add +3.3% 12,823,387 $376.0M
LPL Financial LLC 0.07% Add +1.3% 8,615,244 $252.6M
Richard Bernstein Advisors LLC 5.94% Reduce -2.5% 7,103,678 $208.3M
Envestnet Asset Management Inc. 0.05% Add +0.4% 5,539,655 $162.4M
GLOBALT Investments LLC / GA 4.77% Reduce -1.8% 4,455,248 $130.6M
Ameriprise Financial Inc. 0.03% Reduce -3.8% 4,127,736 $121.0M
Members Trust Co 3.33% Add +1.8% 3,450,568 $101.2M
Wells Fargo & Company 0.02% Add +2.9% 2,842,169 $83.3M
Cerity Partners LLC 0.13% Add +0.5% 2,781,660 $81.6M
Evermay Wealth Management LLC 8.62% Add +11.1% 2,571,402 $75.4M
HighTower Advisors, LLC 0.07% Reduce -1.2% 2,126,661 $62.4M
Royal Bank of Canada 0.01% Add +72.7% 2,111,986 $61.9M
Flputnam Investment Management Co. 0.89% Add +10.9% 2,035,594 $59.7M
GM Advisory Group, LLC 2.38% Reduce -4.6% 1,908,699 $56.0M
Modern Wealth Management, LLC 1.01% Add +74.9% 1,745,879 $51.2M
Cwm, LLC 0.14% Add +88.9% 1,624,900 $47.6M
Portland Global Advisors LLC 4.90% Add +8.5% 1,498,106 $43.9M
Morgan Stanley 0.00% Reduce -15.3% 1,497,839 $43.9M
Cape Cod Five Cents Savings Bank 3.72% No change 1,380,036 $40.6M
Truist Financial Corp. 0.05% Reduce -1.1% 1,368,305 $40.1M
Castleark Management LLC 1.10% No change 1,334,080 $39.1M
Osaic Holdings, Inc. 0.05% Add +3.8% 1,324,517 $38.9M
Bank of Nova Scotia 0.06% Add +27.1% 1,240,329 $36.4M
Dagco, Inc. 8.42% Add +35.2% 1,142,511 $33.5M
Gerber Kawasaki Wealth & Investment Management 1.13% Add +68.1% 1,119,208 $32.8M
HHM Wealth Advisors, LLC 3.79% Add +1.8% 1,116,467 $32.7M
Acorn Financial Advisory Services Inc. 4.52% Add +3.4% 1,005,112 $29.5M
Renaissance Technologies 0.04% Reduce -41.3% 961,800 $28.2M
Crane Advisory, LLC 4.37% Add +3.6% 950,856 $27.8M
Creative Financial Designs Inc. 1.86% Add +5.3% 944,178 $27.7M
Woodmont Investment Counsel LLC 1.83% Add +10.3% 940,577 $27.6M
Raymond James Financial Inc. 0.01% Add +16.4% 921,116 $27.0M
Cetera Investment Advisers 0.03% Add +28.7% 891,541 $26.1M
Park Avenue Securities LLC 0.19% Reduce -9.0% 850,669 $24.9M
Heartwood Wealth Advisors LLC 2.32% Add +1.5% 847,944 $24.9M
Nelson Capital Management, LLC 2.91% Add +3.7% 833,569 $24.4M
Evergreen Capital Management LLC 0.58% Reduce -2.0% 828,952 $24.3M
Assetmark, Inc. 0.05% Reduce -45.7% 789,710 $23.2M
Boston Standard Wealth Management, LLC 3.87% Add +5.0% 785,241 $23.0M
Quent Capital, LLC 1.87% Add +33.1% 760,936 $22.3M
Private Advisor Group, LLC 0.11% Reduce -15.6% 753,621 $22.1M
Willow Creek Wealth Management Inc. 1.80% Add +2.7% 745,398 $21.9M
UBS Group AG 0.00% Reduce -0.9% 709,351 $20.8M
Steward Partners Investment Advisory, LLC 0.11% Add +11.7% 653,953 $19.2M
Equitable Holdings, Inc. 0.14% Add +125.3% 653,759 $19.2M
JPMorgan Chase & Co. 0.00% Add +0.6% 600,574 $17.6M
Great Point Wealth Advisors, LLC 3.25% — 589,064 $17.3M
Tower Research Capital LLC (TRC) 0.47% Add +848.2% 581,426 $17.0M
Capital Group Private Client Services, Inc. 0.28% Add +0.6% 574,284 $16.8M
Gradient Investments LLC 0.27% Reduce -5.4% 558,185 $16.4M
Stifel Financial Corp. 0.01% Add +9.2% 545,949 $16.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -6.1% 544,463 $15.9M
St Germain D J Co. Inc. 0.62% Add +8.3% 532,135 $15.6M
Manning & Napier Advisors LLC 0.18% Add +16.6% 490,296 $14.4M
Stratos Wealth Partners, LTD. 0.17% Add +2.6% 490,029 $14.4M
NorthCoast Asset Management LLC 0.06% Add +5.5% 486,182 $14.3M
Impact Partnership Wealth, LLC 2.03% Add +9.1% 465,094 $13.6M
Composition Wealth, LLC 0.20% Add +5.9% 453,239 $13.3M
Lowe Wealth Advisors, LLC 4.75% Add +4.1% 443,942 $13.0M
Fiduciary Group, LLC 1.14% Add +17.1% 441,102 $12.9M
Merit Financial Group, LLC 0.12% Reduce -91.6% 436,166 $12.8M
Signet Financial Management, LLC 1.44% Add +6.5% 423,727 $12.4M
Rinkey Investments 3.17% Add +0.9% 407,956 $12.0M
Mercer Global Advisors Inc. 0.02% New 400,368 $11.7M
O'Brien Wealth Partners LLC 1.58% Add +1.4% 397,989 $11.7M
SeaBridge Investment Advisors LLC 1.77% Reduce -18.5% 372,148 $10.9M
Susquehanna International Group, LLP 0.02% New 369,891 $10.8M
Private Wealth Group, LLC 5.24% Add +67.0% 359,390 $10.5M
Treasure Coast Financial Planning 5.71% Add +1.9% 349,045 $10.2M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -2.0% 345,825 $10.1M
Glen Eagle Advisors, LLC 1.38% Add +2.2% 339,567 $10.0M
Mariner, LLC 0.01% Add +7.2% 338,999 $9.9M
OneDigital Investment Advisors LLC 0.10% Add +543.0% 321,125 $9.4M
PNC Financial Services Group, Inc. 0.01% Add +12.5% 319,665 $9.4M
Manhattan West Asset Management, LLC 1.97% Add +5.7% 318,120 $9.3M
Trilogy Capital Inc. 0.42% Reduce -65.8% 308,403 $9.0M
First Affirmative Financial Network 4.24% Add +34.7% 307,054 $9.0M
Madison Asset Management, LLC 0.10% Reduce -4.2% 306,146 $9.0M
Tilson Financial Group, Inc. 2.93% Add +4.0% 303,865 $8.9M
S. R. Schill & Associates 6.07% Add +3.3% 294,640 $8.6M
MTC Wealth Management LLC 3.84% Reduce -0.5% 281,068 $8.2M
Wescott Financial Advisory Group, LLC 0.71% Reduce -2.4% 271,676 $8.0M
MML Investors Services, LLC 0.02% Add +1.6% 266,196 $7.8M
DGS Capital Management, LLC 1.40% Add +3.5% 262,435 $7.7M
Kingsview Wealth Management, LLC 0.12% Add +1.7% 260,890 $7.6M
CreativeOne Wealth, LLC 0.18% Reduce -22.1% 257,009 $7.5M
Austin Wealth Management, LLC 1.17% Reduce -3.0% 254,021 $7.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -10.5% 247,000 $7.2M
Integrated Capital Management, Inc. 5.02% Reduce -10.7% 245,428 $7.2M
First Trust Bank, Ltd. 16.38% New 244,300 $7.2M
GTS Securities LLC 0.27% Add +989.1% 240,684 $7.1M
Main Line Retirement Advisors, LLC 3.61% Add +7.8% 240,113 $7.0M
Fonville Wealth Management LLC 1.47% Add +72.5% 223,290 $6.5M
Key Financial Inc 1.18% Reduce -1.0% 219,056 $6.4M
Synovus Financial Corp. 0.07% Reduce -7.5% 213,384 $6.3M
Waverly Advisors, LLC 0.06% Add +29.7% 208,629 $6.1M
Entrewealth, LLC 2.95% Add +4.7% 195,535 $5.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.1% 195,277 $5.7M
Integrated Wealth Concepts LLC 0.05% Add +9.7% 192,729 $5.7M
Empowered Funds, LLC 0.06% Add +35.4% 188,700 $5.5M
Fourth Dimension Wealth, LLC 2.10% Add +8.9% 187,793 $5.5M
Cannon Wealth Management Services, LLC 4.06% Reduce -3.6% 182,793 $5.4M
Cobblestone Capital Advisors LLC 0.25% Add +1.5% 178,407 $5.2M
TPG Financial Advisors, LLC 1.87% Add +10.2% 171,614 $5.0M
Mechanics Bank Trust Department 0.69% Add +13.8% 168,628 $4.9M
Centric Wealth Management 1.10% Reduce -0.3% 167,909 $4.9M
Synergy Investment Management, LLC 1.87% Add +7.7% 166,706 $4.9M
Berkshire Asset Management LLC 0.21% Reduce -0.7% 165,646 $4.9M
One Day In July LLC 0.39% Reduce -61.3% 156,643 $4.6M
WBH Advisory Inc. 0.35% Add +32.7% 156,199 $4.6M
Beacon Pointe Advisors, LLC 0.04% New 155,682 $4.6M
Hobbs Group Advisors, LLC 1.40% Add +6.4% 153,665 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.2% 147,782 $4.3M
MY Wealth Management Inc. 3.73% Add +0.6% 144,950 $4.2M
Axiom Financial Strategies, LLC 1.80% New 142,672 $4.2M
Theory Financial LLC 1.42% Add +0.0% 137,078 $4.0M
Roundview Capital LLC 0.25% Reduce -2.7% 134,099 $3.9M
Fisher Asset Management 0.00% Reduce -13.1% 133,147 $3.9M
Faithward Advisors, LLC 0.58% Add +7.9% 132,553 $3.9M
JT Stratford LLC 0.52% Add +24.4% 131,941 $3.9M
Optima Capital LLC 1.84% Add +48.6% 129,285 $3.8M
Avior Wealth Management, LLC 0.12% Reduce -2.1% 127,779 $3.7M
Elevation Point Wealth Partners, LLC 0.25% New 124,759 $3.7M
Nwam LLC 0.18% Add +2.4% 115,943 $3.4M
Matauro, LLC 0.54% Reduce -7.3% 116,084 $3.4M
Hobart Private Capital, LLC 0.70% Add +11.9% 113,961 $3.3M
Stratos Wealth Advisors, LLC 0.16% Add +0.8% 112,309 $3.3M
Sanctuary Advisors, LLC 0.02% Add +7.3% 112,252 $3.3M
Genesis Private Wealth, LLC 1.36% Add +1.1% 110,659 $3.2M
Gladstone Institutional Advisory LLC 0.12% Reduce -6.6% 107,916 $3.2M
RFG Advisory, LLC 0.06% Add +0.3% 105,740 $3.1M
1620 Investment Advisors, Inc. 2.11% Reduce -1.4% 105,545 $3.1M
WorthPointe, LLC 1.12% Add +134.5% 101,976 $3.0M
MKT Advisors LLC 1.09% Add +17.6% 100,315 $2.9M
Zhang Financial LLC 0.12% Add +2.5% 99,192 $2.9M
Foundations Investment Advisors, LLC 0.04% Reduce -44.2% 97,922 $2.9M
Walker Financial Services, Inc. 1.11% Add +26.0% 97,242 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -8.9% 95,954 $2.8M
Prime Capital Investment Advisors, LLC 0.03% Reduce -22.7% 93,152 $2.7M
Goldman Sachs Group Inc. 0.00% Add +0.2% 92,136 $2.7M
SigFig Wealth Management, LLC 0.08% Reduce -4.3% 92,015 $2.7M
Wrapmanager Inc. 0.81% Reduce -14.2% 89,850 $2.6M
Tempus Wealth Planning, LLC 0.60% Reduce -3.5% 89,411 $2.6M
Debussy Capital Management LP 0.35% Reduce -0.7% 85,540 $2.5M
Sentinel Pension Advisors, LLC 0.40% Add +10.8% 85,105 $2.5M
Tidemark, LLC 0.72% Add +5.1% 84,103 $2.5M
Focus Partners Advisor Solutions, LLC 0.03% Add +199.5% 83,578 $2.4M
IHT Wealth Management, LLC 0.06% Add +1.2% 82,263 $2.4M
Bailard, Inc. 0.05% Add +5.9% 80,525 $2.4M
Silver Oak Securities, Incorporated 0.17% Reduce -12.8% 78,806 $2.3M
Altiora Financial Group, LLC 0.41% Reduce -0.8% 77,283 $2.3M
Roberts Wealth Advisors, LLC 0.60% Reduce -0.1% 77,073 $2.3M
Atria Investments, Inc 0.03% Add +3.2% 76,235 $2.2M
Lanark Financial, Inc. 0.17% Add +925.5% 75,887 $2.2M
Focus Partners Wealth 0.00% Add +379.5% 75,192 $2.2M
Pinnacle Financial Partners Inc 0.05% Reduce -1.9% 75,007 $2.2M
Dynamic Advisor Solutions LLC 0.06% Reduce -31.5% 73,501 $2.2M
Silverlake Wealth Management LLC 0.50% New 70,114 $2.1M
Intrua Financial, LLC 0.24% New 68,908 $2.0M
Slow Capital, Inc. 0.23% Add +14.5% 65,989 $1.9M
Wealthcare Advisory Partners LLC 0.04% Reduce -5.5% 63,530 $1.9M
NewEdge Advisors, LLC 0.01% Reduce -5.8% 62,452 $1.8M
AQR Capital Management 0.00% Add +676.2% 62,163 $1.8M
Visionary Horizons, LLC 0.97% Add +5.3% 59,098 $1.7M
Principal Securities, Inc. 0.03% Add +12.7% 56,334 $1.7M
Tactive Advisors, LLC 0.46% Add +11.4% 55,991 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Reduce -8.2% 54,341 $1.6M
Allen Capital Group, LLC 0.15% Reduce -1.8% 53,731 $1.6M
Fiduciary Financial Group, LLC 0.23% Reduce -10.8% 50,169 $1.5M
Partners in Financial Planning 0.24% Add +0.6% 48,132 $1.4M
Comerica Bank 0.01% Add +203.7% 47,269 $1.4M
Simplicity Wealth,LLC 0.08% Reduce -48.0% 47,104 $1.4M
Bank of New York Mellon Corp 0.00% Reduce -4.5% 46,426 $1.4M
Destiny Capital Corp 0.73% Reduce -1.5% 45,864 $1.3M
Abich Financial Wealth Management LLC 0.47% — 45,037 $1.3M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -47.9% 44,774 $1.3M
Prosperity Wealth Management, Inc. 0.44% Reduce -13.9% 44,249 $1.3M
Kohmann Bosshard Financial Services, LLC 0.13% Add +0.7% 43,973 $1.3M
Great Valley Advisor Group, Inc. 0.03% Add +19.1% 43,793 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.43% Add +13.1% 43,623 $1.3M
Vicus Capital 0.10% New 43,354 $1.3M
Ehrlich Financial Group 0.74% Reduce -0.7% 42,361 $1.2M
Thompson Davis & Co., Inc. 0.77% No change 42,325 $1.2M
Jump Financial, LLC 0.02% New 41,557 $1.2M
Western Wealth Management, LLC 0.06% Reduce -4.9% 41,437 $1.2M
Successful Portfolios LLC 0.71% Add +172.9% 41,406 $1.2M
Tandem Investment Partners LLC 0.97% Add +176.2% 40,428 $1.2M
Rockefeller Capital Management L.P. 0.00% Reduce -83.1% 40,329 $1.2M
Flagship Harbor Advisors, LLC 0.05% Reduce -6.0% 37,833 $1.1M
Perigon Wealth Management, LLC 0.02% Add +44.5% 37,349 $1.1M
HORAN Wealth, LLC 0.17% New 36,333 $1.1M
GeoWealth Management, LLC 0.04% Reduce -3.1% 35,816 $1.1M
Continuum Advisory, LLC 0.11% Add +4.3% 35,751 $1.0M
Evanson Asset Management, LLC 0.06% New 35,451 $1.0M
Integrated Advisors Network LLC 0.04% Reduce -6.0% 35,031 $1.0M
Concurrent Investment Advisors, LLC 0.02% Add +13.0% 33,214 $974K
Private Trust Co. NA 0.09% Add +0.2% 33,067 $970K
Clear Creek Financial Management, LLC 0.08% Reduce -3.5% 32,175 $943K
Spectrum Planning & Advisory Services Inc. 0.52% Add +12.8% 31,257 $916K
Whittier Trust Co. 0.01% No change 31,095 $910K
Aspire Private Capital, LLC 0.20% Add +2.7% 30,588 $897K
Perennial Advisors, LLC 0.15% No change 30,000 $880K
Maia Wealth LLC 0.15% Add +13.0% 29,960 $877K
Patron Partners, LLC 0.39% Reduce -3.0% 29,043 $852K
Coastal Bridge Advisors, LLC 0.06% Add +3.3% 28,892 $847K
Ameritas Advisory Services, LLC 0.06% Add +67.1% 28,643 $840K
Rehmann Capital Advisory Group 0.05% No change 28,589 $838K
Sowell Financial Services LLC 0.03% Add +47.6% 28,283 $829K
Sightline Wealth Advisors, LLC 0.37% New 28,219 $827K
Centurion Wealth Management LLC 0.19% New 28,000 $821K
Comprehensive Money Management Services LLC 0.58% Reduce -4.0% 27,842 $816K
Ausdal Financial Partners, Inc. 0.04% Add +29.3% 27,824 $816K
Carnegie Investment Counsel 0.02% Add +2.3% 27,469 $805K
Lifeworks Advisors, LLC 0.10% Reduce -0.1% 26,439 $775K
Breakwater Investment Management 0.29% No change 26,431 $775K
Betterment LLC 0.00% Add +9.3% 25,958 $761K
Blue Trust, Inc. 0.01% Add +7.5% 25,930 $760K
PFG Advisors 0.03% Reduce -90.8% 25,804 $757K
Kestra Private Wealth Services, LLC 0.01% Reduce -8.8% 25,757 $755K
Citigroup Inc. 0.00% Reduce -6.7% 25,593 $750K
Blalock Williams, LLC 0.64% Reduce -7.7% 25,005 $733K
Winch Advisory Services, LLC 0.16% Add +0.8% 24,932 $731K
Redhawk Wealth Advisors, Inc. 0.08% Reduce -64.1% 24,677 $724K
Savant Capital, LLC 0.00% Reduce -14.9% 24,450 $717K
Ascent Group, LLC 0.03% Reduce -2.4% 24,372 $715K
Ashton Thomas Private Wealth, LLC 0.02% New 23,570 $691K
Alliance Wealth Advisors, LLC 0.16% New 23,404 $686K
Goldstone Financial Group, LLC 0.08% Reduce -25.8% 23,215 $681K
US Bancorp \de 0.00% Reduce -23.9% 23,102 $677K
Paladin Wealth, LLC 0.48% Reduce -14.6% 22,745 $667K
Freestone Capital Holdings, LLC 0.02% New 22,738 $667K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -8.5% 22,298 $654K
Donald L. Hagan, LLC 0.32% Add +17.1% 22,193 $651K
Golden State Wealth Management, LLC 0.07% Add +21.8% 21,712 $637K
Altfest L J & Co. Inc. 0.07% Reduce -28.4% 21,550 $632K
Allworth Financial LP 0.00% Reduce -9.6% 21,495 $630K
BAM Wealth Management, LLC 0.48% — 21,358 $626K
One Degree Advisors Inc 0.19% Add +72.3% 21,079 $618K
Brown Financial Advisors 0.22% Reduce -0.5% 20,720 $608K
Transatlantique Private Wealth LLC 0.20% Reduce -20.8% 20,527 $602K
Retirement Income Solutions, Inc. 0.10% Reduce -3.3% 20,308 $595K
Citizens & Northern Corp. 0.15% Add +7.2% 20,294 $595K
Cary Street Partners Financial LLC 0.02% Reduce -2.5% 20,193 $592K
Clark Asset Management, LLC 0.07% No change 19,383 $568K
Clearwater Capital Advisors, LLC 0.05% Add +0.1% 18,827 $552K
Veltria Advisors Corp. 2.41% No change 18,698 $548K
Janney Montgomery Scott LLC 0.00% Reduce -10.5% 18,707 $548K
Austin Private Wealth, LLC 0.04% Add +15.6% 18,136 $532K
Mayflower Financial Advisors, LLC 0.07% No change 18,049 $529K
Independent Advisor Alliance 0.01% Add +5.0% 17,956 $526K
Evensky & Katz LLC 0.03% Add +1.0% 17,781 $521K
Retirement Capital Strategies 0.19% No change 17,229 $505K
Capital Management Associates, Inc 0.13% New 16,880 $495K
Collaborative Wealth Managment Inc. 0.20% Reduce -6.3% 16,555 $485K
Keystone Financial Group 0.04% Add +7.9% 16,334 $479K
Corient Private Wealth LP 0.00% New 16,293 $478K
Front Row Advisors LLC 0.16% Reduce -6.6% 16,230 $476K
Geneos Wealth Management Inc. 0.01% Reduce -1.9% 16,195 $475K
Sax Wealth Advisors, LLC 0.03% Reduce -5.2% 16,006 $469K
Triton Financial Group Inc 0.31% Reduce -4.7% 15,862 $465K
Money Concepts Capital Corp. 0.03% Add +6.2% 15,834 $464K
TCFG Wealth Management, LLC 0.18% Reduce -45.4% 15,682 $460K
Bank of Montreal 0.00% Reduce -0.3% 15,619 $458K
Jane Street Group, LLC 0.00% New 15,427 $452K
Portland Financial Advisors Inc 0.96% New 15,300 $449K
Astoria Portfolio Advisors LLC. 0.12% Reduce -1.2% 15,313 $448K
Wesbanco Bank Inc. 0.01% Add +12.8% 15,037 $441K
Acropolis Investment Management, LLC 0.02% No change 14,400 $422K
HM Payson & Co. 0.01% Add +47.0% 14,355 $421K
Cranbrook Wealth Management, LLC 0.08% Add +28.0% 14,335 $420K
J.W. Cole Advisors, Inc. 0.01% Reduce -17.8% 14,215 $417K
Cornerstone Financial Group, LLC 0.32% Reduce -13.7% 14,054 $412K
Kestra Advisory Services, LLC 0.00% Reduce -7.8% 13,977 $410K
Financial Enhancement Group LLC 0.05% Reduce -7.3% 13,624 $399K
Falcon Wealth Planning 0.04% Reduce -26.4% 13,588 $398K
First Heartland Consultants, Inc. 0.03% No change 13,164 $386K
XY Planning Network, Inc. 0.13% No change 13,103 $384K
Larson Financial Group LLC 0.01% Reduce -0.8% 13,037 $382K
Summit Financial, LLC 0.01% Reduce -2.8% 12,946 $380K
Wells Trecaso Financial Group, LLC 0.18% Reduce -61.8% 12,759 $374K
Pallas Capital Advisors LLC 0.01% No change 12,677 $372K
Gateway Wealth Partners, LLC 0.05% Add +11.0% 11,624 $341K
Lake Hills Wealth Management, LLC 0.18% New 11,390 $334K
TD Private Client Wealth LLC 0.01% Add +6.7% 11,208 $329K
Howard Bailey Securities, LLC 0.09% Reduce -31.4% 10,560 $310K
Creative Planning 0.00% Reduce -67.5% 10,524 $309K
Wealthcare Capital Partners, LLC 0.14% No change 10,435 $306K
Pinnacle Wealth Management Group, Inc. 0.15% Reduce -1.6% 10,238 $300K
AE Wealth Management LLC 0.00% Reduce -14.8% 10,184 $299K
Fifth Third Securities, Inc. 0.02% Reduce -0.5% 10,139 $297K
Leo Wealth, LLC 0.04% Reduce -1.7% 10,000 $293K
LifeGoal Investments, LLC 0.24% New 9,962 $292K
Lumbard & Kellner, LLC 0.11% No change 9,900 $290K
Mattson Financial Services, LLC 0.07% Reduce -5.0% 9,755 $286K
Bulltick Wealth Management, LLC 0.06% Add +3.0% 9,289 $272K
Global Retirement Partners, LLC 0.01% Add +11.4% 9,250 $271K
&partners 0.00% New 9,212 $270K
SMI Advisory Services, LLC 0.05% Reduce -20.9% 9,200 $269K
WNY Asset Management, LLC 0.03% Add +18.1% 9,073 $266K
Vise Technologies, Inc. 0.01% Reduce -14.2% 9,041 $265K
Howe & Rusling Inc. 0.02% Add +18.8% 8,921 $262K
Captrust Financial Advisors 0.00% Reduce -31.6% 8,871 $260K
Jones Financial Companies LLLP 0.00% Add +109.3% 8,818 $258K
Nemes Rush Group LLC 0.03% Add +4.1% 8,773 $257K
Two Sigma Securities, LLC 0.04% Add +1.2% 8,718 $256K
Moloney Securities Asset Management, LLC 0.03% New 8,560 $251K
Latitude Advisors, LLC 0.11% Add +0.8% 8,438 $247K
CoreCap Advisors, LLC 0.01% Add +49.1% 8,362 $245K
SMART Wealth LLC 0.09% Reduce -39.3% 8,293 $243K
First Horizon Corp. 0.01% — 8,205 $241K
Chesley Taft & Associates LLC 0.01% No change 8,150 $239K
A4 Wealth Advisors LLC 0.20% — 8,103 $238K
IFG Advisory, LLC 0.01% Add +1.0% 8,096 $237K
Traction Financial Partners, LLC 0.15% Reduce -5.3% 8,047 $236K
Wealthspire Advisors, LLC 0.00% No change 8,018 $235K
Harbour Investments, Inc. 0.01% Add +62.7% 8,016 $235K
BetterWealth, LLC 0.05% No change 7,796 $229K
MAI Capital Management 0.00% Add +48.8% 7,737 $227K
World Investment Advisors 0.00% Reduce -6.6% 7,687 $225K
Parallel Advisors, LLC 0.00% Add +6.3% 7,676 $225K
Old National Bancorp 0.00% No change 7,520 $220K
Venturi Wealth Management, LLC 0.01% Reduce -2.6% 7,167 $210K
Private Wealth Advisors, LLC 0.08% Reduce -11.8% 7,165 $210K
Strategic Wealth Partners, Ltd. 0.02% Add +17.5% 7,084 $208K
4WEALTH Advisors, Inc. 0.19% New 7,070 $207K
Brighton Jones LLC 0.01% Add +0.5% 7,062 $207K
Midwest Heritage Bank, FSB 0.07% No change 7,044 $207K
Burney Co./ 0.01% New 6,937 $203K
LifeSteps Financial, Inc. 0.13% No change 6,927 $203K
IFP Advisors, Inc 0.01% Reduce -86.0% 6,524 $191K
National Bank of Canada 0.00% Add +28.3% 6,140 $180K
Spire Wealth Management 0.01% New 5,000 $147K
TruNorth Capital Management, LLC 0.03% New 4,970 $146K
Tsfg, LLC 0.02% Add +4.4% 4,944 $145K
Premier Financial Group 0.04% New 4,925 $144K
Richardson Financial Services Inc. 0.09% Add +3.9% 4,787 $140K
Collier Financial 0.10% — 4,391 $129K
ORG Partners LLC 0.02% New 4,388 $129K
Farther Finance Advisors, LLC 0.00% Reduce -2.3% 4,055 $119K
Financial Network Wealth Advisors LLC 0.12% Add +3.8% 3,847 $113K
FMR LLC 0.00% Add +26.4% 3,692 $108K
Fifth Third Bancorp 0.00% New 3,320 $97K
Raffa Wealth Management, LLC 0.01% Add +1.0% 2,752 $81K
Bokf, NA 0.00% Reduce -0.1% 2,029 $59K
EverSource Wealth Advisors, LLC 0.00% Reduce -29.3% 2,023 $59K
CX Institutional 0.00% Add +0.1% 1,938 $57K
Blair William & Co. 0.00% Reduce -64.0% 1,883 $55K
Beacon Capital Management, Inc. 0.00% Reduce -58.6% 1,780 $52K
Versant Capital Management, Inc 0.01% New 1,733 $51K
Pinnacle Bancorp, Inc. 0.01% Add +57.5% 1,709 $50K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,536 $45K
Advisory Services Network, LLC 0.00% New 1,413 $41K
Capital Investment Advisory Services, LLC 0.00% Add +0.2% 1,238 $36K
SBI Securities Co., Ltd. 0.00% Reduce -25.3% 1,186 $35K
BankPlus Trust Department 0.01% No change 1,165 $34K
EPG Wealth Management LLC 0.01% Add +1.0% 1,145 $34K
Addison Advisors LLC 0.01% Add +450.0% 858 $25K
Tripletail Wealth Management, LLC 0.03% New 848 $25K
Franklin Resources Inc. 0.00% No change 833 $24K
Atlantic Union Bankshares Corp 0.00% New 736 $22K
Investors Research Corp 0.00% No change 735 $22K
Providence Capital Advisors, LLC 0.00% Reduce -8.4% 710 $21K
Aventus Investment Advisors, Inc. 0.02% Reduce -7.0% 687 $20K
CIBC Private Wealth Group LLC 0.00% Add +19.0% 682 $20K
Financial Gravity Asset Management, Inc. 0.00% — 615 $18K
Indiana Trust & Investment Management Co 0.00% No change 550 $16K
Signaturefd, LLC 0.00% No change 475 $14K
Root Financial Partners, LLC 0.00% New 446 $13K
Clearstead Advisors, LLC 0.00% No change 411 $12K
Colonial Trust Co / SC 0.00% No change 347 $10K
Your Advocates Ltd., LLP 0.00% Add +28.0% 329 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 325 $10K
Kelleher Financial Advisors 0.00% New 316 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 315 $9K
Smartleaf Asset Management LLC 0.00% Add +24.5% 310 $9K
DecisionPoint Financial, LLC 0.00% New 296 $9K
Orion Capital Management LLC 0.00% No change 251 $7K
Capital Analysts, LLC 0.00% New 199 $6K
New England Asset Management Inc. 0.00% No change 200 $6K
Rossby Financial, LCC 0.00% No change 115 $3K
Anchor Investment Management, LLC 0.00% No change 108 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 96 $3K
Pacifica Partners Inc. 0.00% Reduce -50.0% 90 $3K
Medallion Wealth Advisors, LLC 0.00% Add +1.4% 71 $2K
Virtus Fixed Income Advisers, LLC 0.00% Add +433.3% 48 $1K
AlphaCore Capital LLC 0.00% No change 45 $1K
Founders Financial Alliance, LLC 0.00% No change 27 $792
Spurstone Advisory Services, LLC 0.01% No change 24 $703
Darwin Wealth Management, LLC 0.00% No change 13 $408
BNP Paribas Financial Markets 0.00% New 10 $293
Eastern Bank 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.