SS SPDR P St Term TSY ETFSPTSETF
13F holders, Q4 2025 (December 31)422holders +29
41new positions
27sold out
2famous investors
$29.28avg. 13F price*
At the end of Q4 2025, 422 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings, up 29 from Q3 2025. 41 opened new positions and 27 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($757.8M), Bank of America Corp. ($395.2M) and State Street Corp. ($390.1M). 2 famous investors held it, including 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 (Q4 2025)
- CUSIP
- 78468R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $53.9M |
| Exits | 27 | $96.1M |
All 13F filers, Q3 2025 → Q4 2025: 15,199,172 shares bought and 9,339,359 shares sold, net +5,859,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| Municipal Employees' Retirement System of Michigan | 8.57% | Add +17.9% | 25,879,762 | $757.8M |
| Bank of America Corp. | 0.03% | Reduce -16.5% | 13,497,346 | $395.2M |
| State Street Corp. | 0.01% | Add +3.9% | 13,321,666 | $390.1M |
| LPL Financial LLC | 0.07% | Reduce -1.9% | 8,447,629 | $247.3M |
| Richard Bernstein Advisors LLC | 6.12% | Add +0.1% | 7,109,860 | $208.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +3.6% | 5,738,831 | $168.0M |
| GLOBALT Investments LLC / GA | 4.74% | Reduce -0.4% | 4,438,690 | $130.0M |
| Ameriprise Financial Inc. | 0.03% | Add +6.2% | 4,385,427 | $128.4M |
| Members Trust Co | 3.36% | Add +2.0% | 3,518,624 | $103.0M |
| Cerity Partners LLC | 0.13% | Add +9.6% | 3,048,181 | $89.3M |
| Evermay Wealth Management LLC | 8.94% | Add +5.8% | 2,721,333 | $79.7M |
| Wells Fargo & Company | 0.01% | Reduce -9.6% | 2,569,944 | $75.2M |
| Royal Bank of Canada | 0.01% | Add +8.4% | 2,289,273 | $67.0M |
| Flputnam Investment Management Co. | 0.95% | Add +9.9% | 2,236,214 | $65.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -4.6% | 2,028,225 | $59.4M |
| Modern Wealth Management, LLC | 0.98% | Add +4.9% | 1,832,139 | $53.6M |
| Portland Global Advisors LLC | 5.16% | Add +9.7% | 1,643,042 | $48.1M |
| GM Advisory Group, LLC | 1.87% | Reduce -14.4% | 1,634,344 | $47.9M |
| Dagco, Inc. | 10.24% | Add +32.5% | 1,513,995 | $44.3M |
| Morgan Stanley | 0.00% | Add +0.7% | 1,508,707 | $44.2M |
| Truist Financial Corp. | 0.06% | Add +5.6% | 1,445,128 | $42.3M |
| Cwm, LLC | 0.11% | Reduce -11.2% | 1,443,445 | $42.3M |
| Cape Cod Five Cents Savings Bank | 3.72% | No change | 1,380,036 | $40.6M |
| Castleark Management LLC | 1.15% | No change | 1,334,080 | $39.1M |
| Gerber Kawasaki Wealth & Investment Management | 1.23% | Add +8.0% | 1,208,147 | $35.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -10.4% | 1,186,095 | $34.7M |
| Acorn Financial Advisory Services Inc. | 5.05% | Add +16.2% | 1,167,954 | $34.2M |
| Bank of Nova Scotia | 0.05% | Reduce -6.5% | 1,159,443 | $33.9M |
| HHM Wealth Advisors, LLC | 3.79% | Reduce -1.8% | 1,096,137 | $32.1M |
| Quent Capital, LLC | 2.15% | Add +34.0% | 1,019,790 | $29.9M |
| Creative Financial Designs Inc. | 1.84% | Add +5.8% | 998,947 | $29.2M |
| Woodmont Investment Counsel LLC | 1.81% | Add +4.7% | 984,643 | $28.8M |
| Crane Advisory, LLC | 4.33% | Add +2.9% | 978,112 | $28.6M |
| Impact Partnership Wealth, LLC | 3.50% | Add +100.6% | 933,179 | $27.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.2% | 919,302 | $26.9M |
| Cetera Investment Advisers | 0.03% | Add +2.2% | 911,216 | $26.7M |
| Park Avenue Securities LLC | 0.22% | Add +3.2% | 877,665 | $25.7M |
| Nelson Capital Management, LLC | 2.96% | Add +3.8% | 865,293 | $25.3M |
| Heartwood Wealth Advisors LLC | 2.32% | Add +1.3% | 859,179 | $25.2M |
| Boston Standard Wealth Management, LLC | 3.99% | Add +5.0% | 824,795 | $24.1M |
| Evergreen Capital Management LLC | 0.50% | Reduce -8.3% | 760,572 | $22.3M |
| JPMorgan Chase & Co. | 0.00% | Add +25.4% | 753,390 | $22.1M |
| Assetmark, Inc. | 0.04% | Reduce -6.7% | 736,546 | $21.6M |
| UBS Group AG | 0.00% | Add +2.6% | 728,077 | $21.3M |
| Private Advisor Group, LLC | 0.10% | Reduce -5.8% | 710,258 | $20.8M |
| Focus Partners Wealth | 0.02% | Add +831.6% | 700,462 | $20.5M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +6.8% | 698,442 | $20.5M |
| Equitable Holdings, Inc. | 0.14% | Add +6.8% | 697,947 | $20.4M |
| Great Point Wealth Advisors, LLC | 3.42% | Add +8.5% | 639,350 | $18.7M |
| Manning & Napier Advisors LLC | 0.23% | Add +23.5% | 605,699 | $17.7M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +1665.7% | 586,463 | $17.2M |
| St Germain D J Co. Inc. | 0.67% | Add +10.0% | 585,237 | $17.1M |
| Gradient Investments LLC | 0.27% | Add +4.3% | 582,225 | $17.0M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 561,888 | $16.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.1% | 550,382 | $16.1M |
| Capital Group Private Client Services, Inc. | 0.25% | Reduce -5.9% | 540,195 | $15.8M |
| WorthPointe, LLC | 4.13% | Add +426.5% | 536,887 | $15.7M |
| Composition Wealth, LLC | 0.22% | Add +14.8% | 520,153 | $15.2M |
| SeaBridge Investment Advisors LLC | 2.46% | Add +36.9% | 509,507 | $14.9M |
| Fiduciary Group, LLC | 1.23% | Add +13.5% | 500,809 | $14.7M |
| OakTrust Wealth Advisors, LLC | 13.09% | — | 484,422 | $14.2M |
| MAI Capital Management | 0.08% | Add +6002.0% | 472,114 | $13.8M |
| Signet Financial Management, LLC | 1.46% | Add +5.4% | 446,662 | $13.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +4.6% | 418,791 | $12.3M |
| Alliance Wealth Advisors, LLC | 2.63% | Add +1673.0% | 414,953 | $12.1M |
| Rinkey Investments | 3.03% | Reduce -0.3% | 406,949 | $11.9M |
| O'Brien Wealth Partners LLC | 1.57% | Add +2.1% | 406,398 | $11.9M |
| Private Wealth Group, LLC | 5.68% | Add +12.6% | 404,542 | $11.8M |
| Manhattan West Asset Management, LLC | 2.42% | Add +26.8% | 403,477 | $11.8M |
| Lighthouse Financial Services Inc. | 2.70% | — | 400,433 | $11.7M |
| EP Wealth Advisors, LLC | 0.06% | — | 381,567 | $11.2M |
| Treasure Coast Financial Planning | 5.70% | Add +5.0% | 366,638 | $10.7M |
| Merit Financial Group, LLC | 0.09% | Reduce -16.0% | 366,209 | $10.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +14.1% | 364,566 | $10.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +2.7% | 355,108 | $10.4M |
| Cullen/Frost Bankers, Inc. | 0.11% | New | 353,284 | $10.3M |
| Proficio Capital Partners LLC | 0.72% | New | 350,835 | $10.3M |
| Glen Eagle Advisors, LLC | 1.39% | Add +2.5% | 348,099 | $10.2M |
| Kingsview Wealth Management, LLC | 0.14% | Add +30.1% | 339,553 | $9.9M |
| Tilson Financial Group, Inc. | 2.90% | Add +5.8% | 321,412 | $9.4M |
| Fonville Wealth Management LLC | 1.92% | Add +43.4% | 320,152 | $9.4M |
| Madison Asset Management, LLC | 0.10% | Reduce -0.0% | 306,015 | $9.0M |
| S. R. Schill & Associates | 6.07% | Reduce -0.4% | 293,553 | $8.6M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 291,112 | $8.5M |
| MML Investors Services, LLC | 0.02% | Add +7.0% | 284,741 | $8.3M |
| MTC Wealth Management LLC | 3.83% | Reduce -0.7% | 278,987 | $8.2M |
| Mariner, LLC | 0.01% | Reduce -19.8% | 271,829 | $8.0M |
| DGS Capital Management, LLC | 1.36% | Add +3.2% | 270,890 | $7.9M |
| Wescott Financial Advisory Group, LLC | 0.69% | Reduce -0.8% | 269,595 | $7.9M |
| Silver Oak Securities, Incorporated | 0.51% | Add +226.8% | 257,546 | $7.5M |
| Integrated Capital Management, Inc. | 5.01% | Add +4.9% | 257,412 | $7.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +4.0% | 257,000 | $7.5M |
| Main Line Retirement Advisors, LLC | 3.75% | Add +5.4% | 253,095 | $7.4M |
| CreativeOne Wealth, LLC | 0.18% | Reduce -1.7% | 252,574 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +159.7% | 239,296 | $7.0M |
| Captrust Financial Advisors | 0.01% | Add +2582.5% | 237,962 | $7.0M |
| HighPoint Advisor Group LLC | 0.15% | New | 236,742 | $6.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +481.6% | 234,546 | $6.9M |
| Waverly Advisors, LLC | 0.06% | Add +12.1% | 233,963 | $6.9M |
| Austin Wealth Management, LLC | 1.01% | Reduce -8.5% | 232,465 | $6.8M |
| Empowered Funds, LLC | 0.11% | Add +16.2% | 219,300 | $6.4M |
| Key Financial Inc | 1.13% | Reduce -3.9% | 210,613 | $6.2M |
| TPG Financial Advisors, LLC | 1.96% | Add +16.9% | 200,703 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.6% | 198,486 | $5.8M |
| SeedSafe Financial LLC | 5.04% | — | 194,382 | $5.7M |
| Fourth Dimension Wealth, LLC | 2.05% | Add +2.2% | 191,990 | $5.6M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -0.5% | 191,866 | $5.6M |
| Troutman Wealth Management, LLC | 4.64% | — | 191,845 | $5.6M |
| Cannon Wealth Management Services, LLC | 3.81% | Add +0.9% | 184,495 | $5.4M |
| Entrewealth, LLC | 2.41% | Reduce -6.7% | 182,472 | $5.3M |
| Foundations Investment Advisors, LLC | 0.07% | Add +80.0% | 176,297 | $5.2M |
| Synergy Investment Management, LLC | 1.74% | Add +0.7% | 167,805 | $4.9M |
| WBH Advisory Inc. | 0.36% | Add +5.3% | 164,527 | $4.8M |
| Mechanics Bank Trust Department | 0.63% | Reduce -2.5% | 164,452 | $4.8M |
| Centric Wealth Management | 1.01% | Reduce -2.2% | 164,234 | $4.8M |
| Verus Capital Partners, LLC | 0.32% | New | 162,372 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +2.1% | 158,990 | $4.7M |
| Hobbs Group Advisors, LLC | 1.38% | Add +1.8% | 156,365 | $4.6M |
| Guild Investment Management, Inc. | 3.37% | New | 155,000 | $4.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +3576.7% | 149,089 | $4.4M |
| Axiom Financial Strategies, LLC | 1.78% | Add +1.5% | 144,789 | $4.2M |
| MY Wealth Management Inc. | 3.66% | Reduce -1.1% | 143,359 | $4.2M |
| Faithward Advisors, LLC | 0.61% | Add +7.1% | 141,930 | $4.2M |
| JT Stratford LLC | 0.52% | Add +3.5% | 136,525 | $4.0M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +198.7% | 133,740 | $3.9M |
| IFC & Insurance Marketing, Inc. | 3.86% | — | 133,022 | $3.9M |
| Silverlake Wealth Management LLC | 0.84% | Add +83.0% | 128,300 | $3.8M |
| Napier Financial, LLC | 0.93% | — | 127,443 | $3.7M |
| Hobart Private Capital, LLC | 0.73% | Add +11.5% | 127,055 | $3.7M |
| Avior Wealth Management, LLC | 0.12% | Reduce -0.7% | 126,859 | $3.7M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +1.2% | 126,229 | $3.7M |
| Roundview Capital LLC | 0.23% | Reduce -6.7% | 125,077 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -74.8% | 123,253 | $3.6M |
| Nwam LLC | 0.19% | Add +2.4% | 118,722 | $3.5M |
| Matauro, LLC | 0.51% | Reduce -0.5% | 115,502 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.8% | 114,901 | $3.4M |
| MKT Advisors LLC | 1.15% | Add +14.3% | 114,616 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +0.6% | 112,986 | $3.3M |
| Walker Financial Services, Inc. | 1.19% | Add +15.5% | 112,352 | $3.3M |
| Zhang Financial LLC | 0.12% | Add +12.8% | 111,840 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.9% | 110,136 | $3.2M |
| RFG Advisory, LLC | 0.06% | Add +4.1% | 110,104 | $3.2M |
| Zinnia Wealth Advisory, LLC | 3.47% | — | 109,516 | $3.2M |
| 1620 Investment Advisors, Inc. | 2.07% | Add +0.3% | 105,913 | $3.1M |
| Fisher Asset Management | 0.00% | Reduce -21.1% | 105,065 | $3.1M |
| Independence Wealth Advisors, LLC | 1.60% | — | 97,297 | $2.8M |
| Strategic Financial Concepts, LLC | 2.59% | New | 96,721 | $2.8M |
| Teucrium Investment Advisors, LLC | 3.05% | — | 94,907 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -12.4% | 94,495 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +24.3% | 91,354 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -2.1% | 91,199 | $2.7M |
| Advisor Resource Council | 0.94% | New | 89,910 | $2.6M |
| Bailard, Inc. | 0.06% | Add +10.2% | 88,718 | $2.6M |
| Genesis Private Wealth, LLC | 0.81% | Reduce -19.8% | 88,712 | $2.6M |
| Lanark Financial, Inc. | 0.19% | Add +14.9% | 87,209 | $2.6M |
| Wrapmanager Inc. | 0.86% | Reduce -3.3% | 86,862 | $2.5M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -5.5% | 86,906 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +461.3% | 86,595 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +13.1% | 86,221 | $2.5M |
| TD Private Client Wealth LLC | 0.05% | Add +669.2% | 86,215 | $2.5M |
| Debussy Capital Management LP | 0.34% | Reduce -0.6% | 85,053 | $2.5M |
| Arax Advisory Partners | 0.07% | New | 82,803 | $2.4M |
| Tempus Wealth Planning, LLC | 0.55% | Reduce -7.8% | 82,418 | $2.4M |
| Roberts Wealth Advisors, LLC | 0.60% | Add +1.8% | 78,430 | $2.3M |
| Altiora Financial Group, LLC | 0.39% | Add +0.3% | 77,488 | $2.3M |
| Hudson Oak Wealth Advisory LLC | 1.99% | — | 77,168 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.34% | Reduce -10.6% | 76,125 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -50.5% | 73,081 | $2.1M |
| Intrua Financial, LLC | 0.23% | Add +4.8% | 72,213 | $2.1M |
| Tidemark, LLC | 0.58% | Reduce -16.5% | 70,214 | $2.1M |
| One Day In July LLC | 0.16% | Reduce -56.3% | 68,477 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | New | 68,020 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +18.0% | 66,468 | $1.9M |
| Tactive Advisors, LLC | 0.54% | Add +12.6% | 63,036 | $1.8M |
| AQR Capital Management | 0.00% | Add +0.0% | 62,188 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -5.0% | 60,322 | $1.8M |
| Vise Technologies, Inc. | 0.03% | Add +549.4% | 58,709 | $1.7M |
| Visionary Horizons, LLC | 0.89% | Reduce -0.7% | 58,666 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -82.1% | 57,360 | $1.7M |
| WCG Wealth Advisors LLC | 0.05% | New | 56,144 | $1.6M |
| Thompson Davis & Co., Inc. | 0.98% | Add +31.8% | 55,800 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -36.3% | 53,269 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.8% | 53,234 | $1.6M |
| Partners in Financial Planning | 0.25% | Add +5.2% | 50,653 | $1.5M |
| Independent Advisor Alliance | 0.03% | Add +170.8% | 48,618 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -10.7% | 48,542 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Add +1.6% | 47,863 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.30% | Add +9.7% | 47,835 | $1.4M |
| Pacific Park Financial, Inc. | 0.86% | — | 47,161 | $1.4M |
| Fiduciary Financial Group, LLC | 0.19% | Reduce -6.5% | 46,902 | $1.4M |
| Vicus Capital | 0.10% | Add +5.5% | 45,735 | $1.3M |
| Slow Capital, Inc. | 0.16% | Reduce -31.5% | 45,217 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Add +1.0% | 44,422 | $1.3M |
| Theory Financial LLC | 0.42% | Reduce -68.6% | 43,036 | $1.3M |
| Vavra Capital Management, LLC | 1.22% | — | 42,447 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.1% | 42,194 | $1.2M |
| Lake Hills Wealth Management, LLC | 0.64% | Add +269.3% | 42,059 | $1.2M |
| Continuum Advisory, LLC | 0.12% | Add +17.2% | 41,887 | $1.2M |
| Western Wealth Management, LLC | 0.06% | No change | 41,437 | $1.2M |
| Ehrlich Financial Group | 0.69% | Reduce -2.2% | 41,421 | $1.2M |
| Successful Portfolios LLC | 0.62% | Add +0.0% | 41,410 | $1.2M |
| Diligent Investors, LLC | 0.29% | New | 40,000 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +139.1% | 38,718 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +6.2% | 37,212 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -54.9% | 37,068 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.3% | 36,876 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -16.7% | 36,472 | $1.1M |
| Tandem Investment Partners LLC | 0.86% | Reduce -13.8% | 34,843 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +291.3% | 34,505 | $1.0M |
| HORAN Wealth, LLC | 0.15% | Reduce -5.2% | 34,456 | $1.0M |
| Allen Capital Group, LLC | 0.09% | Reduce -36.9% | 33,900 | $993K |
| Trilogy Capital Inc. | 0.04% | Reduce -89.3% | 33,116 | $970K |
| Spectrum Planning & Advisory Services Inc. | 0.49% | Add +4.5% | 32,663 | $956K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -13.8% | 32,603 | $955K |
| Evanson Asset Management, LLC | 0.05% | Reduce -8.3% | 32,523 | $952K |
| Prosperity Wealth Management, Inc. | 0.31% | Reduce -27.3% | 32,173 | $942K |
| Maia Wealth LLC | 0.16% | Add +6.8% | 31,998 | $938K |
| Private Trust Co. NA | 0.08% | Reduce -3.7% | 31,829 | $932K |
| Golden State Wealth Management, LLC | 0.10% | Add +43.7% | 31,208 | $914K |
| Destiny Capital Corp | 0.46% | Reduce -33.0% | 30,754 | $900K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +5.6% | 30,501 | $893K |
| Downshift Financial, LLC | 0.55% | — | 30,315 | $887K |
| Aspire Private Capital, LLC | 0.20% | Reduce -1.6% | 30,107 | $882K |
| Advisory Services Network, LLC | 0.01% | Add +1970.3% | 29,254 | $857K |
| Whittier Trust Co. | 0.01% | Reduce -6.0% | 29,242 | $856K |
| Carnegie Investment Counsel | 0.02% | Add +6.4% | 29,236 | $856K |
| Patron Partners, LLC | 0.38% | Reduce -0.1% | 29,016 | $850K |
| Blue Trust, Inc. | 0.01% | Add +11.5% | 28,904 | $846K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +3.8% | 28,878 | $846K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +21.8% | 28,712 | $841K |
| Rehmann Capital Advisory Group | 0.04% | No change | 28,589 | $837K |
| GeoWealth Management, LLC | 0.03% | Reduce -21.4% | 28,166 | $825K |
| Kestra Advisory Services, LLC | 0.00% | Add +99.2% | 27,848 | $815K |
| Freestone Capital Holdings, LLC | 0.02% | Add +20.8% | 27,477 | $805K |
| Betterment LLC | 0.00% | Add +4.9% | 27,229 | $797K |
| Breakwater Investment Management | 0.29% | Add +2.2% | 27,022 | $791K |
| Centurion Wealth Management LLC | 0.17% | Reduce -3.6% | 27,000 | $791K |
| Citizens & Northern Corp. | 0.20% | Add +32.7% | 26,935 | $789K |
| Capital Management Associates, Inc | 0.17% | Add +59.2% | 26,880 | $787K |
| Lifeworks Advisors, LLC | 0.10% | Reduce -0.2% | 26,388 | $773K |
| Two Sigma Securities, LLC | 0.10% | Add +197.9% | 25,970 | $760K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 25,933 | $759K |
| Citigroup Inc. | 0.00% | Add +0.7% | 25,773 | $755K |
| Comprehensive Money Management Services LLC | 0.52% | Reduce -8.0% | 25,622 | $750K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -21.4% | 25,299 | $741K |
| Winch Advisory Services, LLC | 0.16% | Add +1.3% | 25,257 | $740K |
| Blalock Williams, LLC | 0.59% | No change | 25,005 | $732K |
| Ballast Rock Private Wealth LLC | 0.46% | — | 24,978 | $731K |
| US Bancorp \de | 0.00% | Add +0.6% | 23,232 | $680K |
| Sowell Financial Services LLC | 0.03% | Reduce -17.9% | 23,214 | $680K |
| Optima Capital LLC | 0.29% | Reduce -82.1% | 23,090 | $676K |
| Sightline Wealth Advisors, LLC | 0.29% | Reduce -18.2% | 23,076 | $676K |
| Bank of Montreal | 0.00% | Add +47.6% | 23,053 | $675K |
| Paladin Wealth, LLC | 0.45% | Reduce -0.5% | 22,635 | $663K |
| Goldstone Financial Group, LLC | 0.07% | Reduce -2.8% | 22,572 | $661K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +1.2% | 22,560 | $661K |
| Comerica Bank | 0.00% | Reduce -52.4% | 22,501 | $659K |
| Austin Private Wealth, LLC | 0.05% | Add +19.4% | 21,658 | $634K |
| Ascent Group, LLC | 0.02% | Reduce -11.5% | 21,577 | $632K |
| One Degree Advisors Inc | 0.17% | Reduce -1.3% | 20,805 | $609K |
| Brown Financial Advisors | 0.22% | Reduce -2.5% | 20,192 | $591K |
| Portland Financial Advisors Inc | 1.25% | Add +31.6% | 20,138 | $590K |
| Savant Capital, LLC | 0.00% | Reduce -19.4% | 19,706 | $577K |
| BAM Wealth Management, LLC | 0.41% | Reduce -8.5% | 19,547 | $572K |
| Keystone Financial Group | 0.04% | Add +15.3% | 18,835 | $551K |
| Veltria Advisors Corp. | 2.38% | No change | 18,698 | $547K |
| Jefferson Bridge Capital, LLC | 0.55% | — | 18,488 | $541K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 18,049 | $528K |
| Evensky & Katz LLC | 0.03% | Add +1.3% | 18,012 | $527K |
| XY Planning Network, Inc. | 0.09% | Add +35.4% | 17,738 | $519K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -17.9% | 17,681 | $518K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 17,630 | $516K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.0% | 17,584 | $515K |
| Retirement Capital Strategies | 0.19% | No change | 17,229 | $504K |
| AE Wealth Management LLC | 0.00% | Add +65.7% | 16,873 | $494K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -16.5% | 16,870 | $494K |
| First Horizon Corp. | 0.02% | Add +101.3% | 16,513 | $484K |
| Front Row Advisors LLC | 0.16% | No change | 16,230 | $475K |
| Wesbanco Bank Inc. | 0.01% | Add +5.5% | 15,865 | $465K |
| Triton Financial Group Inc | 0.31% | No change | 15,862 | $464K |
| Money Concepts Capital Corp. | 0.03% | Reduce -2.9% | 15,379 | $450K |
| Clark Asset Management, LLC | 0.05% | Reduce -22.1% | 15,101 | $442K |
| Cranbrook Wealth Management, LLC | 0.09% | Add +4.2% | 14,934 | $437K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,400 | $422K |
| M. Kulyk & Associates, LLC | 0.08% | New | 14,171 | $415K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -51.5% | 13,904 | $407K |
| Park Place Capital Corp | 0.08% | New | 13,762 | $403K |
| Cornerstone Financial Group, LLC | 0.28% | Reduce -2.4% | 13,719 | $402K |
| AIMZ Investment Advisors, LLC | 0.11% | New | 13,682 | $401K |
| Falcon Wealth Planning | 0.03% | Reduce -2.1% | 13,307 | $390K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -17.3% | 13,234 | $387K |
| First Heartland Consultants, Inc. | 0.03% | No change | 13,164 | $385K |
| Summit Financial, LLC | 0.01% | Add +0.8% | 13,049 | $382K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -15.4% | 12,956 | $380K |
| Nemes Rush Group LLC | 0.04% | Add +47.4% | 12,927 | $378K |
| D.A. Davidson & Co. | 0.00% | New | 12,895 | $378K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -23.1% | 12,725 | $373K |
| Pallas Capital Advisors LLC | 0.01% | No change | 12,677 | $371K |
| Larson Financial Group LLC | 0.01% | Reduce -4.2% | 12,496 | $366K |
| Allworth Financial LP | 0.00% | Reduce -42.0% | 12,478 | $365K |
| HM Payson & Co. | 0.01% | Reduce -13.8% | 12,381 | $363K |
| Trailhead Planners LLC | 0.35% | — | 12,290 | $360K |
| Financial Enhancement Group LLC | 0.05% | Reduce -9.8% | 12,283 | $360K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -14.1% | 12,210 | $357K |
| World Investment Advisors | 0.01% | Add +57.4% | 12,099 | $354K |
| BDFS Capital LLC | 0.17% | — | 11,402 | $334K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -45.3% | 11,109 | $325K |
| Mattson Financial Services, LLC | 0.08% | Add +13.8% | 11,103 | $325K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -5.3% | 11,010 | $322K |
| Creative Planning | 0.00% | Add +0.8% | 10,610 | $311K |
| &partners | 0.00% | Add +12.3% | 10,343 | $303K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | No change | 10,238 | $300K |
| Leo Wealth, LLC | 0.02% | Add +1.7% | 10,173 | $298K |
| Cravens & Co Advisors, LLC | 0.19% | New | 10,073 | $295K |
| Motley Fool Wealth Management, LLC | 0.02% | New | 9,992 | $293K |
| Lumbard & Kellner, LLC | 0.10% | No change | 9,900 | $290K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -2.8% | 9,852 | $288K |
| SMI Advisory Services, LLC | 0.05% | Add +2.2% | 9,401 | $275K |
| Bulltick Wealth Management, LLC | 0.06% | Add +0.8% | 9,366 | $274K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.3% | 9,132 | $267K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -15.5% | 8,926 | $261K |
| Wealthcare Capital Partners, LLC | 0.12% | Reduce -14.8% | 8,885 | $260K |
| Choreo, LLC | 0.00% | New | 8,720 | $255K |
| Latitude Advisors, LLC | 0.11% | Add +0.9% | 8,514 | $249K |
| Appalachian Capital Management Ltd | 0.20% | — | 8,431 | $247K |
| Chesley Taft & Associates LLC | 0.01% | No change | 8,150 | $239K |
| Lido Advisors, LLC | 0.00% | New | 8,042 | $236K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,018 | $235K |
| Harbour Investments, Inc. | 0.00% | Add +0.0% | 8,018 | $235K |
| Parallel Advisors, LLC | 0.00% | Add +3.6% | 7,950 | $233K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.1% | 7,934 | $232K |
| SMART Wealth LLC | 0.07% | Reduce -5.0% | 7,882 | $231K |
| BetterWealth, LLC | 0.05% | No change | 7,796 | $228K |
| Venturi Wealth Management, LLC | 0.01% | Add +8.1% | 7,746 | $227K |
| Howe & Rusling Inc. | 0.01% | Reduce -13.9% | 7,684 | $225K |
| PFG Advisors | 0.01% | Reduce -70.3% | 7,661 | $224K |
| Old National Bancorp | 0.00% | No change | 7,520 | $220K |
| Maridea Wealth Management LLC | 0.03% | New | 7,510 | $220K |
| 4WEALTH Advisors, Inc. | 0.19% | Add +3.5% | 7,318 | $214K |
| Traction Financial Partners, LLC | 0.13% | Reduce -9.4% | 7,294 | $214K |
| Mach-1 Financial Group, LLC | 0.04% | New | 7,162 | $210K |
| Midwest Heritage Bank, FSB | 0.07% | No change | 7,044 | $206K |
| Klaas Financial Asset Advisors, LLC | 0.03% | New | 7,020 | $206K |
| TrueMark Investments, LLC | 0.04% | New | 6,983 | $204K |
| LifeSteps Financial, Inc. | 0.13% | No change | 6,927 | $203K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -3.5% | 6,839 | $200K |
| IFP Advisors, Inc | 0.00% | No change | 6,524 | $191K |
| National Bank of Canada | 0.00% | No change | 6,140 | $180K |
| Spire Wealth Management | 0.00% | No change | 5,000 | $146K |
| FMR LLC | 0.00% | Add +25.6% | 4,636 | $136K |
| ORG Partners LLC | 0.02% | Add +4.9% | 4,604 | $135K |
| Tsfg, LLC | 0.02% | Reduce -9.9% | 4,455 | $130K |
| Richardson Financial Services Inc. | 0.04% | Reduce -17.4% | 3,953 | $116K |
| Financial Network Wealth Advisors LLC | 0.12% | Add +1.2% | 3,894 | $114K |
| Collier Financial | 0.07% | Reduce -23.2% | 3,371 | $99K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 3,205 | $94K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.8% | 2,774 | $81K |
| RMG Wealth Management LLC | 0.01% | New | 959 | $78K |
| Fifth Third Bancorp | 0.00% | Reduce -24.4% | 2,509 | $73K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +40.8% | 2,162 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,023 | $59K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,885 | $55K |
| CX Institutional | 0.00% | Reduce -2.8% | 1,884 | $55K |
| SBI Securities Co., Ltd. | 0.00% | Add +52.3% | 1,806 | $53K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +3.4% | 1,767 | $52K |
| Versant Capital Management, Inc | 0.01% | No change | 1,733 | $51K |
| Bokf, NA | 0.00% | Reduce -30.3% | 1,415 | $41K |
| SouthState Bank Corp | 0.00% | New | 1,387 | $41K |
| Ameriflex Group, Inc. | 0.02% | New | 1,363 | $40K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,261 | $37K |
| Manchester Capital Management LLC | 0.00% | New | 1,241 | $36K |
| BankPlus Trust Department | 0.01% | No change | 1,165 | $34K |
| EPG Wealth Management LLC | 0.01% | Add +1.3% | 1,160 | $34K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -9.9% | 1,115 | $33K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 913 | $27K |
| Private Wealth Asset Management, LLC | 0.00% | New | 900 | $26K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | — | 870 | $25K |
| Clearstead Advisors, LLC | 0.00% | Add +103.7% | 837 | $25K |
| Franklin Resources Inc. | 0.00% | No change | 833 | $24K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 736 | $22K |
| Investors Research Corp | 0.00% | No change | 735 | $22K |
| Providence Capital Advisors, LLC | 0.00% | No change | 710 | $21K |
| SHP Wealth Management | 0.00% | — | 701 | $20K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 687 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 615 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.0% | 573 | $17K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 550 | $16K |
| Your Advocates Ltd., LLP | 0.00% | Add +55.0% | 510 | $15K |
| Root Financial Partners, LLC | 0.00% | No change | 446 | $13K |
| Simplex Trading, LLC | 0.00% | New | 400 | $12K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 398 | $12K |
| Colonial Trust Co / SC | 0.00% | Add +4.0% | 361 | $11K |
| Lodestone Wealth Management LLC | 0.00% | New | 345 | $10K |
| Navalign, LLC | 0.00% | New | 340 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 325 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.6% | 318 | $9K |
| Kelleher Financial Advisors | 0.00% | No change | 316 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 315 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 251 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | New | 238 | $7K |
| First Community Trust NA | 0.00% | New | 210 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 199 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -57.0% | 204 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 200 | $6K |
| Essential Partners LLC | 0.00% | New | 198 | $6K |
| BlackRock, Inc. | 0.00% | New | 191 | $6K |
| Princeton Global Asset Management LLC | 0.00% | New | 188 | $6K |
| Addison Advisors LLC | 0.00% | Reduce -81.8% | 156 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +20.8% | 116 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 115 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 108 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +1.4% | 72 | $2K |
| Strive Financial Group ,LLC | 0.00% | — | 56 | $2K |
| AlphaCore Capital LLC | 0.00% | No change | 45 | $1K |
| Kingdom Financial Group LLC. | 0.00% | New | 40 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 27 | $791 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 24 | $703 |
| Darwin Wealth Management, LLC | 0.00% | Add +7.7% | 14 | $413 |
| Virtus Fixed Income Advisers, LLC | 0.00% | Reduce -72.9% | 13 | $381 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 12 | $338 |
| BNP Paribas Financial Markets | 0.00% | No change | 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.