SS SPDR P St Term TSY ETFSPTSETF
13F holders, Q1 2026 (March 31)424holders +2
44new positions
39sold out
3famous investors
$29.19avg. 13F price*
At the end of Q1 2026, 424 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings, up 2 from Q4 2025. 44 opened new positions and 39 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($819.5M), State Street Corp. ($372.0M) and GLOBALT Investments LLC / GA ($295.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 (Q1 2026)
- CUSIP
- 78468R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $163.1M |
| Exits | 39 | $40.1M |
All 13F filers, Q4 2025 → Q1 2026: 27,676,001 shares bought and 26,099,978 shares sold, net +1,576,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Municipal Employees' Retirement System of Michigan | 9.31% | Add +8.5% | 28,085,205 | $819.5M |
| State Street Corp. | 0.01% | Reduce -4.3% | 12,749,549 | $372.0M |
| GLOBALT Investments LLC / GA | 10.55% | Add +128.4% | 10,136,473 | $295.8M |
| LPL Financial LLC | 0.07% | Add +7.3% | 9,063,381 | $264.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.3% | 5,719,913 | $166.9M |
| Members Trust Co | 3.66% | Add +7.2% | 3,770,589 | $110.0M |
| Financial Solutions Advisory Group, Inc. | 14.26% | — | 3,534,364 | $103.1M |
| Cerity Partners LLC | 0.13% | Add +2.6% | 3,128,412 | $91.3M |
| Evermay Wealth Management LLC | 10.03% | Add +14.0% | 3,101,110 | $90.5M |
| Wells Fargo & Company | 0.02% | Add +2.5% | 2,633,913 | $76.9M |
| Osaic Holdings, Inc. | 0.11% | Add +110.8% | 2,500,149 | $73.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -43.1% | 2,497,153 | $72.9M |
| Bank of Nova Scotia | 0.13% | Add +110.6% | 2,441,533 | $71.3M |
| Flputnam Investment Management Co. | 1.04% | Add +7.5% | 2,404,382 | $70.2M |
| Morgan Stanley | 0.00% | Add +51.3% | 2,281,888 | $66.6M |
| Bank of America Corp. | 0.00% | Reduce -84.0% | 2,157,303 | $63.0M |
| Modern Wealth Management, LLC | 1.03% | Add +12.7% | 2,065,619 | $60.1M |
| HighTower Advisors, LLC | 0.06% | Add +1.4% | 2,055,683 | $60.0M |
| Truist Financial Corp. | 0.07% | Add +26.4% | 1,826,287 | $53.3M |
| Portland Global Advisors LLC | 5.43% | Add +6.3% | 1,746,779 | $51.0M |
| 1888 Investments, LLC | 80.59% | New | 1,740,100 | $50.8M |
| Dagco, Inc. | 10.97% | Add +14.6% | 1,734,575 | $50.6M |
| GM Advisory Group, LLC | 1.78% | Reduce -2.9% | 1,586,304 | $46.3M |
| Proficio Capital Partners LLC | 2.32% | Add +318.3% | 1,467,595 | $43.3M |
| Donoghue Forlines LLC | 11.91% | New | 1,474,666 | $43.0M |
| Royal Bank of Canada | 0.01% | Reduce -36.4% | 1,456,093 | $42.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.31% | Add +16.8% | 1,411,255 | $41.3M |
| Castleark Management LLC | 1.29% | No change | 1,334,080 | $38.9M |
| HHM Wealth Advisors, LLC | 4.40% | Add +19.4% | 1,308,197 | $38.2M |
| Acorn Financial Advisory Services Inc. | 5.21% | Add +11.5% | 1,302,468 | $38.0M |
| Quent Capital, LLC | 2.68% | Add +27.1% | 1,296,623 | $37.8M |
| Independence Wealth Advisors, LLC | 17.92% | Add +1084.0% | 1,151,974 | $33.6M |
| Cwm, LLC | 0.09% | Reduce -23.1% | 1,110,595 | $32.4M |
| Assetmark, Inc. | 0.07% | Add +48.6% | 1,094,902 | $31.9M |
| Woodmont Investment Counsel LLC | 1.93% | Add +9.0% | 1,073,443 | $31.3M |
| Equitable Holdings, Inc. | 0.20% | Add +48.8% | 1,038,830 | $30.4M |
| Creative Financial Designs Inc. | 1.83% | Add +3.1% | 1,030,100 | $30.1M |
| Heartwood Wealth Advisors LLC | 2.57% | Add +17.4% | 1,009,143 | $29.4M |
| Impact Partnership Wealth, LLC | 3.60% | Add +7.1% | 999,047 | $29.2M |
| Crane Advisory, LLC | 4.31% | Add +1.0% | 988,122 | $28.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 887,602 | $25.9M |
| Focus Partners Wealth | 0.03% | Add +25.2% | 877,151 | $25.7M |
| JPMorgan Chase & Co. | 0.00% | Add +17.0% | 881,708 | $25.7M |
| Nelson Capital Management, LLC | 3.14% | Add +1.7% | 880,170 | $25.7M |
| Park Avenue Securities LLC | 0.20% | Reduce -1.9% | 861,222 | $25.1M |
| Boston Standard Wealth Management, LLC | 4.06% | Add +3.4% | 852,998 | $24.8M |
| Cetera Investment Advisers | 0.03% | Reduce -10.4% | 816,596 | $23.8M |
| UBS Group AG | 0.00% | Add +6.7% | 777,062 | $22.7M |
| Alliance Wealth Advisors, LLC | 4.83% | Add +84.0% | 763,553 | $22.3M |
| Evergreen Capital Management LLC | 0.46% | Reduce -3.8% | 731,553 | $21.3M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +2.2% | 713,797 | $20.8M |
| Private Advisor Group, LLC | 0.10% | Add +0.3% | 712,479 | $20.8M |
| WorthPointe, LLC | 5.56% | Add +30.1% | 698,778 | $20.4M |
| St Germain D J Co. Inc. | 0.74% | Add +9.9% | 643,329 | $18.8M |
| Glen Eagle Advisors, LLC | 2.60% | Add +82.8% | 636,148 | $18.6M |
| Great Point Wealth Advisors, LLC | 3.38% | Reduce -1.8% | 628,116 | $18.3M |
| Gradient Investments LLC | 0.28% | Add +6.0% | 617,404 | $18.0M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +4.9% | 615,436 | $18.0M |
| Manning & Napier Advisors LLC | 0.23% | Reduce -6.8% | 564,748 | $16.5M |
| Fiduciary Group, LLC | 1.39% | Add +11.0% | 556,094 | $16.2M |
| Composition Wealth, LLC | 0.22% | Add +3.2% | 536,598 | $15.7M |
| Capital Group Private Client Services, Inc. | 0.26% | Reduce -1.1% | 534,195 | $15.6M |
| MAI Capital Management | 0.09% | Add +11.5% | 526,487 | $15.4M |
| OakTrust Wealth Advisors, LLC | 13.24% | Add +2.9% | 498,450 | $14.5M |
| SeaBridge Investment Advisors LLC | 2.44% | Reduce -2.8% | 495,119 | $14.4M |
| Summit Financial, LLC | 0.18% | Add +3544.0% | 475,507 | $13.9M |
| Fonville Wealth Management LLC | 2.61% | Add +47.0% | 470,619 | $13.7M |
| Signet Financial Management, LLC | 1.52% | Add +3.9% | 464,249 | $13.5M |
| Pinnacle Financial Partners, Inc. | 0.10% | Add +51.9% | 442,123 | $12.9M |
| Manhattan West Asset Management, LLC | 2.50% | Add +8.7% | 438,612 | $12.8M |
| Private Wealth Group, LLC | 5.87% | Add +6.5% | 431,056 | $12.6M |
| Stifel Financial Corp. | 0.01% | Reduce -24.3% | 425,164 | $12.4M |
| Principia Wealth Advisory, LLC | 6.81% | New | 411,891 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -25.0% | 412,785 | $12.0M |
| Rinkey Investments | 3.04% | Add +0.0% | 407,126 | $11.9M |
| Lighthouse Financial Services Inc. | 2.65% | Add +0.5% | 402,586 | $11.7M |
| Sei Investments Co. | 0.01% | New | 398,443 | $11.6M |
| Apella Capital, LLC | 0.17% | New | 387,348 | $11.3M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +8.8% | 386,403 | $11.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.4% | 380,561 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.2% | 373,679 | $10.9M |
| Treasure Coast Financial Planning | 5.47% | Reduce -0.7% | 363,917 | $10.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -16.7% | 348,977 | $10.2M |
| PFG Advisors | 0.49% | Add +4427.6% | 346,863 | $10.1M |
| Tilson Financial Group, Inc. | 2.96% | Add +5.3% | 338,407 | $9.9M |
| AllGen Financial Advisors, Inc. | 2.27% | New | 327,772 | $9.6M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -5.9% | 319,564 | $9.3M |
| S. R. Schill & Associates | 6.16% | Add +6.5% | 312,600 | $9.1M |
| MTC Wealth Management LLC | 4.27% | Add +10.4% | 308,027 | $9.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +56.6% | 300,504 | $8.8M |
| First Affirmative Financial Network | 3.31% | — | 292,062 | $8.5M |
| DGS Capital Management, LLC | 1.37% | Add +5.5% | 285,655 | $8.3M |
| OneDigital Investment Advisors LLC | 0.08% | Add +394.3% | 283,524 | $8.3M |
| MY Wealth Management Inc. | 7.95% | Add +95.9% | 280,822 | $8.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +8.6% | 279,000 | $8.1M |
| Wescott Financial Advisory Group, LLC | 0.68% | Reduce -1.1% | 266,705 | $7.8M |
| Mariner, LLC | 0.01% | Reduce -2.4% | 265,239 | $7.7M |
| Integrated Capital Management, Inc. | 5.09% | Add +1.9% | 262,376 | $7.7M |
| Main Line Retirement Advisors, LLC | 3.73% | Add +1.1% | 255,841 | $7.5M |
| Members Advisory Group LLC | 2.53% | New | 252,503 | $7.4M |
| Empowered Funds, LLC | 0.05% | Add +12.8% | 247,350 | $7.2M |
| Waverly Advisors, LLC | 0.05% | Add +5.1% | 245,991 | $7.2M |
| Silver Oak Securities, Incorporated | 0.52% | Reduce -5.8% | 242,603 | $7.1M |
| HighPoint Advisor Group LLC | 0.30% | Add +2.1% | 241,799 | $7.1M |
| Merit Financial Group, LLC | 0.05% | Reduce -36.0% | 234,328 | $6.8M |
| SeedSafe Financial LLC | 5.49% | Add +17.5% | 228,437 | $6.7M |
| Foundations Investment Advisors, LLC | 0.08% | Add +29.5% | 228,245 | $6.7M |
| Captrust Financial Advisors | 0.01% | Reduce -6.3% | 222,849 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -24.5% | 214,873 | $6.3M |
| TPG Financial Advisors, LLC | 2.01% | Add +5.5% | 211,720 | $6.2M |
| Key Financial Inc | 1.08% | Reduce -1.0% | 208,485 | $6.1M |
| Fourth Dimension Wealth, LLC | 2.22% | Add +4.3% | 200,273 | $5.8M |
| Cannon Wealth Management Services, LLC | 3.91% | Add +7.4% | 198,177 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -15.7% | 197,829 | $5.8M |
| BlackRock, Inc. | 0.00% | Add +102245.0% | 195,479 | $5.7M |
| Troutman Wealth Management, LLC | 4.73% | Add +1.4% | 194,432 | $5.7M |
| Entrewealth, LLC | 2.50% | Add +4.6% | 190,852 | $5.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +24.1% | 185,037 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.4% | 183,715 | $5.4M |
| Flow Traders U.S. LLC | 0.17% | New | 182,171 | $5.3M |
| Verus Capital Partners, LLC | 0.36% | Add +9.8% | 178,336 | $5.2M |
| Synergy Investment Management, LLC | 1.70% | Add +6.0% | 177,875 | $5.2M |
| Centric Wealth Management | 0.99% | Add +4.2% | 171,071 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +5.5% | 167,713 | $4.9M |
| WBH Advisory Inc. | 0.36% | Reduce -0.6% | 163,542 | $4.8M |
| Faithward Advisors, LLC | 0.67% | Add +8.0% | 153,225 | $4.7M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -37.3% | 158,347 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +37.5% | 157,935 | $4.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -58.7% | 157,742 | $4.6M |
| Hobbs Group Advisors, LLC | 1.37% | Add +0.6% | 157,355 | $4.6M |
| JT Stratford LLC | 0.58% | Add +13.5% | 154,988 | $4.5M |
| Guild Investment Management, Inc. | 3.17% | Reduce -1.9% | 152,000 | $4.4M |
| MKT Advisors LLC | 1.43% | Add +28.2% | 146,963 | $4.3M |
| Axiom Financial Strategies, LLC | 1.50% | Add +0.8% | 145,965 | $4.3M |
| Mechanics Bank Trust Department | 0.59% | Reduce -11.4% | 145,638 | $4.2M |
| Madison Asset Management, LLC | 0.05% | Reduce -53.6% | 141,935 | $4.1M |
| Silverlake Wealth Management LLC | 0.83% | Add +4.7% | 134,336 | $3.9M |
| Hobart Private Capital, LLC | 0.76% | Add +4.7% | 133,082 | $3.9M |
| Napier Financial, LLC | 0.83% | Reduce -2.3% | 124,529 | $3.6M |
| Roundview Capital LLC | 0.23% | Reduce -0.4% | 124,528 | $3.6M |
| Avior Wealth Management, LLC | 0.10% | Reduce -1.9% | 124,417 | $3.6M |
| Nwam LLC | 0.21% | Add +4.3% | 123,819 | $3.6M |
| RFG Advisory, LLC | 0.06% | Add +6.3% | 117,087 | $3.4M |
| Walker Financial Services, Inc. | 1.14% | Add +1.9% | 114,441 | $3.3M |
| Zinnia Wealth Advisory, LLC | 3.65% | Add +2.2% | 111,909 | $3.3M |
| Zhang Financial LLC | 0.11% | Reduce -4.6% | 106,670 | $3.1M |
| 1620 Investment Advisors, Inc. | 2.11% | Add +0.7% | 106,607 | $3.1M |
| Strategic Financial Concepts, LLC | 0.76% | Add +9.2% | 105,629 | $3.1M |
| Fisher Asset Management | 0.00% | Reduce -7.0% | 97,758 | $2.9M |
| Independent Advisor Alliance | 0.03% | Add +97.3% | 95,924 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +4.4% | 95,380 | $2.8M |
| Matauro, LLC | 0.39% | Reduce -19.7% | 92,771 | $2.7M |
| Lanark Financial, Inc. | 0.20% | Add +4.0% | 90,734 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -1.5% | 89,834 | $2.6M |
| Roberts Wealth Advisors, LLC | 0.66% | Add +14.4% | 89,737 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.4% | 85,053 | $2.5M |
| Advisor Resource Council | 0.97% | Reduce -6.7% | 83,922 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -31.9% | 83,886 | $2.4M |
| SigFig Wealth Management, LLC | 0.07% | Reduce -3.8% | 83,635 | $2.4M |
| Tempus Wealth Planning, LLC | 0.56% | Add +0.9% | 83,169 | $2.4M |
| Debussy Capital Management LP | 0.33% | Reduce -4.0% | 81,675 | $2.4M |
| Principal Securities, Inc. | 0.03% | Add +22.2% | 81,207 | $2.4M |
| Genesis Private Wealth, LLC | 0.75% | Reduce -8.5% | 81,134 | $2.4M |
| Wealth Management Nebraska | 0.24% | New | 25,480 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -14.5% | 80,786 | $2.4M |
| Hudson Oak Wealth Advisory LLC | 2.01% | Add +2.7% | 79,249 | $2.3M |
| Arax Advisory Partners | 0.06% | Reduce -6.2% | 77,637 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.33% | Reduce -0.6% | 75,696 | $2.2M |
| Bailard, Inc. | 0.05% | Reduce -15.0% | 75,443 | $2.2M |
| Tidemark, LLC | 0.53% | Add +1.5% | 71,256 | $2.1M |
| Intrua Financial, LLC | 0.21% | Reduce -6.0% | 67,854 | $2.0M |
| Visionary Horizons, LLC | 0.95% | Add +12.9% | 66,225 | $1.9M |
| Altiora Financial Group, LLC | 0.31% | Reduce -16.9% | 64,417 | $1.9M |
| Tactive Advisors, LLC | 0.53% | Add +1.8% | 64,144 | $1.9M |
| WCG Wealth Advisors LLC | 0.05% | Add +8.4% | 60,875 | $1.8M |
| Belpointe Asset Management LLC | 0.06% | Reduce -10.8% | 60,698 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.53% | Add +24.8% | 59,693 | $1.7M |
| Vise Technologies, Inc. | 0.03% | No change | 58,709 | $1.7M |
| Citadel Advisors | 0.00% | New | 57,346 | $1.7M |
| Thompson Davis & Co., Inc. | 1.01% | Reduce -6.8% | 52,030 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.7% | 51,782 | $1.5M |
| Vicus Capital | 0.11% | Add +12.7% | 51,543 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -14.6% | 51,542 | $1.5M |
| Continuum Advisory, LLC | 0.14% | Add +21.6% | 50,925 | $1.5M |
| Partners in Financial Planning | 0.24% | Reduce -1.3% | 49,979 | $1.5M |
| One Day In July LLC | 0.12% | Reduce -27.9% | 49,365 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +42.8% | 49,257 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 49,000 | $1.4M |
| Tidal Investments LLC | 0.00% | New | 48,056 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Add +0.2% | 47,952 | $1.4M |
| Fiduciary Financial Group, LLC | 0.18% | Add +1.8% | 47,745 | $1.4M |
| Pacific Park Financial, Inc. | 0.82% | Reduce -8.7% | 43,075 | $1.3M |
| Vavra Capital Management, LLC | 1.21% | Add +0.8% | 42,769 | $1.2M |
| Successful Portfolios LLC | 0.67% | Add +0.0% | 41,412 | $1.2M |
| Western Wealth Management, LLC | 0.05% | Reduce -0.2% | 41,370 | $1.2M |
| Diligent Investors, LLC | 0.29% | No change | 40,000 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Reduce -10.7% | 39,671 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.3% | 39,261 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.3% | 38,609 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +33.4% | 38,527 | $1.1M |
| Austin Wealth Management, LLC | 0.25% | Reduce -83.8% | 37,694 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | No change | 37,212 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.3% | 36,016 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -58.6% | 35,697 | $1.0M |
| AQR Capital Management | 0.00% | Reduce -43.0% | 35,453 | $1.0M |
| HORAN Wealth, LLC | 0.10% | No change | 34,456 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +19.1% | 34,205 | $998K |
| Downshift Financial, LLC | 0.50% | Add +8.2% | 32,799 | $956K |
| Evanson Asset Management, LLC | 0.05% | No change | 32,523 | $949K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.6% | 32,424 | $946K |
| Tandem Investment Partners LLC | 0.79% | Reduce -8.1% | 32,017 | $934K |
| Triton Financial Group Inc | 1.62% | Add +100.0% | 31,724 | $927K |
| Aspire Private Capital, LLC | 0.21% | Add +5.0% | 31,623 | $923K |
| Betterment LLC | 0.00% | Add +11.2% | 30,276 | $883K |
| Breakwater Investment Management | 0.33% | Add +11.1% | 30,007 | $876K |
| Whittier Trust Co. | 0.01% | No change | 29,242 | $850K |
| Rehmann Capital Advisory Group | 0.04% | No change | 28,589 | $834K |
| XY Planning Network, Inc. | 0.13% | Add +59.8% | 28,348 | $825K |
| Patron Partners, LLC | 0.36% | Reduce -3.5% | 28,004 | $817K |
| Citizens & Northern Corp. | 0.20% | Add +3.8% | 27,959 | $816K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 27,862 | $813K |
| Jefferson Bridge Capital, LLC | 0.81% | Add +50.6% | 27,846 | $813K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -79.2% | 27,797 | $811K |
| Allen Capital Group, LLC | 0.07% | Reduce -18.4% | 27,649 | $807K |
| Citigroup Inc. | 0.00% | Add +5.5% | 27,193 | $793K |
| Private Trust Co. NA | 0.07% | Reduce -15.1% | 27,027 | $789K |
| Capital Management Associates, Inc | 0.18% | No change | 26,880 | $784K |
| Clear Creek Financial Management, LLC | 0.06% | Add +5.5% | 26,698 | $779K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.8% | 26,083 | $761K |
| Slow Capital, Inc. | 0.10% | Reduce -42.4% | 26,027 | $759K |
| Winch Advisory Services, LLC | 0.17% | Add +1.6% | 25,667 | $749K |
| Comprehensive Money Management Services LLC | 0.48% | Reduce -1.4% | 25,272 | $737K |
| Blalock Williams, LLC | 0.56% | No change | 25,005 | $730K |
| Maridea Wealth Management LLC | 0.10% | Add +228.4% | 24,660 | $720K |
| Trilogy Capital Inc. | 0.03% | Reduce -25.7% | 24,613 | $718K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -21.9% | 23,821 | $695K |
| Maia Wealth LLC | 0.12% | Reduce -26.0% | 23,667 | $691K |
| Protective Life Corp. | 2.28% | New | 23,506 | $686K |
| Sowell Financial Services LLC | 0.03% | Add +1.2% | 23,484 | $685K |
| TCFG Wealth Management, LLC | 0.26% | New | 23,426 | $684K |
| TCFG Investment Advisors, LLC | 0.26% | — | 23,426 | $684K |
| Paladin Wealth, LLC | 0.47% | Add +2.9% | 23,292 | $680K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 23,102 | $674K |
| Centurion Wealth Management LLC | 0.14% | Reduce -18.5% | 22,000 | $642K |
| Goldstone Financial Group, LLC | 0.07% | Reduce -5.8% | 21,257 | $620K |
| Money Concepts Capital Corp. | 0.03% | Add +37.2% | 21,094 | $616K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -20.7% | 20,933 | $611K |
| Portland Financial Advisors Inc | 1.22% | No change | 20,138 | $588K |
| Bank of Montreal | 0.00% | Reduce -12.9% | 20,076 | $586K |
| Destiny Capital Corp | 0.31% | Reduce -35.8% | 19,741 | $576K |
| Brown Financial Advisors | 0.21% | Reduce -4.0% | 19,382 | $566K |
| Keystone Financial Group | 0.04% | Add +0.5% | 18,935 | $553K |
| Evensky & Katz LLC | 0.03% | Add +0.6% | 18,126 | $529K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 18,049 | $527K |
| Savant Capital, LLC | 0.00% | Reduce -10.1% | 17,713 | $517K |
| Wbi Investments, LLC | 0.14% | New | 17,591 | $513K |
| Millington Securities, LLC | 0.14% | — | 17,591 | $513K |
| Retirement Capital Strategies | 0.19% | No change | 17,229 | $503K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.2% | 16,835 | $491K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -84.9% | 16,631 | $485K |
| GeoWealth Management, LLC | 0.02% | Reduce -41.1% | 16,577 | $484K |
| First Horizon Corp. | 0.02% | No change | 16,513 | $482K |
| Front Row Advisors LLC | 0.16% | No change | 16,230 | $474K |
| Ascent Group, LLC | 0.02% | Reduce -24.9% | 16,210 | $473K |
| Optima Capital LLC | 0.22% | Reduce -30.0% | 16,161 | $472K |
| Wesbanco Bank Inc. | 0.01% | No change | 15,865 | $463K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -10.8% | 15,766 | $460K |
| M. Kulyk & Associates, LLC | 0.09% | Add +10.3% | 15,629 | $456K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -43.4% | 15,558 | $454K |
| Theory Financial LLC | 0.15% | Reduce -64.9% | 15,125 | $441K |
| Clark Asset Management, LLC | 0.04% | No change | 15,101 | $441K |
| Cranbrook Wealth Management, LLC | 0.09% | Reduce -1.5% | 14,716 | $429K |
| Sightline Wealth Advisors, LLC | 0.18% | Reduce -36.3% | 14,699 | $429K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,400 | $420K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -36.5% | 14,335 | $418K |
| Carnegie Investment Counsel | 0.01% | Reduce -51.4% | 14,216 | $415K |
| Banque Transatlantique SA | 0.01% | New | 13,980 | $408K |
| Arkadios Wealth Advisors | 0.01% | New | 13,904 | $406K |
| Cornerstone Financial Group, LLC | 0.26% | Add +0.9% | 13,842 | $402K |
| Nemes Rush Group LLC | 0.04% | Add +6.5% | 13,770 | $402K |
| AIMZ Investment Advisors, LLC | 0.12% | No change | 13,682 | $399K |
| World Investment Advisors | 0.01% | Add +12.8% | 13,653 | $398K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.9% | 13,637 | $398K |
| One Degree Advisors Inc | 0.10% | Reduce -35.5% | 13,425 | $391K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 13,234 | $387K |
| BAM Wealth Management, LLC | 0.29% | Reduce -33.0% | 13,088 | $382K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +0.1% | 12,963 | $378K |
| Creative Planning | 0.00% | Add +21.9% | 12,931 | $377K |
| Ballast Rock Private Wealth LLC | 0.21% | Reduce -49.1% | 12,719 | $371K |
| Trailhead Planners LLC | 0.36% | Add +3.2% | 12,686 | $370K |
| Pallas Capital Advisors LLC | 0.01% | No change | 12,677 | $370K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 12,503 | $365K |
| Allworth Financial LP | 0.00% | Add +0.1% | 12,490 | $364K |
| Financial Enhancement Group LLC | 0.04% | Add +0.6% | 12,355 | $361K |
| TD Private Client Wealth LLC | 0.01% | Reduce -86.0% | 12,095 | $353K |
| IHT Wealth Management, LLC | 0.01% | Reduce -67.5% | 12,043 | $351K |
| Falcon Wealth Planning | 0.02% | Reduce -10.8% | 11,870 | $346K |
| Mattson Financial Services, LLC | 0.08% | Add +5.7% | 11,737 | $342K |
| BDFS Capital LLC | 0.16% | Add +0.5% | 11,462 | $334K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -36.4% | 11,210 | $327K |
| Retirement Income Solutions, Inc. | 0.06% | Add +0.6% | 11,180 | $326K |
| Narwhal Capital Management | 0.02% | New | 10,399 | $303K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -15.6% | 10,309 | $301K |
| Leo Wealth, LLC | 0.02% | Add +0.0% | 10,174 | $297K |
| Fifth Third Bancorp | 0.00% | Add +302.6% | 10,100 | $295K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -11.1% | 9,788 | $286K |
| HM Payson & Co. | 0.00% | Reduce -22.4% | 9,609 | $280K |
| SMI Advisory Services, LLC | 0.05% | Add +2.5% | 9,636 | $280K |
| Wealthspire Advisors, LLC | 0.00% | Add +19.2% | 9,557 | $279K |
| Choreo, LLC | 0.00% | Add +9.4% | 9,539 | $278K |
| Harbour Investments, Inc. | 0.00% | Add +16.6% | 9,351 | $273K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -29.4% | 9,294 | $271K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -6.3% | 9,228 | $269K |
| WealthTrak Capital Management LLC | 0.19% | New | 9,129 | $266K |
| Wealthcare Capital Partners, LLC | 0.12% | No change | 8,885 | $259K |
| AE Wealth Management LLC | 0.00% | Reduce -49.0% | 8,611 | $251K |
| Cypress Capital Group | 0.03% | New | 8,295 | $242K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -77.7% | 8,225 | $240K |
| Chesley Taft & Associates LLC | 0.01% | No change | 8,150 | $238K |
| Latitude Advisors, LLC | 0.11% | Reduce -6.2% | 7,986 | $233K |
| Portfolio Resources Advisor Group, Inc. | 0.23% | New | 7,947 | $233K |
| Parallel Advisors, LLC | 0.00% | Add +0.0% | 7,952 | $232K |
| IFP Advisors, Inc | 0.00% | Add +20.9% | 7,884 | $230K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.1% | 7,844 | $229K |
| BetterWealth, LLC | 0.04% | No change | 7,796 | $227K |
| Legacy Trust | 0.04% | New | 7,775 | $227K |
| Howe & Rusling Inc. | 0.01% | Add +0.6% | 7,733 | $226K |
| &partners | 0.00% | Reduce -27.2% | 7,530 | $222K |
| Howard Bailey Securities, LLC | 0.09% | Reduce -15.2% | 7,572 | $221K |
| Natural Investments, LLC | 0.05% | New | 7,493 | $218K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -41.7% | 7,417 | $216K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 7,275 | $212K |
| Spectrum Planning & Advisory Services Inc. | 0.10% | Reduce -77.8% | 7,257 | $212K |
| Compound Planning, Inc. | 0.01% | New | 7,209 | $210K |
| Midwest Heritage Bank, FSB | 0.07% | No change | 7,044 | $206K |
| Klaas Financial Asset Advisors, LLC | 0.03% | No change | 7,020 | $205K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -73.2% | 6,952 | $203K |
| SMART Wealth LLC | 0.06% | Reduce -12.0% | 6,935 | $202K |
| LifeSteps Financial, Inc. | 0.13% | No change | 6,927 | $202K |
| Lido Advisors, LLC | 0.00% | Reduce -14.4% | 6,883 | $201K |
| Qube Research & Technologies Ltd | 0.00% | Add +433.6% | 6,729 | $196K |
| Aptus Capital Advisors, LLC | 0.00% | New | 5,952 | $174K |
| Financial Network Wealth Advisors LLC | 0.15% | Add +29.4% | 5,038 | $147K |
| Spire Wealth Management | 0.01% | No change | 5,000 | $146K |
| Tsfg, LLC | 0.02% | Add +10.2% | 4,911 | $143K |
| Ascentis Independent Advisors | 0.01% | New | 4,604 | $134K |
| National Bank of Canada | 0.00% | Reduce -26.0% | 4,543 | $133K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -38.2% | 4,229 | $123K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.4% | 4,054 | $118K |
| Richardson Financial Services Inc. | 0.07% | Add +0.7% | 3,979 | $116K |
| FMR LLC | 0.00% | Reduce -15.6% | 3,912 | $114K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -100.0% | 3,845 | $112K |
| Graney & King, LLC | 0.06% | New | 3,633 | $106K |
| Your Advocates Ltd., LLP | 0.03% | Add +561.8% | 3,375 | $98K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 3,205 | $94K |
| Collier Financial | 0.07% | Reduce -10.4% | 3,021 | $88K |
| Mather Group, Llc. | 0.00% | New | 2,934 | $86K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 2,784 | $81K |
| Ameriflex Group, Inc. | 0.04% | Add +96.3% | 2,676 | $78K |
| SBI Securities Co., Ltd. | 0.00% | Add +25.9% | 2,273 | $66K |
| Versant Capital Management, Inc | 0.01% | Add +29.4% | 2,243 | $65K |
| Root Financial Partners, LLC | 0.00% | Add +370.6% | 2,099 | $61K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +7.5% | 1,900 | $55K |
| CX Institutional | 0.00% | Reduce -0.4% | 1,877 | $55K |
| MPWM Advisory Solutions, LLC | 0.02% | New | 1,415 | $41K |
| Bokf, NA | 0.00% | Reduce -0.1% | 1,414 | $41K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -40.3% | 1,291 | $38K |
| EPG Wealth Management LLC | 0.01% | Add +0.6% | 1,167 | $34K |
| BankPlus Trust Department | 0.01% | No change | 1,165 | $34K |
| Private Wealth Asset Management, LLC | 0.00% | Add +25.0% | 1,125 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -3.1% | 1,080 | $32K |
| Vanguard Advisers Inc. | 0.00% | — | 937 | $27K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 870 | $25K |
| Franklin Resources Inc. | 0.00% | No change | 833 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +136.2% | 751 | $22K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 736 | $21K |
| Investors Research Corp | 0.00% | No change | 735 | $21K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.1% | 719 | $21K |
| SHP Wealth Management | 0.00% | Reduce -0.4% | 698 | $20K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 687 | $20K |
| Blair William & Co. | 0.00% | Reduce -65.5% | 650 | $19K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 615 | $18K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 550 | $16K |
| Rossby Financial, LCC | 0.00% | Add +374.8% | 546 | $16K |
| Retirement Wealth Solutions LLC | 0.01% | New | 420 | $12K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 398 | $12K |
| Colonial Trust Co / SC | 0.00% | No change | 361 | $11K |
| Lodestone Wealth Management LLC | 0.00% | No change | 345 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 325 | $9K |
| Kelleher Financial Advisors | 0.00% | No change | 316 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 315 | $9K |
| GW&K Investment Management, LLC | 0.00% | New | 306 | $9K |
| Hoey Investments, Inc. | 0.00% | New | 307 | $9K |
| Bullock Wealth Management Group | 0.00% | New | 276 | $8K |
| Destiny Wealth Partners, LLC | 0.00% | New | 273 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 267 | $8K |
| Orion Capital Management LLC | 0.00% | No change | 251 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 238 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | New | 220 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 199 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 200 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 188 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -99.5% | 143 | $4K |
| Eastern Bank | 0.00% | Add +13300.0% | 134 | $4K |
| Truvestments Capital LLC | 0.00% | New | 116 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 116 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 108 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 73 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 72 | $2K |
| Strive Financial Group ,LLC | 0.00% | No change | 56 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -96.5% | 49 | $1K |
| AlphaCore Capital LLC | 0.00% | No change | 45 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 41 | $1K |
| Kingdom Financial Group LLC. | 0.00% | Add +2.5% | 41 | $1K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -99.9% | 37 | $1K |
| BNP Paribas Financial Markets | 0.00% | Add +200.0% | 30 | $875 |
| Addison Advisors LLC | 0.00% | Reduce -82.0% | 28 | $818 |
| Dunhill Financial, LLC | 0.00% | New | 28 | $817 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 24 | $700 |
| MBM Wealth Consultants, LLC | 0.00% | New | 16 | $467 |
| Darwin Wealth Management, LLC | 0.00% | No change | 14 | $414 |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 12 | $336 |
| Virtus Fixed Income Advisers, LLC | 0.00% | Reduce -23.1% | 10 | $292 |
| Russell Investments Group, Ltd. | 0.00% | New | 2 | $49 |
"% 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.