SS SPDR P St Term TSY ETFSPTSETF

13F holders, Q2 2026 (June 30)
411holders −13
31new positions
39sold out
3famous investors
$29.01avg. 13F price*

At the end of Q2 2026, 411 institutions reported holding SS SPDR P St Term TSY ETF (SPTS) in their 13F filings, down 13 from Q1 2026. 31 opened new positions and 39 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($658.1M), State Street Corp. ($403.2M) and GLOBALT Investments LLC / GA ($290.9M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR P St Term TSY ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions31$67.4M
Exits39$83.4M

All 13F filers, Q1 2026 → Q2 2026: 16,988,297 shares bought and 19,964,828 shares sold, net −2,976,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 411 holders

Municipal Employees' Retirement System of Michigan 7.27% Reduce -19.2% 22,686,978 $658.1M
State Street Corp. 0.01% Add +9.0% 13,899,161 $403.2M
GLOBALT Investments LLC / GA 9.81% Reduce -1.1% 10,027,856 $290.9M
LPL Financial LLC 0.06% Add +2.0% 9,249,616 $268.3M
Proficio Capital Partners LLC 7.29% Add +376.4% 6,991,445 $202.8M
Envestnet Asset Management Inc. 0.04% Add +6.5% 6,091,698 $176.7M
Financial Solutions Advisory Group, Inc. 13.18% Add +1.9% 3,601,971 $104.2M
Evermay Wealth Management LLC 10.03% Add +8.3% 3,358,171 $97.4M
Cerity Partners LLC 0.11% Add +2.2% 3,196,896 $92.7M
Ameriprise Financial Inc. 0.02% Add +13.0% 2,822,739 $81.9M
Wells Fargo & Company 0.01% Reduce -0.5% 2,620,688 $76.0M
Flputnam Investment Management Co. 0.79% Reduce -5.0% 2,283,555 $66.2M
Morgan Stanley 0.00% Reduce -0.5% 2,270,040 $65.9M
HighTower Advisors, LLC 0.06% Add +5.7% 2,171,929 $63.0M
Members Trust Co 1.91% Reduce -44.0% 2,111,976 $61.3M
Focus Partners Wealth 0.06% Add +132.0% 2,034,811 $59.0M
Bank of America Corp. 0.00% Reduce -10.2% 1,936,809 $56.2M
Bank of Nova Scotia 0.09% Reduce -22.0% 1,904,928 $55.7M
Truist Financial Corp. 0.07% Add +4.3% 1,905,391 $55.3M
Dagco, Inc. 9.86% Add +6.0% 1,838,753 $53.3M
Cape Cod Five Cents Savings Bank 3.96% — 1,679,505 $48.7M
Wealthspire Advisors, LLC 0.27% Add +17444.2% 1,676,702 $48.6M
Osaic Holdings, Inc. 0.05% Reduce -36.0% 1,599,536 $46.4M
Gerber Kawasaki Wealth & Investment Management 1.24% Add +13.3% 1,598,899 $46.4M
Royal Bank of Canada 0.01% Add +8.9% 1,586,270 $46.0M
Portland Global Advisors LLC 4.19% Reduce -12.9% 1,521,466 $44.1M
Acorn Financial Advisory Services Inc. 5.54% Add +10.4% 1,438,245 $41.7M
Quent Capital, LLC 2.54% Add +9.8% 1,424,219 $41.3M
Assetmark, Inc. 0.07% Add +25.2% 1,370,678 $39.8M
Castleark Management LLC 1.04% No change 1,334,080 $38.7M
HHM Wealth Advisors, LLC 3.79% Reduce -0.7% 1,298,928 $37.7M
Woodmont Investment Counsel LLC 1.85% Add +9.1% 1,171,212 $34.0M
Heartwood Wealth Advisors LLC 2.29% Add +0.6% 1,014,658 $29.4M
Triad Wealth Partners, LLC 1.74% New 1,015,011 $29.3M
Crane Advisory, LLC 4.14% Add +0.7% 995,137 $28.8M
Alliance Wealth Advisors, LLC 5.39% Add +28.8% 983,283 $28.5M
1888 Investments, LLC 50.36% Reduce -43.7% 980,110 $28.4M
Creative Financial Designs Inc. 1.30% Reduce -8.5% 942,567 $27.3M
Boston Standard Wealth Management, LLC 3.76% Add +5.0% 895,179 $25.9M
Raymond James Financial Inc. 0.01% Add +0.3% 890,275 $25.8M
Park Avenue Securities LLC 0.16% Add +0.7% 867,455 $25.2M
Nelson Capital Management, LLC 2.75% Reduce -1.8% 864,508 $25.1M
UBS Group AG 0.00% Add +5.3% 818,168 $23.7M
WorthPointe, LLC 5.50% Add +7.9% 753,673 $21.9M
JPMorgan Chase & Co. 0.00% Reduce -15.1% 748,662 $21.7M
Glen Eagle Advisors, LLC 2.73% Add +17.4% 746,935 $21.7M
St Germain D J Co. Inc. 0.75% Add +11.0% 714,150 $20.7M
Cetera Investment Advisers 0.02% Reduce -14.2% 700,755 $20.3M
Evergreen Capital Management LLC 0.35% Reduce -4.8% 696,181 $20.2M
Gradient Investments LLC 0.28% Add +12.6% 695,270 $20.2M
Concurrent Investment Advisors, LLC 0.17% Add +9.6% 674,211 $19.6M
Manning & Napier Advisors LLC 0.25% Add +18.8% 671,071 $19.5M
Impact Partnership Wealth, LLC 1.87% Reduce -33.6% 663,501 $19.2M
Great Point Wealth Advisors, LLC 3.09% Add +5.1% 660,143 $19.2M
Private Advisor Group, LLC 0.08% Reduce -11.1% 633,590 $18.4M
Modern Wealth Management, LLC 0.21% Reduce -70.2% 616,249 $17.9M
Equitable Holdings, Inc. 0.11% Reduce -41.2% 610,499 $17.7M
Composition Wealth, LLC 0.20% Add +6.8% 573,043 $16.6M
Fiduciary Group, LLC 1.30% Add +2.6% 570,516 $16.6M
Fonville Wealth Management LLC 2.66% Add +19.3% 561,459 $16.3M
MAI Capital Management 0.06% Add +5.2% 553,651 $16.1M
Hughes Financial Services, LLC 2.12% New 552,224 $16.0M
Private Wealth Group, LLC 6.16% Add +27.6% 549,817 $16.0M
Capital Group Private Client Services, Inc. 0.22% No change 534,195 $15.5M
SeaBridge Investment Advisors LLC 2.21% Add +6.5% 527,316 $15.3M
Pinnacle Financial Partners, Inc. 0.10% Add +16.1% 513,173 $14.9M
OakTrust Wealth Advisors, LLC 12.66% Add +1.6% 506,185 $14.7M
Summit Financial, LLC 0.16% Add +5.1% 499,807 $14.5M
Stifel Financial Corp. 0.01% Add +3.7% 440,958 $12.8M
PNC Financial Services Group, Inc. 0.01% Add +10.5% 420,392 $12.2M
Independence Wealth Advisors, LLC 5.90% Reduce -64.8% 405,465 $11.8M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -3.1% 400,071 $11.6M
Sei Investments Co. 0.01% No change 398,443 $11.6M
Lighthouse Financial Services Inc. 2.43% Reduce -0.7% 399,816 $11.6M
Transmarket Holdings LP 8.05% New 378,140 $11.0M
S. R. Schill & Associates 6.41% Add +17.1% 366,104 $10.6M
Treasure Coast Financial Planning 5.11% Reduce -0.8% 360,928 $10.5M
Mercer Global Advisors Inc. 0.01% Reduce -0.1% 348,746 $10.1M
Tilson Financial Group, Inc. 2.77% Add +2.7% 347,656 $10.1M
Apella Capital, LLC 0.13% Reduce -18.0% 317,537 $9.2M
Integrated Wealth Concepts LLC 0.06% Add +4.8% 315,007 $9.1M
Manhattan West Asset Management, LLC 1.50% Reduce -29.3% 309,991 $9.0M
Kingsview Wealth Management, LLC 0.11% Reduce -3.1% 309,625 $9.0M
Empowered Funds, LLC 0.05% Add +22.3% 302,600 $8.8M
MML Investors Services, LLC 0.02% Add +32.2% 284,125 $8.2M
Rinkey Investments 1.90% Reduce -31.6% 278,526 $8.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -0.7% 277,000 $8.0M
Wescott Financial Advisory Group, LLC 0.60% Add +0.8% 268,853 $7.8M
Main Line Retirement Advisors, LLC 3.58% Add +5.1% 268,794 $7.8M
Foundations Investment Advisors, LLC 0.08% Add +17.3% 267,736 $7.8M
Waverly Advisors, LLC 0.04% Add +4.5% 257,034 $7.5M
Silver Oak Securities, Incorporated 0.45% Add +4.4% 253,242 $7.3M
SeedSafe Financial LLC 5.09% Add +6.7% 243,624 $7.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -38.2% 238,773 $6.9M
TPG Financial Advisors, LLC 1.99% Add +8.5% 229,744 $6.7M
Integrated Capital Management, Inc. 4.64% Reduce -12.6% 229,210 $6.6M
Astoria Portfolio Advisors LLC. 1.11% Add +1641.8% 225,786 $6.6M
HighPoint Advisor Group LLC 0.23% Reduce -7.0% 224,755 $6.5M
Captrust Financial Advisors 0.01% Reduce -1.3% 220,045 $6.4M
Farther Finance Advisors, LLC 0.05% Add +12.9% 208,973 $6.1M
Key Financial Inc 0.99% Reduce -0.2% 208,130 $6.0M
Rockefeller Capital Management L.P. 0.01% Add +2.8% 203,320 $5.9M
MKT Advisors LLC 1.83% Add +38.6% 203,633 $5.9M
Troutman Wealth Management, LLC 4.45% Add +2.5% 199,335 $5.8M
Cannon Wealth Management Services, LLC 3.10% Reduce -1.6% 195,013 $5.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.0% 191,109 $5.5M
Merit Financial Group, LLC 0.03% Reduce -19.1% 189,541 $5.5M
WBH Advisory Inc. 0.34% Add +5.4% 172,324 $5.0M
Centric Wealth Management 0.77% No change 171,071 $5.0M
Verus Capital Partners, LLC 0.27% Reduce -5.0% 169,453 $4.9M
Guild Investment Management, Inc. 3.31% Add +9.9% 167,000 $4.8M
BlackRock, Inc. 0.00% Reduce -15.1% 166,064 $4.8M
Fourth Dimension Wealth, LLC 1.52% Reduce -17.2% 165,804 $4.8M
JT Stratford LLC 0.52% Add +5.8% 163,954 $4.8M
Beacon Pointe Advisors, LLC 0.02% Reduce -2.3% 163,912 $4.8M
MY Wealth Management Inc. 3.29% Reduce -42.7% 161,028 $4.7M
Hobbs Group Advisors, LLC 1.22% Add +1.7% 160,091 $4.6M
Faithward Advisors, LLC 0.56% Add +3.6% 158,682 $4.6M
MTC Wealth Management LLC 2.05% Reduce -49.0% 157,262 $4.6M
Silverlake Wealth Management LLC 0.85% Add +14.7% 154,101 $4.5M
Commonwealth Equity Services, LLC 0.01% Reduce -4.7% 150,518 $4.4M
Axiom Financial Strategies, LLC 1.35% Add +1.8% 148,616 $4.3M
One Day In July LLC 0.28% Add +183.6% 140,011 $4.1M
CreativeOne Wealth, LLC 0.09% Reduce -11.9% 139,565 $4.0M
Hobart Private Capital, LLC 0.69% Add +3.9% 138,224 $4.0M
Mechanics Bank Trust Department 0.50% Reduce -5.2% 138,057 $4.0M
OneDigital Investment Advisors LLC 0.03% Reduce -52.5% 134,632 $3.9M
Napier Financial, LLC 0.76% Add +0.7% 125,393 $3.6M
Roundview Capital LLC 0.20% Reduce -0.8% 123,558 $3.6M
Avior Wealth Management, LLC 0.09% Reduce -2.2% 121,635 $3.5M
RFG Advisory, LLC 0.05% Add +0.2% 117,365 $3.4M
Madison Asset Management, LLC 0.04% Reduce -18.6% 115,561 $3.4M
Nwam LLC 0.16% Reduce -10.8% 110,404 $3.2M
EP Wealth Advisors, LLC 0.01% Reduce -30.4% 109,704 $3.2M
Walker Financial Services, Inc. 0.97% Reduce -5.8% 107,751 $3.1M
1620 Investment Advisors, Inc. 1.91% Reduce -0.5% 106,100 $3.1M
Western Wealth Management, LLC 0.10% Add +155.3% 105,618 $3.1M
Entrewealth, LLC 1.12% Reduce -45.1% 104,843 $3.0M
Dynamic Advisor Solutions LLC 0.08% Add +6.6% 101,681 $2.9M
Matauro, LLC 0.38% Add +6.9% 99,155 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +14.3% 97,218 $2.8M
Flow Traders U.S. LLC 0.12% Reduce -47.3% 96,007 $2.8M
Roberts Wealth Advisors, LLC 0.63% Add +6.4% 95,515 $2.8M
Zhang Financial LLC 0.08% Reduce -10.5% 95,459 $2.8M
Lanark Financial, Inc. 0.18% Add +3.5% 93,908 $2.7M
Hudson Oak Wealth Advisory LLC 2.10% Add +18.5% 93,896 $2.7M
Prime Capital Investment Advisors, LLC 0.03% Reduce -0.3% 89,537 $2.6M
Fisher Asset Management 0.00% Reduce -9.4% 88,543 $2.6M
Principal Securities, Inc. 0.03% Add +6.4% 86,391 $2.5M
Susquehanna International Group, LLP 0.00% Add +73.8% 85,154 $2.5M
Bailard, Inc. 0.05% Add +11.9% 84,418 $2.4M
Mariner, LLC 0.00% Reduce -68.8% 82,693 $2.4M
Tempus Wealth Planning, LLC 0.47% Reduce -0.7% 82,562 $2.4M
SigFig Wealth Management, LLC 0.06% Reduce -1.6% 82,327 $2.4M
Teucrium Investment Advisors, LLC 2.10% New 81,665 $2.4M
Belpointe Asset Management LLC 0.07% Add +28.6% 78,083 $2.3M
Sentinel Pension Advisors, LLC 0.30% Add +2.7% 77,763 $2.3M
Gladstone Institutional Advisory LLC 0.07% Reduce -7.5% 74,707 $2.2M
Fiduciary Financial Group, LLC 0.24% Add +55.4% 74,173 $2.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -13.5% 72,526 $2.1M
Genesis Private Wealth, LLC 0.59% Reduce -11.3% 71,952 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% New 71,532 $2.1M
Jones Financial Companies LLLP 0.00% Add +41.8% 69,837 $2.0M
Visionary Horizons, LLC 0.81% Add +0.3% 66,455 $1.9M
Simplicity Wealth,LLC 0.06% Add +37.2% 65,802 $1.9M
Tactive Advisors, LLC 0.47% Add +2.0% 65,413 $1.9M
Intrua Financial, LLC 0.18% Reduce -4.2% 64,989 $1.9M
Zinnia Wealth Advisory, LLC 1.88% Reduce -43.2% 63,585 $1.8M
Arax Advisory Partners 0.01% Reduce -21.4% 61,052 $1.8M
WCG Wealth Advisors LLC 0.04% Reduce -1.4% 60,022 $1.7M
Vicus Capital 0.11% Add +12.8% 58,138 $1.7M
Thompson Davis & Co., Inc. 0.97% Add +7.9% 56,130 $1.6M
Tower Research Capital LLC (TRC) 0.04% Add +20780.5% 55,751 $1.6M
Investor's Fiduciary Advisor Network, LLC 0.55% Reduce -6.6% 55,762 $1.6M
Continuum Advisory, LLC 0.13% Add +8.9% 55,469 $1.6M
Wealthcare Advisory Partners LLC 0.03% Add +2.8% 52,985 $1.5M
Tidemark, LLC 0.34% Reduce -26.5% 52,351 $1.5M
Pacific Park Financial, Inc. 0.78% Add +7.8% 46,448 $1.3M
Breakwater Investment Management 0.46% Add +54.4% 46,325 $1.3M
Ameritas Advisory Services, LLC 0.03% Add +227.6% 44,673 $1.3M
Vavra Capital Management, LLC 1.09% Add +0.5% 42,984 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -17.2% 42,872 $1.2M
Successful Portfolios LLC 0.57% Add +2.1% 42,271 $1.2M
Geneos Wealth Management Inc. 0.02% Add +9.0% 42,081 $1.2M
Vise Technologies, Inc. 0.01% Reduce -29.6% 41,349 $1.2M
Tidal Investments LLC 0.00% Reduce -16.4% 40,180 $1.2M
Partners in Financial Planning 0.18% Reduce -19.6% 40,176 $1.2M
Kohmann Bosshard Financial Services, LLC 0.10% Add +0.8% 39,979 $1.2M
Integrity Alliance, Llc. 0.04% New 38,650 $1.1M
Integrated Advisors Network LLC 0.05% No change 37,212 $1.1M
Austin Wealth Management, LLC 0.23% Reduce -2.0% 36,947 $1.1M
Altiora Financial Group, LLC 0.17% Reduce -42.9% 36,813 $1.1M
Betterment LLC 0.00% Add +17.4% 35,532 $1.0M
Ausdal Financial Partners, Inc. 0.04% Reduce -7.8% 35,503 $1.0M
AQR Capital Management 0.00% Reduce -2.8% 34,477 $1.0M
Great Valley Advisor Group, Inc. 0.02% Reduce -6.1% 33,819 $981K
Two Sigma Securities, LLC 0.08% New 33,634 $976K
Downshift Financial, LLC 0.43% No change 32,799 $952K
Evanson Financial, LLC 0.05% — 32,523 $943K
Aspire Private Capital, LLC 0.19% Add +0.7% 31,829 $923K
Tandem Investment Partners LLC 0.71% Reduce -1.4% 31,569 $916K
Savant Capital, LLC 0.00% Add +77.6% 31,462 $916K
Maia Wealth LLC 0.14% Add +33.2% 31,530 $915K
Steward Partners Investment Advisory, LLC 0.00% Reduce -95.6% 31,369 $910K
Flagship Harbor Advisors, LLC 0.03% Reduce -3.3% 31,344 $909K
Puff Wealth Management, LLC 0.91% — 30,860 $895K
Slow Capital, Inc. 0.10% Add +15.4% 30,041 $871K
Whittier Trust Co. 0.01% Add +1.5% 29,689 $859K
Trailhead Planners LLC 0.82% Add +129.8% 29,149 $846K
XY Planning Network, Inc. 0.11% Add +1.9% 28,884 $838K
Rehmann Capital Advisory Group 0.04% No change 28,589 $829K
Citigroup Inc. 0.00% Add +4.3% 28,349 $822K
Vestmark Advisory Solutions, Inc. 0.01% Add +0.6% 27,956 $811K
Advisor Resource Council 0.27% Reduce -66.9% 27,800 $805K
Capital Management Associates, Inc 0.16% No change 26,880 $780K
Keystone Financial Group 0.05% Add +41.5% 26,787 $777K
Kestra Advisory Services, LLC 0.00% Reduce -4.1% 26,723 $775K
GeoWealth Management, LLC 0.02% Add +60.1% 26,544 $770K
Citizens & Northern Corp. 0.17% Reduce -5.8% 26,339 $764K
Paladin Wealth, LLC 0.44% Add +11.2% 25,896 $751K
Comprehensive Money Management Services LLC 0.47% Add +2.1% 25,812 $749K
Patron Partners, LLC 0.28% Reduce -10.3% 25,128 $729K
Private Trust Co. NA 0.06% Reduce -7.1% 25,118 $729K
Clear Creek Financial Management, LLC 0.05% Reduce -6.2% 25,057 $727K
Blalock Williams, LLC 0.47% No change 25,005 $725K
Maridea Wealth Management LLC 0.08% Add +0.7% 24,822 $720K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -27.6% 24,761 $718K
Altfest L J & Co. Inc. 0.07% Add +56.5% 24,671 $716K
Winch Advisory Services, LLC 0.15% Reduce -4.4% 24,532 $712K
Allen Capital Group, LLC 0.06% Reduce -11.8% 24,377 $707K
Trilogy Capital Inc. 0.03% Reduce -1.0% 24,369 $707K
Advisory Services Network, LLC 0.01% Reduce -7.4% 24,155 $701K
Sowell Financial Services LLC 0.02% Add +1.9% 23,937 $694K
Coastal Bridge Advisors, LLC 0.04% Add +0.3% 23,890 $693K
HORAN Wealth, LLC 0.09% Reduce -31.0% 23,771 $690K
US Bancorp \de 0.00% No change 23,102 $670K
NewEdge Advisors, LLC 0.00% Reduce -41.4% 23,027 $668K
K.J. Harrison & Partners Inc 0.09% New 22,525 $653K
Goldstone Financial Group, LLC 0.06% Reduce -0.9% 21,075 $611K
Portland Financial Advisors Inc 1.10% Add +2.8% 20,698 $600K
&partners 0.00% Add +173.2% 20,574 $597K
Brown Financial Advisors 0.20% Add +2.8% 19,921 $578K
Destiny Capital Corp 0.27% No change 19,741 $573K
Layline Advisors, LLC 0.50% New 19,206 $557K
Fifth Third Bancorp 0.00% Add +87.8% 18,969 $550K
Independent Advisor Alliance 0.01% Reduce -80.4% 18,792 $545K
Centurion Wealth Management LLC 0.13% Reduce -15.4% 18,619 $540K
Jefferson Bridge Capital, LLC 0.46% Reduce -34.0% 18,387 $533K
Evensky & Katz LLC 0.03% Add +0.9% 18,298 $531K
OceanIQ Capital, LLC 0.32% — 18,225 $527K
Money Concepts Capital Corp. 0.02% Reduce -13.9% 18,166 $527K
Mayflower Financial Advisors, LLC 0.05% No change 18,049 $524K
Aptus Capital Advisors, LLC 0.00% Add +201.5% 17,945 $521K
GTS Securities LLC 0.01% New 17,779 $516K
Clark Asset Management, LLC 0.04% Add +17.6% 17,757 $515K
Vantage Point Financial LLC 0.16% New 17,681 $513K
Retirement Capital Strategies 0.17% No change 17,229 $500K
Cranbrook Wealth Management, LLC 0.09% Add +16.9% 17,202 $499K
Protective Life Corp. 3.54% Reduce -27.3% 17,096 $496K
Transamerica Financial Advisors, LLC 0.04% Add +127.2% 16,527 $479K
Formidable Asset Management, LLC 0.08% New 16,354 $477K
M. Kulyk & Associates, LLC 0.08% Add +3.5% 16,184 $469K
Front Row Advisors LLC 0.14% No change 16,230 $469K
Triton Financial Group Inc 0.27% Reduce -49.8% 15,930 $462K
Wesbanco Bank Inc. 0.01% No change 15,865 $460K
Barnett & Company, Inc. 0.34% New 15,620 $453K
PFG Advisors 0.02% Reduce -95.6% 15,418 $447K
Bank of Montreal 0.00% Reduce -23.8% 15,297 $444K
Theory Financial LLC 0.14% Reduce -0.6% 15,037 $436K
Sightline Wealth Advisors, LLC 0.16% Add +0.9% 14,839 $430K
Carnegie Investment Counsel 0.01% Add +2.9% 14,626 $424K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.8% 14,455 $420K
Acropolis Investment Management, LLC 0.02% No change 14,400 $418K
Latitude Advisors, LLC 0.17% Add +79.3% 14,318 $415K
Wbi Investments, LLC 0.10% Reduce -19.9% 14,085 $409K
Cornerstone Financial Group, LLC 0.25% Add +0.6% 13,928 $404K
Citadel Advisors 0.00% Reduce -76.2% 13,629 $395K
Banque Transatlantique SA 0.01% Reduce -3.4% 13,512 $392K
World Investment Advisors 0.01% Reduce -3.4% 13,183 $385K
One Degree Advisors Inc 0.08% Reduce -3.9% 12,900 $372K
Falcon Wealth Planning 0.02% Add +7.1% 12,717 $369K
Pallas Capital Advisors LLC 0.01% No change 12,677 $368K
Larson Financial Group LLC 0.01% Add +0.1% 12,513 $363K
Ballast Rock Private Wealth LLC 0.17% Reduce -3.1% 12,330 $358K
AIMZ Investment Advisors, LLC 0.10% Reduce -10.2% 12,282 $356K
Nemes Rush Group LLC 0.03% Reduce -10.9% 12,270 $356K
Mattson Financial Services, LLC 0.07% Add +4.3% 12,237 $354K
Synergy Investment Management, LLC 0.08% Reduce -93.4% 11,713 $340K
BAM Wealth Management, LLC 0.21% Reduce -11.7% 11,556 $335K
Collaborative Wealth Managment Inc. 0.14% Add +53.9% 11,414 $331K
Global Retirement Partners, LLC 0.01% — 11,332 $329K
Retirement Income Solutions, Inc. 0.06% No change 11,180 $326K
J.W. Cole Advisors, Inc. 0.01% Add +4.9% 10,815 $314K
Sax Wealth Advisors, LLC 0.01% Reduce -19.3% 10,682 $312K
TD Private Client Wealth LLC 0.01% Reduce -11.2% 10,743 $312K
Harbour Investments, Inc. 0.00% Add +12.6% 10,527 $305K
Arkadios Wealth Advisors 0.00% Reduce -24.4% 10,506 $305K
Financial Enhancement Group LLC 0.04% Reduce -15.4% 10,447 $303K
Blue Capital, Inc. 0.19% New 10,135 $294K
Creative Planning 0.00% Reduce -23.0% 9,954 $289K
Freestone Capital Holdings, LLC 0.01% Reduce -36.9% 9,823 $285K
SMI Advisory Services, LLC 0.05% Reduce -0.2% 9,614 $278K
Choreo, LLC 0.00% No change 9,539 $277K
IHT Wealth Management, LLC 0.01% Reduce -21.1% 9,506 $276K
Sound Income Strategies, LLC 0.01% New 9,354 $271K
First Heartland Consultants, Inc. 0.02% No change 9,294 $270K
Sanctuary Advisors, LLC 0.00% Reduce -44.8% 9,180 $266K
Fifth Third Securities, Inc. 0.01% Reduce -1.9% 9,057 $263K
Wealthcare Capital Partners, LLC 0.11% Add +1.8% 9,046 $262K
Walser Wealth Management Company, A Ltd Liability Co 0.11% New 8,843 $257K
Ascent Group, LLC 0.01% Reduce -46.9% 8,608 $250K
Allworth Financial LP 0.00% Reduce -33.2% 8,341 $242K
AE Wealth Management LLC 0.00% Reduce -4.3% 8,244 $239K
First Horizon Corp. 0.01% Reduce -50.3% 8,205 $238K
Natural Investments, LLC 0.05% Add +9.4% 8,199 $237K
Chesley Taft & Associates LLC 0.01% No change 8,150 $236K
Highline Wealth Partners LLC 0.05% New 8,070 $234K
Lifeworks Advisors, LLC 0.02% Reduce -61.8% 7,989 $232K
Parallel Advisors, LLC 0.00% Add +0.0% 7,954 $231K
HM Payson & Co. 0.00% Reduce -17.9% 7,885 $229K
Howe & Rusling Inc. 0.01% Add +0.9% 7,806 $226K
BetterWealth, LLC 0.04% No change 7,796 $226K
CoreCap Advisors, LLC 0.01% Reduce -0.8% 7,778 $226K
Legacy Trust 0.04% No change 7,775 $226K
Howard Bailey Securities, LLC 0.08% Reduce -0.7% 7,518 $218K
Optima Capital LLC 0.08% Reduce -54.3% 7,388 $214K
IFP Advisors, Inc 0.00% Reduce -9.3% 7,150 $207K
Midwest Heritage Bank, FSB 0.06% No change 7,044 $204K
Klaas Financial Asset Advisors, LLC 0.03% No change 7,020 $204K
Tsfg, LLC 0.02% Add +28.9% 6,328 $184K
TD Waterhouse Canada Inc. 0.00% New 6,181 $179K
Financial Network Wealth Advisors LLC 0.18% Add +22.2% 6,157 $179K
Spire Wealth Management 0.00% No change 5,000 $145K
National Bank of Canada 0.00% No change 4,543 $132K
Strategic Wealth Partners, Ltd. 0.01% Reduce -0.7% 4,199 $122K
Richardson Financial Services Inc. 0.07% Add +2.0% 4,058 $118K
Your Advocates Ltd., LLP 0.03% Add +15.4% 3,895 $113K
Kroeger Financial Partners 0.10% — 3,723 $108K
Dunhill Financial, LLC 0.02% Add +11357.1% 3,208 $93K
Wealth Enhancement Trust Services, Inc. 0.01% No change 3,205 $93K
Portfolio Resources Advisor Group, Inc. 0.08% Reduce -60.4% 3,150 $92K
Collier Financial 0.06% Add +0.1% 3,024 $88K
SouthState Bank Corp 0.00% Add +5718.4% 2,851 $83K
Raffa Wealth Management, LLC 0.01% Add +0.6% 2,801 $81K
Ameriflex Group, Inc. 0.03% Add +0.5% 2,689 $78K
FMR LLC 0.00% Reduce -32.8% 2,629 $76K
SBI Securities Co., Ltd. 0.00% Add +2.4% 2,328 $68K
Versant Capital Management, Inc 0.01% Add +1.0% 2,265 $66K
EverSource Wealth Advisors, LLC 0.00% Reduce -49.7% 2,039 $59K
CX Institutional 0.00% Add +6.7% 2,003 $58K
Pinnacle Bancorp, Inc. 0.01% No change 1,900 $55K
Asset Management One Co., Ltd. 0.00% New 1,751 $51K
Allianz Asset Management GmbH 0.00% New 1,602 $46K
MPWM Advisory Solutions, LLC 0.02% No change 1,415 $41K
Phillip James Consulting Co. 0.03% New 1,355 $39K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 1,291 $37K
EPG Wealth Management LLC 0.01% Add +1.0% 1,179 $34K
BankPlus Trust Department 0.01% No change 1,165 $34K
Capital Investment Advisory Services, LLC 0.00% Reduce -0.3% 1,077 $31K
Regatta Research & Money Management 0.02% — 904 $26K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 870 $25K
Graney & King, LLC 0.01% Reduce -76.3% 860 $25K
Franklin Resources Inc. 0.00% No change 833 $24K
Highland Investment Advisors LLC 0.01% — 819 $24K
Smartleaf Asset Management LLC 0.00% No change 751 $22K
Atlantic Union Bankshares Corp 0.00% No change 736 $21K
Investors Research Corp 0.00% No change 735 $21K
SHP Wealth Management 0.00% Add +0.6% 702 $20K
Rossby Financial, LCC 0.00% Add +27.8% 698 $20K
Aventus Investment Advisors, Inc. 0.01% No change 687 $20K
Mather Group, Llc. 0.00% Reduce -76.7% 684 $20K
Vanguard Advisers Inc. 0.00% Reduce -28.0% 675 $20K
Blair William & Co. 0.00% No change 650 $19K
Kelleher Financial Advisors 0.00% Add +100.0% 632 $18K
Indiana Trust & Investment Management Co 0.00% No change 550 $16K
Basepoint Wealth LLC 0.01% New 495 $14K
International Assets Investment Management, LLC 0.00% New 440 $13K
Russell Investments Group, Ltd. 0.00% Add +21000.0% 422 $12K
Clearstead Advisors, LLC 0.00% Reduce -42.8% 411 $12K
Godfrey Financial Associates, Inc. 0.01% No change 398 $12K
Colonial Trust Co / SC 0.00% No change 361 $10K
Lodestone Wealth Management LLC 0.00% No change 345 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 325 $9K
GW&K Investment Management, LLC 0.00% No change 306 $9K
Bokf, NA 0.00% Reduce -78.3% 307 $9K
Triumph Capital Management 0.00% New 273 $8K
Buck Wealth Strategies, LLC 0.00% New 269 $8K
Principia Wealth Advisory, LLC 0.00% Reduce -99.9% 257 $7K
Orion Capital Management LLC 0.00% No change 251 $7K
Elevated Capital Advisors, LLC 0.00% No change 238 $7K
Silver Grove Financial Group, Inc. 0.00% New 216 $6K
Capital Analysts, LLC 0.00% Add +1.0% 201 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 200 $6K
New England Asset Management Inc. 0.00% New 200 $6K
Anchor Investment Management, LLC 0.00% No change 108 $3K
Plante Moran Financial Advisors, LLC 0.00% New 104 $3K
Nova Wealth Management, Inc. 0.00% No change 73 $2K
Medallion Wealth Advisors, LLC 0.00% Add +1.4% 73 $2K
Strive Financial Group ,LLC 0.00% No change 56 $2K
AlphaCore Capital LLC 0.00% No change 45 $1K
Kingdom Financial Group LLC. 0.00% No change 41 $1K
Golden State Wealth Management, LLC 0.00% No change 37 $1K
Meramec Financial Planners, LLC 0.00% New 32 $926
BNP Paribas Financial Markets 0.00% No change 30 $870
Spurstone Advisory Services, LLC 0.01% No change 24 $694
Compass Financial Management LLC 0.00% — 18 $522
Darwin Wealth Management, LLC 0.00% No change 14 $416
LGT Financial Advisors LLC 0.00% New 12 $348
Allspring Global Investments Holdings, LLC 0.00% No change 12 $334
Virtus Fixed Income Advisers, LLC 0.00% No change 10 $290
Eastern Bank 0.00% Reduce -99.3% 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.