DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SPTI

SS SPDR P INT TERM TSY ETF

439 institutions still hold SS SPDR P INT TERM TSY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A672·Exchange Traded Fund·439 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$6.6B
visible holders
Holders
439
filers reporting
Concentration
23.38%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

439 institutions reported SPTI in Q1 2026. LPL Financial LLC leads at 23.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$1.5B53.9M0.41%Q1 2026
02
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.3B44.7M2.60%Q1 2026
03
Municipal Employees' Retirement System of Michigan
CIK 0001588873
$1.1B38.7M12.59%Q1 2026
04
CWM, LLC
CIK 0001535847
$368M12.8M0.97%Q1 2026
05
MATHER GROUP, LLC.
CIK 0001527641
$341M11.9M3.40%Q1 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$224M7.8M0.06%Q1 2026
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$219M7.6M0.05%Q1 2026
08
Merit Financial Group, LLC
CIK 0001621225
$183M6.4M1.12%Q2 2026
09
GLOBALT Investments LLC / GA
CIK 0002011891
$170M5.9M6.05%Q1 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$157M5.5M0.23%Q1 2026
11
One Day In July LLC
CIK 0001823172
$154M5.4M12.29%Q1 2026
12
EVERMAY WEALTH MANAGEMENT LLC
CIK 0001066816
$141M4.9M15.62%Q1 2026
13
OneDigital Investment Advisors LLC
CIK 0001690370
$115M4.0M1.12%Q1 2026
14
STATE STREET CORP
CIK 0000093751
$108M3.8M0.00%Q1 2026
15
Kingsview Wealth Management, LLC
CIK 0001791965
$98M3.4M1.33%Q1 2026
16
WELLS FARGO & COMPANY/MN
CIK 0000072971
$85M3.0M0.02%Q1 2026
17
Kestra Investment Management, LLC
CIK 0001962449
$82M2.9M1.42%Q1 2026
18
ASSETMARK, INC
CIK 0001344551
$82M2.8M0.17%Q4 2025
19
STEPHENS GROUP ASSET MANAGEMENT, LLC
CIK 0001726808
$75M2.6M4.25%Q2 2026
20
Independent Advisor Alliance
CIK 0001696899
$67M2.3M0.72%Q1 2026
Page 1 of 22
419 more holders available. Log in →