13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
SPTI

SS SPDR P INT TERM TSY ETF

438 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·438 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.6%
vs prior quarter
13F value held
$5.5B
72.0% inst. owned
of float
Holders
438
-4 QoQ
filers reporting
Activity
+51 / −27
+776 added · −699 reduced
this quarter
Concentration
27.81%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

438 institutions reported SPTI in Q1 2026. LPL Financial LLC leads at 27.8% of the visible book. -4 net institutions QoQ — distribution reading.

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 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.3B44.7M2.60%Q1 202603
CWM, LLC
CIK 0001535847
$368M12.8M0.97%Q1 202604
MATHER GROUP, LLC.
CIK 0001527641
$341M11.9M3.40%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$224M7.8M0.06%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$219M7.6M0.05%Q1 202607
Merit Financial Group, LLC
CIK 0001621225
$178M6.2M1.32%Q1 202608
GLOBALT Investments LLC / GA
CIK 0002011891
$170M5.9M6.05%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$157M5.5M0.23%Q1 202610
One Day In July LLC
CIK 0001823172
$154M5.4M12.29%Q1 202611
EVERMAY WEALTH MANAGEMENT LLC
CIK 0001066816
$141M4.9M15.62%Q1 202612
OneDigital Investment Advisors LLC
CIK 0001690370
$115M4.0M1.12%Q1 202613
STATE STREET CORP
CIK 0000093751
$108M3.8M0.00%Q1 202614
Kingsview Wealth Management, LLC
CIK 0001791965
$98M3.4M1.33%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$85M3.0M0.02%Q1 202616
Kestra Investment Management, LLC
CIK 0001962449
$82M2.9M1.42%Q1 202617
ASSETMARK, INC
CIK 0001344551
$82M2.8M0.17%Q4 202518
STEPHENS GROUP ASSET MANAGEMENT, LLC
CIK 0001726808
$73M2.5M4.64%Q1 202619
Independent Advisor Alliance
CIK 0001696899
$67M2.3M0.72%Q1 202620
MANNING & NAPIER ADVISORS LLC
CIK 0000062039
$66M2.3M0.92%Q1 2026
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