SS SPDR P ST TERM TSY ETF SPTS
$28.95
+0.2% 52w: $28.30 – $29.04
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data28.3028.6729.04
Aug 18, 2025 Jul 2, 2026
Institutional holders
423
+0 QoQ
13F value
$5.06B
+1.8% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns SPTS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | Wealth advisor | 28.1M | $819.5M | — | +8.5% |
| STATE STREET CORP | Index provider | 12.7M | $372.0M | 0.0% | -4.3% |
| GLOBALT Investments LLC / GA | Wealth advisor | 10.1M | $295.8M | 10.5% | +128.4% |
| LPL Financial LLC | Bank broker | 9.1M | $264.5M | 0.1% | +7.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.7M | $166.9M | 0.0% | -0.3% |
| Members Trust Co | Wealth advisor | 3.8M | $110.0M | 3.7% | +7.2% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 3.5M | $103.1M | 14.3% | — |
| Cerity Partners LLC | Diversified mechanical | 3.1M | $91.3M | 0.1% | +2.6% |
| EVERMAY WEALTH MANAGEMENT LLC | Wealth advisor | 3.1M | $90.5M | 10.0% | +14.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.6M | $76.9M | 0.0% | +2.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.5M | $73.0M | 0.1% | +110.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.5M | $72.9M | 0.0% | -43.1% |
| BANK OF NOVA SCOTIA | Bank broker | 2.4M | $71.3M | 0.1% | +110.6% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 2.4M | $70.2M | 1.0% | +7.5% |
| MORGAN STANLEY | Bank broker | 2.3M | $66.6M | 0.0% | +51.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.2M | $63.0M | 0.0% | -84.0% |
| Modern Wealth Management, LLC | Wealth advisor | 2.1M | $60.1M | 1.0% | +12.7% |
| HighTower Advisors, LLC | Diversified mechanical | 2.1M | $60.0M | 0.1% | +1.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.8M | $53.3M | 0.1% | +26.4% |
| Portland Global Advisors LLC | Wealth advisor | 1.7M | $51.0M | 5.4% | +6.3% |
| 1888 Investments, LLC | Wealth advisor | 1.7M | $50.8M | — | New |
| DAGCO, INC. | Wealth advisor | 1.7M | $50.6M | 11.0% | +14.6% |
| GM Advisory Group, LLC | Wealth advisor | 1.6M | $46.3M | 1.8% | -2.9% |
| Proficio Capital Partners LLC | Wealth advisor | 1.5M | $43.3M | 2.3% | +318.3% |
| Donoghue Forlines LLC | Quant stat arb | 1.5M | $43.0M | — | New |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $42.5M | 0.0% | -36.4% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 1.4M | $41.3M | 1.3% | +16.8% |
| CASTLEARK MANAGEMENT LLC | Other | 1.3M | $38.9M | — | Held |
| HHM Wealth Advisors, LLC | Wealth advisor | 1.3M | $38.2M | 4.4% | +19.3% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | Wealth advisor | 1.3M | $38.0M | 5.2% | +11.5% |
| Quent Capital, LLC | Wealth advisor | 1.3M | $37.8M | 2.7% | +27.1% |
| Independence Wealth Advisors, LLC | Wealth advisor | 1.2M | $33.6M | 17.9% | +1084.0% |
| CWM, LLC | Wealth advisor | 1.1M | $32.4M | 0.1% | -23.1% |
| ASSETMARK, INC | Wealth advisor | 1.1M | $31.9M | 0.1% | +48.7% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 1.1M | $31.3M | 1.9% | +9.0% |
| Equitable Holdings, Inc. | Wealth advisor | 1.0M | $30.4M | 0.2% | +48.8% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 1.0M | $30.1M | 1.8% | +3.1% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 1.0M | $29.4M | 2.6% | +17.5% |
| Impact Partnership Wealth, LLC | Wealth advisor | 999.0K | $29.2M | 3.6% | +7.1% |
| Crane Advisory, LLC | Wealth advisor | 988.1K | $28.8M | 4.3% | +1.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 887.6K | $25.9M | 0.0% | -3.4% |
| Focus Partners Wealth | Wealth advisor | 877.2K | $25.7M | 0.0% | +25.2% |
| JPMORGAN CHASE & CO | Bank broker | 881.7K | $25.7M | 0.0% | +17.0% |
| Nelson Capital Management, LLC | Other | 880.2K | $25.7M | 3.1% | +1.7% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 861.2K | $25.1M | — | -1.9% |
| Boston Standard Wealth Management, LLC | Wealth advisor | 853.0K | $24.8M | 4.1% | +3.4% |
| Cetera Investment Advisers | Wealth advisor | 816.6K | $23.8M | 0.0% | -10.4% |
| UBS Group AG | Bank broker | 777.1K | $22.7M | 0.0% | +6.7% |
| Alliance Wealth Advisors, LLC /UT | Wealth advisor | 763.6K | $22.3M | 4.8% | +84.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 731.6K | $21.3M | 0.5% | -3.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.