Institutional Ownership Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS). We have compiled data on the 400 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
21,516
shares
|
$624,394
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
21,516
shares
|
$624,394
0.02% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,322
shares
|
$618,764
0.03% of portfolio
|
Q3 2024
Reduced 91.49%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
20,638
shares
|
$598,914
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
20,638
shares
|
$598,914
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
20,593
shares
|
$597,608
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19,754
shares
|
$573,261
0.99% of portfolio
|
Q3 2022
Added 9.62%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19,467
shares
|
$564,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
19,010
shares
|
$551,670
0.0% of portfolio
|
Q3 2024
Added 47.25%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
18,840
shares
|
$546,736
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
18,801
shares
|
$545,605
0.0% of portfolio
|
Q3 2024
Added 54.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,691
shares
|
$542,412
0.04% of portfolio
|
Q4 2023
Reduced 3.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,678
shares
|
$542,035
0.01% of portfolio
|
Q3 2024
Added 46.9%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
18,650
shares
|
$541,223
0.2% of portfolio
|
Q1 2023
Added 3322.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
18,110
shares
|
$525,552
0.03% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
18,049
shares
|
$523,781
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
18,024
shares
|
$523,056
0.42% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
17,924
shares
|
$520,154
8.72% of portfolio
|
Q1 2023
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
17,393
shares
|
$504,744
0.03% of portfolio
|
Q3 2024
Reduced 41.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
17,339
shares
|
$503,177
0.0% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
16,960
shares
|
$492,179
0.04% of portfolio
|
Q4 2022
Reduced 32.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
16,931
shares
|
$491,337
0.0% of portfolio
|
Q3 2024
Reduced 91.89%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
16,908
shares
|
$490,670
0.34% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
15,785
shares
|
$458,080
0.02% of portfolio
|
Q3 2024
Added 51.34%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
15,777
shares
|
$457,848
0.3% of portfolio
|
Q3 2024
Added 0.64%
|