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 437 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
29,947
shares
|
$879,842
0.46% of portfolio
|
Q2 2025
Reduced 40.43%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
29,795
shares
|
$875,377
0.21% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
29,385
shares
|
$863,331
0.02% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
29,244
shares
|
$859,188
0.01% of portfolio
|
Q2 2025
Reduced 23.26%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
28,716
shares
|
$843,676
0.38% of portfolio
|
Q2 2025
Reduced 35.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
28,283
shares
|
$830,954
0.03% of portfolio
|
Q3 2025
Added 47.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,247
shares
|
$829,896
0.01% of portfolio
|
Q2 2025
Added 195.59%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
28,000
shares
|
$822,640
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
27,958
shares
|
$821,406
0.07% of portfolio
|
Q1 2025
Added 55.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
27,910
shares
|
$819,995
0.01% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
27,842
shares
|
$817,997
0.61% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
27,718
shares
|
$814,354
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
27,469
shares
|
$807,039
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
27,443
shares
|
$806,275
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,803
shares
|
$787,472
0.01% of portfolio
|
Q2 2025
Added 139.16%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
26,517
shares
|
$779,069
0.15% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
26,474
shares
|
$777,806
0.12% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
26,431
shares
|
$776,542
0.29% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
25,931
shares
|
$761,852
0.29% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
25,930
shares
|
$761,823
0.01% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
24,728
shares
|
$726,508
0.19% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
24,677
shares
|
$725,010
0.09% of portfolio
|
Q3 2025
Reduced 64.08%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
24,372
shares
|
$716,049
0.03% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
24,363
shares
|
$715,784
0.04% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
23,766
shares
|
$698,245
0.0% of portfolio
|
Q2 2025
Added 1.08%
|