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 433 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
29,795
shares
|
$870,311
0.21% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
29,385
shares
|
$858,335
0.02% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
29,244
shares
|
$854,217
0.01% of portfolio
|
Q2 2025
Reduced 23.26%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
28,987
shares
|
$846,710
0.64% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
28,716
shares
|
$838,794
0.38% of portfolio
|
Q2 2025
Reduced 35.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,247
shares
|
$825,094
0.01% of portfolio
|
Q2 2025
Added 195.59%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
27,958
shares
|
$816,653
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
27,910
shares
|
$815,251
0.01% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
27,718
shares
|
$809,642
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
27,443
shares
|
$801,610
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
26,860
shares
|
$784,580
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,803
shares
|
$782,915
0.01% of portfolio
|
Q2 2025
Added 139.16%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
26,627
shares
|
$777,774
0.61% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
26,517
shares
|
$774,561
0.15% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
26,474
shares
|
$773,305
0.12% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
26,431
shares
|
$772,049
0.3% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
25,931
shares
|
$757,444
0.29% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
25,850
shares
|
$755,078
0.02% of portfolio
|
Q2 2025
Added 36.35%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
24,978
shares
|
$729,607
0.03% of portfolio
|
Q2 2025
Added 64.35%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
24,728
shares
|
$722,304
0.19% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
24,119
shares
|
$704,515
0.01% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
23,766
shares
|
$694,204
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,741
shares
|
$693,474
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
23,236
shares
|
$678,723
0.02% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
22,628
shares
|
$660,963
0.54% of portfolio
|
Q2 2022
New holding
|