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 |
---|---|---|---|---|---|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
22,100
shares
|
$645,541
0.03% of portfolio
|
Q2 2025
New holding
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
21,549
shares
|
$629,446
0.16% of portfolio
|
Q2 2025
New holding
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
21,516
shares
|
$628,482
0.02% of portfolio
|
Q4 2022
Added 5.05%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
21,516
shares
|
$628,482
0.05% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
21,003
shares
|
$613,497
0.12% of portfolio
|
Q2 2025
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,907
shares
|
$610,693
0.0% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
20,818
shares
|
$608,093
0.24% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
20,716
shares
|
$605,114
0.02% of portfolio
|
Q2 2025
Reduced 24.5%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19,754
shares
|
$577,014
0.99% of portfolio
|
Q3 2022
Added 9.62%
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
19,383
shares
|
$566,177
0.08% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
19,164
shares
|
$559,780
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
18,949
shares
|
$553,500
0.31% of portfolio
|
Q2 2025
New holding
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
18,925
shares
|
$552,799
0.15% of portfolio
|
Q2 2025
New holding
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,812
shares
|
$549,498
0.06% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
18,732
shares
|
$547,161
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
18,698
shares
|
$546,168
0.38% of portfolio
|
Q2 2025
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,691
shares
|
$545,964
0.04% of portfolio
|
Q4 2023
Reduced 3.36%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
18,650
shares
|
$544,766
0.22% of portfolio
|
Q1 2023
Added 3322.02%
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
18,469
shares
|
$539,479
0.06% of portfolio
|
Q2 2025
Added 1.12%
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
18,404
shares
|
$537,580
0.04% of portfolio
|
Q2 2025
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
18,240
shares
|
$532,790
0.46% of portfolio
|
Q1 2025
Reduced 29.14%
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
18,049
shares
|
$527,211
0.08% of portfolio
|
Q4 2023
New holding
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
17,924
shares
|
$523,560
8.72% of portfolio
|
Q1 2023
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
17,830
shares
|
$520,814
0.06% of portfolio
|
Q2 2025
Added 18.91%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
17,676
shares
|
$516,315
0.23% of portfolio
|
Q2 2025
Reduced 17.71%
|