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 420 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
20,842
shares
|
$608,794
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
20,830
shares
|
$608,444
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,986
shares
|
$583,791
0.01% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
19,782
shares
|
$577,832
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19,754
shares
|
$577,014
0.99% of portfolio
|
Q3 2022
Added 9.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
19,302
shares
|
$563,811
0.03% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
19,259
shares
|
$562,555
0.0% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
19,167
shares
|
$559,868
0.06% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
18,959
shares
|
$553,792
0.01% of portfolio
|
Q1 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
|
Apr 24, 2025 Q1 2025 |
18,265
shares
|
$533,520
0.07% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
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%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
18,132
shares
|
$529,635
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 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
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
17,425
shares
|
$508,984
0.03% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
17,229
shares
|
$503,259
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
16,960
shares
|
$495,401
0.04% of portfolio
|
Q4 2022
Reduced 32.71%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
16,434
shares
|
$480,037
0.04% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,062
shares
|
$469,171
0.0% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
15,928
shares
|
$465,256
0.19% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
15,859
shares
|
$463,241
0.32% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
15,777
shares
|
$460,846
0.29% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
15,682
shares
|
$458,071
0.41% of portfolio
|
Q1 2025
Reduced 3.56%
|