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 |
|---|---|---|---|---|---|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
17,605
shares
|
$514,242
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
17,451
shares
|
$509,743
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,284
shares
|
$504,865
0.01% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
17,229
shares
|
$503,259
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
17,144
shares
|
$500,776
0.03% of portfolio
|
Q2 2025
Reduced 42.83%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
17,093
shares
|
$499,286
0.01% of portfolio
|
Q2 2025
Added 40.42%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
16,960
shares
|
$495,401
0.04% of portfolio
|
Q4 2022
Reduced 32.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
16,881
shares
|
$493,094
0.03% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
16,635
shares
|
$485,908
0.36% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
16,291
shares
|
$475,860
0.41% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
15,694
shares
|
$458,421
0.04% of portfolio
|
Q2 2025
Added 47.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
15,668
shares
|
$457,662
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,567
shares
|
$454,712
0.0% of portfolio
|
Q2 2025
Reduced 29.61%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
15,506
shares
|
$452,930
0.17% of portfolio
|
Q2 2025
Reduced 69.02%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
15,394
shares
|
$449,658
0.17% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
15,172
shares
|
$443,174
0.27% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,166
shares
|
$442,998
0.0% of portfolio
|
Q2 2025
Added 36.91%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
15,133
shares
|
$442,034
0.04% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,973
shares
|
$437,361
0.04% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
14,914
shares
|
$435,637
0.03% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,841
shares
|
$433,505
0.02% of portfolio
|
Q2 2020
Added 1101.15%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
14,704
shares
|
$429,503
0.07% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
14,635
shares
|
$427,488
0.37% of portfolio
|
Q2 2025
Added 20.53%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,400
shares
|
$420,624
0.02% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
13,659
shares
|
$398,979
0.13% of portfolio
|
Q2 2025
Reduced 12.31%
|