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 |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
15,577
shares
|
$455,004
0.16% of portfolio
|
Q1 2025
Reduced 50.97%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
15,198
shares
|
$443,933
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
15,182
shares
|
$443,466
0.05% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,994
shares
|
$437,974
0.07% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,973
shares
|
$437,361
0.04% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,841
shares
|
$433,505
0.02% of portfolio
|
Q2 2020
Added 1101.15%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,429
shares
|
$421,471
0.0% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
14,418
shares
|
$421,149
0.07% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,199
shares
|
$414,752
0.0% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
13,974
shares
|
$408,180
0.22% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
13,568
shares
|
$396,321
0.05% of portfolio
|
Q1 2025
Reduced 55.99%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
13,396
shares
|
$391,297
0.03% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
13,328
shares
|
$389,310
0.01% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
13,324
shares
|
$389,194
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
13,311
shares
|
$388,814
0.01% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,190
shares
|
$385,279
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
13,164
shares
|
$384,520
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
13,150
shares
|
$384,111
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
12,766
shares
|
$372,894
0.01% of portfolio
|
Q1 2025
Added 1913.56%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
12,677
shares
|
$370,295
0.02% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
12,173
shares
|
$355,573
0.01% of portfolio
|
Q1 2025
Reduced 82.36%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
12,142
shares
|
$354,667
0.35% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,063
shares
|
$352,360
0.02% of portfolio
|
Q1 2025
Added 340.58%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
11,468
shares
|
$334,980
0.0% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
11,385
shares
|
$332,555
0.08% of portfolio
|
Q1 2025
Added 5.53%
|