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 437 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
18,049
shares
|
$530,279
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
17,924
shares
|
$526,607
8.72% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
17,830
shares
|
$523,845
0.06% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
17,676
shares
|
$519,320
0.23% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
17,605
shares
|
$517,234
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
17,451
shares
|
$512,710
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
17,370
shares
|
$510,330
0.18% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,284
shares
|
$507,803
0.01% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
17,229
shares
|
$506,188
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
17,144
shares
|
$503,690
0.03% of portfolio
|
Q2 2025
Reduced 42.83%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
17,093
shares
|
$502,192
0.01% of portfolio
|
Q2 2025
Added 40.42%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
16,960
shares
|
$498,284
0.04% of portfolio
|
Q4 2022
Reduced 32.71%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
16,880
shares
|
$495,934
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
16,635
shares
|
$488,736
0.36% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
16,291
shares
|
$478,629
0.41% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
16,195
shares
|
$475,809
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
16,006
shares
|
$470,256
0.03% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
15,668
shares
|
$460,325
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,567
shares
|
$457,358
0.0% of portfolio
|
Q2 2025
Reduced 29.61%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
15,394
shares
|
$452,275
0.17% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
15,313
shares
|
$449,895
0.16% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,166
shares
|
$445,577
0.0% of portfolio
|
Q2 2025
Added 36.91%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
15,133
shares
|
$444,607
0.04% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,973
shares
|
$439,906
0.04% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
14,914
shares
|
$438,173
0.03% of portfolio
|
Q2 2025
Reduced 9.25%
|