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 421 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
9,730
shares
|
$283,921
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,528
shares
|
$278,027
0.01% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
9,382
shares
|
$273,766
0.07% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
9,375
shares
|
$273,562
0.28% of portfolio
|
Q3 2023
Reduced 5.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$272,599
0.01% of portfolio
|
Q3 2024
Reduced 59.42%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
9,058
shares
|
$264,312
0.03% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
8,880
shares
|
$259,118
0.01% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,726
shares
|
$254,624
0.0% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,711
shares
|
$254,186
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
8,478
shares
|
$247,388
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,393
shares
|
$244,907
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,350
shares
|
$243,653
0.0% of portfolio
|
Q4 2024
Added 42.27%
|
|
|
Wisconsin Capital Management LLC
|
Feb 12, 2025 Q4 2024 |
8,300
shares
|
$242,194
0.13% of portfolio
|
Q4 2024
Reduced 61.71%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
8,231
shares
|
$240,180
0.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
8,188
shares
|
$238,925
0.02% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
8,150
shares
|
$237,817
0.01% of portfolio
|
Q2 2022
Reduced 8.2%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
8,065
shares
|
$235,336
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,025
shares
|
$234,169
0.01% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,018
shares
|
$233,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
7,995
shares
|
$233,294
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,952
shares
|
$232,039
0.12% of portfolio
|
Q2 2022
Reduced 6.52%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
7,800
shares
|
$227,604
0.42% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
7,796
shares
|
$227,487
0.06% of portfolio
|
Q2 2024
Reduced 63.38%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
7,668
shares
|
$223,752
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
7,520
shares
|
$219,433
0.01% of portfolio
|
Q4 2024
Reduced 8.09%
|