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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
13,328
shares
|
$389,310
0.01% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
13,315
shares
|
$388,931
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
13,311
shares
|
$388,814
0.01% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
13,164
shares
|
$384,520
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
13,135
shares
|
$383,673
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
13,103
shares
|
$382,738
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,963
shares
|
$378,649
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,677
shares
|
$370,295
0.02% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
12,235
shares
|
$357,384
0.13% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,946
shares
|
$348,942
0.0% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,799
shares
|
$344,648
0.0% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
11,627
shares
|
$339,624
0.17% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,366
shares
|
$332,000
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,197
shares
|
$327,064
0.07% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
11,043
shares
|
$322,566
0.03% of portfolio
|
Q2 2025
Reduced 52.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
10,535
shares
|
$307,727
0.01% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
10,502
shares
|
$306,763
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,498
shares
|
$306,646
0.13% of portfolio
|
Q3 2023
Reduced 16.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
10,473
shares
|
$305,916
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,435
shares
|
$304,806
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
10,403
shares
|
$303,871
0.21% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
10,268
shares
|
$299,928
0.08% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
10,188
shares
|
$297,591
0.02% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,172
shares
|
$297,124
0.02% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
10,086
shares
|
$294,612
0.0% of portfolio
|
Q2 2025
Reduced 49.53%
|