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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,841
shares
|
$436,028
0.02% of portfolio
|
Q2 2020
Added 1101.15%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
14,400
shares
|
$423,072
0.02% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
14,355
shares
|
$421,749
0.01% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
14,335
shares
|
$421,162
0.09% of portfolio
|
Q3 2025
Added 28.03%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
13,659
shares
|
$401,301
0.13% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
13,624
shares
|
$400,273
0.06% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
13,588
shares
|
$399,215
0.04% of portfolio
|
Q3 2025
Reduced 26.43%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
13,328
shares
|
$391,576
0.01% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
13,315
shares
|
$391,194
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
13,164
shares
|
$386,758
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
13,135
shares
|
$385,906
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
13,103
shares
|
$384,966
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,963
shares
|
$380,852
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,677
shares
|
$372,450
0.02% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,946
shares
|
$350,973
0.0% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,799
shares
|
$346,654
0.0% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,390
shares
|
$334,638
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
11,043
shares
|
$324,443
0.03% of portfolio
|
Q2 2025
Reduced 52.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
10,535
shares
|
$309,518
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
|
$308,548
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,498
shares
|
$308,431
0.13% of portfolio
|
Q3 2023
Reduced 16.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
10,473
shares
|
$307,696
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,435
shares
|
$306,580
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
10,238
shares
|
$300,792
0.18% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,172
shares
|
$298,853
0.02% of portfolio
|
Q2 2025
Added 1.72%
|