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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,207
shares
|
$327,356
0.0% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
11,107
shares
|
$324,435
0.13% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,077
shares
|
$323,559
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,928
shares
|
$319,206
0.0% of portfolio
|
Q1 2025
Added 48.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,879
shares
|
$317,775
0.01% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
10,658
shares
|
$311,320
0.03% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
10,563
shares
|
$308,545
0.26% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,498
shares
|
$306,646
0.13% of portfolio
|
Q3 2023
Reduced 16.37%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
10,454
shares
|
$305,361
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
10,000
shares
|
$292,100
0.0% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
10,000
shares
|
$292,100
0.04% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
9,900
shares
|
$289,179
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
9,726
shares
|
$284,096
0.01% of portfolio
|
Q1 2025
Reduced 41.42%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
9,680
shares
|
$282,752
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,556
shares
|
$279,130
0.0% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
9,488
shares
|
$277,144
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
9,375
shares
|
$273,843
0.28% of portfolio
|
Q3 2023
Reduced 5.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$272,879
0.01% of portfolio
|
Q3 2024
Reduced 59.42%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
9,214
shares
|
$269,140
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
9,164
shares
|
$267,680
0.02% of portfolio
|
Q1 2025
Reduced 25.43%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
9,058
shares
|
$264,584
0.03% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
8,656
shares
|
$252,841
0.2% of portfolio
|
Q1 2025
Reduced 45.75%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
8,621
shares
|
$251,819
0.07% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,516
shares
|
$248,752
0.01% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
8,514
shares
|
$248,693
0.09% of portfolio
|
Q1 2025
Reduced 20.45%
|