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 |
|---|---|---|---|---|---|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
9,900
shares
|
$289,179
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
9,896
shares
|
$289,062
0.05% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
9,800
shares
|
$286,258
0.16% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
9,726
shares
|
$284,096
0.01% of portfolio
|
Q1 2025
Reduced 41.42%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
9,646
shares
|
$281,759
0.09% of portfolio
|
Q2 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%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,361
shares
|
$273,434
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$272,879
0.01% of portfolio
|
Q3 2024
Reduced 59.42%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
9,021
shares
|
$263,503
0.07% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,611
shares
|
$251,527
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
8,496
shares
|
$248,168
0.17% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
8,431
shares
|
$246,269
0.03% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
8,374
shares
|
$244,604
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
8,356
shares
|
$244,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,304
shares
|
$242,559
0.01% of portfolio
|
Q2 2025
Reduced 88.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,234
shares
|
$240,515
0.01% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,150
shares
|
$238,061
0.01% of portfolio
|
Q2 2022
Reduced 8.2%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
8,128
shares
|
$237,418
0.09% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,018
shares
|
$234,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,016
shares
|
$234,147
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
8,009
shares
|
$233,942
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,952
shares
|
$232,277
0.12% of portfolio
|
Q2 2022
Reduced 6.52%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
7,928
shares
|
$231,576
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
7,796
shares
|
$227,721
0.06% of portfolio
|
Q2 2024
Reduced 63.38%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
7,686
shares
|
$224,508
0.03% of portfolio
|
Q2 2025
Reduced 15.15%
|