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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
4,606
shares
|
$135,324
0.09% of portfolio
|
Q2 2025
Added 956.42%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
4,388
shares
|
$128,919
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,212
shares
|
$123,748
0.0% of portfolio
|
Q2 2025
Added 170.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,055
shares
|
$119,135
0.0% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
3,708
shares
|
$108,941
0.13% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,140
shares
|
$92,253
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,102
shares
|
$91,136
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,862
shares
|
$84,085
0.0% of portfolio
|
Q2 2025
Reduced 76.27%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,227
shares
|
$65,429
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,030
shares
|
$59,641
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,938
shares
|
$56,938
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,870
shares
|
$54,940
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,780
shares
|
$52,296
0.0% of portfolio
|
Q3 2025
Reduced 58.58%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,748
shares
|
$51,356
0.12% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,709
shares
|
$50,210
0.02% of portfolio
|
Q3 2025
Added 57.51%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,588
shares
|
$46,655
0.0% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,536
shares
|
$45,127
0.01% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,235
shares
|
$36,284
0.0% of portfolio
|
Q2 2025
Added 287.15%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
1,165
shares
|
$34,227
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,134
shares
|
$33,316
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
848
shares
|
$24,914
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
833
shares
|
$24,473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
775
shares
|
$22,769
0.0% of portfolio
|
Q2 2025
Reduced 99.15%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
735
shares
|
$21,594
0.0% of portfolio
|
Q1 2022
Reduced 0.41%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
696
shares
|
$20,448
0.0% of portfolio
|
Q1 2025
Reduced 63.84%
|