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 |
|---|---|---|---|---|---|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,225
shares
|
$35,782
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,165
shares
|
$34,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,122
shares
|
$32,773
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,085
shares
|
$31,692
0.01% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
965
shares
|
$28,187
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
924
shares
|
$26,990
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
863
shares
|
$25,208
0.01% of portfolio
|
Q1 2025
Reduced 34.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
794
shares
|
$23,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
735
shares
|
$21,469
0.0% of portfolio
|
Q1 2022
Reduced 0.41%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
732
shares
|
$21,381
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
696
shares
|
$20,330
0.0% of portfolio
|
Q1 2025
Reduced 63.84%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
574
shares
|
$16,766
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
573
shares
|
$16,737
0.0% of portfolio
|
Q1 2025
Reduced 88.0%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
471
shares
|
$13,757
0.42% of portfolio
|
Q3 2024
Added 348.57%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
436
shares
|
$12,735
0.01% of portfolio
|
Q1 2025
Reduced 67.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
411
shares
|
$12,005
0.0% of portfolio
|
Q4 2024
Reduced 98.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
410
shares
|
$11,976
0.0% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
376
shares
|
$10,982
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
344
shares
|
$10,048
0.0% of portfolio
|
Q2 2024
Reduced 23.21%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
325
shares
|
$9,493
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$9,493
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
319
shares
|
$9,317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
315
shares
|
$9,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
311
shares
|
$9,084
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
285
shares
|
$8,324
0.01% of portfolio
|
Q4 2024
Added 10.04%
|