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 400 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
200
shares
|
$5,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
193
shares
|
$5,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
162
shares
|
$4,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
138
shares
|
$4,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
114
shares
|
$3,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
108
shares
|
$3,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
100
shares
|
$2,902
0.0% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
97
shares
|
$2,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
90
shares
|
$2,611
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
79
shares
|
$2,292
0.0% of portfolio
|
Q3 2024
Reduced 68.02%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
72
shares
|
$2,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
44
shares
|
$1,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
40
shares
|
$1,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
27
shares
|
$783
0.0% of portfolio
|
Q2 2024
Reduced 91.74%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
22
shares
|
$638
0.0% of portfolio
|
Q1 2024
Reduced 97.97%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
14
shares
|
$406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
9
shares
|
$261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8
shares
|
$232
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
8
shares
|
$232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4
shares
|
$116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|