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 421 institutions that hold shares in the stock, with a total of 175 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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
900
shares
|
$26,262
0.01% of portfolio
|
Q4 2024
Added 38.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
794
shares
|
$23,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
735
shares
|
$21,447
0.0% of portfolio
|
Q1 2022
Reduced 0.41%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
732
shares
|
$21,359
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
634
shares
|
$18,500
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
574
shares
|
$16,749
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
510
shares
|
$14,881
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
471
shares
|
$13,743
0.42% of portfolio
|
Q3 2024
Added 348.57%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
411
shares
|
$11,992
0.0% of portfolio
|
Q4 2024
Reduced 98.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
410
shares
|
$11,963
0.0% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
344
shares
|
$10,037
0.0% of portfolio
|
Q2 2024
Reduced 23.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
337
shares
|
$9,833
0.0% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$9,483
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
325
shares
|
$9,483
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
315
shares
|
$9,191
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
311
shares
|
$9,074
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
295
shares
|
$8,608
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
285
shares
|
$8,316
0.01% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
261
shares
|
$7,615
0.0% of portfolio
|
Q4 2022
Reduced 38.15%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
251
shares
|
$7,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
249
shares
|
$7,265
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
229
shares
|
$6,682
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
200
shares
|
$5,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
193
shares
|
$5,631
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
180
shares
|
$5,252
0.0% of portfolio
|
Q4 2024
Reduced 53.13%
|