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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,140
shares
|
$91,719
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,102
shares
|
$90,609
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,862
shares
|
$83,599
0.0% of portfolio
|
Q2 2025
Reduced 76.27%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,227
shares
|
$65,050
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,030
shares
|
$59,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,936
shares
|
$56,550
0.0% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,870
shares
|
$54,622
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,748
shares
|
$51,059
0.12% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,735
shares
|
$50,679
0.03% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,588
shares
|
$46,385
0.0% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,536
shares
|
$44,866
0.01% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,263
shares
|
$36,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,235
shares
|
$36,074
0.0% of portfolio
|
Q2 2025
Added 287.15%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
1,165
shares
|
$34,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,134
shares
|
$33,124
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,085
shares
|
$31,692
0.01% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
833
shares
|
$24,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
775
shares
|
$22,637
0.0% of portfolio
|
Q2 2025
Reduced 99.15%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
735
shares
|
$21,469
0.0% of portfolio
|
Q1 2022
Reduced 0.41%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
696
shares
|
$20,330
0.0% of portfolio
|
Q1 2025
Reduced 63.84%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
664
shares
|
$19,395
0.0% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
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%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
550
shares
|
$16,065
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
475
shares
|
$13,874
0.0% of portfolio
|
Q2 2025
Reduced 96.28%
|