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 |
|---|---|---|---|---|---|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
471
shares
|
$13,757
0.42% of portfolio
|
Q3 2024
Added 348.57%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 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%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
347
shares
|
$10,135
0.0% of portfolio
|
Q2 2025
Reduced 75.49%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
344
shares
|
$10,048
0.0% of portfolio
|
Q2 2024
Reduced 23.21%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 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
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
315
shares
|
$9,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
285
shares
|
$8,324
0.01% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
283
shares
|
$8,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
257
shares
|
$7,506
0.0% of portfolio
|
Q2 2025
Added 29.8%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
251
shares
|
$7,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
249
shares
|
$7,273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
200
shares
|
$5,842
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$5,257
0.0% of portfolio
|
Q4 2024
Reduced 53.13%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
156
shares
|
$4,556
0.0% of portfolio
|
Q2 2025
Reduced 49.84%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
127
shares
|
$3,709
0.0% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
115
shares
|
$3,359
0.0% of portfolio
|
Q2 2025
Reduced 88.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
108
shares
|
$3,154
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
105
shares
|
$3,067
0.0% of portfolio
|
Q2 2025
Reduced 98.26%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
96
shares
|
$2,804
0.0% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
78
shares
|
$2,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
45
shares
|
$1,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
32
shares
|
$934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
28
shares
|
$817
0.0% of portfolio
|
Q2 2025
New holding
|