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 177 Million shares, which have been reported (via 13F filing form) to have a value of $5.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,027,547
shares
|
$29.9 Million
3.81% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,024,415
shares
|
$29.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
996,942
shares
|
$29 Million
0.3% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
956,347
shares
|
$27.8 Million
5.53% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
940,305
shares
|
$27.3 Million
0.06% of portfolio
|
Q3 2024
Added 24.75%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
910,617
shares
|
$26.5 Million
2.32% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
854,749
shares
|
$24.8 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
798,399
shares
|
$23.2 Million
2.63% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
795,460
shares
|
$23.1 Million
3.98% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
776,301
shares
|
$22.6 Million
0.05% of portfolio
|
Q3 2024
Added 64.37%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
726,663
shares
|
$21.1 Million
4.1% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
718,580
shares
|
$20.9 Million
2.24% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
641,297
shares
|
$18.6 Million
2.51% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
623,312
shares
|
$18.1 Million
2.32% of portfolio
|
Q4 2023
Added 21.94%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
604,435
shares
|
$17.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
592,797
shares
|
$17.2 Million
1.91% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
569,035
shares
|
$16.5 Million
0.77% of portfolio
|
Q3 2024
Added 15.13%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
553,415
shares
|
$16.1 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
542,758
shares
|
$15.8 Million
0.67% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
530,063
shares
|
$15.4 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
524,639
shares
|
$15.3 Million
1.17% of portfolio
|
Q3 2024
Added 932.49%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
518,284
shares
|
$15.1 Million
3.34% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
516,798
shares
|
$15 Million
0.15% of portfolio
|
Q3 2024
Added 47.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
497,307
shares
|
$14.5 Million
0.1% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
476,892
shares
|
$13.9 Million
1.16% of portfolio
|
Q4 2023
Reduced 11.6%
|