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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
996,838
shares
|
$29.1 Million
0.77% of portfolio
|
Q2 2025
Added 174.72%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
976,235
shares
|
$28.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 52.84%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
972,120
shares
|
$28.4 Million
5.72% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
935,127
shares
|
$27.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
917,431
shares
|
$26.8 Million
4.51% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
902,067
shares
|
$26.3 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
897,060
shares
|
$26.2 Million
2.03% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
892,476
shares
|
$26.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
860,091
shares
|
$25.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
853,117
shares
|
$24.9 Million
1.68% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
845,495
shares
|
$24.7 Million
0.81% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
845,077
shares
|
$24.7 Million
7.1% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
835,676
shares
|
$24.4 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
803,640
shares
|
$23.5 Million
3.14% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
791,162
shares
|
$23.1 Million
0.01% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
747,610
shares
|
$21.8 Million
3.95% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
725,851
shares
|
$21.2 Million
2.01% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
715,867
shares
|
$20.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
692,836
shares
|
$20.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
665,709
shares
|
$19.4 Million
0.76% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
607,790
shares
|
$17.8 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
590,031
shares
|
$17.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
585,514
shares
|
$17.1 Million
0.14% of portfolio
|
Q2 2025
Added 2416.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
579,844
shares
|
$16.9 Million
0.03% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
571,571
shares
|
$16.7 Million
1.68% of portfolio
|
Q2 2025
Reduced 10.04%
|