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 423 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,126,101
shares
|
$32.9 Million
1.14% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,111,856
shares
|
$32.5 Million
4.43% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,022,568
shares
|
$29.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,003,885
shares
|
$29.4 Million
0.08% of portfolio
|
Q4 2024
Added 135.67%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
972,346
shares
|
$28.4 Million
5.39% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
971,376
shares
|
$28.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
913,653
shares
|
$26.7 Million
2.22% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
858,500
shares
|
$25.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 53.8%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
837,096
shares
|
$24.5 Million
2.95% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
781,395
shares
|
$22.9 Million
3.8% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
724,694
shares
|
$21.2 Million
4.55% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
709,505
shares
|
$20.8 Million
1.54% of portfolio
|
Q4 2024
Added 35.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
703,388
shares
|
$20.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
690,826
shares
|
$20.2 Million
2.1% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
683,774
shares
|
$20 Million
2.1% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
659,411
shares
|
$19.3 Million
2.76% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
635,339
shares
|
$18.6 Million
2.04% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
607,790
shares
|
$17.8 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
603,985
shares
|
$17.7 Million
0.46% of portfolio
|
Q4 2024
Added 37.65%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
590,659
shares
|
$17.3 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
585,416
shares
|
$17.1 Million
0.74% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
561,406
shares
|
$16.4 Million
0.16% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
545,710
shares
|
$16 Million
3.24% of portfolio
|
Q1 2025
Reduced 48.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
542,758
shares
|
$15.9 Million
0.67% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
530,063
shares
|
$15.5 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.63%
|