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 421 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,182,901
shares
|
$34.6 Million
0.14% of portfolio
|
Q1 2025
Added 37.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,148,078
shares
|
$33.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,131,634
shares
|
$33.1 Million
4.5% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
993,479
shares
|
$29 Million
0.18% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
971,376
shares
|
$28.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
943,704
shares
|
$27.6 Million
5.99% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
942,059
shares
|
$27.5 Million
1.47% of portfolio
|
Q1 2025
Added 77.73%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
933,723
shares
|
$27.3 Million
0.99% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
924,983
shares
|
$27 Million
2.23% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
838,313
shares
|
$24.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
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
|
May 05, 2025 Q1 2025 |
808,053
shares
|
$23.6 Million
4.13% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
799,923
shares
|
$23.4 Million
1.71% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
759,763
shares
|
$22.2 Million
0.05% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
735,912
shares
|
$21.5 Million
2.16% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
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%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
686,526
shares
|
$20.1 Million
6.69% of portfolio
|
Q1 2025
Added 35.17%
|
|
|
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%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
656,814
shares
|
$19.2 Million
0.87% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
650,438
shares
|
$19 Million
4.06% of portfolio
|
Q1 2025
Added 70.19%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
635,339
shares
|
$18.6 Million
2.04% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
623,365
shares
|
$18.2 Million
0.01% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
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
|
Apr 09, 2025 Q1 2025 |
590,659
shares
|
$17.3 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
565,163
shares
|
$16.5 Million
0.17% of portfolio
|
Q1 2025
Added 0.67%
|