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 435 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,096,694
shares
|
$32.2 Million
3.87% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
1,005,112
shares
|
$29.5 Million
5.47% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
996,838
shares
|
$29.3 Million
0.77% of portfolio
|
Q2 2025
Added 174.72%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
976,235
shares
|
$28.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 52.84%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
950,856
shares
|
$27.9 Million
4.45% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
902,067
shares
|
$26.5 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
897,060
shares
|
$26.4 Million
2.03% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
892,476
shares
|
$26.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
853,117
shares
|
$25.1 Million
1.68% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
850,669
shares
|
$25 Million
0.19% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
847,944
shares
|
$24.9 Million
2.44% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
845,495
shares
|
$24.8 Million
0.81% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
845,077
shares
|
$24.8 Million
7.1% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
803,640
shares
|
$23.6 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
|
$23.2 Million
0.01% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
785,241
shares
|
$23.1 Million
3.87% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
725,851
shares
|
$21.3 Million
2.01% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
715,867
shares
|
$21 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
692,836
shares
|
$20.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
665,709
shares
|
$19.6 Million
0.76% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
585,514
shares
|
$17.2 Million
0.14% of portfolio
|
Q2 2025
Added 2416.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
579,844
shares
|
$17 Million
0.03% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
571,571
shares
|
$16.8 Million
1.68% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
571,026
shares
|
$16.8 Million
0.16% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
558,185
shares
|
$16.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.4%
|