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 402 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 $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
476,892
shares
|
$13.9 Million
1.16% of portfolio
|
Q4 2023
Reduced 11.6%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
474,027
shares
|
$13.8 Million
3.15% of portfolio
|
Q3 2024
Added 72.91%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
455,871
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 88.72%
|
|
|
First Trust Bank, Ltd.
Nassau, C5 |
Nov 14, 2024 Q3 2024 |
446,560
shares
|
$13 Million
37.12% of portfolio
|
Q4 2023
Added 3.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
440,844
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Added 37.17%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
438,777
shares
|
$12.8 Million
0.34% of portfolio
|
Q3 2024
Added 509.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
426,047
shares
|
$12.4 Million
0.15% of portfolio
|
Q3 2024
Added 113.14%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
425,979
shares
|
$12.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 62.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
409,465
shares
|
$11.9 Million
1.55% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
404,116
shares
|
$11.8 Million
8.46% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
400,359
shares
|
$11.7 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
376,026
shares
|
$10.9 Million
8.76% of portfolio
|
Q3 2023
New holding
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
374,952
shares
|
$10.9 Million
6.81% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
362,446
shares
|
$10.6 Million
2.2% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
352,780
shares
|
$10.3 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
320,069
shares
|
$9.32 Million
0.44% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
319,151
shares
|
$9.29 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
318,462
shares
|
$9.27 Million
0.11% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
317,780
shares
|
$9.25 Million
4.07% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
315,250
shares
|
$9.18 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
314,793
shares
|
$9.17 Million
3.01% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
310,252
shares
|
$9.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
310,068
shares
|
$9.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
310,031
shares
|
$9.03 Million
2.4% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
306,705
shares
|
$8.93 Million
3.52% of portfolio
|
Q3 2024
Reduced 0.39%
|