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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
571,026
shares
|
$16.7 Million
0.16% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
521,541
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Added 166.21%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
515,626
shares
|
$15.1 Million
3.32% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
513,226
shares
|
$15 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
504,368
shares
|
$14.7 Million
9.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
499,774
shares
|
$14.6 Million
0.01% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
491,213
shares
|
$14.3 Million
0.65% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
477,550
shares
|
$13.9 Million
0.2% of portfolio
|
Q2 2025
Added 192.68%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
476,892
shares
|
$13.9 Million
1.16% of portfolio
|
Q4 2023
Reduced 11.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
461,037
shares
|
$13.5 Million
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
456,809
shares
|
$13.3 Million
2.56% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
428,112
shares
|
$12.5 Million
0.22% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
426,638
shares
|
$12.5 Million
4.97% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
426,169
shares
|
$12.4 Million
2.3% of portfolio
|
Q2 2025
Reduced 34.48%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
424,210
shares
|
$12.4 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
420,678
shares
|
$12.3 Million
0.15% of portfolio
|
Q2 2025
Added 32.7%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
404,443
shares
|
$11.8 Million
3.59% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
404,319
shares
|
$11.8 Million
1.07% of portfolio
|
Q2 2025
Reduced 45.06%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
398,015
shares
|
$11.6 Million
1.53% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
392,507
shares
|
$11.5 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
388,516
shares
|
$11.3 Million
0.75% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
376,841
shares
|
$11 Million
1.06% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
376,026
shares
|
$11 Million
8.76% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
352,815
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.5%
|