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 420 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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
344,637
shares
|
$10.1 Million
1.03% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
339,534
shares
|
$9.92 Million
6.23% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
332,060
shares
|
$9.7 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
331,656
shares
|
$9.69 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
327,594
shares
|
$9.57 Million
2.48% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
324,297
shares
|
$9.47 Million
9.06% of portfolio
|
Q1 2025
Added 34072.5%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
318,462
shares
|
$9.3 Million
0.11% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
317,012
shares
|
$9.26 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
310,252
shares
|
$9.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
305,525
shares
|
$8.92 Million
1.48% of portfolio
|
Q1 2025
Added 62.02%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
301,423
shares
|
$8.8 Million
1.03% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
300,000
shares
|
$8.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
296,854
shares
|
$8.67 Million
0.09% of portfolio
|
Q1 2025
Added 28.51%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
296,475
shares
|
$8.66 Million
3.43% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Mtc Wealth Management LLC
|
May 02, 2025 Q1 2025 |
291,779
shares
|
$8.52 Million
4.19% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
281,715
shares
|
$8.23 Million
6.92% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
My Wealth Management Inc.
|
May 06, 2025 Q1 2025 |
280,822
shares
|
$8.2 Million
7.95% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
279,125
shares
|
$8.15 Million
0.21% of portfolio
|
Q1 2025
Reduced 53.79%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
275,332
shares
|
$8.04 Million
6.43% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
264,904
shares
|
$7.74 Million
0.0% of portfolio
|
Q1 2025
Added 38.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
258,654
shares
|
$7.56 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
256,132
shares
|
$7.48 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
251,130
shares
|
$7.34 Million
1.9% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
248,482
shares
|
$7.26 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
240,273
shares
|
$7.02 Million
0.69% of portfolio
|
Q1 2025
New holding
|