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 |
|---|---|---|---|---|---|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
342,438
shares
|
$10.1 Million
5.93% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
332,255
shares
|
$9.76 Million
1.5% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
330,118
shares
|
$9.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
319,537
shares
|
$9.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
318,462
shares
|
$9.36 Million
0.11% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
316,328
shares
|
$9.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
310,252
shares
|
$9.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
308,403
shares
|
$9.06 Million
0.42% of portfolio
|
Q3 2025
Reduced 65.81%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
303,865
shares
|
$8.93 Million
4.16% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
300,912
shares
|
$8.84 Million
2.07% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
290,218
shares
|
$8.53 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
285,128
shares
|
$8.38 Million
6.17% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
284,219
shares
|
$8.35 Million
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
282,528
shares
|
$8.3 Million
4.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
279,612
shares
|
$8.22 Million
0.27% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
278,427
shares
|
$8.18 Million
0.87% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
276,000
shares
|
$8.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
262,057
shares
|
$7.7 Million
0.02% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
261,875
shares
|
$7.69 Million
1.36% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
256,525
shares
|
$7.54 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
251,130
shares
|
$7.38 Million
1.9% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
245,428
shares
|
$7.21 Million
5.31% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
240,113
shares
|
$7.05 Million
4.32% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
239,260
shares
|
$7.03 Million
0.02% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
230,764
shares
|
$6.78 Million
0.08% of portfolio
|
Q2 2025
Added 0.6%
|