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 421 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
195,915
shares
|
$5.72 Million
0.0% of portfolio
|
Q4 2024
Added 379.15%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
191,945
shares
|
$5.61 Million
0.65% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
191,739
shares
|
$5.6 Million
0.0% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
188,578
shares
|
$5.51 Million
0.91% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
186,463
shares
|
$5.45 Million
5.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
185,802
shares
|
$5.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
177,305
shares
|
$5.18 Million
0.0% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
176,542
shares
|
$5.16 Million
4.41% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
173,440
shares
|
$5.07 Million
0.89% of portfolio
|
Q1 2023
Added 6.69%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
171,215
shares
|
$5 Million
3.23% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
167,954
shares
|
$4.91 Million
4.71% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
159,931
shares
|
$4.67 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
156,652
shares
|
$4.58 Million
1.95% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
153,559
shares
|
$4.49 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
148,675
shares
|
$4.34 Million
0.62% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
146,544
shares
|
$4.28 Million
0.58% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
144,518
shares
|
$4.22 Million
0.21% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
140,812
shares
|
$4.11 Million
0.31% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
140,358
shares
|
$4.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
140,076
shares
|
$4.09 Million
0.2% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
134,039
shares
|
$3.92 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
132,690
shares
|
$3.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
130,992
shares
|
$3.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
129,985
shares
|
$3.8 Million
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
126,021
shares
|
$3.68 Million
0.07% of portfolio
|
Q4 2024
Added 75.4%
|