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 |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
221,525
shares
|
$6.47 Million
4.12% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
221,237
shares
|
$6.46 Million
1.33% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
215,191
shares
|
$6.29 Million
3.4% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
214,754
shares
|
$6.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
200,000
shares
|
$5.84 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
197,451
shares
|
$5.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
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%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
189,573
shares
|
$5.54 Million
4.54% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
186,758
shares
|
$5.46 Million
3.78% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
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%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
175,722
shares
|
$5.13 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
175,722
shares
|
$5.13 Million
0.06% of portfolio
|
Q2 2025
Added 63.95%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
175,424
shares
|
$5.12 Million
0.09% of portfolio
|
Q2 2025
Added 85.66%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
173,440
shares
|
$5.07 Million
0.89% of portfolio
|
Q1 2023
Added 6.69%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
172,374
shares
|
$5.04 Million
2.13% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
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 |
Apr 14, 2025 Q1 2025 |
168,753
shares
|
$4.93 Million
4.87% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
168,504
shares
|
$4.92 Million
1.24% of portfolio
|
Q2 2025
Reduced 67.97%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
166,823
shares
|
$4.87 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
160,823
shares
|
$4.7 Million
0.05% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
155,668
shares
|
$4.55 Million
1.9% of portfolio
|
Q2 2025
Reduced 22.54%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
154,792
shares
|
$4.52 Million
2.73% of portfolio
|
Q2 2025
Added 23.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
153,331
shares
|
$4.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
153,295
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
148,203
shares
|
$4.33 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.67%
|