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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
238,283
shares
|
$6.96 Million
0.02% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
236,393
shares
|
$6.91 Million
0.0% of portfolio
|
Q1 2025
Added 129.04%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
235,179
shares
|
$6.87 Million
5.35% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
231,388
shares
|
$6.76 Million
0.16% of portfolio
|
Q1 2025
Added 181.83%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
230,611
shares
|
$6.74 Million
1.49% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
229,392
shares
|
$6.7 Million
0.09% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
228,756
shares
|
$6.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
227,612
shares
|
$6.65 Million
0.74% of portfolio
|
Q1 2025
Added 529.21%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
225,400
shares
|
$6.58 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
221,525
shares
|
$6.47 Million
4.12% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
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%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
214,635
shares
|
$6.27 Million
3.8% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
212,630
shares
|
$6.21 Million
0.02% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
202,604
shares
|
$5.92 Million
4.55% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
200,967
shares
|
$5.87 Million
2.6% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
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%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
181,996
shares
|
$5.32 Million
0.3% of portfolio
|
Q1 2025
Reduced 88.29%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
181,093
shares
|
$5.29 Million
4.72% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
178,544
shares
|
$5.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
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%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
173,440
shares
|
$5.07 Million
0.89% of portfolio
|
Q1 2023
Added 6.69%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
171,678
shares
|
$5.01 Million
0.68% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
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%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
167,011
shares
|
$4.88 Million
0.23% of portfolio
|
Q1 2025
Added 19.23%
|