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 402 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
173,666
shares
|
$5.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
173,462
shares
|
$5.05 Million
0.0% of portfolio
|
Q3 2024
Added 27.63%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
173,440
shares
|
$5.05 Million
0.89% of portfolio
|
Q1 2023
Added 6.69%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
171,215
shares
|
$4.99 Million
3.23% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
169,776
shares
|
$4.94 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
160,155
shares
|
$4.66 Million
0.49% of portfolio
|
Q3 2024
Added 128.9%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
158,840
shares
|
$4.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
158,133
shares
|
$4.6 Million
0.78% of portfolio
|
Q3 2024
Added 51.13%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
154,979
shares
|
$4.51 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
150,953
shares
|
$4.4 Million
2.1% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
149,641
shares
|
$4.36 Million
1.69% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
149,090
shares
|
$4.34 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
145,105
shares
|
$4.23 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
137,240
shares
|
$4 Million
0.06% of portfolio
|
Q3 2024
Added 70.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
136,991
shares
|
$3.99 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
131,358
shares
|
$3.83 Million
0.05% of portfolio
|
Q3 2024
Added 305.1%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
128,241
shares
|
$3.73 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
125,994
shares
|
$3.67 Million
0.22% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
125,975
shares
|
$3.67 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
123,922
shares
|
$3.61 Million
0.23% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
120,743
shares
|
$3.52 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
115,258
shares
|
$3.36 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
115,184
shares
|
$3.35 Million
0.52% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
113,930
shares
|
$3.32 Million
0.49% of portfolio
|
Q3 2024
Added 69.82%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
113,040
shares
|
$3.29 Million
0.16% of portfolio
|
Q2 2024
New holding
|