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 |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
164,674
shares
|
$4.81 Million
2.12% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
163,167
shares
|
$4.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
161,519
shares
|
$4.72 Million
0.03% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
154,632
shares
|
$4.52 Million
0.85% of portfolio
|
Q1 2025
Added 34.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
154,595
shares
|
$4.52 Million
0.06% of portfolio
|
Q1 2025
Added 24.93%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
150,769
shares
|
$4.4 Million
2.13% of portfolio
|
Q1 2025
Added 45.08%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
149,200
shares
|
$4.36 Million
0.61% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
144,863
shares
|
$4.23 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
142,036
shares
|
$4.15 Million
0.0% of portfolio
|
Q1 2025
Added 81.84%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
138,553
shares
|
$4.05 Million
0.3% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
134,880
shares
|
$3.94 Million
0.74% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
132,899
shares
|
$3.88 Million
0.15% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
132,576
shares
|
$3.87 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
130,867
shares
|
$3.82 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
125,383
shares
|
$3.66 Million
1.53% of portfolio
|
Q1 2025
Added 66.37%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
123,832
shares
|
$3.62 Million
1.07% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
116,290
shares
|
$3.4 Million
0.3% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
114,065
shares
|
$3.33 Million
0.19% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
113,930
shares
|
$3.33 Million
0.49% of portfolio
|
Q3 2024
Added 69.82%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
108,541
shares
|
$3.17 Million
1.68% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
108,334
shares
|
$3.16 Million
1.72% of portfolio
|
Q1 2023
Reduced 0.82%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
107,739
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
107,183
shares
|
$3.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
106,836
shares
|
$3.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
106,672
shares
|
$3.12 Million
2.49% of portfolio
|
Q1 2025
Added 6.96%
|