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 400 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 $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
109,860
shares
|
$3.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
108,334
shares
|
$3.14 Million
1.72% of portfolio
|
Q1 2023
Reduced 0.82%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
105,964
shares
|
$3.08 Million
1.32% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
104,702
shares
|
$3.04 Million
1.21% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
104,437
shares
|
$3.03 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
102,752
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2024
Added 64.42%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
98,866
shares
|
$2.87 Million
1.03% of portfolio
|
Q3 2024
Reduced 56.24%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
98,732
shares
|
$2.87 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
97,849
shares
|
$2.84 Million
2.31% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
96,524
shares
|
$2.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
93,320
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
91,962
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
90,920
shares
|
$2.64 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
90,423
shares
|
$2.62 Million
0.55% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
87,454
shares
|
$2.54 Million
0.88% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
83,495
shares
|
$2.42 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
82,400
shares
|
$2.39 Million
0.48% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
81,022
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2024
Added 22.3%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
76,817
shares
|
$2.23 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
74,693
shares
|
$2.17 Million
0.21% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
72,845
shares
|
$2.11 Million
0.2% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
72,318
shares
|
$2.1 Million
0.56% of portfolio
|
Q3 2024
Added 26.17%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
71,848
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
70,752
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
70,143
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2024
Added 2.36%
|