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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
144,452
shares
|
$4.22 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
144,032
shares
|
$4.21 Million
4.04% of portfolio
|
Q2 2025
Reduced 48.71%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
139,400
shares
|
$4.07 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
139,144
shares
|
$4.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
137,865
shares
|
$4.03 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
137,065
shares
|
$4 Million
1.66% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
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%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
130,543
shares
|
$3.81 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
129,462
shares
|
$3.78 Million
0.96% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
125,152
shares
|
$3.66 Million
0.69% of portfolio
|
Q2 2025
Reduced 77.07%
|
|
|
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%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
122,856
shares
|
$3.59 Million
0.6% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
120,575
shares
|
$3.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
117,745
shares
|
$3.44 Million
9.65% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
117,727
shares
|
$3.44 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
113,252
shares
|
$3.31 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
111,357
shares
|
$3.25 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
109,400
shares
|
$3.2 Million
1.51% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
108,334
shares
|
$3.16 Million
1.72% of portfolio
|
Q1 2023
Reduced 0.82%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
107,360
shares
|
$3.14 Million
0.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
107,094
shares
|
$3.13 Million
2.35% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
106,023
shares
|
$3.1 Million
0.49% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
105,469
shares
|
$3.08 Million
0.12% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
105,373
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.2%
|