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 435 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
100,315
shares
|
$2.95 Million
1.12% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
97,242
shares
|
$2.86 Million
1.11% of portfolio
|
Q3 2025
Added 26.03%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
96,802
shares
|
$2.84 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
95,954
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
92,677
shares
|
$2.72 Million
0.75% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
92,015
shares
|
$2.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
91,980
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 61.09%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
90,596
shares
|
$2.66 Million
0.12% of portfolio
|
Q2 2025
Added 139.69%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
87,005
shares
|
$2.56 Million
1.37% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
86,172
shares
|
$2.53 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
85,922
shares
|
$2.52 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
85,105
shares
|
$2.5 Million
0.43% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
81,298
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Added 41.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
81,194
shares
|
$2.39 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
79,999
shares
|
$2.35 Million
0.81% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
78,806
shares
|
$2.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
77,883
shares
|
$2.29 Million
0.45% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
77,073
shares
|
$2.26 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
76,887
shares
|
$2.26 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
76,641
shares
|
$2.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 39.18%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
76,010
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 72.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
73,898
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
73,501
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 31.54%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
71,641
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
67,234
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
Added 14.19%
|