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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
106,634
shares
|
$3.11 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
102,000
shares
|
$2.98 Million
0.88% of portfolio
|
Q1 2025
Added 61.41%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
100,875
shares
|
$2.95 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
100,531
shares
|
$2.94 Million
0.08% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
99,658
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Added 360.97%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
99,392
shares
|
$2.9 Million
1.1% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
98,777
shares
|
$2.89 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
96,499
shares
|
$2.82 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
94,488
shares
|
$2.76 Million
0.05% of portfolio
|
Q1 2025
Added 31.99%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
92,243
shares
|
$2.69 Million
0.72% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
90,702
shares
|
$2.65 Million
0.57% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
90,546
shares
|
$2.64 Million
0.49% of portfolio
|
Q1 2025
Added 77.76%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
88,831
shares
|
$2.59 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
88,131
shares
|
$2.57 Million
0.85% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
87,733
shares
|
$2.56 Million
0.64% of portfolio
|
Q1 2025
Reduced 43.75%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
84,986
shares
|
$2.48 Million
0.83% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
81,308
shares
|
$2.38 Million
0.16% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
77,683
shares
|
$2.27 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
76,664
shares
|
$2.24 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
76,641
shares
|
$2.24 Million
0.05% of portfolio
|
Q1 2025
Reduced 39.18%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
71,402
shares
|
$2.09 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
70,302
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
69,517
shares
|
$2.03 Million
0.25% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
66,010
shares
|
$1.93 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
64,022
shares
|
$1.87 Million
0.83% of portfolio
|
Q1 2025
Added 120.19%
|