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 |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
104,723
shares
|
$3.06 Million
0.76% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
101,810
shares
|
$2.97 Million
0.68% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
96,802
shares
|
$2.83 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
96,106
shares
|
$2.81 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
92,677
shares
|
$2.71 Million
0.75% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
91,980
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 61.09%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
90,596
shares
|
$2.65 Million
0.12% of portfolio
|
Q2 2025
Added 139.69%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
90,367
shares
|
$2.64 Million
0.23% of portfolio
|
Q2 2025
Reduced 62.39%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
87,005
shares
|
$2.54 Million
1.37% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
86,172
shares
|
$2.52 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
85,922
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
85,311
shares
|
$2.49 Million
1.01% of portfolio
|
Q2 2025
Added 33.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
81,298
shares
|
$2.37 Million
0.07% of portfolio
|
Q2 2025
Added 41.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
81,194
shares
|
$2.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
79,999
shares
|
$2.34 Million
0.81% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
77,883
shares
|
$2.27 Million
0.45% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
77,185
shares
|
$2.25 Million
0.7% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
77,160
shares
|
$2.25 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
76,887
shares
|
$2.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
76,796
shares
|
$2.24 Million
0.41% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
76,641
shares
|
$2.24 Million
0.05% of portfolio
|
Q1 2025
Reduced 39.18%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
76,010
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 72.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
73,898
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.83%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
71,641
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
68,694
shares
|
$2.01 Million
0.27% of portfolio
|
Q2 2025
New holding
|