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 |
|---|---|---|---|---|---|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
68,644
shares
|
$1.99 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
68,644
shares
|
$1.99 Million
1.44% of portfolio
|
Q3 2024
Added 522.73%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
67,036
shares
|
$1.95 Million
0.7% of portfolio
|
Q3 2024
Reduced 23.4%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
65,644
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Added 73.19%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
65,331
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
64,494
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
63,822
shares
|
$1.85 Million
0.65% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
63,102
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
63,034
shares
|
$1.83 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
62,645
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Added 307.24%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
62,090
shares
|
$1.8 Million
1.27% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
61,968
shares
|
$1.8 Million
0.18% of portfolio
|
Q4 2023
Reduced 74.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
61,778
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
61,314
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
61,109
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2024
Added 61.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
60,294
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
60,270
shares
|
$1.75 Million
0.4% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
59,278
shares
|
$1.72 Million
0.7% of portfolio
|
Q3 2024
Added 730.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
57,905
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 197.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,515
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.44%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
56,337
shares
|
$1.63 Million
0.95% of portfolio
|
Q3 2024
Added 228.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
55,463
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
54,326
shares
|
$1.58 Million
1.07% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
53,045
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2024
Reduced 16.12%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
50,789
shares
|
$1.47 Million
0.38% of portfolio
|
Q3 2024
Added 0.78%
|