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 421 institutions that hold shares in the stock, with a total of 175 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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
89,717
shares
|
$2.62 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
82,103
shares
|
$2.4 Million
0.06% of portfolio
|
Q4 2024
Added 65.99%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
79,135
shares
|
$2.31 Million
0.6% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
78,109
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 350.48%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
78,029
shares
|
$2.28 Million
0.98% of portfolio
|
Q4 2024
Reduced 48.31%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
77,713
shares
|
$2.27 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
76,844
shares
|
$2.25 Million
0.43% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
75,366
shares
|
$2.2 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
74,620
shares
|
$2.18 Million
0.14% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
73,431
shares
|
$2.15 Million
0.02% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
72,108
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
71,988
shares
|
$2.1 Million
1.48% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
71,585
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
70,302
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
69,523
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Added 40.13%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
69,267
shares
|
$2.02 Million
0.24% of portfolio
|
Q4 2024
Added 45.87%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
69,027
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
Added 574.68%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
66,559
shares
|
$1.94 Million
0.3% of portfolio
|
Q2 2024
Added 68.62%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
64,441
shares
|
$1.88 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
64,365
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.56%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
63,193
shares
|
$1.85 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
63,034
shares
|
$1.84 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
62,768
shares
|
$1.83 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
61,993
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
61,968
shares
|
$1.81 Million
0.18% of portfolio
|
Q4 2023
Reduced 74.54%
|