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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
49,614
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2024
Added 167.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
49,512
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
49,464
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
48,994
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 195.93%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
48,200
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
48,086
shares
|
$1.4 Million
0.21% of portfolio
|
Q3 2024
Added 188.49%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
47,787
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
47,486
shares
|
$1.38 Million
0.17% of portfolio
|
Q3 2024
Added 30.38%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
46,418
shares
|
$1.35 Million
0.22% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
45,858
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Added 32.71%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
43,477
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
40,888
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 63.98%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,444
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
37,773
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 96.96%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
37,350
shares
|
$1.08 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
36,630
shares
|
$1.06 Million
0.43% of portfolio
|
Q3 2024
Reduced 20.97%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
35,900
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2024
Added 58.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
35,782
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
35,146
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,750
shares
|
$979,425
0.01% of portfolio
|
Q3 2024
Added 28.41%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33,518
shares
|
$972,692
0.52% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,043
shares
|
$958,907
0.02% of portfolio
|
Q3 2024
Added 257.18%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
32,867
shares
|
$953,800
0.38% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,587
shares
|
$945,674
0.01% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
32,514
shares
|
$943,556
0.0% of portfolio
|
Q3 2024
Reduced 14.38%
|