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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
67,234
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
66,300
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Added 90.75%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
61,968
shares
|
$1.81 Million
0.18% of portfolio
|
Q4 2023
Reduced 74.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
61,317
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
59,619
shares
|
$1.74 Million
0.2% of portfolio
|
Q1 2025
Added 22.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
59,181
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Added 115.99%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
57,645
shares
|
$1.68 Million
0.21% of portfolio
|
Q2 2025
Reduced 66.42%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
57,610
shares
|
$1.68 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
56,209
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
56,104
shares
|
$1.64 Million
1.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
51,803
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
51,376
shares
|
$1.5 Million
0.56% of portfolio
|
Q2 2025
Added 61.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
49,971
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
49,939
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
49,082
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
48,528
shares
|
$1.42 Million
0.68% of portfolio
|
Q2 2025
Added 513.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
48,200
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
47,863
shares
|
$1.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
46,554
shares
|
$1.36 Million
0.82% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
46,423
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Added 326.72%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
43,770
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
43,657
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,581
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
43,482
shares
|
$1.27 Million
0.55% of portfolio
|
Q2 2025
Added 68.35%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
42,668
shares
|
$1.25 Million
0.81% of portfolio
|
Q2 2025
Reduced 40.24%
|