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 437 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
42,325
shares
|
$1.24 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
41,656
shares
|
$1.22 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
41,406
shares
|
$1.22 Million
0.71% of portfolio
|
Q3 2025
Added 172.91%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
40,428
shares
|
$1.19 Million
0.97% of portfolio
|
Q3 2025
Added 176.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
40,254
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
38,575
shares
|
$1.13 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
37,349
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 44.48%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
37,261
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
36,967
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
36,771
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 84.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
35,782
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
35,751
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
35,451
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
35,308
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
34,348
shares
|
$1.01 Million
2.41% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33,518
shares
|
$984,758
0.52% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
33,408
shares
|
$981,527
0.3% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
33,342
shares
|
$979,587
0.1% of portfolio
|
Q2 2025
Reduced 85.35%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
33,067
shares
|
$971,508
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,587
shares
|
$957,406
0.01% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,419
shares
|
$952,470
0.78% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
32,374
shares
|
$951,148
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
31,095
shares
|
$913,571
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
30,365
shares
|
$892,123
0.0% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
30,000
shares
|
$881,400
0.15% of portfolio
|
Q2 2025
New holding
|