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 420 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
41,874
shares
|
$1.22 Million
0.33% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
41,665
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 149.24%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
41,206
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 83.99%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
39,740
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
38,274
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
38,118
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
38,110
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
37,797
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
37,261
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
36,825
shares
|
$1.08 Million
0.87% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
36,544
shares
|
$1.07 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
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
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
35,656
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,757
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 76.19%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
34,348
shares
|
$1 Million
2.41% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33,518
shares
|
$979,060
0.52% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
33,173
shares
|
$968,983
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,587
shares
|
$951,866
0.01% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,419
shares
|
$946,958
0.78% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
32,030
shares
|
$935,596
0.01% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
31,776
shares
|
$928,176
0.44% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
30,318
shares
|
$885,588
0.3% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
29,990
shares
|
$876,007
0.04% of portfolio
|
Q1 2025
Reduced 56.86%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
29,705
shares
|
$867,683
0.22% of portfolio
|
Q1 2025
Added 70.58%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
28,807
shares
|
$841,452
0.76% of portfolio
|
Q1 2025
New holding
|