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 424 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 $5.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
39,429
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 52.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
39,030
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 35.27%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
38,231
shares
|
$1.12 Million
0.42% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
38,086
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
37,838
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
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%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
36,174
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
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
|
Feb 05, 2025 Q4 2024 |
34,978
shares
|
$1.02 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
34,081
shares
|
$995,846
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
33,912
shares
|
$990,908
0.4% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33,518
shares
|
$979,395
0.52% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
32,671
shares
|
$954,646
0.18% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,587
shares
|
$952,192
0.01% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,419
shares
|
$947,283
0.78% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
32,125
shares
|
$938,692
0.61% of portfolio
|
Q4 2024
Added 44.87%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
32,030
shares
|
$935,916
0.01% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
31,773
shares
|
$928,407
0.33% of portfolio
|
Q4 2024
Reduced 67.12%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
31,122
shares
|
$909,384
0.29% of portfolio
|
Q4 2024
Added 28.2%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
29,438
shares
|
$860,178
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
28,807
shares
|
$841,740
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
28,187
shares
|
$823,624
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
27,422
shares
|
$801,270
0.01% of portfolio
|
Q4 2024
Reduced 58.03%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
26,790
shares
|
$782,803
0.0% of portfolio
|
Q4 2024
Reduced 5.38%
|