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 |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
Aug 08, 2025 Q2 2025 |
42,665
shares
|
$1.25 Million
0.57% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
41,656
shares
|
$1.22 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
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
|
|
|
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
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
36,771
shares
|
$1.07 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
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
35,308
shares
|
$1.03 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 Million
2.41% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
34,265
shares
|
$1 Million
0.13% of portfolio
|
Q2 2025
Added 9013.03%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33,518
shares
|
$979,060
0.52% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
33,408
shares
|
$975,847
0.3% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
33,342
shares
|
$973,919
0.1% of portfolio
|
Q2 2025
Reduced 85.35%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
33,001
shares
|
$963,959
0.1% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
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%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
32,374
shares
|
$945,644
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
31,372
shares
|
$916,376
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
31,287
shares
|
$913,893
0.12% of portfolio
|
Q2 2025
Reduced 52.6%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
31,095
shares
|
$908,284
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
30,365
shares
|
$886,961
0.0% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
30,093
shares
|
$879,016
0.12% of portfolio
|
Q2 2025
Reduced 38.31%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
30,000
shares
|
$876,300
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
29,947
shares
|
$874,751
0.46% of portfolio
|
Q2 2025
Reduced 40.43%
|