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 398 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 |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,419
shares
|
$943,392
0.78% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
32,357
shares
|
$941,588
0.19% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
32,125
shares
|
$934,837
0.61% of portfolio
|
Q4 2024
Added 44.87%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
32,030
shares
|
$932,073
0.01% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
31,773
shares
|
$924,594
0.33% of portfolio
|
Q4 2024
Reduced 67.12%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
31,122
shares
|
$905,650
0.29% of portfolio
|
Q4 2024
Added 28.2%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
30,880
shares
|
$898,608
0.04% of portfolio
|
Q2 2024
Reduced 14.95%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
30,828
shares
|
$897,094
0.09% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
29,268
shares
|
$851,698
0.04% of portfolio
|
Q3 2024
Added 194.27%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
29,076
shares
|
$846,111
0.37% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
28,868
shares
|
$840,058
0.37% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
28,314
shares
|
$823,937
0.0% of portfolio
|
Q3 2024
Reduced 41.03%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
27,422
shares
|
$797,980
0.01% of portfolio
|
Q4 2024
Reduced 58.03%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
27,137
shares
|
$789,686
0.04% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,660
shares
|
$775,806
0.0% of portfolio
|
Q3 2024
Added 128.1%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
25,898
shares
|
$753,631
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
25,000
shares
|
$727,500
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
24,754
shares
|
$720,341
0.2% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,769
shares
|
$691,677
0.04% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
23,751
shares
|
$691,154
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
22,850
shares
|
$664,935
0.31% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
22,628
shares
|
$658,474
0.54% of portfolio
|
Q2 2022
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
22,282
shares
|
$648,406
0.01% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
22,208
shares
|
$646,252
0.03% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
22,179
shares
|
$645,408
0.02% of portfolio
|
Q3 2024
Reduced 1.03%
|