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 429 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
29,947
shares
|
$873,853
0.46% of portfolio
|
Q2 2025
Reduced 40.43%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
29,705
shares
|
$866,791
0.22% of portfolio
|
Q1 2025
Added 70.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
27,827
shares
|
$811,991
0.02% of portfolio
|
Q1 2025
Added 45.49%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
27,718
shares
|
$808,811
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
27,439
shares
|
$800,670
0.03% of portfolio
|
Q1 2025
Reduced 56.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
27,400
shares
|
$799,532
0.01% of portfolio
|
Q1 2025
Added 342400.0%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
27,308
shares
|
$796,847
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
26,995
shares
|
$787,714
0.02% of portfolio
|
Q1 2025
Added 156.78%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
26,923
shares
|
$785,613
0.18% of portfolio
|
Q1 2025
Added 25.03%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
26,790
shares
|
$781,732
0.0% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
26,647
shares
|
$777,559
0.13% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
26,627
shares
|
$776,975
0.61% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
26,431
shares
|
$771,256
0.3% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
26,387
shares
|
$769,972
0.62% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
25,850
shares
|
$754,303
0.02% of portfolio
|
Q2 2025
Added 36.35%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
25,828
shares
|
$753,661
0.35% of portfolio
|
Q1 2025
Added 82.97%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
25,000
shares
|
$729,500
0.18% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
24,978
shares
|
$728,858
0.03% of portfolio
|
Q2 2025
Added 64.35%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
24,474
shares
|
$714,151
0.2% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,098
shares
|
$703,179
0.0% of portfolio
|
Q1 2025
Added 38.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
23,511
shares
|
$686,050
0.0% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
23,263
shares
|
$678,814
0.01% of portfolio
|
Q1 2025
Added 29.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
23,236
shares
|
$678,026
0.02% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
22,790
shares
|
$665,012
0.11% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
22,628
shares
|
$660,285
0.54% of portfolio
|
Q2 2022
New holding
|