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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
22,114
shares
|
$645,286
0.0% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
21,673
shares
|
$632,418
0.05% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
21,516
shares
|
$627,836
0.02% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
21,479
shares
|
$626,757
0.3% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
21,115
shares
|
$616,135
0.01% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
21,003
shares
|
$612,867
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,907
shares
|
$610,066
0.0% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
20,842
shares
|
$608,169
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
20,830
shares
|
$607,819
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,986
shares
|
$583,191
0.01% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
19,782
shares
|
$577,238
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19,754
shares
|
$576,421
0.99% of portfolio
|
Q3 2022
Added 9.62%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
19,259
shares
|
$561,977
0.0% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
19,167
shares
|
$559,293
0.06% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
19,164
shares
|
$559,205
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
18,949
shares
|
$552,931
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,691
shares
|
$545,403
0.04% of portfolio
|
Q4 2023
Reduced 3.36%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
18,650
shares
|
$544,207
0.22% of portfolio
|
Q1 2023
Added 3322.02%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
18,469
shares
|
$538,925
0.06% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
18,240
shares
|
$532,243
0.46% of portfolio
|
Q1 2025
Reduced 29.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
18,132
shares
|
$529,091
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
18,049
shares
|
$526,669
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
17,924
shares
|
$523,022
8.72% of portfolio
|
Q1 2023
New holding
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
17,425
shares
|
$508,461
0.03% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
17,229
shares
|
$502,742
0.2% of portfolio
|
Q4 2024
New holding
|