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 400 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 $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
11,071
shares
|
$321,280
0.08% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
11,068
shares
|
$321,193
0.01% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
10,773
shares
|
$312,632
0.04% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,498
shares
|
$304,651
0.13% of portfolio
|
Q3 2023
Reduced 16.37%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
10,472
shares
|
$303,897
0.16% of portfolio
|
Q3 2024
Reduced 70.21%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,472
shares
|
$303,897
0.01% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
10,344
shares
|
$300,182
0.0% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
10,231
shares
|
$296,903
0.01% of portfolio
|
Q2 2024
Added 39.94%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
10,211
shares
|
$296,323
0.03% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
10,190
shares
|
$295,713
0.01% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
10,172
shares
|
$295,191
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
10,024
shares
|
$290,896
0.03% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,019
shares
|
$290,751
0.0% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
9,700
shares
|
$281,494
0.2% of portfolio
|
Q2 2024
Reduced 9.77%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
9,601
shares
|
$278,621
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
9,507
shares
|
$275,893
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
9,375
shares
|
$272,062
0.28% of portfolio
|
Q3 2023
Reduced 5.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$271,104
0.01% of portfolio
|
Q3 2024
Reduced 59.42%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,107
shares
|
$264,285
0.0% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,064
shares
|
$263,037
0.06% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,915
shares
|
$258,713
0.0% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,900
shares
|
$258,278
0.1% of portfolio
|
Q3 2024
Reduced 71.81%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
8,697
shares
|
$252,386
0.02% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
8,598
shares
|
$249,513
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
8,494
shares
|
$246,495
0.06% of portfolio
|
Q3 2024
Reduced 6.96%
|