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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
12,173
shares
|
$355,208
0.01% of portfolio
|
Q1 2025
Reduced 82.36%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
12,142
shares
|
$354,303
0.35% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,063
shares
|
$351,998
0.02% of portfolio
|
Q1 2025
Added 340.58%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
11,627
shares
|
$339,275
0.17% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
11,468
shares
|
$334,636
0.0% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,366
shares
|
$331,659
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,207
shares
|
$327,020
0.0% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,197
shares
|
$326,728
0.07% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
11,107
shares
|
$324,102
0.13% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,077
shares
|
$323,226
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
11,043
shares
|
$322,234
0.03% of portfolio
|
Q2 2025
Reduced 52.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,928
shares
|
$318,879
0.0% of portfolio
|
Q1 2025
Added 48.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,879
shares
|
$317,449
0.01% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
10,658
shares
|
$311,000
0.03% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
10,563
shares
|
$308,228
0.26% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
10,502
shares
|
$306,448
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,498
shares
|
$306,331
0.13% of portfolio
|
Q3 2023
Reduced 16.37%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
10,454
shares
|
$305,047
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
10,188
shares
|
$297,285
0.02% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
10,000
shares
|
$291,800
0.04% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
10,000
shares
|
$291,800
0.0% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
9,900
shares
|
$288,882
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
9,726
shares
|
$283,804
0.01% of portfolio
|
Q1 2025
Reduced 41.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,556
shares
|
$278,844
0.0% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
9,488
shares
|
$276,859
0.02% of portfolio
|
Q1 2025
New holding
|