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 |
---|---|---|---|---|---|
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
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
9,375
shares
|
$273,562
0.28% of portfolio
|
Q3 2023
Reduced 5.42%
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,361
shares
|
$273,153
0.13% of portfolio
|
Q2 2025
New holding
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$272,599
0.01% of portfolio
|
Q3 2024
Reduced 59.42%
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
9,214
shares
|
$268,864
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
9,058
shares
|
$264,312
0.03% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
8,621
shares
|
$251,560
0.07% of portfolio
|
Q1 2025
Added 1.69%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,516
shares
|
$248,496
0.01% of portfolio
|
Q1 2025
Added 6.12%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
8,514
shares
|
$248,438
0.09% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
8,496
shares
|
$247,913
0.17% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
8,300
shares
|
$242,194
0.16% of portfolio
|
Q4 2024
Reduced 61.71%
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,150
shares
|
$237,817
0.01% of portfolio
|
Q2 2022
Reduced 8.2%
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,023
shares
|
$234,111
0.01% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,018
shares
|
$233,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,009
shares
|
$233,702
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,952
shares
|
$232,039
0.12% of portfolio
|
Q2 2022
Reduced 6.52%
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
7,906
shares
|
$230,697
0.13% of portfolio
|
Q1 2025
Reduced 89.87%
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
7,796
shares
|
$227,487
0.06% of portfolio
|
Q2 2024
Reduced 63.38%
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
7,554
shares
|
$220,425
0.03% of portfolio
|
Q1 2025
Added 7.96%
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
7,520
shares
|
$219,433
0.0% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,470
shares
|
$217,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,433
shares
|
$216,894
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
7,432
shares
|
$216,865
0.02% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,400
shares
|
$215,932
0.02% of portfolio
|
Q2 2025
Added 24.96%
|