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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,522
shares
|
$131,138
0.01% of portfolio
|
Q3 2024
Reduced 98.73%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4,039
shares
|
$117,131
0.1% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,797
shares
|
$110,113
0.0% of portfolio
|
Q3 2024
Reduced 23.71%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,515
shares
|
$101,935
0.02% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,102
shares
|
$89,958
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,100
shares
|
$89,900
0.0% of portfolio
|
Q3 2024
Added 132.56%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
3,097
shares
|
$89,813
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
2,390
shares
|
$69,310
0.01% of portfolio
|
Q1 2023
Reduced 63.73%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,227
shares
|
$64,583
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,219
shares
|
$64,351
0.02% of portfolio
|
Q3 2024
Added 327.55%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,030
shares
|
$58,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,023
shares
|
$58,667
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,925
shares
|
$55,825
0.01% of portfolio
|
Q2 2024
Reduced 68.1%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,870
shares
|
$54,230
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,748
shares
|
$50,692
0.12% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,600
shares
|
$46,400
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,599
shares
|
$46,371
0.03% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,575
shares
|
$45,675
0.0% of portfolio
|
Q3 2023
Reduced 43.32%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,406
shares
|
$40,774
0.01% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,403
shares
|
$40,687
0.03% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,288
shares
|
$37,352
0.01% of portfolio
|
Q3 2024
Reduced 59.72%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,099
shares
|
$31,871
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,002
shares
|
$29,058
0.0% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
971
shares
|
$28,159
0.0% of portfolio
|
Q3 2024
Added 259.63%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
905
shares
|
$26,245
0.0% of portfolio
|
Q3 2024
Added 1.0%
|