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 |
|---|---|---|---|---|---|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
7,150
shares
|
$208,637
0.09% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,078
shares
|
$206,536
0.0% of portfolio
|
Q2 2022
Added 0.1%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
7,071
shares
|
$206,331
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,061
shares
|
$206,039
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
7,044
shares
|
$205,543
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
7,033
shares
|
$205,222
0.05% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
6,961
shares
|
$203,121
0.22% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
6,927
shares
|
$202,129
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,356
shares
|
$185,468
0.0% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
6,025
shares
|
$175,809
0.11% of portfolio
|
Q4 2024
Reduced 21.5%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
5,797
shares
|
$169,156
0.14% of portfolio
|
Q1 2025
Reduced 21.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,287
shares
|
$154,274
0.01% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,092
shares
|
$148,584
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,040
shares
|
$147,067
0.0% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,785
shares
|
$139,626
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,683
shares
|
$136,649
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,149
shares
|
$121,067
0.0% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4,091
shares
|
$119,375
0.02% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
3,732
shares
|
$108,899
0.0% of portfolio
|
Q1 2025
Added 1165.08%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,637
shares
|
$106,127
0.14% of portfolio
|
Q1 2025
Added 49.24%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,110
shares
|
$90,749
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,102
shares
|
$90,516
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,227
shares
|
$64,983
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
2,219
shares
|
$64,750
0.03% of portfolio
|
Q3 2024
Added 327.55%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,195
shares
|
$64,050
0.04% of portfolio
|
Q1 2025
New holding
|