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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,030
shares
|
$59,235
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,936
shares
|
$56,492
0.0% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,870
shares
|
$54,566
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,810
shares
|
$52,815
0.0% of portfolio
|
Q1 2025
Reduced 53.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,748
shares
|
$51,006
0.12% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,556
shares
|
$45,404
0.0% of portfolio
|
Q1 2025
Reduced 89.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,536
shares
|
$44,820
0.01% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
1,435
shares
|
$41,873
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,416
shares
|
$41,318
0.01% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,263
shares
|
$36,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,225
shares
|
$35,745
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,165
shares
|
$33,994
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,122
shares
|
$32,739
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,085
shares
|
$31,660
0.01% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
965
shares
|
$28,158
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
924
shares
|
$26,962
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
794
shares
|
$23,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
735
shares
|
$21,447
0.0% of portfolio
|
Q1 2022
Reduced 0.41%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
732
shares
|
$21,359
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
696
shares
|
$20,309
0.0% of portfolio
|
Q1 2025
Reduced 63.84%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
574
shares
|
$16,749
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
573
shares
|
$16,720
0.0% of portfolio
|
Q1 2025
Reduced 88.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
475
shares
|
$13,860
0.0% of portfolio
|
Q2 2025
Reduced 96.28%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
471
shares
|
$13,743
0.42% of portfolio
|
Q3 2024
Added 348.57%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
436
shares
|
$12,722
0.01% of portfolio
|
Q1 2025
Reduced 67.07%
|