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 431 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
436
shares
|
$12,722
0.01% of portfolio
|
Q1 2025
Reduced 67.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
411
shares
|
$11,992
0.0% of portfolio
|
Q4 2024
Reduced 98.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
410
shares
|
$11,963
0.0% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
376
shares
|
$10,971
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
344
shares
|
$10,037
0.0% of portfolio
|
Q2 2024
Reduced 23.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$9,483
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
325
shares
|
$9,483
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
319
shares
|
$9,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
315
shares
|
$9,191
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
311
shares
|
$9,074
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
285
shares
|
$8,316
0.01% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
251
shares
|
$7,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
249
shares
|
$7,265
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
200
shares
|
$5,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
198
shares
|
$5,777
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
193
shares
|
$5,631
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$5,252
0.0% of portfolio
|
Q4 2024
Reduced 53.13%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
162
shares
|
$4,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
151
shares
|
$4,406
0.0% of portfolio
|
Q4 2024
Added 32.46%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
108
shares
|
$3,151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
100
shares
|
$2,918
0.0% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
45
shares
|
$1,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
44
shares
|
$1,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
32
shares
|
$933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
27
shares
|
$787
0.0% of portfolio
|
Q2 2024
Reduced 91.74%
|