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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,148,078
shares
|
$33.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,131,634
shares
|
$33 Million
4.5% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
993,479
shares
|
$29 Million
0.18% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
943,704
shares
|
$27.5 Million
5.99% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
935,127
shares
|
$27.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
933,723
shares
|
$27.2 Million
0.99% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
924,983
shares
|
$27 Million
2.23% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
917,431
shares
|
$26.8 Million
4.51% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
902,067
shares
|
$26.3 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
838,313
shares
|
$24.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
835,676
shares
|
$24.4 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
808,053
shares
|
$23.6 Million
4.13% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
799,923
shares
|
$23.3 Million
1.71% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
759,763
shares
|
$22.2 Million
0.05% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
747,610
shares
|
$21.8 Million
3.95% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
735,912
shares
|
$21.5 Million
2.16% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
725,851
shares
|
$21.2 Million
2.01% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
686,526
shares
|
$20 Million
6.69% of portfolio
|
Q1 2025
Added 35.17%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
656,814
shares
|
$19.2 Million
0.87% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
650,438
shares
|
$19 Million
4.06% of portfolio
|
Q1 2025
Added 70.19%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
635,339
shares
|
$18.5 Million
2.04% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
623,365
shares
|
$18.2 Million
0.01% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
607,790
shares
|
$17.7 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
590,031
shares
|
$17.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
579,844
shares
|
$16.9 Million
0.03% of portfolio
|
Q2 2025
Added 12.18%
|