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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
565,163
shares
|
$16.5 Million
0.17% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
549,275
shares
|
$16 Million
0.2% of portfolio
|
Q1 2025
Added 648.02%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
545,710
shares
|
$15.9 Million
3.24% of portfolio
|
Q1 2025
Reduced 48.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
542,758
shares
|
$15.8 Million
0.67% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
526,100
shares
|
$15.4 Million
4.31% of portfolio
|
Q1 2025
Added 1088.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
521,541
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Added 166.21%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
515,626
shares
|
$15 Million
3.32% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
495,814
shares
|
$14.5 Million
0.02% of portfolio
|
Q1 2025
Added 782.26%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
491,213
shares
|
$14.3 Million
0.65% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
480,187
shares
|
$14 Million
9.4% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
476,892
shares
|
$13.9 Million
1.16% of portfolio
|
Q4 2023
Reduced 11.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
462,908
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
460,755
shares
|
$13.4 Million
0.07% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
456,809
shares
|
$13.3 Million
2.56% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
426,638
shares
|
$12.4 Million
4.97% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
424,210
shares
|
$12.4 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
398,015
shares
|
$11.6 Million
1.53% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
392,507
shares
|
$11.5 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
382,240
shares
|
$11.2 Million
3.57% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
381,428
shares
|
$11.1 Million
0.05% of portfolio
|
Q1 2025
Added 259.02%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
380,676
shares
|
$11.1 Million
0.82% of portfolio
|
Q1 2025
Added 170.34%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
376,026
shares
|
$11 Million
8.76% of portfolio
|
Q3 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
362,861
shares
|
$10.6 Million
0.35% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
362,423
shares
|
$10.6 Million
0.22% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
354,843
shares
|
$10.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 16.35%
|