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 400 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
285,343
shares
|
$8.27 Million
5.95% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
My Wealth Management Inc.
|
Nov 07, 2024 Q3 2024 |
284,167
shares
|
$8.24 Million
8.48% of portfolio
|
Q3 2024
Added 54.41%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
280,000
shares
|
$8.12 Million
0.04% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
276,176
shares
|
$8.01 Million
4.18% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
275,464
shares
|
$7.99 Million
3.95% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
270,069
shares
|
$7.83 Million
3.27% of portfolio
|
Q3 2024
Added 33.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
267,449
shares
|
$7.76 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
260,725
shares
|
$7.56 Million
0.03% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
253,907
shares
|
$7.36 Million
6.09% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
239,659
shares
|
$6.95 Million
4.83% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
235,830
shares
|
$6.84 Million
1.55% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
234,756
shares
|
$6.81 Million
0.48% of portfolio
|
Q3 2024
Added 491.95%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
233,301
shares
|
$6.77 Million
1.5% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
226,217
shares
|
$6.56 Million
0.02% of portfolio
|
Q3 2024
Added 541.79%
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
224,674
shares
|
$6.52 Million
1.89% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
208,500
shares
|
$6.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
206,193
shares
|
$5.98 Million
3.4% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
200,860
shares
|
$5.82 Million
0.01% of portfolio
|
Q3 2024
Added 245.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
191,945
shares
|
$5.57 Million
0.65% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
189,037
shares
|
$5.48 Million
0.02% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
183,082
shares
|
$5.31 Million
0.27% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
180,532
shares
|
$5.24 Million
4.86% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
179,780
shares
|
$5.21 Million
2.38% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
177,305
shares
|
$5.14 Million
0.0% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
173,666
shares
|
$5.04 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.37%
|