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 |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
102,000
shares
|
$2.98 Million
0.88% of portfolio
|
Q1 2025
Added 61.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
100,531
shares
|
$2.93 Million
0.08% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
99,658
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Added 360.97%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
99,392
shares
|
$2.9 Million
1.1% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
98,777
shares
|
$2.88 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
96,499
shares
|
$2.82 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
96,106
shares
|
$2.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
94,488
shares
|
$2.76 Million
0.05% of portfolio
|
Q1 2025
Added 31.99%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
92,677
shares
|
$2.7 Million
0.75% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
92,243
shares
|
$2.69 Million
0.72% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
90,702
shares
|
$2.65 Million
0.57% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
90,546
shares
|
$2.64 Million
0.49% of portfolio
|
Q1 2025
Added 77.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
90,367
shares
|
$2.64 Million
0.23% of portfolio
|
Q2 2025
Reduced 62.39%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
88,831
shares
|
$2.59 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
87,733
shares
|
$2.56 Million
0.64% of portfolio
|
Q1 2025
Reduced 43.75%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
87,005
shares
|
$2.54 Million
1.37% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
85,311
shares
|
$2.49 Million
1.01% of portfolio
|
Q2 2025
Added 33.25%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
84,986
shares
|
$2.48 Million
0.83% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
81,308
shares
|
$2.37 Million
0.16% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
77,683
shares
|
$2.27 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
77,160
shares
|
$2.25 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
76,796
shares
|
$2.24 Million
0.41% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
76,641
shares
|
$2.24 Million
0.05% of portfolio
|
Q1 2025
Reduced 39.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
70,302
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
69,517
shares
|
$2.03 Million
0.25% of portfolio
|
Q1 2025
Added 0.36%
|