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 451 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $4.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
33,067
shares
|
$967,540
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
32,603
shares
|
$953,963
0.05% of portfolio
|
Q4 2025
Reduced 13.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,587
shares
|
$953,495
0.01% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
32,523
shares
|
$951,622
0.06% of portfolio
|
Q4 2025
Reduced 8.26%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,419
shares
|
$948,579
0.78% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
31,257
shares
|
$914,579
0.62% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
31,095
shares
|
$909,839
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 23, 2026 Q4 2025 |
30,754
shares
|
$899,862
0.45% of portfolio
|
Q4 2025
Reduced 32.95%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
30,107
shares
|
$880,930
0.21% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
29,960
shares
|
$876,629
0.15% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
29,236
shares
|
$855,445
0.02% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
29,043
shares
|
$849,798
0.41% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
28,904
shares
|
$845,731
0.01% of portfolio
|
Q4 2025
Added 11.47%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,892
shares
|
$845,379
0.07% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
28,643
shares
|
$838,094
0.06% of portfolio
|
Q3 2025
Added 67.07%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,219
shares
|
$825,687
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
27,842
shares
|
$814,656
0.61% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
27,824
shares
|
$814,130
0.04% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
27,477
shares
|
$803,977
0.02% of portfolio
|
Q4 2025
Added 20.84%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
27,000
shares
|
$790,020
0.17% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
26,880
shares
|
$786,508
0.17% of portfolio
|
Q4 2025
Added 59.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,803
shares
|
$784,255
0.01% of portfolio
|
Q2 2025
Added 139.16%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
26,439
shares
|
$773,605
0.11% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
26,431
shares
|
$773,371
0.29% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,958
shares
|
$759,531
0.0% of portfolio
|
Q3 2025
Added 9.34%
|
|