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 421 institutions that hold shares in the stock, with a total of 175 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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
13,318
shares
|
$387,553
0.02% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,267
shares
|
$386,069
0.0% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
13,170
shares
|
$383,247
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,150
shares
|
$382,665
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,800
shares
|
$372,480
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
12,677
shares
|
$368,900
0.02% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
12,549
shares
|
$365,175
0.01% of portfolio
|
Q4 2024
Added 23.15%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12,334
shares
|
$358,919
0.01% of portfolio
|
Q4 2024
Reduced 39.72%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
12,289
shares
|
$357,609
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
11,965
shares
|
$348,181
0.01% of portfolio
|
Q4 2024
Reduced 75.58%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
11,829
shares
|
$344,223
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
11,700
shares
|
$340,470
0.0% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,676
shares
|
$339,771
0.0% of portfolio
|
Q4 2024
Reduced 37.9%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
11,207
shares
|
$326,123
0.0% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
11,145
shares
|
$324,319
0.13% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
11,023
shares
|
$320,769
0.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
10,813
shares
|
$314,658
0.23% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,788
shares
|
$313,930
0.07% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
10,703
shares
|
$311,457
0.12% of portfolio
|
Q4 2024
Reduced 96.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
10,663
shares
|
$310,293
0.03% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
10,585
shares
|
$308,023
0.01% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,546
shares
|
$306,888
0.03% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,513
shares
|
$305,928
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,498
shares
|
$305,491
0.13% of portfolio
|
Q3 2023
Reduced 16.37%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
10,194
shares
|
$296,645
0.03% of portfolio
|
Q4 2024
Added 1.7%
|