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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
20,308
shares
|
$594,212
0.1% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
20,294
shares
|
$593,802
0.15% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
20,193
shares
|
$590,847
0.02% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19,754
shares
|
$578,002
0.99% of portfolio
|
Q3 2022
Added 9.62%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
19,547
shares
|
$571,945
0.41% of portfolio
|
Q4 2025
Reduced 8.48%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
19,383
shares
|
$567,146
0.07% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,827
shares
|
$550,878
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
18,707
shares
|
$547,366
0.0% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Nov 04, 2025 Q3 2025 |
18,698
shares
|
$547,103
2.57% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,691
shares
|
$546,898
0.04% of portfolio
|
Q4 2023
Reduced 3.36%
|
|
|
Jefferson Bridge Capital, LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
18,488
shares
|
$540,958
0.54% of portfolio
|
Q4 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
18,049
shares
|
$528,113
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
17,956
shares
|
$525,392
0.01% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
17,924
shares
|
$524,456
8.72% of portfolio
|
Q1 2023
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
17,781
shares
|
$520,272
0.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
17,681
shares
|
$517,346
0.07% of portfolio
|
Q4 2025
Reduced 17.95%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
17,229
shares
|
$504,120
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
16,960
shares
|
$496,249
0.04% of portfolio
|
Q4 2022
Reduced 32.71%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
16,555
shares
|
$484,399
0.2% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
16,334
shares
|
$477,932
0.04% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
16,293
shares
|
$476,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
16,230
shares
|
$474,889
0.17% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
16,195
shares
|
$473,865
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
15,862
shares
|
$464,122
0.32% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
15,834
shares
|
$463,302
0.03% of portfolio
|
Q3 2025
Added 6.17%
|
|