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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
11,624
shares
|
$340,118
0.05% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
11,208
shares
|
$327,946
0.01% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
10,560
shares
|
$308,985
0.12% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,524
shares
|
$307,932
0.0% of portfolio
|
Q3 2025
Reduced 67.49%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,498
shares
|
$307,171
0.13% of portfolio
|
Q3 2023
Reduced 16.37%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 23, 2026 Q4 2025 |
10,238
shares
|
$299,563
0.19% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,184
shares
|
$297,983
0.0% of portfolio
|
Q3 2025
Reduced 14.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
10,173
shares
|
$297,661
0.02% of portfolio
|
Q4 2025
Added 1.73%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
9,900
shares
|
$289,674
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
9,852
shares
|
$288,269
0.02% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
9,755
shares
|
$285,431
0.07% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
9,401
shares
|
$275,073
0.12% of portfolio
|
Q4 2025
Added 2.18%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
9,375
shares
|
$274,312
0.28% of portfolio
|
Q3 2023
Reduced 5.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$273,346
0.01% of portfolio
|
Q3 2024
Reduced 59.42%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
9,289
shares
|
$271,796
0.06% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,250
shares
|
$270,655
0.01% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,212
shares
|
$269,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
9,073
shares
|
$265,475
0.03% of portfolio
|
Q3 2025
Added 18.05%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,041
shares
|
$264,539
0.01% of portfolio
|
Q3 2025
Reduced 14.18%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
8,921
shares
|
$261,028
0.02% of portfolio
|
Q3 2025
Added 20.03%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,885
shares
|
$259,975
0.12% of portfolio
|
Q4 2025
Reduced 14.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
8,871
shares
|
$259,565
0.0% of portfolio
|
Q3 2025
Reduced 31.57%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,818
shares
|
$258,014
0.0% of portfolio
|
Q3 2025
Added 109.35%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
8,773
shares
|
$256,697
0.03% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
8,720
shares
|
$255,147
0.0% of portfolio
|
Q4 2025
New holding
|
|