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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
7,044
shares
|
$206,107
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jan 14, 2026 Q4 2025 |
6,983
shares
|
$204,322
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
6,927
shares
|
$202,684
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,525
shares
|
$190,921
0.01% of portfolio
|
Q3 2025
Reduced 85.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
6,140
shares
|
$179,656
0.0% of portfolio
|
Q3 2025
Added 28.32%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
5,000
shares
|
$146,300
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
4,970
shares
|
$145,422
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
4,944
shares
|
$144,661
0.02% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
4,925
shares
|
$144,105
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
4,787
shares
|
$140,067
0.09% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
4,604
shares
|
$134,713
0.03% of portfolio
|
Q4 2025
Added 4.92%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
4,391
shares
|
$128,480
0.1% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,847
shares
|
$112,563
0.12% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,320
shares
|
$97,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,102
shares
|
$90,764
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,227
shares
|
$65,162
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
2,162
shares
|
$63,260
0.01% of portfolio
|
Q4 2025
Added 40.76%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,029
shares
|
$59,368
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,023
shares
|
$59,192
0.0% of portfolio
|
Q3 2025
Reduced 29.32%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,938
shares
|
$56,705
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,883
shares
|
$55,096
0.0% of portfolio
|
Q3 2025
Reduced 63.96%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,870
shares
|
$54,716
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,780
shares
|
$52,082
0.0% of portfolio
|
Q3 2025
Reduced 58.58%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,733
shares
|
$50,707
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,709
shares
|
$50,005
0.02% of portfolio
|
Q3 2025
Added 57.51%
|
|