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 |
|---|---|---|---|---|---|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
518,284
shares
|
$15.1 Million
3.34% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
507,909
shares
|
$14.8 Million
5.02% of portfolio
|
Q4 2024
Added 88.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
503,876
shares
|
$14.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
476,892
shares
|
$13.9 Million
1.16% of portfolio
|
Q4 2023
Reduced 11.6%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
465,167
shares
|
$13.5 Million
9.38% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
454,150
shares
|
$13.2 Million
0.01% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
First Trust Bank, Ltd.
Nassau, C5 |
Feb 14, 2025 Q4 2024 |
446,560
shares
|
$13 Million
37.33% of portfolio
|
Q4 2023
Added 3.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
438,170
shares
|
$12.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
426,912
shares
|
$12.4 Million
1.62% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
424,210
shares
|
$12.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 29.82%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
424,210
shares
|
$12.3 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
396,433
shares
|
$11.5 Million
2.18% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
385,988
shares
|
$11.2 Million
0.53% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
382,175
shares
|
$11.1 Million
2.24% of portfolio
|
Q4 2024
Reduced 19.38%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
376,026
shares
|
$10.9 Million
8.76% of portfolio
|
Q3 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
370,031
shares
|
$10.8 Million
4.63% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
358,073
shares
|
$10.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
339,790
shares
|
$9.89 Million
0.21% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
337,781
shares
|
$9.83 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
337,730
shares
|
$9.83 Million
3.16% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
335,223
shares
|
$9.75 Million
0.34% of portfolio
|
Q4 2024
Added 377.91%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
334,476
shares
|
$9.73 Million
1.13% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
325,414
shares
|
$9.47 Million
6.25% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
318,462
shares
|
$9.27 Million
0.11% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
317,413
shares
|
$9.24 Million
0.11% of portfolio
|
Q4 2024
Added 2.37%
|