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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
126,021
shares
|
$3.67 Million
0.07% of portfolio
|
Q4 2024
Added 75.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
123,748
shares
|
$3.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
120,997
shares
|
$3.52 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
120,755
shares
|
$3.51 Million
1.08% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
114,735
shares
|
$3.34 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
113,930
shares
|
$3.32 Million
0.49% of portfolio
|
Q3 2024
Added 69.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
111,092
shares
|
$3.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
109,824
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
108,334
shares
|
$3.15 Million
1.72% of portfolio
|
Q1 2023
Reduced 0.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
106,240
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
106,215
shares
|
$3.09 Million
1.22% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
104,972
shares
|
$3.05 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
104,692
shares
|
$3.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
103,921
shares
|
$3.02 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
103,211
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
102,391
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
102,355
shares
|
$2.98 Million
0.19% of portfolio
|
Q4 2024
Added 395.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
100,455
shares
|
$2.92 Million
0.17% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
99,730
shares
|
$2.9 Million
2.29% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
98,810
shares
|
$2.88 Million
0.17% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
95,559
shares
|
$2.78 Million
0.93% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
94,030
shares
|
$2.74 Million
0.9% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
93,929
shares
|
$2.73 Million
0.43% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
93,851
shares
|
$2.73 Million
0.08% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
91,348
shares
|
$2.66 Million
0.13% of portfolio
|
Q4 2024
Reduced 20.74%
|