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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
60,665
shares
|
$1.77 Million
0.38% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
60,187
shares
|
$1.75 Million
1.03% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
59,278
shares
|
$1.72 Million
0.7% of portfolio
|
Q3 2024
Added 730.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
57,823
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
56,198
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.02%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
56,028
shares
|
$1.63 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
55,821
shares
|
$1.62 Million
1.06% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
52,874
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
52,473
shares
|
$1.53 Million
0.77% of portfolio
|
Q4 2024
Reduced 31.69%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
51,913
shares
|
$1.51 Million
0.33% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
50,946
shares
|
$1.48 Million
0.3% of portfolio
|
Q3 2023
Added 11.74%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
50,936
shares
|
$1.48 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
48,775
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
48,200
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
45,260
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
44,257
shares
|
$1.29 Million
0.37% of portfolio
|
Q4 2024
Reduced 70.32%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
43,770
shares
|
$1.27 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
42,720
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 71.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
41,352
shares
|
$1.2 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
40,633
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
39,429
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 52.25%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
39,386
shares
|
$1.15 Million
0.31% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
39,158
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Added 44.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
39,030
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 35.27%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
38,231
shares
|
$1.11 Million
0.42% of portfolio
|
Q4 2024
Added 16.32%
|