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 442 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $4.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,419
shares
|
$948,579
0.78% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
32,175
shares
|
$941,440
0.09% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
31,257
shares
|
$914,579
0.62% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
31,095
shares
|
$909,839
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
30,588
shares
|
$895,004
0.21% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
30,000
shares
|
$877,800
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
29,960
shares
|
$876,629
0.15% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
29,043
shares
|
$849,798
0.41% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,892
shares
|
$845,379
0.07% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
28,643
shares
|
$838,094
0.06% of portfolio
|
Q3 2025
Added 67.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
28,283
shares
|
$827,560
0.03% of portfolio
|
Q3 2025
Added 47.58%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,219
shares
|
$825,687
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
28,000
shares
|
$819,280
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
27,842
shares
|
$814,656
0.61% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
27,824
shares
|
$814,130
0.04% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
27,469
shares
|
$803,742
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,803
shares
|
$784,255
0.01% of portfolio
|
Q2 2025
Added 139.16%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
26,439
shares
|
$773,605
0.11% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
26,431
shares
|
$773,371
0.29% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,958
shares
|
$759,531
0.0% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
25,930
shares
|
$758,711
0.01% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
25,804
shares
|
$755,025
0.03% of portfolio
|
Q3 2025
Reduced 90.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
25,757
shares
|
$753,649
0.01% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
25,593
shares
|
$748,851
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
25,005
shares
|
$731,646
0.64% of portfolio
|
Q2 2025
Added 8.39%
|
|