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 424 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
26,724
shares
|
$780,875
0.33% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
25,740
shares
|
$752,122
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
25,000
shares
|
$730,500
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
24,754
shares
|
$723,311
0.2% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
24,027
shares
|
$702,068
0.33% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
23,767
shares
|
$694,471
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
23,751
shares
|
$694,004
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
23,236
shares
|
$678,955
0.02% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
22,913
shares
|
$669,517
0.06% of portfolio
|
Q4 2024
Reduced 36.18%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
22,628
shares
|
$661,190
0.54% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
22,396
shares
|
$654,411
0.0% of portfolio
|
Q4 2024
Reduced 31.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
22,282
shares
|
$651,080
0.01% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
21,619
shares
|
$631,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
21,533
shares
|
$629,194
0.13% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
21,516
shares
|
$628,697
0.02% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
20,467
shares
|
$598,045
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
20,010
shares
|
$584,692
0.0% of portfolio
|
Q4 2024
Reduced 24.94%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
19,963
shares
|
$583,318
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19,754
shares
|
$577,211
0.99% of portfolio
|
Q3 2022
Added 9.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,727
shares
|
$576,422
0.0% of portfolio
|
Q4 2024
Reduced 41.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
19,302
shares
|
$564,004
0.03% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
19,126
shares
|
$558,861
0.01% of portfolio
|
Q4 2024
Added 38.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,691
shares
|
$546,151
0.04% of portfolio
|
Q4 2023
Reduced 3.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
18,675
shares
|
$545,683
0.03% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
18,650
shares
|
$544,953
0.2% of portfolio
|
Q1 2023
Added 3322.02%
|