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 |
|---|---|---|---|---|---|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
19,383
shares
|
$567,146
0.07% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,827
shares
|
$550,878
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
18,707
shares
|
$547,366
0.0% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Nov 04, 2025 Q3 2025 |
18,698
shares
|
$547,103
2.57% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,691
shares
|
$546,898
0.04% of portfolio
|
Q4 2023
Reduced 3.36%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
18,136
shares
|
$530,659
0.04% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
18,049
shares
|
$528,113
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
17,956
shares
|
$525,392
0.01% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
17,924
shares
|
$524,456
8.72% of portfolio
|
Q1 2023
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
17,781
shares
|
$520,272
0.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
17,229
shares
|
$504,120
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
16,960
shares
|
$496,249
0.04% of portfolio
|
Q4 2022
Reduced 32.71%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
16,880
shares
|
$493,908
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
16,555
shares
|
$484,399
0.2% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
16,334
shares
|
$477,932
0.04% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
16,293
shares
|
$476,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
16,230
shares
|
$474,889
0.17% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
16,195
shares
|
$473,865
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
16,006
shares
|
$468,335
0.03% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
15,862
shares
|
$464,122
0.32% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
15,834
shares
|
$463,302
0.03% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
15,682
shares
|
$458,855
0.19% of portfolio
|
Q3 2025
Reduced 45.39%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
15,619
shares
|
$457,011
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,427
shares
|
$451,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
15,313
shares
|
$448,058
0.16% of portfolio
|
Q3 2025
Reduced 1.24%
|
|