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 |
|---|---|---|---|---|---|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
15,300
shares
|
$447,678
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
15,037
shares
|
$439,982
0.01% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,973
shares
|
$438,109
0.04% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,841
shares
|
$434,247
0.02% of portfolio
|
Q2 2020
Added 1101.15%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
14,400
shares
|
$421,344
0.02% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
14,355
shares
|
$420,027
0.01% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
14,335
shares
|
$419,442
0.09% of portfolio
|
Q3 2025
Added 28.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,215
shares
|
$415,930
0.01% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
14,054
shares
|
$411,220
0.32% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
13,977
shares
|
$408,967
0.0% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
13,624
shares
|
$398,638
0.06% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
13,588
shares
|
$397,584
0.04% of portfolio
|
Q3 2025
Reduced 26.43%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
13,164
shares
|
$385,178
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
13,103
shares
|
$383,393
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
13,037
shares
|
$381,462
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
12,946
shares
|
$378,799
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
12,759
shares
|
$373,328
0.18% of portfolio
|
Q3 2025
Reduced 61.81%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
12,677
shares
|
$370,929
0.01% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
11,624
shares
|
$340,118
0.05% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,390
shares
|
$333,271
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
11,208
shares
|
$327,946
0.01% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
10,560
shares
|
$308,985
0.12% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,524
shares
|
$307,932
0.0% of portfolio
|
Q3 2025
Reduced 67.49%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,498
shares
|
$307,171
0.13% of portfolio
|
Q3 2023
Reduced 16.37%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
10,435
shares
|
$305,328
0.14% of portfolio
|
Q2 2025
New holding
|
|