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 |
|---|---|---|---|---|---|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
848
shares
|
$24,812
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
833
shares
|
$24,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
736
shares
|
$21,535
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
735
shares
|
$21,506
0.0% of portfolio
|
Q1 2022
Reduced 0.41%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
710
shares
|
$20,774
0.0% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
687
shares
|
$20,101
0.02% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
682
shares
|
$19,955
0.0% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
664
shares
|
$19,428
0.0% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
615
shares
|
$17,994
0.0% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
574
shares
|
$16,795
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
550
shares
|
$16,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
475
shares
|
$13,898
0.0% of portfolio
|
Q2 2025
Reduced 96.28%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
471
shares
|
$13,781
0.42% of portfolio
|
Q3 2024
Added 348.57%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
446
shares
|
$13,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
411
shares
|
$12,025
0.0% of portfolio
|
Q4 2024
Reduced 98.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
410
shares
|
$11,996
0.0% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
347
shares
|
$10,153
0.0% of portfolio
|
Q2 2025
Reduced 75.49%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
329
shares
|
$9,626
0.0% of portfolio
|
Q3 2025
Added 28.02%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
325
shares
|
$9,509
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$9,509
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
316
shares
|
$9,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
315
shares
|
$9,216
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
310
shares
|
$9,070
0.0% of portfolio
|
Q3 2025
Added 24.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
296
shares
|
$8,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
285
shares
|
$8,339
0.01% of portfolio
|
Q4 2024
Added 10.04%
|
|