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 |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
1,142,511
shares
|
$33.4 Million
8.65% of portfolio
|
Q3 2025
Added 35.2%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,119,208
shares
|
$32.7 Million
1.14% of portfolio
|
Q3 2025
Added 68.12%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,116,467
shares
|
$32.7 Million
3.86% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
1,005,112
shares
|
$29.4 Million
5.47% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
961,800
shares
|
$28.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 41.29%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
950,856
shares
|
$27.8 Million
4.45% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
944,178
shares
|
$27.6 Million
2.01% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
940,577
shares
|
$27.5 Million
1.85% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
921,116
shares
|
$27 Million
0.01% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
891,541
shares
|
$26.1 Million
0.03% of portfolio
|
Q3 2025
Added 28.68%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
850,669
shares
|
$24.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
847,944
shares
|
$24.8 Million
2.44% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
833,569
shares
|
$24.4 Million
2.94% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
828,952
shares
|
$24.3 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
789,710
shares
|
$23.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 45.74%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
785,241
shares
|
$23 Million
3.87% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
760,936
shares
|
$22.3 Million
1.96% of portfolio
|
Q3 2025
Added 33.13%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
753,621
shares
|
$22.1 Million
0.12% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
745,398
shares
|
$21.8 Million
1.9% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
709,351
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
653,953
shares
|
$19.1 Million
0.12% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
653,759
shares
|
$19.1 Million
0.15% of portfolio
|
Q3 2025
Added 125.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
600,574
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
589,064
shares
|
$17.2 Million
3.48% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
581,426
shares
|
$17 Million
0.5% of portfolio
|
Q3 2025
Added 848.23%
|
|