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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
574,284
shares
|
$16.8 Million
0.33% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
558,185
shares
|
$16.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
545,949
shares
|
$16 Million
0.02% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
544,463
shares
|
$15.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
542,758
shares
|
$15.9 Million
0.67% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
532,135
shares
|
$15.6 Million
0.65% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
513,226
shares
|
$15 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
504,368
shares
|
$14.8 Million
9.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
490,296
shares
|
$14.3 Million
0.18% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
490,029
shares
|
$14.3 Million
0.18% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
486,182
shares
|
$14.2 Million
0.06% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
476,892
shares
|
$14 Million
1.16% of portfolio
|
Q4 2023
Reduced 11.6%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
465,094
shares
|
$13.6 Million
2.03% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
453,239
shares
|
$13.3 Million
0.22% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
443,942
shares
|
$13 Million
4.85% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
441,102
shares
|
$12.9 Million
1.16% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
436,166
shares
|
$12.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 91.56%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
424,210
shares
|
$12.4 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
423,727
shares
|
$12.4 Million
1.52% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
407,956
shares
|
$11.9 Million
3.21% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
400,368
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
397,989
shares
|
$11.6 Million
1.77% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
388,516
shares
|
$11.4 Million
0.75% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
376,026
shares
|
$11 Million
8.76% of portfolio
|
Q3 2023
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
372,148
shares
|
$10.9 Million
1.82% of portfolio
|
Q3 2025
Reduced 18.53%
|
|