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 |
|---|---|---|---|---|---|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
156,643
shares
|
$4.58 Million
0.39% of portfolio
|
Q3 2025
Reduced 61.26%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
156,199
shares
|
$4.57 Million
0.37% of portfolio
|
Q3 2025
Added 32.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
155,682
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
153,665
shares
|
$4.5 Million
1.4% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
153,331
shares
|
$4.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
147,782
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
144,950
shares
|
$4.24 Million
3.73% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
142,672
shares
|
$4.17 Million
1.9% of portfolio
|
Q3 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
137,078
shares
|
$4.01 Million
1.58% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
134,099
shares
|
$3.92 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
133,147
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
132,553
shares
|
$3.88 Million
0.65% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
131,941
shares
|
$3.86 Million
0.55% of portfolio
|
Q3 2025
Added 24.45%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
129,285
shares
|
$3.78 Million
1.84% of portfolio
|
Q3 2025
Added 48.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
127,779
shares
|
$3.74 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
124,759
shares
|
$3.65 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
123,832
shares
|
$3.62 Million
1.07% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
116,113
shares
|
$3.4 Million
0.25% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
116,084
shares
|
$3.4 Million
0.54% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
113,961
shares
|
$3.33 Million
0.7% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
113,930
shares
|
$3.33 Million
0.49% of portfolio
|
Q3 2024
Added 69.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
112,309
shares
|
$3.29 Million
0.17% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
110,659
shares
|
$3.24 Million
1.36% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
108,334
shares
|
$3.17 Million
1.72% of portfolio
|
Q1 2023
Reduced 0.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
107,916
shares
|
$3.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 18.6%
|
|