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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
105,740
shares
|
$3.09 Million
0.12% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
105,545
shares
|
$3.09 Million
2.18% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
101,976
shares
|
$2.98 Million
1.16% of portfolio
|
Q3 2025
Added 134.52%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
100,315
shares
|
$2.94 Million
1.12% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
99,192
shares
|
$2.9 Million
0.12% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
97,922
shares
|
$2.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 44.18%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
97,242
shares
|
$2.85 Million
1.11% of portfolio
|
Q3 2025
Added 26.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
95,954
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
93,152
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 22.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
92,136
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
92,015
shares
|
$2.69 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
89,850
shares
|
$2.63 Million
0.82% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
89,411
shares
|
$2.62 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
85,540
shares
|
$2.5 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
85,105
shares
|
$2.49 Million
0.43% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
84,103
shares
|
$2.46 Million
0.83% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
83,578
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 199.46%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
82,263
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
80,525
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
78,806
shares
|
$2.31 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
77,283
shares
|
$2.26 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
77,073
shares
|
$2.26 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
76,887
shares
|
$2.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
76,235
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
75,887
shares
|
$2.22 Million
0.18% of portfolio
|
Q3 2025
Added 925.5%
|
|