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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
43,793
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
43,770
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
43,623
shares
|
$1.28 Million
0.43% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
43,354
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
42,361
shares
|
$1.24 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
42,325
shares
|
$1.24 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
41,557
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
41,437
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
41,406
shares
|
$1.21 Million
0.71% of portfolio
|
Q3 2025
Added 172.91%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
40,428
shares
|
$1.18 Million
0.97% of portfolio
|
Q3 2025
Added 176.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
40,329
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
37,833
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2024
Added 3.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
37,349
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 44.48%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
36,333
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
35,816
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
35,782
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
35,751
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
35,451
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
35,308
shares
|
$1.03 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
35,031
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
34,348
shares
|
$1.01 Million
2.41% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33,518
shares
|
$980,736
0.52% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
33,214
shares
|
$971,841
0.02% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
33,067
shares
|
$967,540
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,587
shares
|
$953,495
0.01% of portfolio
|
Q2 2024
Reduced 10.36%
|
|