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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.37 -0.02 (-0.07%)
Closing price 10/23/2025 04:10 PM Eastern
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$29.38 +0.01 (+0.05%)
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Number of
Institutional Buyers
(last 12 months)
326
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$1.30B
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SPTS Institutional Buying and Selling by Quarter

SPDR Portfolio Short Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2025Visionary Horizons LLC59,098$1.73M1.0%+5.3%0.030%
10/23/2025Spire Wealth Management5,000$147K0.0%N/A0.003%
10/23/2025Park Avenue Securities LLC850,669$24.94M0.2%-9.0%0.429%
10/22/2025 O Brien Wealth Partners LLC397,989$11.67M1.6%+1.4%0.201%
10/22/2025 Cerity Partners LLC2,781,660$81.56M0.1%+0.5%1.402%
10/22/2025 Tilson Financial Group Inc.303,865$8.91M2.9%+4.0%0.153%
10/22/2025 SeaBridge Investment Advisors LLC372,148$10.91M1.8%-18.5%0.188%
10/22/2025 CoreCap Advisors LLC8,362$245K0.0%+49.1%0.004%
10/22/2025 Gladstone Institutional Advisory LLC107,916$3.16M0.1%-6.6%0.054%
10/22/2025 Capital Management Associates Inc16,880$495K0.1%N/A0.009%
10/22/2025 Private Wealth Group LLC359,390$10.54M5.2%+67.0%0.181%
10/22/2025 Mechanics Bank Trust Department168,628$4.94M0.7%+13.8%0.085%
10/21/2025 Global Retirement Partners LLC9,250$271K0.0%+11.4%0.005%
10/21/2025 SigFig Wealth Management LLC92,015$2.70M0.1%-4.3%0.046%
10/21/2025 TruNorth Capital Management LLC4,970$146K0.0%N/A0.003%
10/21/2025 Altfest L J & Co. Inc.21,550$632K0.1%-28.4%0.011%
10/21/2025 Silver Oak Securities Incorporated78,806$2.31M0.2%-12.8%0.040%
10/21/2025 Sentinel Pension Advisors LLC85,105$2.50M0.4%+10.8%0.043%
10/20/2025 Premier Financial Group4,925$144K0.0%N/A0.002%
10/20/2025 Miracle Mile Advisors LLC453,239$13.29M0.2%+5.9%0.229%
10/20/2025 Merit Financial Group LLC436,166$12.79M0.1%-91.6%0.220%
10/20/2025 Sax Wealth Advisors LLC16,006$469K0.0%-5.2%0.008%
10/20/2025 Ascent Group LLC24,372$715K0.0%-2.4%0.012%
10/20/2025 Main Line Retirement Advisors LLC240,113$7.04M3.6%+7.8%0.121%
10/20/2025 Continuum Advisory LLC35,751$1.05M0.1%+4.3%0.018%
10/20/2025 Tripletail Wealth Management LLC848$25K0.0%N/A0.000%
10/17/2025 Austin Private Wealth LLC18,136$532K0.0%+15.6%0.009%
10/17/2025 HM Payson & Co.14,355$421K0.0%+47.0%0.007%
10/17/2025 Goldstone Financial Group LLC23,215$681K0.1%-25.8%0.012%
10/17/2025 WorthPointe LLC101,976$2.99M1.1%+134.5%0.051%
10/17/2025 Mattson Financial Services LLC9,755$286K0.1%-5.0%0.005%
10/17/2025 Perigon Wealth Management LLC37,349$1.10M0.0%+44.5%0.019%
10/17/2025 Sowell Financial Services LLC28,283$829K0.0%+47.6%0.014%
10/17/2025 MKT Advisors LLC100,315$2.94M1.1%+17.6%0.050%
10/16/2025 Carnegie Investment Counsel27,469$805K0.0%+2.3%0.014%
10/16/2025 Beacon Capital Management Inc.1,780$52K0.0%-58.6%0.001%
10/16/2025 Lowe Wealth Advisors LLC443,942$13.02M4.8%+4.1%0.221%
10/16/2025 Burney Co.6,937$203K0.0%N/A0.003%
10/16/2025 Blue Trust Inc.25,930$760K0.0%+7.5%0.013%
10/16/2025 Donald L. Hagan LLC22,193$651K0.3%+17.1%0.011%
10/15/2025 CWM LLC1,624,900$47.64M0.1%+88.9%0.810%
10/15/2025 MY Wealth Management Inc.144,950$4.25M3.7%+0.6%0.072%
10/15/2025 World Investment Advisors7,687$225K0.0%-6.6%0.004%
10/15/2025 Successful Portfolios LLC41,406$1.21M0.7%+172.9%0.021%
10/15/2025 Crane Advisory LLC950,856$27.83M4.4%+3.6%0.474%
10/14/2025 Tactive Advisors LLC55,991$1.64M0.5%+11.4%0.028%
10/14/2025 GLOBALT Investments LLC GA4,455,248$130.63M4.8%-1.8%2.221%
10/14/2025 Cranbrook Wealth Management LLC14,335$420K0.1%+28.0%0.007%
10/14/2025 Paladin Wealth LLC22,745$667K0.5%-14.6%0.011%
10/14/2025 Retirement Income Solutions Inc.20,308$595K0.1%-3.3%0.010%
10/14/2025 Evanson Asset Management LLC35,451$1.04M0.1%N/A0.018%
10/14/2025 Lake Hills Wealth Management LLC11,390$334K0.2%N/A0.006%
10/10/2025 Flputnam Investment Management Co.2,035,594$59.68M0.9%+10.9%1.037%
10/10/2025 Falcon Wealth Planning13,588$398K0.0%-26.4%0.007%
10/10/2025 Matauro LLC116,084$3.40M0.5%-7.2%0.059%
10/10/2025 Fiduciary Financial Group LLC50,169$1.47M0.2%-10.7%0.026%
10/9/2025 Financial Enhancement Group LLC13,624$399K0.1%-7.3%0.007%
10/9/2025 Centurion Wealth Management LLC28,000$821K0.2%N/A0.014%
10/9/2025 Redhawk Wealth Advisors Inc.24,677$724K0.1%-64.1%0.013%
10/9/2025 Dynamic Advisor Solutions LLC73,501$2.16M0.1%-31.5%0.037%
10/8/2025 Genesis Private Wealth LLC110,659$3.25M1.4%+1.2%0.056%
10/8/2025 Integrated Capital Management Inc.245,428$7.20M5.0%-10.6%0.125%
10/7/2025 Walker Financial Services Inc.97,242$2.85M1.1%+26.0%0.050%
10/7/2025 ST Germain D J Co. Inc.532,135$15.60M0.6%+8.3%0.271%
10/7/2025 1620 Investment Advisors Inc.105,545$3.10M2.1%-1.4%0.054%
10/6/2025 Boston Standard Wealth Management LLC785,241$23.02M3.9%+5.0%0.400%
10/6/2025 SMI Advisory Services LLC9,200$269K0.1%-20.9%0.005%
10/6/2025 Gradient Investments LLC558,185$16.37M0.3%-5.4%0.284%
10/6/2025 Heartwood Wealth Advisors LLC847,944$24.86M2.3%+1.5%0.432%
10/1/2025 Hobart Private Capital LLC113,961$3.34M0.7%+11.9%0.057%
9/4/2025Osaic Holdings Inc.1,275,497$37.36M0.1%+11.1%0.639%
9/4/2025 Beacon Capital Management Inc.4,297$126K0.0%N/A0.002%
8/27/2025Orion Porfolio Solutions LLC71,641$2.10M0.0%N/A0.036%
8/22/2025TT Capital Management LLC8,356$244K0.1%N/A0.004%
8/20/2025Thompson Davis & CO. Inc.42,325$1.24M0.6%+14.9%0.021%
8/19/2025B. Riley Wealth Advisors Inc.24,363$714K0.0%N/A0.012%
8/18/2025 Tactive Advisors LLC50,261$1.47M0.5%N/A0.025%
8/18/2025 Geneos Wealth Management Inc.16,516$484K0.0%+69.8%0.008%
8/18/2025Cornerstone Financial Group LLC NE 16,291$477K0.4%+3.9%0.008%
8/18/2025Castleark Management LLC1,334,080$39.08M1.2%+119.5%0.668%
8/18/2025Front Row Advisors LLC17,370$509K0.2%-6.9%0.009%
8/16/2025Evergreen Capital Management LLC845,495$24.77M0.7%-9.4%0.424%
8/15/2025Tower Research Capital LLC TRC 61,317$1.80M0.0%N/A0.031%
8/15/2025Equitable Holdings Inc.290,218$8.50M0.1%-2.2%0.145%
8/15/2025Captrust Financial Advisors12,963$380K0.0%-8.7%0.006%
8/15/2025Manhattan West Asset Management LLC300,912$8.81M2.0%-8.1%0.151%
8/15/2025Orion Porfolio Solutions LLC71,641$2.10M0.0%N/A0.036%
8/15/2025MML Investors Services LLC262,057$7.68M0.0%+10.0%0.131%
8/15/2025Modern Wealth Management LLC996,838$29.20M0.7%+174.7%0.499%
8/15/2025IHT Wealth Management LLC81,298$2.38M0.1%+41.5%0.041%
8/15/2025Great Valley Advisor Group Inc.36,771$1.08M0.0%-84.1%0.018%
8/15/2025Bank of America Corp DE16,610,571$486.52M0.0%-18.9%8.322%
8/15/2025Ameriprise Financial Inc.4,292,564$125.95M0.0%-56.0%2.151%
8/14/2025Raymond James Financial Inc.791,162$23.17M0.0%+26.9%0.396%
8/14/2025Betterment LLC23,741$695K0.0%-1.5%0.012%
8/14/2025Napa Wealth Management48,528$1.42M0.7%+513.8%0.024%
8/14/2025Vivaldi Capital Management LP86,172$2.52M0.4%-3.0%0.043%
8/14/2025Main Street Financial Solutions LLC18,404$539K0.0%N/A0.009%
8/14/2025Faithward Advisors LLC122,856$3.60M0.6%-20.5%0.062%
8/14/2025NewEdge Advisors LLC66,300$1.94M0.0%+90.8%0.033%
(Data available from 1/1/2016 forward)

SPTS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTS shares?

During the previous two years, 489 institutional investors and hedge funds held shares of SPDR Portfolio Short Term Treasury ETF. The most heavily invested institutionals were Municipal Employees Retirement System of Michigan ($642.70M), Bank of America Corp DE ($486.52M), Richard Bernstein Advisors LLC ($367.49M), State Street Corp ($363.75M), LPL Financial LLC ($218.76M), Envestnet Asset Management Inc. ($161.57M), and GLOBALT Investments LLC GA ($130.63M).Learn more on SPDR Portfolio Short Term Treasury ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio Short Term Treasury ETF's stock?

Of the 416 institutional investors that purchased SPDR Portfolio Short Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GLOBALT Investments LLC GA ($9.66M), Municipal Employees Retirement System of Michigan ($8.76M), Fisher Asset Management LLC ($5.70M), Envestnet Asset Management Inc. ($3.91M), RiverFront Investment Group LLC ($3.48M), Members Trust Co ($3.39M), and Merit Financial Group LLC ($3.14M).

How much institutional buying is happening at SPDR Portfolio Short Term Treasury ETF?

Institutional investors have bought a total of 47,617,413 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Which of SPDR Portfolio Short Term Treasury ETF's major shareholders have been selling company stock?

Of the 222 institutional investors that sold SPDR Portfolio Short Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($5.80M), GLOBALT Investments LLC GA ($5.20M), Merit Financial Group LLC ($4.73M), Bank of America Corp DE ($4.58M), Fisher Asset Management LLC ($3.86M), Envestnet Asset Management Inc. ($1.65M), and Cobblestone Capital Advisors LLC NY ($1.38M).

How much institutional selling is happening at SPDR Portfolio Short Term Treasury ETF?

Institutional investors have sold a total of 44,322,967 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.



This page (NYSEARCA:SPTS) was last updated on 10/24/2025 by MarketBeat.com Staff
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