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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.14 +0.02 (+0.07%)
Closing price 05/22/2025 04:10 PM Eastern
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$29.14 +0.00 (+0.00%)
As of 05/22/2025 04:50 PM Eastern
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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)
302
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$841.11M
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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
5/22/2025Mattson Financial Services LLC10,454$306K0.1%N/A0.005%
5/21/2025 Main Line Retirement Advisors LLC235,179$6.88M4.5%+0.6%0.117%
5/21/2025 Geneos Wealth Management Inc.9,726$284K0.0%-11.8%0.005%
5/20/2025 Focus Partners Wealth26,931$787K0.0%-9.7%0.013%
5/20/2025 Integrity Alliance LLC.62,744$1.84M0.1%N/A0.031%
5/19/2025 Jane Street Group LLC54,933$1.61M0.0%N/A0.027%
5/16/2025 Faithward Advisors LLC154,632$4.52M0.8%+34.8%0.077%
5/16/2025 Ascent Group LLC15,198$444K0.0%N/A0.008%
5/16/2025 Goldman Sachs Group Inc.236,393$6.91M0.0%+129.0%0.118%
5/16/2025 Jones Financial Companies Lllp15,118$442K0.0%+2,864.3%0.008%
5/16/2025 Raab & Moskowitz Asset Management LLC7,398$216K0.1%-21.1%0.004%
5/16/2025 NewEdge Advisors LLC34,757$1.02M0.0%+76.2%0.017%
5/16/2025 Integrated Wealth Concepts LLC107,183$3.13M0.0%-18.2%0.053%
5/16/2025 AlphaQ Advisors LLC34,348$1.00M2.4%N/A0.017%
5/15/2025 Focus Partners Advisor Solutions LLC18,132$530K0.0%N/A0.009%
5/15/2025 Flputnam Investment Management Co.1,388,547$40.60M0.8%+12.7%0.691%
5/15/2025 Royal Bank of Canada1,594,952$46.64M0.0%-24.0%0.794%
5/15/2025 Betterment LLC24,098$705K0.0%+38.2%0.012%
5/15/2025 Centric Wealth Management526,100$15.38M4.0%+1,088.7%0.262%
5/15/2025 Evergreen Capital Management LLC933,723$27.30M0.9%-17.1%0.465%
5/15/2025 Gerber Kawasaki Wealth & Investment Management656,814$19.21M0.9%+12.2%0.327%
5/14/2025 CreativeOne Wealth LLC331,656$9.70M0.3%-7.4%0.165%
5/14/2025 Entrewealth LLC202,604$5.92M4.6%+8.7%0.101%
5/14/2025 Comerica Bank22,114$647K0.0%+10.5%0.011%
5/14/2025 Synovus Financial Corp229,392$6.71M0.1%+12.1%0.114%
5/14/2025 Napa Wealth Management7,906$231K0.1%-89.9%0.004%
5/14/2025 Jump Financial LLC11,468$335K0.0%-91.4%0.006%
5/14/2025 SVB Wealth LLC5,092$149K0.0%N/A0.003%
5/14/2025 Northwestern Mutual Wealth Management Co.142,036$4.15M0.0%+81.8%0.071%
5/14/2025 Sax Wealth Advisors LLC20,830$609K0.0%N/A0.010%
5/14/2025 Wescott Financial Advisory Group LLC301,423$8.81M0.9%-9.9%0.150%
5/14/2025 Hobbs Group Advisors LLC144,863$4.24M1.6%N/A0.072%
5/14/2025 Ameriprise Financial Inc.9,750,710$285.06M0.1%-3.4%4.854%
5/14/2025 Summit Financial LLC13,190$386K0.0%N/A0.007%
5/14/2025 GM Advisory Group LLC2,028,753$59.32M3.2%-2.5%1.010%
5/14/2025 JT Stratford LLC90,546$2.65M0.5%+77.8%0.045%
5/14/2025 Berkshire Asset Management LLC PA167,011$4.87M0.2%+19.2%0.083%
5/13/2025 Raymond James Financial Inc.623,365$18.23M0.0%+23.7%0.310%
5/13/2025 Thompson Davis & CO. Inc.36,825$1.08M0.8%+14.6%0.018%
5/13/2025 Providence Capital Advisors LLC90,702$2.65M0.6%+1.1%0.045%
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5/13/2025 Kovitz Investment Group Partners LLC460,755$13.47M0.1%+5.2%0.229%
5/13/2025 Financial Network Wealth Advisors LLC3,637$106K0.1%+49.2%0.002%
5/13/2025 Dagco Inc.686,526$20.07M6.5%+35.2%0.342%
5/13/2025 HighTower Advisors LLC1,862,835$54.47M0.1%-0.7%0.927%
5/12/2025 Maia Wealth LLC26,923$786K0.2%+25.0%0.013%
5/12/2025 Independent Advisor Alliance12,173$356K0.0%-82.4%0.006%
5/12/2025 Cobblestone Capital Advisors LLC NY181,996$5.32M0.3%-88.3%0.091%
5/12/2025 Manhattan West Asset Management LLC327,594$9.58M2.4%+20.9%0.163%
5/12/2025 Private Wealth Advisors LLC8,514$249K0.1%-20.5%0.004%
5/12/2025 Townsquare Capital LLC63,462$1.86M0.0%-1.4%0.032%
5/9/2025 Altfest L J & Co. Inc.48,783$1.43M0.2%-92.6%0.023%
5/9/2025 Tidemark LLC99,392$2.91M1.1%-6.4%0.048%
5/9/2025 Atria Wealth Solutions Inc.549,275$16.06M0.2%+648.0%0.264%
5/9/2025 Cary Street Partners Financial LLC27,439$802K0.0%-56.3%0.013%
5/9/2025 Blair William & Co. IL6,356$186K0.0%-23.9%0.003%
5/9/2025 Bank of Nova Scotia2,069,869$60.51M0.1%+33.5%0.996%
5/9/2025 PNC Financial Services Group Inc.264,904$7.75M0.0%+38.2%0.127%
5/8/2025 IFG Advisory LLC8,023$235K0.0%-17.5%0.004%
5/8/2025 Clearwater Capital Advisors LLC19,167$560K0.1%+9.5%0.009%
5/8/2025 US Financial Advisors LLC123,832$3.62M1.1%+2.5%0.060%
5/8/2025 HHM Wealth Advisors LLC1,131,634$33.09M4.5%+1.8%0.544%
5/8/2025 Collaborative Wealth Managment Inc.21,479$628K0.3%-10.6%0.010%
5/8/2025 Cannon Wealth Management Services LLC181,093$5.29M4.7%+2.6%0.087%
5/7/2025 Evermay Wealth Management LLC2,170,109$63.45M8.3%+542.5%1.044%
5/7/2025 Foundations Investment Advisors LLC94,488$2.76M0.1%+32.0%0.045%
5/7/2025 Portland Global Advisors LLC1,299,402$38.00M4.8%+8.8%0.625%
5/7/2025 Nemes Rush Group LLC7,554$221K0.0%+8.0%0.004%
5/7/2025 LPL Financial LLC7,481,610$218.76M0.1%+16.7%3.599%
5/7/2025 Municipal Employees Retirement System of Michigan21,929,077$641.21M8.1%+0.6%10.548%
5/7/2025 GLOBALT Investments LLC GA4,139,060$121.03M4.9%+0.3%1.991%
5/7/2025 First Heartland Consultants Inc.13,164$385K0.0%N/A0.006%
5/7/2025 Trilogy Capital Inc.942,059$27.55M1.4%+77.7%0.453%
5/6/2025 MY Wealth Management Inc.280,822$8.21M7.9%-0.9%0.135%
5/6/2025 Assetmark Inc.838,313$24.51M0.1%-16.5%0.403%
5/6/2025 Cetera Investment Advisers759,763$22.22M0.0%+8.0%0.365%
5/6/2025 Avantax Advisory Services Inc.161,519$4.72M0.0%+15.1%0.078%
5/6/2025 Tempus Wealth Planning LLC88,131$2.58M0.8%-7.8%0.042%
5/6/2025 Lifeworks Advisors LLC26,647$779K0.1%-18.4%0.013%
5/6/2025 Carnegie Investment Counsel26,995$789K0.0%+156.8%0.013%
5/6/2025 AE Wealth Management LLC14,429$422K0.0%+8.8%0.007%
5/6/2025 Roundview Capital LLC138,553$4.05M0.3%-13.4%0.067%
5/6/2025 Madison Asset Management LLC354,843$10.38M0.1%-16.4%0.171%
5/6/2025 WorthPointe LLC25,828$755K0.3%+83.0%0.012%
5/6/2025 Choreo LLC21,115$617K0.0%-5.2%0.010%
5/6/2025 Nelson Capital Management LLC808,053$23.63M4.1%+3.4%0.389%
5/6/2025 PFG Advisors248,482$7.27M0.4%N/A0.120%
5/5/2025 Treasure Coast Financial Planning339,534$9.93M6.2%+4.3%0.163%
5/5/2025 4WEALTH Advisors Inc.6,961$204K0.2%-12.9%0.003%
5/5/2025 IFP Advisors Inc10,879$318K0.0%-11.8%0.005%
5/5/2025 Calton & Associates Inc.33,932$1.04M0.1%+35.7%0.016%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
5/5/2025 Kestra Private Wealth Services LLC9,556$279K0.0%-20.1%0.005%
5/5/2025 Impact Partnership Wealth LLC650,438$19.02M4.1%+70.2%0.313%
5/5/2025 Private Advisor Group LLC993,479$29.05M0.2%-22.1%0.478%
5/5/2025 Nwam LLC116,290$3.40M0.3%+13.6%0.056%
5/2/2025 Kingsview Wealth Management LLC258,654$7.56M0.1%-1.4%0.124%
5/2/2025 Members Trust Co2,316,748$67.74M2.4%N/A1.114%
5/2/2025 MTC Wealth Management LLC291,779$8.53M4.2%N/A0.140%
5/2/2025 Bailard Inc.279,125$8.16M0.2%-53.8%0.134%
5/2/2025 Napatree Capital LLC57,610$1.69M0.9%-4.3%0.028%
5/2/2025 Allen Capital Group LLC59,619$1.74M0.2%+22.2%0.029%
(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, 473 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 ($641.21M), Bank of America Corp DE ($629.17M), Richard Bernstein Advisors LLC ($367.49M), State Street Corp ($354.15M), Ameriprise Financial Inc. ($285.06M), LPL Financial LLC ($218.76M), and Envestnet Asset Management Inc. ($187.13M).Learn more on SPTS's institutional investors.

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

Of the 404 institutional investors that purchased SPDR Portfolio Short Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($9.36M), GLOBALT Investments LLC GA ($9.26M), Municipal Employees Retirement System of Michigan ($8.75M), Envestnet Asset Management Inc. ($4.37M), RiverFront Investment Group LLC ($3.48M), GTS Securities LLC ($3.19M), and Cerity Partners LLC ($2.85M).

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

Institutional investors have bought a total of 104,718,230 shares in the last 24 months. This purchase volume represents approximately $3.04B in transactions.

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

Of the 287 institutional investors that sold SPDR Portfolio Short Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GLOBALT Investments LLC GA ($5.12M), Fisher Asset Management LLC ($3.84M), Private Advisor Group LLC ($2.51M), LPL Financial LLC ($2.20M), Assetmark Inc. ($2.16M), Osaic Holdings Inc. ($2.05M), and Brookstone Capital Management ($1.93M).

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

Institutional investors have sold a total of 55,005,265 shares in the last 24 months. This volume of shares sold represents approximately $1.60B in transactions.



This page (NYSEARCA:SPTS) was last updated on 5/23/2025 by MarketBeat.com Staff
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