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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.28 +0.02 (+0.07%)
Closing price 10/7/2025 04:10 PM Eastern
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$29.28 -0.01 (-0.02%)
As of 10/7/2025 04:10 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)
320
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
222
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
10/7/2025Walker Financial Services Inc.97,242$2.85M1.1%+26.0%0.050%
10/7/2025ST Germain D J Co. Inc.532,135$15.60M0.6%+8.3%0.271%
10/7/20251620 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%
9/4/2025Beacon 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%
8/18/2025Tactive Advisors LLC50,261$1.47M0.5%N/A0.025%
8/18/2025Geneos 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%
8/14/2025Sagard Holdings Management Inc.117,745$3.45M9.7%N/A0.059%
8/14/2025State Street Corp12,419,060$363.75M0.0%+3.3%6.222%
8/14/2025Gerber Kawasaki Wealth & Investment Management665,709$19.50M0.8%+1.4%0.334%
8/14/2025Bank of Nova Scotia976,235$28.59M0.1%-52.8%0.489%
8/14/2025Cary Street Partners Financial LLC20,716$607K0.0%-24.5%0.010%
8/14/2025Cerity Partners LLC2,767,999$81.08M0.1%-2.5%1.387%
8/13/2025Gateway Wealth Partners LLC10,473$307K0.1%N/A0.005%
8/13/2025Portland Global Advisors LLC1,380,951$40.45M4.8%+6.3%0.692%
8/13/2025GeoWealth Management LLC36,967$1.08M0.0%-3.4%0.019%
8/13/2025Veltria Advisors Corp.18,698$548K0.4%N/A0.009%
8/13/2025EverSource Wealth Advisors LLC2,862$84K0.0%-76.3%0.001%
8/13/2025CW Advisors LLC26,803$785K0.0%+139.2%0.013%
8/13/2025JT Stratford LLC106,023$3.11M0.5%+17.1%0.053%
8/13/2025WCG Wealth Advisors LLC17,451$511K0.0%N/A0.009%
8/13/2025AMJ Financial Wealth Management21,549$631K0.2%N/A0.011%
8/13/2025Fisher Asset Management LLC153,295$4.49M0.0%-14.1%0.077%
8/13/2025Rinkey Investments404,443$11.85M3.6%+5.8%0.203%
8/13/2025Northwestern Mutual Wealth Management Co.139,144$4.08M0.0%-2.0%0.070%
8/13/2025GM Advisory Group LLC2,000,784$58.60M2.9%-1.4%1.002%
8/13/2025Choreo LLC11,799$346K0.0%-44.1%0.006%
8/13/2025Maia Wealth LLC26,517$777K0.1%-1.5%0.013%
8/12/2025J.W. Cole Advisors Inc.17,284$506K0.0%-12.6%0.009%
8/12/2025Financial Advocates Investment Management49,082$1.44M0.1%+7.3%0.025%
8/12/2025Steward Partners Investment Advisory LLC585,514$17.15M0.1%+2,416.9%0.293%
8/12/2025CreativeOne Wealth LLC330,118$9.67M0.3%-0.5%0.165%
8/12/2025Global Retirement Partners LLC8,304$243K0.0%N/A0.004%
8/12/2025Centric Wealth Management168,504$4.92M1.2%-68.0%0.084%
8/12/2025Nemes Rush Group LLC8,431$247K0.0%+11.6%0.004%
8/12/2025Kohmann Bosshard Financial Services LLC43,657$1.28M0.1%-37.2%0.022%
8/12/2025JPMorgan Chase & Co.597,299$17.50M0.0%+14.5%0.299%
8/11/2025HHM Wealth Advisors LLC1,096,694$32.12M3.8%-3.1%0.553%
8/11/2025Wescott Financial Advisory Group LLC278,427$8.16M0.8%-7.6%0.140%
8/11/2025Synergy Investment Management LLC154,792$4.53M2.7%+23.5%0.078%
8/11/2025Empowered Funds LLC139,400$4.07M0.0%N/A0.070%
8/11/2025Bulltick Wealth Management LLC9,021$264K0.1%+4.6%0.005%
8/11/2025Western Wealth Management LLC43,581$1.28M0.1%+2.3%0.022%
8/8/2025Rockefeller Capital Management L.P.239,260$7.01M0.0%+4.6%0.121%
8/8/2025Kingsview Wealth Management LLC256,525$7.51M0.1%-0.8%0.129%
8/8/2025Collaborative Wealth Managment Inc.17,676$518K0.2%-17.7%0.009%
8/8/2025Avantax Advisory Services Inc.153,331$4.49M0.0%-5.1%0.077%
8/8/2025Cetera Investment Advisers692,836$20.29M0.0%-8.8%0.349%
8/8/2025Creative Planning32,374$948K0.0%-21.4%0.016%
8/8/2025Foundations Investment Advisors LLC175,424$5.14M0.1%+85.7%0.088%
8/8/2025Wrapmanager Inc.104,723$3.07M0.7%+13.5%0.053%
8/8/2025Thompson Davis & CO. Inc.42,665$1.25M0.5%+15.9%0.022%
8/8/2025Good Life Advisors LLC388,516$11.38M0.7%+2.1%0.196%
8/8/2025Better Money Decisions LLC504,368$14.77M9.0%+5.0%0.254%
8/8/2025Austin Wealth Management LLC261,875$7.64M1.4%+2.2%0.132%
8/8/2025Bailard Inc.76,010$2.23M0.1%-72.8%0.038%
8/8/2025PNC Financial Services Group Inc.284,219$8.33M0.0%+7.3%0.143%
8/7/2025Nwam LLC113,252$3.31M0.3%-2.6%0.057%
8/7/2025Vise Technologies Inc.10,535$309K0.0%N/A0.005%
8/7/2025Fonville Wealth Management LLC129,462$3.79M1.0%+26.9%0.065%
8/7/2025PFG Advisors279,612$8.19M0.3%+12.5%0.141%
8/6/2025AE Wealth Management LLC11,946$350K0.0%-17.2%0.006%
8/6/2025Vestmark Advisory Solutions Inc.85,922$2.52M0.0%N/A0.043%
8/6/2025Destiny Capital Corp CO46,554$1.36M0.8%-6.0%0.023%
8/6/2025Savant Capital LLC29,244$857K0.0%-23.3%0.015%
8/6/2025Golden State Wealth Management LLC17,830$522K0.1%+18.9%0.009%
8/6/2025Horan Securities Inc.35,308$1.03M0.4%-3.4%0.018%
8/6/2025Entrewealth LLC186,758$5.47M3.8%-7.8%0.094%
8/6/2025RFG Bristol Wealth Advisors LLC9,646$283K0.1%N/A0.005%
(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, 484 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 Merit Financial Group LLC ($151.33M).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 411 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 46,861,569 shares in the last 24 months. This purchase volume represents approximately $1.37B 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 ($5.12M), Bank of America Corp DE ($4.58M), Fisher Asset Management LLC ($3.86M), Envestnet Asset Management Inc. ($1.65M), Cobblestone Capital Advisors LLC NY ($1.38M), and Bank of Nova Scotia ($1.09M).

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

Institutional investors have sold a total of 39,612,468 shares in the last 24 months. This volume of shares sold represents approximately $1.16B in transactions.



This page (NYSEARCA:SPTS) was last updated on 10/8/2025 by MarketBeat.com Staff
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