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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

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(As of 04/23/2024 ET)
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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)
258
Total
Institutional Inflows
(last 12 months)
$3.32B
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$897.70M
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SPTS Institutional Buying and Selling by Quarter

SPDR Portfolio Short Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.329,712$9.54M0.0%-25.6%0.171%
4/22/2024Strategic Financial Concepts LLC94,011$2.72M0.7%+59.7%0.049%
4/22/2024Centennial Wealth Advisory LLC107,117$3.10M1.4%+24.9%0.056%
4/22/2024Altfest L J & Co. Inc.623,528$18.03M2.6%+1.2%0.324%
4/22/2024Raymond James & Associates176,210$5.10M0.0%-78.2%0.092%
4/20/2024BetterWealth LLC21,290$616K0.2%-17.4%0.011%
4/19/2024FORVIS Wealth Advisors LLC15,958$462K0.0%-7.5%0.008%
4/19/2024Marshall Financial Group LLC18,098$523K0.2%-4.5%0.009%
4/19/2024Tempus Wealth Planning LLC104,909$3.03M1.3%-38.5%0.054%
4/19/2024True Link Financial Advisors LLC29,600$856K0.1%-18.9%0.015%
4/19/2024Altiora Financial Group LLC231,379$6.69M1.8%+12.2%0.120%
4/18/2024Woodmont Investment Counsel LLC47,581$1.38M0.1%+21.4%0.025%
4/18/2024Main Line Retirement Advisors LLC213,348$6.17M4.8%+8.3%0.111%
4/18/2024O Brien Wealth Partners LLC341,462$9.88M2.3%+3.1%0.177%
4/18/2024Successful Portfolios LLC17,216$498K0.3%-2.1%0.009%
4/18/2024Roberts Wealth Advisors LLC83,114$2.39M0.9%+2.5%0.043%
4/18/2024WJ Wealth Management LLC36,316$1.05M0.4%-16.9%0.019%
4/17/2024Trilogy Capital Inc.168,294$4.87M0.3%-27.2%0.087%
4/17/2024Municipal Employees Retirement System of Michigan21,697,170$627.48M8.1%+64.8%11.271%
4/17/2024Meridian Financial Partners LLC202,095$5.80M7.4%-17.8%0.105%
4/16/2024Moisand Fitzgerald Tamayo LLC20,752$600K0.1%-48.0%0.011%
4/16/2024Astoria Portfolio Advisors LLC.52,456$1.51M0.6%-28.6%0.027%
4/16/2024Wealth Enhancement Advisory Services LLC1,158,781$33.51M0.1%-9.5%0.602%
4/16/2024Advocacy Wealth Management Services LLC8,919$258K0.0%-42.4%0.005%
4/15/2024Signet Financial Management LLC357,401$10.34M1.4%+10.8%0.186%
4/15/2024Wealthcare Advisory Partners LLC64,279$1.86M0.1%+50.8%0.033%
4/15/2024SMI Advisory Services LLC36,208$1.04M0.3%+9.6%0.019%
4/15/2024DGS Capital Management LLC224,674$6.50M1.8%+3.8%0.117%
4/15/2024Visionary Horizons LLC49,736$1.43M1.1%+7.2%0.026%
4/15/2024Brookstone Capital Management587,325$16.99M0.3%-6.4%0.305%
4/12/2024 Mechanics Bank Trust Department177,805$5.14M0.8%-4.2%0.095%
4/12/2024 Crane Advisory LLC1,699,181$49.00M9.9%+9.2%0.912%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC8,344$240K0.0%N/A0.004%
4/11/2024 Integrated Capital Management Inc.235,261$6.80M5.6%+28.0%0.126%
4/11/2024 First Affirmative Financial Network203,407$5.88M4.3%-0.8%0.109%
4/11/2024 RFG Advisory LLC93,460$2.70M0.1%+7.7%0.050%
4/11/2024 Boston Standard Wealth Management LLC719,616$20.81M4.7%+11.1%0.386%
4/10/2024 Park Avenue Securities LLC996,525$28.82M0.4%+4.6%0.535%
4/9/2024 Lowe Wealth Advisors LLC259,473$7.50M3.5%+12.5%0.139%
4/8/2024 Evensky & Katz LLC24,612$699K0.0%-77.8%0.013%
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4/5/2024 NBC Securities Inc.30,653$886K0.1%+28.2%0.016%
4/4/2024 S. R. Schill & Associates277,908$8.04M3.5%+2.6%0.149%
4/2/2024 Heartwood Wealth Advisors LLC777,557$22.49M2.8%+8.1%0.417%
4/2/2024 ST Germain D J Co. Inc.227,883$6.59M0.3%+213.6%0.122%
3/26/2024Napatree Capital LLC49,098$1.43M1.4%N/A0.026%
3/22/2024PNC Financial Services Group Inc.8,152$237K0.0%+217.7%0.004%
3/15/2024B. Riley Wealth Advisors Inc.17,125$497K0.0%N/A0.009%
3/8/2024ICA Group Wealth Management LLC2,835$82K0.0%N/A0.002%
3/6/2024SageView Advisory Group LLC15,696$457K0.0%N/A0.008%
3/5/2024Fisher Asset Management LLC43,955,685$1.28B0.6%+6.8%23.581%
3/4/2024Richardson Financial Services Inc.1,823$53K0.0%N/A0.001%
2/26/2024Integrated Advisors Network LLC24,327$707K0.0%+22.1%0.013%
2/21/2024Austin Wealth Management LLC226,140$6.53M1.8%+18.0%0.121%
2/20/2024GLOBALT Investments LLC GA3,178,777$92.34M3.8%N/A1.705%
2/15/2024Comerica Bank58,748$1.71M0.0%+62.8%0.032%
2/14/2024Vivaldi Capital Management LP126,701$3.66M1.1%-1.4%0.068%
2/14/2024Northwest Wealth Management LLC9,500$276K0.1%-7.2%0.005%
2/14/2024TMD Wealth Management LLC9,000$261K0.1%-4.5%0.005%
2/14/2024Traction Financial Partners LLC30,237$878K0.6%N/A0.016%
2/14/2024Wescott Financial Advisory Group LLC365,911$10.63M1.5%-9.9%0.196%
2/13/2024Envestnet Asset Management Inc.6,187,986$179.76M0.1%+70.5%3.320%
2/13/2024Cetera Advisor Networks LLC235,315$6.84M0.0%-20.7%0.126%
2/13/2024Peapack Gladstone Financial Corp20,665$600K0.0%-4.6%0.011%
2/12/2024GM Advisory Group LLC2,552,961$74.16M5.6%-6.8%1.370%
2/12/2024Madison Asset Management LLC578,946$16.82M0.2%N/A0.311%
2/12/2024Bank of Nova Scotia1,002,685$29.10M0.1%-4.1%0.538%
2/12/2024AMJ Financial Wealth Management11,928$346K0.1%-56.1%0.006%
2/12/2024Roundview Capital LLC151,005$4.39M0.4%-15.7%0.081%
2/12/2024Focus Financial Network Inc. ADV35,782$1.04M0.0%N/A0.019%
2/12/2024Stifel Financial Corp340,897$9.90M0.0%-17.8%0.183%
2/9/2024Congress Wealth Management LLC DE 10,042$292K0.0%-16.4%0.005%
2/9/2024Advisory Services Network LLC5,483$159K0.0%-87.3%0.003%
2/9/2024First Trust Bank Ltd.446,560$12.97M17.9%+3.5%0.240%
2/9/2024Starfox Financial Services LLC32,373$940K0.9%+130.9%0.017%
2/9/2024SageView Advisory Group LLC15,696$457K0.0%N/A0.008%
2/9/2024Cambridge Investment Research Advisors Inc.254,742$7.40M0.0%+40.0%0.137%
2/9/20241620 Investment Advisors Inc.65,320$1.90M1.9%+7.6%0.035%
2/9/2024WBI Investments LLC11,698$340K0.1%-12.4%0.006%
2/9/2024Tidemark LLC82,645$2.40M1.5%N/A0.044%
2/9/2024EverSource Wealth Advisors LLC2,023$59K0.0%N/A0.001%
2/9/2024Assetmark Inc.941,954$27.36M0.1%-57.7%0.505%
2/9/2024CreativeOne Wealth LLC440,066$12.78M0.8%-5.8%0.236%
2/9/2024L.M. Kohn & Company49,784$1.45M0.5%-1.8%0.027%
2/9/2024Wells Fargo & Company MN1,563,641$45.42M0.0%-9.0%0.839%
2/9/2024Balentine LLC181,698$5.28M0.2%-19.9%0.097%
2/9/2024Gladstone Institutional Advisory LLC277,356$8.06M0.5%-6.9%0.149%
2/9/2024UBS Group AG2,618,309$76.06M0.0%-19.8%1.405%
2/9/2024PNC Financial Services Group Inc.8,152$237K0.0%+217.7%0.004%
2/8/2024TrinityPoint Wealth LLC8,198$238K0.0%-47.4%0.004%
2/8/2024SigFig Wealth Management LLC134,676$3.88M0.1%-6.8%0.072%
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2/8/2024First Heartland Consultants Inc.60,346$1.75M0.2%+511.5%0.032%
2/8/2024Foundations Investment Advisors LLC22,373$651K0.0%-29.4%0.012%
2/8/2024Janney Montgomery Scott LLC397,905$11.56M0.0%+1,445.3%0.213%
2/8/2024Vise Technologies Inc.18,347$533K0.1%+33.2%0.010%
2/8/2024US Financial Advisors LLC112,130$3.26M1.2%+1.0%0.060%
2/7/2024Avantax Advisory Services Inc.165,259$4.80M0.0%+0.4%0.089%
2/7/2024Theory Financial LLC167,334$4.86M2.6%-0.4%0.090%
2/7/2024Envestnet Portfolio Solutions Inc.43,175$1.25M0.0%+36.2%0.023%
2/7/2024AlphaStar Capital Management LLC10,216$297K0.0%-15.3%0.005%
2/7/2024One Degree Advisors Inc33,341$965K0.5%N/A0.018%
(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, 434 institutional investors and hedge funds held shares of SPDR Portfolio Short Term Treasury ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($1.28B), Municipal Employees Retirement System of Michigan ($627.48M), LPL Financial LLC ($307.64M), Royal Bank of Canada ($211.81M), Envestnet Asset Management Inc. ($179.76M), Richard Bernstein Advisors LLC ($109.78M), and RiverFront Investment Group LLC ($101.11M).Learn more on SPTS's institutional investors.

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

Of the 372 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 ($42.91M), Municipal Employees Retirement System of Michigan ($8.53M), LPL Financial LLC ($5.67M), Envestnet Asset Management Inc. ($5.32M), Private Advisor Group LLC ($4.74M), Richard Bernstein Advisors LLC ($3.98M), and RiverFront Investment Group LLC ($3.48M).

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

Institutional investors have bought a total of 160,422,071 shares in the last 24 months. This purchase volume represents approximately $4.67B in transactions.

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

Of the 260 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: Municipal Employees Retirement System of Michigan ($14.97M), Assetmark Inc. ($5.65M), LPL Financial LLC ($3.01M), Balentine LLC ($2.17M), Brookstone Capital Management ($2.15M), M. Kulyk & Associates LLC ($2.10M), and Osaic Holdings Inc. ($2.05M).

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

Institutional investors have sold a total of 69,953,683 shares in the last 24 months. This volume of shares sold represents approximately $2.04B in transactions.


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This page (NYSEARCA:SPTS) was last updated on 4/23/2024 by MarketBeat.com Staff

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