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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.12 -0.02 (-0.07%)
Closing price 07/7/2025 04:10 PM Eastern
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$29.12 +0.00 (+0.02%)
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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)
301
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$833.23M
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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
7/3/2025 Fiduciary Financial Group LLC56,209$1.64M0.3%+1.7%0.029%
7/2/2025 S. R. Schill & Associates285,128$8.35M6.2%+3.6%0.145%
7/2/2025 Boston Standard Wealth Management LLC747,610$21.90M3.9%+3.2%0.380%
6/27/2025Goldman Sachs Group Inc.236,393$6.91M0.0%+129.0%0.120%
6/17/2025Howe & Rusling Inc.7,432$217K0.0%-9.2%0.004%
6/13/2025Optima Capital LLC103,774$3.03M1.9%+313.3%0.053%
6/2/2025Modern Wealth Management LLC362,861$10.61M0.3%+12.0%0.184%
5/22/2025Mattson Financial Services LLC10,454$306K0.1%N/A0.005%
5/21/2025Main Line Retirement Advisors LLC235,179$6.88M4.5%+0.6%0.117%
5/21/2025Geneos Wealth Management Inc.9,726$284K0.0%-11.8%0.005%
5/20/2025Focus Partners Wealth26,931$787K0.0%-9.7%0.013%
5/20/2025Integrity Alliance LLC.62,744$1.84M0.1%N/A0.031%
5/19/2025Jane Street Group LLC54,933$1.61M0.0%N/A0.027%
5/16/2025Faithward Advisors LLC154,632$4.52M0.8%+34.8%0.077%
5/16/2025Ascent Group LLC15,198$444K0.0%N/A0.008%
5/16/2025Goldman Sachs Group Inc.236,393$6.91M0.0%+129.0%0.118%
5/16/2025Jones Financial Companies Lllp15,118$442K0.0%+2,864.3%0.008%
5/16/2025Raab & Moskowitz Asset Management LLC7,398$216K0.1%-21.1%0.004%
5/16/2025NewEdge Advisors LLC34,757$1.02M0.0%+76.2%0.017%
5/16/2025Integrated Wealth Concepts LLC107,183$3.13M0.0%-18.2%0.053%
5/16/2025AlphaQ Advisors LLC34,348$1.00M2.4%N/A0.017%
5/15/2025Focus Partners Advisor Solutions LLC18,132$530K0.0%N/A0.009%
5/15/2025Flputnam Investment Management Co.1,388,547$40.60M0.8%+12.7%0.691%
5/15/2025Royal Bank of Canada1,594,952$46.64M0.0%-24.0%0.794%
5/15/2025Betterment LLC24,098$705K0.0%+38.2%0.012%
5/15/2025Centric Wealth Management526,100$15.38M4.0%+1,088.7%0.262%
5/15/2025Evergreen Capital Management LLC933,723$27.30M0.9%-17.1%0.465%
5/15/2025Gerber Kawasaki Wealth & Investment Management656,814$19.21M0.9%+12.2%0.327%
5/14/2025CreativeOne Wealth LLC331,656$9.70M0.3%-7.4%0.165%
5/14/2025Entrewealth LLC202,604$5.92M4.6%+8.7%0.101%
5/14/2025Comerica Bank22,114$647K0.0%+10.5%0.011%
5/14/2025Synovus Financial Corp229,392$6.71M0.1%+12.1%0.114%
5/14/2025Napa Wealth Management7,906$231K0.1%-89.9%0.004%
5/14/2025Jump Financial LLC11,468$335K0.0%-91.4%0.006%
5/14/2025SVB Wealth LLC5,092$149K0.0%N/A0.003%
5/14/2025Northwestern Mutual Wealth Management Co.142,036$4.15M0.0%+81.8%0.071%
5/14/2025Sax Wealth Advisors LLC20,830$609K0.0%N/A0.010%
5/14/2025Wescott Financial Advisory Group LLC301,423$8.81M0.9%-9.9%0.150%
5/14/2025Hobbs Group Advisors LLC144,863$4.24M1.6%N/A0.072%
5/14/2025Ameriprise Financial Inc.9,750,710$285.06M0.1%-3.4%4.854%
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5/14/2025Summit Financial LLC13,190$386K0.0%N/A0.007%
5/14/2025GM Advisory Group LLC2,028,753$59.32M3.2%-2.5%1.010%
5/14/2025JT Stratford LLC90,546$2.65M0.5%+77.8%0.045%
5/14/2025Berkshire Asset Management LLC PA167,011$4.87M0.2%+19.2%0.083%
5/13/2025Raymond James Financial Inc.623,365$18.23M0.0%+23.7%0.310%
5/13/2025Thompson Davis & CO. Inc.36,825$1.08M0.8%+14.6%0.018%
5/13/2025Providence Capital Advisors LLC90,702$2.65M0.6%+1.1%0.045%
5/13/2025Kovitz Investment Group Partners LLC460,755$13.47M0.1%+5.2%0.229%
5/13/2025Financial Network Wealth Advisors LLC3,637$106K0.1%+49.2%0.002%
5/13/2025Dagco Inc.686,526$20.07M6.5%+35.2%0.342%
5/13/2025HighTower Advisors LLC1,862,835$54.47M0.1%-0.7%0.927%
5/12/2025Maia Wealth LLC26,923$786K0.2%+25.0%0.013%
5/12/2025Independent Advisor Alliance12,173$356K0.0%-82.4%0.006%
5/12/2025Cobblestone Capital Advisors LLC NY181,996$5.32M0.3%-88.3%0.091%
5/12/2025Manhattan West Asset Management LLC327,594$9.58M2.4%+20.9%0.163%
5/12/2025Private Wealth Advisors LLC8,514$249K0.1%-20.5%0.004%
5/12/2025Townsquare Capital LLC63,462$1.86M0.0%-1.4%0.032%
5/9/2025Altfest L J & Co. Inc.48,783$1.43M0.2%-92.6%0.023%
5/9/2025Tidemark LLC99,392$2.91M1.1%-6.4%0.048%
5/9/2025Atria Wealth Solutions Inc.549,275$16.06M0.2%+648.0%0.264%
5/9/2025Cary Street Partners Financial LLC27,439$802K0.0%-56.3%0.013%
5/9/2025Blair William & Co. IL6,356$186K0.0%-23.9%0.003%
5/9/2025Bank of Nova Scotia2,069,869$60.51M0.1%+33.5%0.996%
5/9/2025PNC Financial Services Group Inc.264,904$7.75M0.0%+38.2%0.127%
5/8/2025IFG Advisory LLC8,023$235K0.0%-17.5%0.004%
5/8/2025Clearwater Capital Advisors LLC19,167$560K0.1%+9.5%0.009%
5/8/2025US Financial Advisors LLC123,832$3.62M1.1%+2.5%0.060%
5/8/2025HHM Wealth Advisors LLC1,131,634$33.09M4.5%+1.8%0.544%
5/8/2025Collaborative Wealth Managment Inc.21,479$628K0.3%-10.6%0.010%
5/8/2025Cannon Wealth Management Services LLC181,093$5.29M4.7%+2.6%0.087%
5/7/2025Evermay Wealth Management LLC2,170,109$63.45M8.3%+542.5%1.044%
5/7/2025Foundations Investment Advisors LLC94,488$2.76M0.1%+32.0%0.045%
5/7/2025Portland Global Advisors LLC1,299,402$38.00M4.8%+8.8%0.625%
5/7/2025Nemes Rush Group LLC7,554$221K0.0%+8.0%0.004%
5/7/2025LPL Financial LLC7,481,610$218.76M0.1%+16.7%3.599%
5/7/2025Municipal Employees Retirement System of Michigan21,929,077$641.21M8.1%+0.6%10.548%
5/7/2025GLOBALT Investments LLC GA4,139,060$121.03M4.9%+0.3%1.991%
5/7/2025First Heartland Consultants Inc.13,164$385K0.0%N/A0.006%
5/7/2025Trilogy Capital Inc.942,059$27.55M1.4%+77.7%0.453%
5/6/2025MY Wealth Management Inc.280,822$8.21M7.9%-0.9%0.135%
5/6/2025Assetmark Inc.838,313$24.51M0.1%-16.5%0.403%
5/6/2025Cetera Investment Advisers759,763$22.22M0.0%+8.0%0.365%
5/6/2025Avantax Advisory Services Inc.161,519$4.72M0.0%+15.1%0.078%
5/6/2025Tempus Wealth Planning LLC88,131$2.58M0.8%-7.8%0.042%
5/6/2025Lifeworks Advisors LLC26,647$779K0.1%-18.4%0.013%
5/6/2025Carnegie Investment Counsel26,995$789K0.0%+156.8%0.013%
5/6/2025AE Wealth Management LLC14,429$422K0.0%+8.8%0.007%
5/6/2025Roundview Capital LLC138,553$4.05M0.3%-13.4%0.067%
5/6/2025Madison Asset Management LLC354,843$10.38M0.1%-16.4%0.171%
5/6/2025WorthPointe LLC25,828$755K0.3%+83.0%0.012%
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5/6/2025Choreo LLC21,115$617K0.0%-5.2%0.010%
5/6/2025Nelson Capital Management LLC808,053$23.63M4.1%+3.4%0.389%
5/6/2025PFG Advisors248,482$7.27M0.4%N/A0.120%
5/5/2025Treasure Coast Financial Planning339,534$9.93M6.2%+4.3%0.163%
5/5/20254WEALTH Advisors Inc.6,961$204K0.2%-12.9%0.003%
5/5/2025IFP Advisors Inc10,879$318K0.0%-11.8%0.005%
5/5/2025Calton & Associates Inc.33,932$1.04M0.1%+35.7%0.016%
5/5/2025Kestra Private Wealth Services LLC9,556$279K0.0%-20.1%0.005%
5/5/2025Impact Partnership Wealth LLC650,438$19.02M4.1%+70.2%0.313%
5/5/2025Private Advisor Group LLC993,479$29.05M0.2%-22.1%0.478%
(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 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 405 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: 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 42,638,043 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

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

Of the 200 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: GLOBALT Investments LLC GA ($5.12M), Fisher Asset Management LLC ($3.84M), Cobblestone Capital Advisors LLC NY ($1.42M), Smith Anglin Financial LLC ($1.23M), Private Advisor Group LLC ($1.14M), Richard Bernstein Advisors LLC ($982.29K), and Assetmark Inc. ($877.53K).

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

Institutional investors have sold a total of 28,585,362 shares in the last 24 months. This volume of shares sold represents approximately $833.23M in transactions.



This page (NYSEARCA:SPTS) was last updated on 7/8/2025 by MarketBeat.com Staff
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