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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
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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)
280
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$726.71M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.238,773$6.93M0.0%-38.2%0.092%
9/23/2026 Envestnet Asset Management Inc.6,091,698$176.72M0.0%+6.5%2.337%
9/22/2026 State Street Corp13,899,161$403.22M0.0%+9.0%6.578%
9/9/2026 Tidal Investments LLC40,180$1.17M0.0%-16.4%0.019%
9/9/2026 Integrated Wealth Concepts LLC315,007$9.14M0.1%+4.8%0.149%
9/9/2026 NewEdge Advisors LLC23,027$668K0.0%-41.3%0.011%
9/9/2026 IFP Advisors Inc7,150$207K0.0%-9.3%0.003%
9/9/2026 XY Planning Network Inc.28,884$838K0.1%+1.9%0.014%
9/8/2026 Allworth Financial LP8,341$242K0.0%-33.2%0.004%
9/8/2026 Waverly Advisors LLC257,034$7.46M0.0%+4.5%0.122%
9/2/2026 Allianz Asset Management GmbH1,602$46K0.0%N/A0.001%
9/2/2026 Citadel Advisors LLC13,629$395K0.0%-76.2%0.006%
8/26/2026 HORAN Wealth LLC23,771$690K0.1%-31.0%0.011%
8/26/2026 Brown Financial Advisors19,921$578K0.2%+2.8%0.009%
8/23/2026 Ameritas Advisory Services LLC44,673$1.30M0.0%+227.6%0.021%
8/22/2026 SeedSafe Financial LLC243,624$7.07M5.0%N/A0.115%
8/22/2026 OceanIQ Capital LLC18,225$527K0.3%N/A0.009%
8/22/2026 BAM Wealth Management LLC11,556$335K0.2%-11.7%0.005%
8/22/2026 Investor s Fiduciary Advisor Network LLC55,762$1.62M0.6%-6.6%0.026%
8/22/2026 TD Waterhouse Canada Inc.6,181$179K0.0%N/A0.003%
8/22/2026 Concurrent Investment Advisors LLC674,211$19.56M0.2%+9.6%0.319%
8/21/2026 WorthPointe LLC753,673$21.86M5.3%+7.9%0.357%
8/21/2026 Continuum Advisory LLC55,469$1.61M0.1%+8.9%0.026%
8/21/2026 Natural Investments LLC8,199$237K0.1%+9.4%0.004%
8/21/2026 Rinkey Investments278,526$8.08M1.8%-31.6%0.132%
8/20/2026 Proficio Capital Partners LLC6,991,445$202.82M7.4%+376.4%3.309%
8/20/2026 Nwam LLC110,404$3.20M0.2%-10.8%0.052%
7/10/2026 Dagco Inc.1,838,753$53.34M9.9%+6.0%0.880%
7/10/2026 Fiduciary Financial Group LLC74,173$2.15M0.2%+55.4%0.035%
7/10/2026 Wealthcare Advisory Partners LLC52,985$1.54M0.0%+2.8%0.025%
7/10/2026 Paladin Wealth LLC25,896$751K0.4%+11.2%0.012%
7/9/2026 Centurion Wealth Management LLC18,619$540K0.1%-15.4%0.009%
7/9/2026 Tactive Advisors LLC65,413$1.90M0.5%+2.0%0.031%
7/9/2026 Sax Wealth Advisors LLC10,682$312K0.0%-19.3%0.005%
7/9/2026 Private Wealth Group LLC549,817$15.95M6.2%+27.6%0.263%
7/8/2026 Gradient Investments LLC695,270$20.17M0.3%+12.6%0.333%
7/8/2026 Puff Wealth Management LLC30,860$895K0.9%N/A0.015%
7/8/2026 Apella Capital LLC317,537$9.18M0.1%-18.0%0.152%
7/8/2026 Clark Asset Management LLC17,757$515K0.0%+17.6%0.009%
7/8/2026 Evanson Financial LLC32,523$943K0.0%N/A0.016%
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7/8/2026 Integrated Capital Management Inc.229,210$6.65M4.6%-12.6%0.112%
7/7/2026 Mechanics Bank Trust Department138,057$4.01M0.5%-5.2%0.067%
7/7/2026 Dynamic Advisor Solutions LLC101,681$2.95M0.1%+6.6%0.050%
7/7/2026 Avior Wealth Management LLC121,635$3.53M0.1%-2.2%0.059%
7/7/2026 Financial Enhancement Group LLC10,447$303K0.0%-15.4%0.005%
7/7/2026 Boston Standard Wealth Management LLC895,179$25.89M3.8%+4.9%0.437%
7/6/2026 Hobart Private Capital LLC138,224$4.01M0.7%+3.9%0.067%
6/16/2026 Empowered Funds LLC247,350$7.20M0.0%+12.8%0.119%
6/3/2026 NewEdge Advisors LLC39,261$1.15M0.0%-26.2%0.019%
6/1/2026 Financial Solutions Advisory Group Inc.3,534,364$103.13M14.3%N/A1.703%
5/27/2026 Allen Capital Group LLC27,649$807K0.1%-18.4%0.013%
5/22/2026 Verus Capital Partners LLC178,336$5.20M0.4%+9.8%0.086%
5/20/2026 Hobbs Group Advisors LLC157,355$4.59M1.4%+0.6%0.076%
5/19/2026 NewEdge Advisors LLC21,376$624K0.0%-59.8%0.010%
5/19/2026 Bank of America Corp DE2,157,303$62.95M0.0%-84.0%1.040%
5/19/2026 Arkadios Wealth Advisors13,904$406K0.0%N/A0.007%
5/18/2026 EverSource Wealth Advisors LLC4,054$118K0.0%+100.4%0.002%
5/18/2026 Royal Bank of Canada1,456,093$42.49M0.0%-36.4%0.702%
5/18/2026 Empowered Funds LLC247,350$7.20M0.0%+12.8%0.119%
5/16/2026 Glen Eagle Advisors LLC636,148$18.56M2.6%+82.7%0.307%
5/15/2026 Gateway Wealth Partners LLC9,788$286K0.0%-11.1%0.005%
5/15/2026 Cypress Capital Group8,295$242K0.0%N/A0.004%
5/15/2026 Waverly Advisors LLC245,991$7.18M0.1%+5.1%0.119%
5/15/2026 Vivaldi Capital Management LP81,675$2.38M0.3%-4.0%0.039%
5/14/2026 Compound Planning Inc.7,209$210K0.0%N/A0.003%
5/14/2026 Modern Wealth Management LLC2,065,619$60.09M1.0%+12.7%0.995%
5/14/2026 Bank of Nova Scotia2,441,533$71.28M0.1%+110.6%1.177%
5/14/2026 Sei Investments Co.398,443$11.63M0.0%N/A0.192%
5/14/2026 Lido Advisors LLC6,883$201K0.0%-14.4%0.003%
5/13/2026 Cetera Investment Advisers816,596$23.83M0.0%-10.4%0.394%
5/8/2026 PNC Financial Services Group Inc.380,561$11.11M0.0%+4.4%0.183%
5/7/2026 Nelson Capital Management LLC880,170$25.68M3.1%+1.7%0.424%
5/6/2026 Zhang Financial LLC106,670$3.11M0.1%-4.6%0.051%
5/6/2026 Assetmark Inc.1,094,902$31.95M0.1%+48.7%0.528%
5/6/2026 One Day In July LLC49,365$1.44M0.1%-27.9%0.024%
5/5/2026 Members Advisory Group LLC252,503$7.37M2.5%N/A0.122%
5/5/2026 Theory Financial LLC15,125$441K0.2%-64.9%0.007%
5/5/2026 Collaborative Wealth Managment Inc.7,417$216K0.1%-41.7%0.004%
5/5/2026Signet Financial Management LLC464,249$13.55M1.5%+3.9%0.224%
5/5/2026 Sanctuary Advisors LLC16,631$485K0.0%-84.9%0.008%
5/5/2026 MTC Wealth Management LLC308,027$8.99M4.3%+10.4%0.148%
5/5/2026 Members Trust Co3,770,589$110.03M3.7%+7.2%1.817%
5/5/2026 Nwam LLC123,819$3.61M0.2%+4.3%0.060%
5/4/2026 Lifeworks Advisors LLC20,933$611K0.1%-20.7%0.010%
5/2/2026 Carnegie Investment Counsel14,216$415K0.0%-51.4%0.007%
5/1/2026 Fifth Third Bancorp10,100$295K0.0%+302.6%0.005%
5/1/2026 S. R. Schill & Associates312,600$9.12M6.2%+6.5%0.147%
5/1/2026 Sequoia Financial Advisors LLC11,210$327K0.0%-36.4%0.005%
5/1/2026 Manning & Napier Advisors LLC564,748$16.48M0.2%-6.8%0.265%
4/30/2026 Winch Advisory Services LLC25,667$749K0.2%+1.6%0.012%
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4/30/2026 Money Concepts Capital Corp21,094$616K0.0%+37.2%0.010%
4/30/2026 Your Advocates Ltd. LLP3,375$98K0.0%+561.8%0.002%
4/29/2026 Downshift Financial LLC32,799$956K0.5%+8.2%0.015%
4/28/2026DGS Capital Management LLC285,655$8.34M1.4%+5.5%0.135%
4/28/2026 Ascentis Independent Advisors4,604$134K0.0%N/A0.002%
4/28/2026GM Advisory Group LLC1,586,304$46.29M1.8%-2.9%0.750%
4/28/2026 Latitude Advisors LLC7,986$233K0.1%-6.2%0.004%
4/28/2026 WBH Advisory Inc.163,542$4.76M0.4%-0.6%0.077%
4/27/2026 World Investment Advisors13,653$398K0.0%+12.8%0.006%
4/27/2026 Private Advisor Group LLC712,479$20.79M0.1%+0.3%0.337%


SPTS Institutional Ownership - Frequently Asked Questions

During the previous two years, 497 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 ($757.76M), State Street Corp ($403.22M), LPL Financial LLC ($247.35M), Richard Bernstein Advisors LLC ($208.18M), Proficio Capital Partners LLC ($202.82M), Envestnet Asset Management Inc. ($176.72M), and GLOBALT Investments LLC GA ($129.97M).Learn more on SPDR Portfolio Short Term Treasury ETF's institutional investors.

Of the 440 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: Proficio Capital Partners LLC ($5.52M), GLOBALT Investments LLC GA ($4.96M), Municipal Employees Retirement System of Michigan ($4.17M), Members Trust Co ($3.77M), Financial Solutions Advisory Group Inc. ($3.53M), Merit Financial Group LLC ($3.14M), and State Street Corp ($3.13M).

Institutional investors have bought a total of 42,380,015 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Of the 172 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: Bank of America Corp DE ($11.78M), Merit Financial Group LLC ($4.80M), Trilogy Capital Inc. ($877.45K), Royal Bank of Canada ($833.18K), Assetmark Inc. ($718.94K), GM Advisory Group LLC ($414.48K), and Stratos Wealth Partners LTD. ($366.78K).

Institutional investors have sold a total of 24,855,419 shares in the last 24 months. This volume of shares sold represents approximately $726.71M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPTS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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