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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.04 +0.01 (+0.03%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Number of
Institutional Buyers
(last 12 months)
332
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
219
Total
Institutional Outflows
(last 12 months)
$924.64M
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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
5/5/2026Theory Financial LLC15,125$441K0.2%-64.9%0.007%
5/5/2026Collaborative 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%
5/5/2026Sanctuary 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%
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%
4/28/2026 DGS Capital Management LLC285,655$8.34M1.4%+5.5%0.135%
4/28/2026 Ascentis Independent Advisors4,604$134K0.0%N/A0.002%
4/28/2026 GM 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%
4/24/2026 Root Financial Partners LLC2,099$61K0.0%+370.6%0.001%
4/24/2026 Tcfg Wealth Management LLC23,426$684K0.3%N/A0.011%
4/24/2026 Acorn Financial Advisory Services Inc. ADV1,302,468$38.01M5.2%+11.5%0.616%
4/24/2026 Key Financial Inc208,485$6.08M1.1%-1.0%0.099%
4/24/2026 Impact Partnership Wealth LLC999,047$29.15M3.6%+7.1%0.472%
4/24/2026 SMART Wealth LLC6,935$202K0.1%-12.0%0.003%
4/23/2026 OakTrust Wealth Advisors LLC498,450$14.55M13.2%+2.9%0.236%
4/23/2026 Intrua Financial LLC67,854$1.98M0.2%-6.0%0.032%
4/23/2026 Comprehensive Money Management Services LLC25,272$737K0.5%-1.4%0.012%
4/23/2026 Private Wealth Group LLC431,056$12.58M5.9%+6.6%0.204%
4/23/2026 Continuum Advisory LLC50,925$1.49M0.1%+21.6%0.024%
4/23/2026 Vicus Capital51,543$1.50M0.1%+12.7%0.024%
4/22/2026 Aspire Private Capital LLC31,623$923K0.2%+5.0%0.015%
4/22/2026 Trilogy Capital Inc.24,613$718K0.0%-25.7%0.012%
4/21/2026 Maridea Wealth Management LLC24,660$720K0.1%+228.4%0.012%
4/21/2026 Main Line Retirement Advisors LLC255,841$7.47M3.7%+1.1%0.120%
4/21/2026 Falcon Wealth Planning11,870$346K0.0%-10.8%0.006%
4/21/2026 Boston Standard Wealth Management LLC852,998$24.81M4.1%+3.4%0.401%
4/21/2026 Dagco Inc.1,734,575$50.62M11.0%+14.6%0.815%
4/21/2026 Silver Oak Securities Incorporated242,603$7.08M0.5%-5.8%0.114%
4/20/2026 Kestra Private Wealth Services LLC6,952$203K0.0%-73.2%0.003%
4/20/2026 Independence Wealth Advisors LLC1,151,974$33.62M17.9%+1,084.0%0.541%
4/20/2026 RFG Advisory LLC117,087$3.42M0.1%+6.3%0.055%
4/20/2026 Apella Capital LLC387,348$11.31M0.2%N/A0.182%
4/18/2026 Faithward Advisors LLC153,225$4.71M0.6%+8.0%0.072%
4/18/2026 HHM Wealth Advisors LLC1,308,197$38.17M4.4%+19.3%0.611%
4/16/2026 Tactive Advisors LLC64,144$1.87M0.5%+1.8%0.030%
4/16/2026 Spectrum Planning & Advisory Services Inc.7,257$212K0.1%-77.8%0.003%
4/16/2026 Ballast Rock Private Wealth LLC12,719$371K0.2%-49.1%0.006%
4/16/2026 Genesis Private Wealth LLC81,134$2.37M0.7%-8.5%0.038%
4/16/2026 Paladin Wealth LLC23,292$680K0.5%+2.9%0.011%
4/16/2026 Thompson Davis & CO. Inc.52,030$1.52M1.0%-6.8%0.024%
3/17/2026Rockefeller Capital Management L.P.234,546$6.87M0.0%+481.6%0.123%
3/13/2026 World Investment Advisors12,099$354K0.0%+57.4%0.006%
3/11/2026 Downshift Financial LLC30,315$887K0.5%N/A0.016%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management870$25K0.0%N/A0.000%
2/27/2026 OakTrust Wealth Advisors LLC484,422$14.18M13.1%N/A0.255%
2/26/2026 BDFS Capital LLC11,402$334K0.2%N/A0.006%
2/24/2026 DGS Capital Management LLC270,890$7.93M1.4%+3.2%0.143%
2/24/2026 Astoria Portfolio Advisors LLC.12,956$380K0.1%-15.4%0.007%
2/18/2026Ameriflex Group Inc.1,363$40K0.0%N/A0.001%
2/18/2026Mercer Global Advisors Inc. ADV418,791$12.26M0.0%+4.6%0.220%
2/18/2026Beacon Pointe Advisors LLC158,990$4.66M0.0%+2.1%0.084%
2/18/2026EP Wealth Advisors LLC381,567$11.17M0.1%N/A0.201%
2/18/2026Troutman Wealth Management LLC191,845$5.62M4.6%N/A0.101%
2/18/2026Coastal Bridge Advisors LLC30,501$893K0.1%+5.6%0.016%
2/18/2026NewEdge Advisors LLC53,234$1.56M0.0%-14.8%0.028%
2/18/2026Maia Wealth LLC31,998$938K0.2%+6.8%0.017%
2/18/2026IHT Wealth Management LLC37,068$1.09M0.0%-54.9%0.020%
2/17/2026 Appalachian Capital Management Ltd8,431$247K0.2%N/A0.004%
2/17/2026 Integrated Advisors Network LLC37,212$1.09M0.0%+6.2%0.020%
2/17/2026Cetera Investment Advisers911,216$26.68M0.0%+2.2%0.480%
2/17/2026Equitable Holdings Inc.697,947$20.44M0.1%+6.8%0.367%
2/17/2026GeoWealth Management LLC28,166$825K0.0%-21.4%0.015%
2/17/2026Teucrium Investment Advisors LLC94,907$2.78M3.1%N/A0.050%
2/17/2026Osaic Holdings Inc.1,186,095$34.73M0.1%-10.5%0.624%
2/17/2026Advisory Services Network LLC29,254$857K0.0%+1,970.3%0.015%
2/17/2026 Private Advisor Group LLC710,258$20.80M0.1%-5.8%0.374%
2/17/2026Captrust Financial Advisors237,962$6.97M0.0%+2,582.5%0.125%
2/17/2026&PARTNERS10,343$303K0.0%+12.3%0.005%
2/17/2026Royal Bank of Canada2,289,273$67.03M0.0%+8.4%1.205%
2/17/2026 Howe & Rusling Inc.7,684$225K0.0%-13.9%0.004%
2/17/2026 Faithward Advisors LLC141,930$4.16M0.6%+7.1%0.075%
2/16/2026Zinnia Wealth Advisory LLC109,516$3.21M3.5%N/A0.058%
2/16/2026 MML Investors Services LLC284,741$8.34M0.0%+7.0%0.150%
2/16/2026Mariner LLC271,829$7.96M0.0%-19.8%0.143%
2/16/2026Focus Partners Wealth700,462$20.51M0.0%+831.6%0.369%
2/16/2026Glen Eagle Advisors LLC348,099$10.19M1.4%+2.5%0.183%
2/16/2026Arax Advisory Partners82,803$2.42M0.1%N/A0.044%
2/13/2026 Kestra Advisory Services LLC27,848$815K0.0%+99.2%0.015%
2/13/2026CreativeOne Wealth LLC252,574$7.40M0.2%-1.7%0.133%
2/13/2026 GM Advisory Group LLC1,634,344$47.85M1.9%-14.4%0.860%
2/13/2026Stifel Financial Corp561,888$16.45M0.0%+2.9%0.296%
2/13/2026Bank of Nova Scotia1,159,443$33.95M0.1%-6.5%0.610%
2/13/2026Vivaldi Capital Management LP85,053$2.49M0.3%-0.6%0.045%
2/13/2026Integrated Wealth Concepts LLC191,866$5.62M0.1%-0.4%0.101%


SPTS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTS shares?

During the previous two years, 494 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), Bank of America Corp DE ($474.05M), State Street Corp ($390.06M), LPL Financial LLC ($247.35M), Richard Bernstein Advisors LLC ($208.18M), Envestnet Asset Management Inc. ($162.42M), and GLOBALT Investments LLC GA ($129.97M).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 445 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 ($4.96M), Municipal Employees Retirement System of Michigan ($4.17M), Members Trust Co ($3.77M), Merit Financial Group LLC ($3.14M), Evermay Wealth Management LLC ($2.72M), State Street Corp ($1.98M), and Modern Wealth Management LLC ($1.69M).

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

Institutional investors have bought a total of 44,919,933 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 218 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. ($5.96M), Merit Financial Group LLC ($4.80M), Bank of America Corp DE ($4.31M), Cobblestone Capital Advisors LLC NY ($1.38M), Bank of Nova Scotia ($1.17M), Trilogy Capital Inc. ($917.45K), and Assetmark Inc. ($884.52K).

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

Institutional investors have sold a total of 31,568,296 shares in the last 24 months. This volume of shares sold represents approximately $924.64M in transactions.



This page (NYSEARCA:SPTS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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