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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

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$28.66 +0.01 (+0.03%)
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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)
283
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$722.44M
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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
10/13/2026Mechanics Bank Trust Department129,862$3.72M0.5%N/A0.052%
10/13/2026Downshift Financial LLC31,103$892K0.4%-5.2%0.012%
10/13/2026Sax Wealth Advisors LLC9,585$275K0.0%-10.3%0.004%
10/13/2026Avior Wealth Management LLC123,804$3.55M0.1%+1.8%0.050%
10/9/2026Successful Portfolios LLC41,568$1.19M0.6%-1.7%0.017%
10/9/2026Integrated Capital Management Inc.233,624$6.70M4.8%+1.9%0.094%
10/9/2026Acropolis Investment Management LLC15,186$435K0.0%N/A0.006%
10/9/2026First Heartland Consultants Inc.8,954$257K0.0%N/A0.004%
10/8/2026Financial Enhancement Group LLC8,647$248K0.0%-17.2%0.003%
10/8/2026Farther Finance Advisors LLC372,109$10.67M0.1%+78.1%0.149%
10/8/2026CoreCap Advisors LLC7,407$212K0.0%-4.8%0.003%
10/8/2026Apella Capital LLC307,694$8.82M0.1%-3.1%0.123%
10/8/2026Gradient Investments LLC707,671$20.29M0.3%N/A0.284%
10/8/2026Tactive Advisors LLC67,205$1.93M0.5%+2.7%0.027%
10/8/2026Puff Wealth Management LLC34,238$982K0.9%+10.9%0.014%
10/7/2026Retirement Wealth Solutions LLC2,818$81K0.0%N/A0.001%
10/7/2026Boston Standard Wealth Management LLC948,260$27.19M3.9%+5.9%0.378%
10/7/2026SigFig Wealth Management LLC78,879$2.26M0.1%-4.2%0.031%
10/5/2026Eastern Bank2,766$79K0.0%N/A0.001%
10/5/2026Heartwood Wealth Advisors LLC1,029,860$29.53M2.3%+1.5%0.410%
9/23/2026Envestnet Portfolio Solutions Inc.238,773$6.93M0.0%-38.2%0.092%
9/23/2026Envestnet Asset Management Inc.6,091,698$176.72M0.0%+6.5%2.337%
9/22/2026State Street Corp13,899,161$403.22M0.0%+9.0%6.578%
9/9/2026Tidal Investments LLC40,180$1.17M0.0%-16.4%0.019%
9/9/2026Integrated Wealth Concepts LLC315,007$9.14M0.1%+4.8%0.149%
9/9/2026NewEdge Advisors LLC23,027$668K0.0%-41.3%0.011%
9/9/2026IFP Advisors Inc7,150$207K0.0%-9.3%0.003%
9/9/2026XY Planning Network Inc.28,884$838K0.1%+1.9%0.014%
9/8/2026Allworth Financial LP8,341$242K0.0%-33.2%0.004%
9/8/2026Waverly Advisors LLC257,034$7.46M0.0%+4.5%0.122%
9/2/2026Allianz Asset Management GmbH1,602$46K0.0%N/A0.001%
9/2/2026Citadel Advisors LLC13,629$395K0.0%-76.2%0.006%
8/26/2026HORAN Wealth LLC23,771$690K0.1%-31.0%0.011%
8/26/2026Brown Financial Advisors19,921$578K0.2%+2.8%0.009%
8/23/2026Ameritas Advisory Services LLC44,673$1.30M0.0%+227.6%0.021%
8/22/2026SeedSafe Financial LLC243,624$7.07M5.0%N/A0.115%
8/22/2026OceanIQ Capital LLC18,225$527K0.3%N/A0.009%
8/22/2026BAM Wealth Management LLC11,556$335K0.2%-11.7%0.005%
8/22/2026Investor s Fiduciary Advisor Network LLC55,762$1.62M0.6%-6.6%0.026%
8/22/2026TD Waterhouse Canada Inc.6,181$179K0.0%N/A0.003%
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8/22/2026Concurrent Investment Advisors LLC674,211$19.56M0.2%+9.6%0.319%
8/21/2026WorthPointe LLC753,673$21.86M5.3%+7.9%0.357%
8/21/2026Continuum Advisory LLC55,469$1.61M0.1%+8.9%0.026%
8/21/2026Natural Investments LLC8,199$237K0.1%+9.4%0.004%
8/21/2026Rinkey Investments278,526$8.08M1.8%-31.6%0.132%
8/20/2026Proficio Capital Partners LLC6,991,445$202.82M7.4%+376.4%3.309%
8/20/2026Nwam LLC110,404$3.20M0.2%-10.8%0.052%
7/10/2026Dagco Inc.1,838,753$53.34M9.9%+6.0%0.880%
7/10/2026Fiduciary Financial Group LLC74,173$2.15M0.2%+55.4%0.035%
7/10/2026Wealthcare Advisory Partners LLC52,985$1.54M0.0%+2.8%0.025%
7/10/2026Paladin Wealth LLC25,896$751K0.4%+11.2%0.012%
7/9/2026Centurion Wealth Management LLC18,619$540K0.1%-15.4%0.009%
7/9/2026Tactive Advisors LLC65,413$1.90M0.5%+2.0%0.031%
7/9/2026Sax Wealth Advisors LLC10,682$312K0.0%-19.3%0.005%
7/9/2026Private Wealth Group LLC549,817$15.95M6.2%+27.6%0.263%
7/8/2026Gradient Investments LLC695,270$20.17M0.3%+12.6%0.333%
7/8/2026Puff Wealth Management LLC30,860$895K0.9%N/A0.015%
7/8/2026Apella Capital LLC317,537$9.18M0.1%-18.0%0.152%
7/8/2026Clark Asset Management LLC17,757$515K0.0%+17.6%0.009%
7/8/2026Evanson Financial LLC32,523$943K0.0%N/A0.016%
7/8/2026Integrated Capital Management Inc.229,210$6.65M4.6%-12.6%0.112%
7/7/2026Mechanics Bank Trust Department138,057$4.01M0.5%-5.2%0.067%
7/7/2026Dynamic Advisor Solutions LLC101,681$2.95M0.1%+6.6%0.050%
7/7/2026Avior Wealth Management LLC121,635$3.53M0.1%-2.2%0.059%
7/7/2026Financial Enhancement Group LLC10,447$303K0.0%-15.4%0.005%
7/7/2026Boston Standard Wealth Management LLC895,179$25.89M3.8%+4.9%0.437%
7/6/2026Hobart Private Capital LLC138,224$4.01M0.7%+3.9%0.067%
6/16/2026Empowered Funds LLC247,350$7.20M0.0%+12.8%0.119%
6/3/2026NewEdge Advisors LLC39,261$1.15M0.0%-26.2%0.019%
6/1/2026Financial Solutions Advisory Group Inc.3,534,364$103.13M14.3%N/A1.703%
5/27/2026Allen Capital Group LLC27,649$807K0.1%-18.4%0.013%
5/22/2026Verus Capital Partners LLC178,336$5.20M0.4%+9.8%0.086%
5/20/2026Hobbs Group Advisors LLC157,355$4.59M1.4%+0.6%0.076%
5/19/2026NewEdge Advisors LLC21,376$624K0.0%-59.8%0.010%
5/19/2026Bank of America Corp DE2,157,303$62.95M0.0%-84.0%1.040%
5/19/2026Arkadios Wealth Advisors13,904$406K0.0%N/A0.007%
5/18/2026EverSource Wealth Advisors LLC4,054$118K0.0%+100.4%0.002%
5/18/2026Royal Bank of Canada1,456,093$42.49M0.0%-36.4%0.702%
5/18/2026Empowered Funds LLC247,350$7.20M0.0%+12.8%0.119%
5/16/2026Glen Eagle Advisors LLC636,148$18.56M2.6%+82.7%0.307%
5/15/2026Gateway Wealth Partners LLC9,788$286K0.0%-11.1%0.005%
5/15/2026Cypress Capital Group8,295$242K0.0%N/A0.004%
5/15/2026Waverly Advisors LLC245,991$7.18M0.1%+5.1%0.119%
5/15/2026Vivaldi Capital Management LP81,675$2.38M0.3%-4.0%0.039%
5/14/2026Compound Planning Inc.7,209$210K0.0%N/A0.003%
5/14/2026Modern Wealth Management LLC2,065,619$60.09M1.0%+12.7%0.995%
5/14/2026Bank of Nova Scotia2,441,533$71.28M0.1%+110.6%1.177%
5/14/2026Sei Investments Co.398,443$11.63M0.0%N/A0.192%
5/14/2026Lido Advisors LLC6,883$201K0.0%-14.4%0.003%
5/13/2026Cetera Investment Advisers816,596$23.83M0.0%-10.4%0.394%
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5/8/2026PNC Financial Services Group Inc.380,561$11.11M0.0%+4.4%0.183%
5/7/2026Nelson Capital Management LLC880,170$25.68M3.1%+1.7%0.424%
5/6/2026Zhang Financial LLC106,670$3.11M0.1%-4.6%0.051%
5/6/2026Assetmark Inc.1,094,902$31.95M0.1%+48.7%0.528%
5/6/2026One Day In July LLC49,365$1.44M0.1%-27.9%0.024%
5/5/2026Members Advisory Group LLC252,503$7.37M2.5%N/A0.122%
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%


SPTS Institutional Ownership - Frequently Asked Questions

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), 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 435 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 43,138,423 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Of the 169 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 24,710,368 shares in the last 24 months. This volume of shares sold represents approximately $722.44M in transactions.



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 10/13/2026. New 13F filings are added each quarter as they're published.
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