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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$28.91 +0.03 (+0.10%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
308
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$1.10B
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Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
6/16/2026Empowered Funds LLC247,350$7.20M0.0%+12.8%0.119%
6/3/2026NewEdge Advisors LLC39,261$1.15M0.0%-26.2%0.019%
6/1/2026 Financial 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%
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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%
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%
5/5/2026 Members 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%
5/5/2026MTC Wealth Management LLC308,027$8.99M4.3%+10.4%0.148%
5/5/2026Members Trust Co3,770,589$110.03M3.7%+7.2%1.817%
5/5/2026 Nwam LLC123,819$3.61M0.2%+4.3%0.060%
5/4/2026Lifeworks Advisors LLC20,933$611K0.1%-20.7%0.010%
5/2/2026Carnegie Investment Counsel14,216$415K0.0%-51.4%0.007%
5/1/2026Fifth 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%
5/1/2026Manning & Napier Advisors LLC564,748$16.48M0.2%-6.8%0.265%
4/30/2026Winch Advisory Services LLC25,667$749K0.2%+1.6%0.012%
4/30/2026Money Concepts Capital Corp21,094$616K0.0%+37.2%0.010%
4/30/2026Your Advocates Ltd. LLP3,375$98K0.0%+561.8%0.002%
4/29/2026Downshift Financial LLC32,799$956K0.5%+8.2%0.015%
4/28/2026DGS Capital Management LLC285,655$8.34M1.4%+5.5%0.135%
4/28/2026Ascentis Independent Advisors4,604$134K0.0%N/A0.002%
4/28/2026GM Advisory Group LLC1,586,304$46.29M1.8%-2.9%0.750%
4/28/2026Latitude Advisors LLC7,986$233K0.1%-6.2%0.004%
4/28/2026WBH Advisory Inc.163,542$4.76M0.4%-0.6%0.077%
4/27/2026World Investment Advisors13,653$398K0.0%+12.8%0.006%
4/27/2026Private Advisor Group LLC712,479$20.79M0.1%+0.3%0.337%
4/24/2026Root Financial Partners LLC2,099$61K0.0%+370.6%0.001%
4/24/2026Tcfg 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%
4/24/2026Key Financial Inc208,485$6.08M1.1%-1.0%0.099%
4/24/2026Impact Partnership Wealth LLC999,047$29.15M3.6%+7.1%0.472%
4/24/2026SMART Wealth LLC6,935$202K0.1%-12.0%0.003%
4/23/2026OakTrust Wealth Advisors LLC498,450$14.55M13.2%+2.9%0.236%
4/23/2026Intrua Financial LLC67,854$1.98M0.2%-6.0%0.032%
4/23/2026Comprehensive 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%
4/23/2026Continuum Advisory LLC50,925$1.49M0.1%+21.6%0.024%
4/23/2026Vicus 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%
4/21/2026Maridea Wealth Management LLC24,660$720K0.1%+228.4%0.012%
4/21/2026Main 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%
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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%
4/21/2026Silver Oak Securities Incorporated242,603$7.08M0.5%-5.8%0.114%
4/20/2026Kestra Private Wealth Services LLC6,952$203K0.0%-73.2%0.003%
4/20/2026Independence 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%
4/18/2026Faithward 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%


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 ($390.06M), LPL Financial LLC ($247.35M), Richard Bernstein Advisors LLC ($208.18M), Envestnet Asset Management Inc. ($162.42M), GLOBALT Investments LLC GA ($129.97M), and Ameriprise Financial Inc. ($121.04M).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: 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), Evermay Wealth Management LLC ($2.72M), and Bank of Nova Scotia ($2.68M).

Institutional investors have bought a total of 41,696,996 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

Of the 195 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 ($15.65M), Ameriprise Financial Inc. ($5.62M), Merit Financial Group LLC ($4.80M), Bank of Nova Scotia ($1.17M), Envestnet Asset Management Inc. ($883.28K), Trilogy Capital Inc. ($877.45K), and Royal Bank of Canada ($833.18K).

Institutional investors have sold a total of 37,754,187 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.


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This page (NYSEARCA:SPTS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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