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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.00 0.00 (0.00%)
As of 05/22/2026 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)
320
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$1.17B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Verus 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%
5/5/2026 Signet 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%
4/30/2026 Money Concepts Capital Corp21,094$616K0.0%+37.2%0.010%
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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%
3/17/2026 Rockefeller 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%
3/5/2026 Gunpowder 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%
2/18/2026 Ameriflex Group Inc.1,363$40K0.0%N/A0.001%
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2/18/2026 Mercer Global Advisors Inc. ADV418,791$12.26M0.0%+4.6%0.220%
2/18/2026 Beacon Pointe Advisors LLC158,990$4.66M0.0%+2.1%0.084%
2/18/2026 EP Wealth Advisors LLC381,567$11.17M0.1%N/A0.201%
2/18/2026 Troutman Wealth Management LLC191,845$5.62M4.6%N/A0.101%
2/18/2026 Coastal Bridge Advisors LLC30,501$893K0.1%+5.6%0.016%
2/18/2026 NewEdge Advisors LLC53,234$1.56M0.0%-14.8%0.028%
2/18/2026 Maia Wealth LLC31,998$938K0.2%+6.8%0.017%
2/18/2026 IHT 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%


SPTS Institutional Ownership - Frequently Asked Questions

During the previous two years, 496 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 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), Bank of Nova Scotia ($2.68M), and State Street Corp ($1.98M).

Institutional investors have bought a total of 40,912,794 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Of the 210 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), Trilogy Capital Inc. ($917.45K), Envestnet Asset Management Inc. ($883.28K), and Royal Bank of Canada ($833.18K).

Institutional investors have sold a total of 40,150,509 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions.



This page (NYSEARCA:SPTS) was last updated on 5/25/2026 by MarketBeat.com Staff.
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