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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$28.90 +0.02 (+0.07%)
(As of 12/20/2024 05:31 PM ET)
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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)
233
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$622.15M
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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
12/16/2024 SMART Wealth LLC96,625$2.84M1.1%-33.4%0.065%
12/10/2024 DGS Capital Management LLC243,264$7.15M1.9%+4.6%0.164%
11/26/2024 Peapack Gladstone Financial Corp14,300$421K0.0%-7.1%0.010%
11/25/2024 Synovus Financial Corp426,047$12.53M0.1%+113.1%0.287%
11/25/2024 World Investment Advisors LLC8,529$251K0.0%+8.4%0.006%
11/25/2024 Sanctuary Advisors LLC218,507$6.34M0.0%+683.5%0.147%
11/18/2024 Main Line Retirement Advisors LLC239,659$7.05M4.8%+9.3%0.161%
11/15/2024 Cape Cod Five Cents Savings Bank1,373,955$39.67M3.7%+0.2%0.925%
11/15/2024 Raab & Moskowitz Asset Management LLC11,071$326K0.1%-14.9%0.007%
11/15/2024 MML Investors Services LLC189,037$5.56M0.0%+19.1%0.127%
11/15/2024 Orion Portfolio Solutions LLC9,107$268K0.0%+23.2%0.006%
11/15/2024 Glen Eagle Advisors LLC158,133$4.65M0.8%+51.1%0.106%
11/15/2024 Jane Street Group LLC56,515$1.66M0.0%-70.4%0.038%
11/15/2024 Kovitz Investment Group Partners LLC497,307$14.63M0.1%+6.7%0.335%
11/15/2024 State Street Corp12,041,960$354.15M0.0%+6.0%8.104%
11/15/2024 Stifel Financial Corp440,844$12.97M0.0%+37.2%0.297%
11/15/2024 Integrated Wealth Concepts LLC145,105$4.27M0.1%-3.3%0.098%
11/15/2024 HighTower Advisors LLC1,828,144$53.75M0.1%-6.7%1.230%
11/14/2024 Cobblestone Capital Advisors LLC NY125,994$3.71M0.2%+19.0%0.085%
11/14/2024 Acropolis Investment Management LLC13,000$382K0.0%+5.7%0.009%
11/14/2024 L.M. Kohn & Company50,789$1.49M0.4%+0.8%0.034%
11/14/2024 Flow Traders U.S. LLC21,322$627K0.0%-91.5%0.014%
11/14/2024 Captrust Financial Advisors19,010$559K0.0%+47.3%0.013%
11/14/2024 Rockefeller Capital Management L.P.226,217$6.65M0.0%+541.8%0.152%
11/14/2024 Centric Wealth Management149,090$4.32M1.1%N/A0.100%
11/14/2024 Providence Capital Advisors LLC90,423$2.66M0.5%+1.4%0.061%
11/14/2024 CreativeOne Wealth LLC400,359$11.78M0.4%-1.6%0.269%
11/13/2024 Townsquare Capital LLC81,022$2.38M0.0%+22.3%0.055%
11/13/2024 FMR LLC5,260$155K0.0%+61.3%0.004%
11/13/2024 Private Trust Co. NA35,146$1.03M0.1%+8.6%0.024%
11/13/2024Fisher Asset Management LLC455,871$13.41M0.0%-88.7%0.307%
11/12/2024 Wescott Financial Advisory Group LLC352,780$10.38M1.1%-1.6%0.237%
11/12/2024 Kingsview Wealth Management LLC267,449$7.87M0.2%N/A0.180%
11/12/2024 Cerity Partners LLC2,856,924$84.02M0.2%+1.6%1.923%
11/12/2024 Great Valley Advisor Group Inc.49,464$1.45M0.0%-28.0%0.033%
11/12/2024 Nwam LLC20,638$607K0.0%N/A0.014%
11/12/2024 GM Advisory Group LLC2,091,040$61.50M3.7%-2.7%1.407%
11/12/2024 Allen Capital Group LLC38,444$1.13M0.1%+20.0%0.026%
11/9/2024 LPL Financial LLC6,350,449$186.77M0.1%-3.4%4.274%
11/8/2024 Thompson Davis & CO. Inc.22,175$652K0.5%+216.8%0.015%
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11/8/2024 Avior Wealth Management LLC128,241$3.77M0.2%-0.4%0.086%
11/8/2024 PNC Financial Services Group Inc.173,462$5.10M0.0%+27.6%0.117%
11/8/2024 Wrapmanager Inc.72,318$2.13M0.5%+26.2%0.049%
11/7/2024 Napa Wealth Management150,953$4.44M2.1%+0.5%0.102%
11/7/2024 Tidemark LLC105,964$3.12M1.3%+8.8%0.071%
11/7/2024 GLOBALT Investments LLC GA9,244,383$271.88M10.2%+96.9%6.221%
11/7/2024 Theory Financial LLC149,641$4.36M1.6%+2.4%0.101%
11/7/2024 TrinityPoint Wealth LLC48,086$1.41M0.2%+188.5%0.032%
11/7/2024 Peterson Financial Group Inc.3,102$91K0.4%N/A0.002%
11/6/2024 OneDigital Investment Advisors LLC63,102$1.86M0.0%-11.5%0.042%
11/6/2024 Traction Financial Partners LLC18,024$530K0.4%-3.5%0.012%
11/6/2024 Lifeworks Advisors LLC32,357$952K0.2%-12.5%0.022%
11/6/2024 Pinnacle Financial Partners Inc71,848$2.11M0.0%-14.7%0.048%
11/5/2024 Private Wealth Advisors LLC306,705$9.00M3.4%-0.4%0.206%
11/5/2024 First Heartland Consultants Inc.11,717$345K0.0%-81.5%0.008%
11/5/2024 Prime Capital Investment Advisors LLC137,240$4.04M0.1%+70.4%0.092%
11/5/2024 Patron Partners LLC56,337$1.66M0.9%+229.0%0.038%
11/4/2024 Venturi Wealth Management LLC11,838$348K0.0%+137.1%0.008%
11/1/2024 Atria Investments Inc131,358$3.86M0.0%+305.1%0.088%
11/1/2024 Acorn Financial Advisory Services Inc. ADV956,347$28.13M5.0%+3.9%0.644%
11/1/2024 Assetmark Inc.425,979$12.53M0.0%-62.6%0.287%
11/1/2024 Carson Advisory Inc.8,598$253K0.2%N/A0.006%
10/31/2024 Portside Wealth Group LLC7,668$226K0.0%N/A0.005%
10/31/2024 Woodmont Investment Counsel LLC524,639$15.43M1.2%+932.5%0.353%
10/31/2024 US Financial Advisors LLC120,743$3.55M1.1%-0.5%0.081%
10/31/2024 Donald L. Hagan LLC18,840$554K0.3%N/A0.013%
10/31/2024 Concurrent Investment Advisors LLC13,847$407K0.0%+57.6%0.009%
10/30/2024 Maia Wealth LLC15,073$440K0.1%+62.7%0.010%
10/30/2024 Wisconsin Capital Management LLC21,674$637K0.3%+16.1%0.015%
10/30/2024 Austin Private Wealth LLC10,024$295K0.0%-3.6%0.007%
10/30/2024 ASB Consultores LLC59,278$1.74M0.7%+730.6%0.040%
10/30/2024 Cary Street Partners Asset Management LLC113,930$3.35M0.4%+69.8%0.077%
10/29/2024 Janney Montgomery Scott LLC62,645$1.84M0.0%+307.2%0.042%
10/29/2024 REDW Wealth LLC8,494$250K0.1%-7.0%0.006%
10/29/2024 Clear Creek Financial Management LLC45,858$1.35M0.2%+32.7%0.031%
10/29/2024 Key Financial Inc235,830$6.94M1.5%+6.6%0.159%
10/29/2024 Visionary Horizons LLC54,326$1.60M1.1%+5.0%0.037%
10/29/2024 Farther Finance Advisors LLC61,109$1.80M0.1%+61.2%0.041%
10/29/2024 Private Wealth Group LLC276,176$8.12M4.1%+8.5%0.186%
10/28/2024 Gladstone Institutional Advisory LLC173,666$5.11M0.2%-13.4%0.117%
10/28/2024 Creative Financial Designs Inc. ADV910,617$26.78M2.3%-21.1%0.613%
10/28/2024 HM Payson & Co.10,190$300K0.0%-6.7%0.007%
10/28/2024 Austin Wealth Management LLC233,301$6.83M1.5%-3.3%0.157%
10/28/2024 Goldstone Financial Group LLC104,437$3.07M0.5%N/A0.070%
10/25/2024 Financial Advocates Investment Management18,110$533K0.0%+45.5%0.012%
10/25/2024 1620 Investment Advisors Inc.97,849$2.88M2.1%-1.1%0.066%
10/25/2024 Better Money Decisions LLC404,116$11.89M8.4%-0.7%0.272%
10/25/2024 Abich Financial Wealth Management LLC1,748$51K0.1%-81.7%0.001%
10/25/2024 True Link Financial Advisors LLC28,600$841K0.1%-3.4%0.019%
10/25/2024 Integrated Advisors Network LLC27,137$798K0.0%+4.7%0.018%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
10/25/2024 Fortitude Family Office LLC1,600$47K0.0%N/A0.001%
10/25/2024 Wells Trecaso Financial Group LLC24,277$714K0.2%+14.3%0.016%
10/24/2024 Wealth Enhancement Advisory Services LLC1,109,333$32.63M0.1%-0.5%0.747%
10/23/2024 Mirae Asset Global Investments Co. Ltd.280,000$8.24M0.0%+2.6%0.188%
10/23/2024 Allworth Financial LP23,564$693K0.0%-26.6%0.016%
10/23/2024 O Brien Wealth Partners LLC362,446$10.66M2.1%+2.3%0.244%
10/23/2024 Dakota Wealth Management22,649$666K0.0%-21.9%0.015%
10/23/2024 Impact Partnership Wealth LLC474,027$13.94M3.1%+72.9%0.319%
10/23/2024 Brighton Jones LLC7,960$234K0.0%-49.4%0.005%
10/22/2024 MFA Wealth Advisors LLC7,672$226K0.0%-93.0%0.005%
(Data available from 1/1/2016 forward)

SPTS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTS shares?

During the previous two years, 430 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 ($627.48M), State Street Corp ($354.15M), GLOBALT Investments LLC GA ($271.88M), Royal Bank of Canada ($211.81M), LPL Financial LLC ($186.77M), Envestnet Asset Management Inc. ($140.07M), and Richard Bernstein Advisors LLC ($109.78M).Learn more on SPTS's institutional investors.

Which institutional investors have been buying SPDR Portfolio Short Term Treasury ETF stock?

Of the 364 institutional investors that purchased SPDR Portfolio Short Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($42.91M), GLOBALT Investments LLC GA ($9.25M), Municipal Employees Retirement System of Michigan ($8.53M), Envestnet Asset Management Inc. ($6.55M), LPL Financial LLC ($5.67M), Richard Bernstein Advisors LLC ($3.98M), and Private Advisor Group LLC ($3.91M).

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

Institutional investors have bought a total of 152,481,880 shares in the last 24 months. This purchase volume represents approximately $4.43B in transactions.

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

Of the 254 institutional investors that sold SPDR Portfolio Short Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($3.59M), Assetmark Inc. ($3.38M), Municipal Employees Retirement System of Michigan ($3.15M), Brookstone Capital Management ($2.38M), LPL Financial LLC ($2.20M), Balentine LLC ($2.17M), and Osaic Holdings Inc. ($2.05M).

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

Institutional investors have sold a total of 51,031,568 shares in the last 24 months. This volume of shares sold represents approximately $1.48B in transactions.


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This page (NYSEARCA:SPTS) was last updated on 12/22/2024 by MarketBeat.com Staff
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