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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.02 0.00 (0.00%)
As of 01/17/2025 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)
228
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$596.44M
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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
1/17/2025 Private Wealth Group LLC244,670$7.10M3.5%-11.4%0.165%
1/17/2025 Avior Wealth Management LLC129,985$3.77M0.1%+1.4%0.087%
1/17/2025 SMI Advisory Services LLC39,386$1.14M0.3%+5.5%0.027%
1/17/2025 Advisory Alpha LLC10,585$307K0.0%+11.3%0.007%
1/17/2025 Dakota Wealth Management7,379$214K0.0%-67.4%0.005%
1/17/2025 Genesis Private Wealth LLC104,972$3.05M1.7%N/A0.071%
1/17/2025 Aspire Private Capital LLC17,414$505K0.1%+17.9%0.012%
1/17/2025 Roberts Wealth Advisors LLC94,030$2.73M0.8%+7.5%0.063%
1/16/2025 Breakwater Investment Management26,724$775K0.3%-6.8%0.018%
1/16/2025 Mechanics Bank Trust Department146,544$4.25M0.6%-5.4%0.099%
1/16/2025 Successful Portfolios LLC16,427$477K0.3%-2.8%0.011%
1/15/2025 Astoria Portfolio Advisors LLC.64,441$1.87M0.7%-3.9%0.043%
1/15/2025 Ameritas Advisory Services LLC69,523$2.02M0.1%+40.1%0.047%
1/15/2025 Cranbrook Wealth Management LLC10,788$313K0.1%+19.0%0.007%
1/15/2025 Merit Financial Group LLC2,692,109$78.10M1.4%+33.1%1.812%
1/15/2025 Wealthcare Advisory Partners LLC61,993$1.80M0.0%-3.9%0.042%
1/15/2025 Goldstone Financial Group LLC66,559$1.93M0.3%-36.3%0.045%
1/14/2025 Financial Enhancement Group LLC17,135$496K0.1%N/A0.012%
1/14/2025 Winch Advisory Services LLC24,754$718K0.2%-7.9%0.017%
1/14/2025 Essex Savings Bank7,101$206K0.1%N/A0.005%
1/14/2025 Smith Anglin Financial LLC30,828$894K0.1%-18.4%0.021%
1/14/2025 Park Avenue Securities LLC996,942$28.92M0.3%+1.4%0.671%
1/14/2025 Fiduciary Financial Group LLC60,665$1.76M0.4%+0.7%0.041%
1/14/2025 Integrated Capital Management Inc.266,759$7.74M6.1%+5.1%0.180%
1/14/2025 Crane Advisory LLC1,445,109$41.85M7.3%-16.1%0.972%
1/13/2025 TPG Financial Advisors LLC197,020$5.72M2.5%+9.6%0.133%
1/13/2025 Pinnacle Wealth Management Group Inc.10,813$314K0.2%-5.7%0.007%
1/13/2025 Sentinel Pension Advisors Inc.76,844$2.23M0.4%-6.7%0.052%
1/13/2025 Signet Financial Management LLC426,912$12.39M1.6%+4.3%0.287%
1/13/2025 Miracle Mile Advisors LLC339,790$9.86M0.2%+7.8%0.229%
1/13/2025 Ehrlich Financial Group71,988$2.09M1.5%+4.9%0.048%
1/13/2025 Brookstone Capital Management27,422$796K0.0%-58.0%0.018%
1/10/2025 Lowe Wealth Advisors LLC370,031$10.74M4.6%+16.4%0.249%
1/10/2025 ST Germain D J Co. Inc.385,988$11.20M0.5%+20.6%0.260%
1/10/2025 Wealth Enhancement Advisory Services LLC1,105,757$32.52M0.1%-0.3%0.744%
1/6/2025 Canandaigua National Trust Co of Florida20,467$594K0.5%N/A0.014%
12/26/2024JPMorgan Chase & Co.40,888$1.20M0.0%+64.0%0.028%
12/16/2024SMART Wealth LLC96,625$2.84M1.1%-33.4%0.065%
12/10/2024DGS Capital Management LLC243,264$7.15M1.9%+4.6%0.164%
11/26/2024Peapack Gladstone Financial Corp14,300$421K0.0%-7.1%0.010%
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11/25/2024Synovus Financial Corp426,047$12.53M0.1%+113.1%0.287%
11/25/2024World Investment Advisors LLC8,529$251K0.0%+8.4%0.006%
11/25/2024Sanctuary Advisors LLC218,507$6.34M0.0%+683.5%0.147%
11/18/2024Main Line Retirement Advisors LLC239,659$7.05M4.8%+9.3%0.161%
11/15/2024Cape Cod Five Cents Savings Bank1,373,955$39.67M3.7%+0.2%0.925%
11/15/2024Raab & Moskowitz Asset Management LLC11,071$326K0.1%-14.9%0.007%
11/15/2024MML Investors Services LLC189,037$5.56M0.0%+19.1%0.127%
11/15/2024Orion Portfolio Solutions LLC9,107$268K0.0%+23.2%0.006%
11/15/2024Glen Eagle Advisors LLC158,133$4.65M0.8%+51.1%0.106%
11/15/2024Jane Street Group LLC56,515$1.66M0.0%-70.4%0.038%
11/15/2024Kovitz Investment Group Partners LLC497,307$14.63M0.1%+6.7%0.335%
11/15/2024State Street Corp12,041,960$354.15M0.0%+6.0%8.104%
11/15/2024Stifel Financial Corp440,844$12.97M0.0%+37.2%0.297%
11/15/2024Integrated Wealth Concepts LLC145,105$4.27M0.1%-3.3%0.098%
11/15/2024HighTower Advisors LLC1,828,144$53.75M0.1%-6.7%1.230%
11/14/2024Cobblestone 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%
11/14/2024L.M. Kohn & Company50,789$1.49M0.4%+0.8%0.034%
11/14/2024Flow Traders U.S. LLC21,322$627K0.0%-91.5%0.014%
11/14/2024Captrust Financial Advisors19,010$559K0.0%+47.3%0.013%
11/14/2024Rockefeller Capital Management L.P.226,217$6.65M0.0%+541.8%0.152%
11/14/2024Centric Wealth Management149,090$4.32M1.1%N/A0.100%
11/14/2024Providence Capital Advisors LLC90,423$2.66M0.5%+1.4%0.061%
11/14/2024CreativeOne Wealth LLC400,359$11.78M0.4%-1.6%0.269%
11/13/2024Townsquare Capital LLC81,022$2.38M0.0%+22.3%0.055%
11/13/2024FMR LLC5,260$155K0.0%+61.3%0.004%
11/13/2024Private 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%
11/12/2024Wescott Financial Advisory Group LLC352,780$10.38M1.1%-1.6%0.237%
11/12/2024Kingsview Wealth Management LLC267,449$7.87M0.2%N/A0.180%
11/12/2024Cerity Partners LLC2,856,924$84.02M0.2%+1.6%1.923%
11/12/2024Great Valley Advisor Group Inc.49,464$1.45M0.0%-28.0%0.033%
11/12/2024Nwam LLC20,638$607K0.0%N/A0.014%
11/12/2024GM Advisory Group LLC2,091,040$61.50M3.7%-2.7%1.407%
11/12/2024Allen Capital Group LLC38,444$1.13M0.1%+20.0%0.026%
11/9/2024LPL Financial LLC6,350,449$186.77M0.1%-3.4%4.274%
11/8/2024Thompson Davis & CO. Inc.22,175$652K0.5%+216.8%0.015%
11/8/2024 Avior Wealth Management LLC128,241$3.77M0.2%-0.4%0.086%
11/8/2024PNC Financial Services Group Inc.173,462$5.10M0.0%+27.6%0.117%
11/8/2024Wrapmanager Inc.72,318$2.13M0.5%+26.2%0.049%
11/7/2024Napa Wealth Management150,953$4.44M2.1%+0.5%0.102%
11/7/2024Tidemark LLC105,964$3.12M1.3%+8.8%0.071%
11/7/2024GLOBALT Investments LLC GA9,244,383$271.88M10.2%+96.9%6.221%
11/7/2024Theory Financial LLC149,641$4.36M1.6%+2.4%0.101%
11/7/2024TrinityPoint Wealth LLC48,086$1.41M0.2%+188.5%0.032%
11/7/2024Peterson Financial Group Inc.3,102$91K0.4%N/A0.002%
11/6/2024OneDigital Investment Advisors LLC63,102$1.86M0.0%-11.5%0.042%
11/6/2024Traction Financial Partners LLC18,024$530K0.4%-3.5%0.012%
11/6/2024Lifeworks Advisors LLC32,357$952K0.2%-12.5%0.022%
11/6/2024Pinnacle Financial Partners Inc71,848$2.11M0.0%-14.7%0.048%
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11/5/2024Private Wealth Advisors LLC306,705$9.00M3.4%-0.4%0.206%
11/5/2024First Heartland Consultants Inc.11,717$345K0.0%-81.5%0.008%
11/5/2024Prime Capital Investment Advisors LLC137,240$4.04M0.1%+70.4%0.092%
11/5/2024Patron Partners LLC56,337$1.66M0.9%+229.0%0.038%
11/4/2024Venturi Wealth Management LLC11,838$348K0.0%+137.1%0.008%
11/1/2024Atria Investments Inc131,358$3.86M0.0%+305.1%0.088%
11/1/2024Acorn Financial Advisory Services Inc. ADV956,347$28.13M5.0%+3.9%0.644%
11/1/2024Assetmark Inc.425,979$12.53M0.0%-62.6%0.287%
11/1/2024Carson Advisory Inc.8,598$253K0.2%N/A0.006%
10/31/2024 Portside Wealth Group LLC7,668$226K0.0%N/A0.005%
(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, 432 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 368 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 ($3.50M).

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

Institutional investors have bought a total of 152,313,724 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 251 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 ($2.22M), 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 50,428,731 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.



This page (NYSEARCA:SPTS) was last updated on 1/21/2025 by MarketBeat.com Staff
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