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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.26 -0.01 (-0.02%)
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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)
271
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$765.70M
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SPTS Institutional Buying and Selling by Quarter

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SPDR Portfolio Short Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Janney Montgomery Scott LLC42,684$1.25M0.0%N/A0.021%
4/17/2025Crane Advisory LLC1,289,342$37.60M6.8%-10.8%0.620%
4/17/2025Good Life Advisors LLC380,676$11.13M0.8%+170.3%0.183%
4/17/2025Howard Bailey Securities LLC15,928$466K0.2%-19.3%0.008%
4/17/2025Dynamic Advisor Solutions LLC106,634$3.12M0.1%N/A0.052%
4/17/2025Tcfg Wealth Management LLC44,615$1.31M0.7%-15.0%0.022%
4/16/2025TPG Financial Advisors LLC200,967$5.88M2.6%+2.0%0.098%
4/16/2025Wealth Enhancement Advisory Services LLC516,874$15.11M0.0%-1.9%0.252%
4/16/2025Destiny Capital Corp CO49,524$1.45M1.0%-21.4%0.024%
4/16/2025Matauro LLC545,710$15.96M3.2%-48.4%0.266%
4/16/2025Goldstone Financial Group LLC66,010$1.93M0.3%-0.8%0.032%
4/16/2025Private Wealth Group LLC214,635$6.28M3.7%-12.3%0.105%
4/15/2025 Visionary Horizons LLC55,431$1.62M1.1%-0.7%0.027%
4/15/2025 Traction Financial Partners LLC8,656$253K0.2%-45.8%0.004%
4/15/2025 Integrated Advisors Network LLC37,261$1.09M0.1%-4.8%0.018%
4/15/2025 Collier Financial5,797$170K0.1%-21.1%0.003%
4/15/2025 Fiduciary Financial Group LLC55,276$1.61M0.3%-8.9%0.027%
4/15/2025 Michael A. Dubis Financial Planning LLC168,753$4.93M4.8%+0.5%0.082%
4/15/2025 Simplicity Wealth LLC37,797$1.11M0.1%N/A0.018%
4/15/2025 Wealthcare Advisory Partners LLC58,879$1.72M0.0%-5.0%0.029%
4/15/2025 Signet Financial Management LLC394,903$11.55M1.6%-7.5%0.192%
4/14/2025 Farther Finance Advisors LLC4,565$133K0.0%-74.1%0.002%
4/14/2025 Park Avenue Securities LLC971,376$28.40M0.3%-2.6%0.473%
4/14/2025 Miracle Mile Advisors LLC362,423$10.60M0.2%+6.7%0.177%
4/11/2025 Principia Wealth Advisory LLC324,297$9.46M8.9%+34,072.5%0.158%
4/11/2025 Successful Portfolios LLC15,859$464K0.3%-3.5%0.008%
4/11/2025 First Affirmative Financial Network221,525$6.48M4.0%+4.4%0.108%
4/11/2025 Cranbrook Wealth Management LLC11,385$333K0.1%+5.5%0.006%
4/11/2025 Ehrlich Financial Group71,402$2.09M1.5%-0.8%0.035%
4/11/2025 MKT Advisors LLC64,022$1.87M0.8%+120.2%0.031%
4/10/2025 Better Money Decisions LLC480,187$14.04M9.4%+3.2%0.234%
4/10/2025 SMI Advisory Services LLC13,974$408K0.1%-64.5%0.007%
4/10/2025 Smith Anglin Financial LLC13,568$397K0.0%-56.0%0.007%
4/9/2025 RFG Advisory LLC100,531$2.94M0.1%+7.1%0.049%
4/9/2025 ST Germain D J Co. Inc.446,743$13.06M0.6%+15.7%0.218%
4/9/2025 Merit Financial Group LLC3,132,338$91.59M1.4%+16.4%1.526%
4/9/2025 Paladin Wealth LLC28,807$842K0.8%N/A0.014%
4/9/2025 Gradient Investments LLC590,659$17.27M0.3%N/A0.288%
4/9/2025 Integrated Capital Management Inc.281,715$8.24M6.6%+5.6%0.137%
4/9/2025 NBC Securities Inc.5,922$173K0.0%+98,600.0%0.003%
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4/9/2025 SigFig Wealth Management LLC100,875$3.04M0.1%-3.6%0.049%
4/9/2025 Mechanics Bank Trust Department149,200$4.36M0.6%+1.8%0.073%
4/8/2025 Boston Standard Wealth Management LLC724,694$20.92M4.6%-0.3%0.353%
4/8/2025 Parallel Advisors LLC6,976$204K0.0%+2,572.8%0.003%
4/8/2025 Lowe Wealth Advisors LLC395,826$11.57M4.9%+7.0%0.193%
4/4/2025 Quent Capital LLC635,339$18.58M1.9%-11.6%0.310%
4/1/2025 Hobart Private Capital LLC87,733$2.57M0.6%-43.7%0.043%
3/17/2025Wealth Enhancement Advisory Services LLC526,834$15.28M0.0%-52.5%0.262%
3/4/2025Comprehensive Money Management Services LLC28,187$818K0.7%N/A0.014%
2/25/2025B. Riley Wealth Advisors Inc.23,236$674K0.0%+4.8%0.012%
2/25/2025 Integrated Advisors Network LLC39,158$1.14M0.1%+44.3%0.020%
2/24/2025Great Valley Advisor Group Inc.82,103$2.38M0.1%+66.0%0.041%
2/24/2025Ameriflex Group Inc.1,320$38K0.0%N/A0.001%
2/21/2025WNY Asset Management LLC9,058$263K0.0%-21.9%0.006%
2/20/2025Revisor Wealth Management LLC17,525$523K0.5%N/A0.012%
2/18/2025Fourth Dimension Wealth LLC103,921$3.02M1.6%N/A0.070%
2/18/2025Vise Technologies Inc.13,396$389K0.0%+5.4%0.009%
2/18/2025JT Stratford LLC50,936$1.48M0.2%-4.0%0.034%
2/18/2025Castleark Management LLC607,790$17.63M0.6%N/A0.409%
2/18/2025Glen Eagle Advisors LLC188,578$5.47M0.9%+19.3%0.127%
2/17/2025Waverly Advisors LLC123,748$3.59M0.1%-9.7%0.083%
2/17/2025Vivaldi Capital Management LP93,929$2.73M0.4%-15.5%0.063%
2/17/2025TrinityPoint Wealth LLC43,770$1.27M0.2%-9.0%0.029%
2/17/2025Royal Bank of Canada2,098,428$60.88M0.0%-13.8%1.412%
2/17/2025Napa Wealth Management78,029$2.26M1.0%-48.3%0.053%
2/17/2025Ground Swell Capital LLC14,223$413K0.6%N/A0.010%
2/17/2025Focus Partners Wealth29,809$865K0.0%+6.8%0.020%
2/17/2025CoreCap Advisors LLC6,245$181K0.0%+38.1%0.004%
2/17/2025Cornerstone Financial Group LLC NE 16,261$472K0.5%N/A0.011%
2/17/2025Cetera Investment Advisers703,388$20.41M0.0%-9.4%0.473%
2/17/2025Captrust Financial Advisors14,486$420K0.0%-23.8%0.010%
2/17/2025Cary Street Partners Financial LLC62,768$1.82M0.1%N/A0.042%
2/17/2025Bank of America Corp DE21,688,128$629.17M0.1%-3.2%14.595%
2/17/2025Ameriprise Financial Inc.10,090,385$292.73M0.1%+15.7%6.790%
2/17/20254WEALTH Advisors Inc.7,995$232K0.2%N/A0.005%
2/17/2025Acorn Financial Advisory Services Inc. ADV972,346$28.21M4.7%+1.7%0.654%
2/14/2025Mercer Global Advisors Inc. ADV11,676$339K0.0%-37.9%0.008%
2/14/2025Comerica Bank20,010$581K0.0%-24.9%0.013%
2/14/2025Lido Advisors LLC7,372$214K0.0%-33.6%0.005%
2/14/2025Betterment LLC17,432$506K0.0%+95.5%0.012%
2/14/2025Gerber Kawasaki Wealth & Investment Management585,416$16.98M0.7%+2.9%0.394%
2/14/2025Rinkey Investments337,730$9.80M3.1%+7.3%0.227%
2/14/2025Kovitz Investment Group Partners LLC438,170$12.71M0.0%-11.9%0.295%
2/14/2025Integrated Wealth Concepts LLC130,992$3.80M0.0%-9.7%0.088%
2/14/2025IHT Wealth Management LLC52,874$1.53M0.0%-13.8%0.036%
2/14/2025Stifel Financial Corp454,150$13.18M0.0%+3.0%0.306%
2/14/2025OneDigital Investment Advisors LLC72,108$2.09M0.0%+14.3%0.049%
2/14/2025MML Investors Services LLC185,802$5.39M0.0%-1.7%0.125%
2/14/2025Mach 1 Financial Group LLC7,800$226K0.4%-19.6%0.005%
2/14/2025GeoWealth Management LLC39,030$1.13M0.0%-35.3%0.026%
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2/14/2025Concourse Financial Group Securities Inc.100,455$2.91M0.2%+4.1%0.068%
2/14/2025Capital Group Private Client Services Inc.561,406$16.29M0.1%+1.4%0.378%
2/13/2025NewEdge Advisors LLC19,727$572K0.0%-41.5%0.013%
2/13/2025Main Street Financial Solutions LLC19,963$579K0.1%N/A0.013%
2/13/2025Evergreen Capital Management LLC1,126,101$32.67M1.1%-16.8%0.758%
2/13/2025Jump Financial LLC134,039$3.89M0.1%N/A0.090%
2/13/2025Dagco Inc.507,909$14.73M4.9%+88.1%0.342%
2/13/2025CreativeOne Wealth LLC358,073$10.39M0.3%-10.6%0.241%
2/13/2025Mariner LLC56,198$1.63M0.0%-72.0%0.038%
2/13/2025Keystone Financial Group13,781$400K0.0%N/A0.009%
(Data available from 1/1/2016 forward)

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SPTS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTS shares?

During the previous two years, 470 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 ($632.51M), Bank of America Corp DE ($629.17M), Richard Bernstein Advisors LLC ($375.17M), State Street Corp ($354.15M), Ameriprise Financial Inc. ($292.73M), Envestnet Asset Management Inc. ($194.78M), and LPL Financial LLC ($185.95M).Learn more on SPTS's institutional investors.

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

Of the 402 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 ($8.62M), Envestnet Asset Management Inc. ($5.31M), Richard Bernstein Advisors LLC ($3.98M), Private Advisor Group LLC ($3.50M), and RiverFront Investment Group LLC ($3.48M).

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

Institutional investors have bought a total of 148,784,014 shares in the last 24 months. This purchase volume represents approximately $4.33B in transactions.

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

Of the 277 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: GLOBALT Investments LLC GA ($5.12M), Fisher Asset Management LLC ($3.84M), Assetmark Inc. ($3.38M), Municipal Employees Retirement System of Michigan ($3.10M), Private Advisor Group LLC ($2.23M), Brookstone Capital Management ($2.22M), and LPL Financial LLC ($2.20M).

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

Institutional investors have sold a total of 56,973,665 shares in the last 24 months. This volume of shares sold represents approximately $1.65B in transactions.



This page (NYSEARCA:SPTS) was last updated on 4/17/2025 by MarketBeat.com Staff
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