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SPDR Portfolio Short Term Treasury ETF (SPTS) Institutional Ownership

SPDR Portfolio Short Term Treasury ETF logo
$29.04
+0.03 (+0.10%)
(As of 11/4/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
222
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$663.39M
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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
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%
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%
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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%
10/22/2024 Private Advisor Group LLC1,574,866$46.34M0.3%+16.6%1.060%
10/22/2024 Tempus Wealth Planning LLC104,702$3.08M1.1%+27.4%0.070%
10/22/2024 Leo Wealth LLC10,172$299K0.0%N/A0.007%
10/21/2024 RFP Financial Group LLC98,866$2.91M0.9%-56.2%0.067%
10/21/2024 Foundations Investment Advisors LLC65,644$1.93M0.0%+73.2%0.044%
10/21/2024 Winch Advisory Services LLC26,881$791K0.2%-5.6%0.018%
10/21/2024 Whittier Trust Co.32,030$942K0.0%-3.8%0.022%
10/21/2024 Trilogy Capital Inc.555,792$16.35M0.8%+7.7%0.374%
10/19/2024One Degree Advisors Inc11,477$337K0.1%N/A0.008%
10/18/2024Raymond James & Associates177,305$5.22M0.0%+7.9%0.119%
10/18/2024ST Germain D J Co. Inc.320,069$9.41M0.4%+15.5%0.215%
10/18/2024Slow Capital Inc.115,184$3.39M0.5%-10.0%0.078%
10/18/2024Blue Trust Inc.3,100$89K0.0%+132.6%0.002%
10/18/2024Meridian Financial Partners LLC10,472$308K0.2%-70.2%0.007%
10/18/2024Kohmann Bosshard Financial Services LLC47,486$1.40M0.2%+30.4%0.032%
10/18/2024Stratos Wealth Advisors LLC115,258$3.39M0.2%-0.4%0.078%
10/17/2024Stratos Wealth Partners LTD.208,500$6.13M0.1%-2.9%0.140%
10/16/2024 Global Retirement Partners LLC55,463$1.63M0.0%+16.6%0.037%
10/16/2024 Good Life Advisors LLC123,922$3.65M0.2%+11.0%0.083%
10/16/2024 Sentinel Pension Advisors Inc.82,400$2.42M0.5%+1.4%0.055%
10/16/2024 Roberts Wealth Advisors LLC87,454$2.55M0.8%+8.4%0.059%
10/15/2024 Crane Advisory LLC1,722,659$50.25M9.1%+1.2%1.159%
10/15/2024 Zhang Financial LLC98,732$2.90M0.2%-6.5%0.066%
10/15/2024 NBC Securities Inc.5,417$159K0.0%+19.2%0.004%
10/11/2024 Creative Planning32,514$956K0.0%-14.4%0.022%
10/10/2024 Concourse Financial Group Securities Inc.96,524$2.84M0.2%-3.4%0.065%
10/10/2024 Carnegie Investment Counsel10,472$308K0.0%-14.5%0.007%
10/10/2024 Mechanics Bank Trust Department154,979$4.56M0.6%-5.6%0.104%
10/10/2024 Pinnacle Wealth Management Group Inc.11,463$337K0.2%+5.0%0.008%
10/10/2024 First Affirmative Financial Network206,193$6.06M3.3%+1.3%0.139%
10/10/2024 Simplicity Wealth LLC74,693$2.20M0.2%-19.2%0.050%
10/10/2024 Fiduciary Financial Group LLC60,270$1.76M0.4%-11.8%0.041%
10/9/2024 Stephens Group Asset Management LLC8,376$246K0.0%N/A0.006%
10/9/2024 Moisand Fitzgerald Tamayo LLC6,694$197K0.0%-54.7%0.005%
10/9/2024 Money Design Co. Ltd.183,082$5.38M0.3%+4.1%0.123%
10/8/2024 CWM LLC1,858,195$54.65M0.2%-3.7%1.250%
10/8/2024 Evensky & Katz LLC17,393$512K0.0%-41.8%0.012%
10/8/2024 Strategic Wealth Partners Ltd.7,054$207K0.0%-12.6%0.005%
10/8/2024 Northwest Capital Management Inc2,219$65K0.0%+327.6%0.001%
10/8/2024 Brookstone Capital Management65,331$1.92M0.0%+6.4%0.044%
10/8/2024 Dynamic Advisor Solutions LLC70,752$2.08M0.1%N/A0.048%
10/8/2024 Integrated Capital Management Inc.253,907$7.47M5.8%-0.4%0.171%
10/8/2024 Heartwood Wealth Advisors LLC798,414$23.48M2.6%+1.0%0.537%
10/7/2024 Miracle Mile Advisors LLC315,250$9.27M0.2%N/A0.212%
10/7/2024 Boston Standard Wealth Management LLC707,632$20.81M4.1%-2.4%0.476%
10/7/2024 Smith Anglin Financial LLC37,773$1.11M0.1%-97.0%0.025%
10/7/2024 Alpha Financial Partners LLC68,644$2.02M1.4%N/A0.046%
10/5/2024 Quent Capital LLC601,444$17.69M1.8%+13.1%0.405%
Bill Gates’s Next Big AI Bet: Stargate (Ad)

In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then.

I believe we are about to do it again with this new AI project called Stargate
10/4/2024 HBW Advisory Services LLC46,418$1.37M0.2%+1.6%0.031%
10/3/2024 Deane Retirement Strategies Inc.548,553$16.13M7.9%N/A0.369%
10/3/2024 Park Avenue Securities LLC983,223$28.92M0.3%-5.8%0.662%
10/2/2024 Lowe Wealth Advisors LLC317,780$9.35M4.0%+8.4%0.214%
9/5/2024Sanctuary Advisors LLC27,888$801K0.0%N/A0.019%
8/22/2024Cetera Investment Advisers472,284$13.64M0.0%-5.1%0.318%
8/21/2024Truist Financial Corp1,672,073$48.27M0.1%+25.4%1.125%
8/19/2024B. Riley Wealth Advisors Inc.22,409$647K0.0%N/A0.015%
8/16/2024Traction Financial Partners LLC18,670$544K0.4%-7.2%0.013%
8/16/2024Northwestern Mutual Wealth Management Co.20,481$591K0.0%-25.6%0.014%
(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 Fisher Asset Management LLC ($1.28B), Municipal Employees Retirement System of Michigan ($627.48M), Royal Bank of Canada ($211.81M), LPL Financial LLC ($189.77M), Envestnet Asset Management Inc. ($140.07M), GLOBALT Investments LLC GA ($135.88M), 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 365 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), Municipal Employees Retirement System of Michigan ($8.53M), Envestnet Asset Management Inc. ($6.55M), LPL Financial LLC ($5.67M), GLOBALT Investments LLC GA ($4.70M), 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 151,833,126 shares in the last 24 months. This purchase volume represents approximately $4.41B in transactions.

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

Of the 257 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: Assetmark Inc. ($3.38M), Municipal Employees Retirement System of Michigan ($3.15M), Brookstone Capital Management ($2.38M), Balentine LLC ($2.17M), Osaic Holdings Inc. ($2.05M), LPL Financial LLC ($1.98M), and Private Advisor Group LLC ($1.93M).

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

Institutional investors have sold a total of 49,735,411 shares in the last 24 months. This volume of shares sold represents approximately $1.44B in transactions.



This page (NYSEARCA:SPTS) was last updated on 11/4/2024 by MarketBeat.com Staff
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