SPTS Institutional Ownership & Shareholders
SPDR PORT SHRT TRM TRSRY (SPTS) is currently held by 411 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
State Street Corp is currently the largest disclosed institutional shareholder of SPTS tracked by InsiderSet, reporting ownership valued at approximately $403.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $400.99M, representing an estimated loss of -0.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed SPTS value among the investors covered in this analysis. Major shareholders include State Street Corp, Globalt Investments Llc / Ga, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR PORT SHRT TRM TRSRY (SPTS).
This page ranks the largest institutional SPTS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
411
Total Reported Value
$4.14B
Largest Holder
State Street Corp
Largest Position
$403.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Street Corp | 0.01% | 13,899,161 | $403,214,661 | $400,990,795 | -$2,223,866 | -0.55% | |
| Globalt Investments Llc / Ga | 9.74% | 9,867,516 | $282,901,685 | $284,677,837 | +$1,776,152 | +0.63% | |
| Lpl Financial Llc | 0.06% | 9,249,616 | $268,331,347 | $266,851,422 | -$1,479,925 | -0.55% | |
| Proficio Capital Partners Llc | 7.29% | 6,991,445 | $202,821,819 | $201,703,188 | -$1,118,631 | -0.55% | |
| Envestnet Asset Management Inc | 0.04% | 6,091,698 | $176,720,151 | $175,745,487 | -$974,664 | -0.55% | |
| Evermay Wealth Management Llc | 10.03% | 3,358,171 | $97,420,541 | $96,883,233 | -$537,308 | -0.55% | |
| Cerity Partners Llc | 0.11% | 3,196,896 | $92,741,923 | $92,230,450 | -$511,473 | -0.55% | |
| Assetmark, Inc | 0.15% | 3,214,913 | $92,171,550 | $92,750,240 | +$578,690 | +0.63% | |
| Ameriprise Financial Inc | 0.02% | 2,822,739 | $81,908,840 | $81,436,020 | -$472,820 | -0.58% | |
| Wells Fargo & Company/Mn | 0.01% | 2,620,688 | $76,026,169 | $75,606,849 | -$419,320 | -0.55% | |
| Flputnam Investment Management Co | 0.79% | 2,283,555 | $66,245,936 | $65,880,562 | -$365,374 | -0.55% | |
| Morgan Stanley | 0.00% | 2,270,040 | $65,853,910 | $65,490,654 | -$363,256 | -0.55% | |
| Members Trust Co | 1.91% | 2,111,976 | $61,268,423 | $60,930,508 | -$337,915 | -0.55% | |
| Focus Partners Wealth | 0.06% | 2,034,811 | $59,029,881 | $58,704,297 | -$325,584 | -0.55% | |
| Truist Financial Corp | 0.07% | 2,003,742 | $57,447,285 | $57,807,957 | +$360,672 | +0.63% | |
| Dagco, Inc. | 9.95% | 2,000,689 | $57,359,752 | $57,719,878 | +$360,126 | +0.63% | |
| Bank Of America Corp | 0.00% | 1,936,809 | $56,186,824 | $55,876,940 | -$309,884 | -0.55% | |
| Bank Of Nova Scotia | 0.08% | 1,904,928 | $55,740,587 | $54,957,173 | -$783,414 | -1.41% | |
| Financial Solutions Advisory Group, Inc. | 6.34% | 1,738,633 | $49,933,540 | $50,159,562 | +$226,022 | +0.45% | |
| Gerber Kawasaki Wealth & Investment Management | 1.25% | 1,710,952 | $49,052,963 | $49,360,965 | +$308,002 | +0.63% | |
| Wealthspire Advisors, Llc | 0.27% | 1,676,702 | $48,641,126 | $48,372,853 | -$268,273 | -0.55% | |
| Osaic Holdings, Inc. | 0.05% | 1,599,536 | $46,402,431 | $46,146,614 | -$255,817 | -0.55% | |
| Gm Advisory Group, Llc | 1.78% | 1,586,304 | $46,288,354 | $45,764,870 | -$523,484 | -1.13% | |
| Royal Bank Of Canada | 0.01% | 1,586,270 | $46,018,000 | $45,763,890 | -$254,111 | -0.55% | |
| Portland Global Advisors Llc | 4.19% | 1,521,466 | $44,137,729 | $43,894,294 | -$243,435 | -0.55% | |
| Quent Capital, Llc | 2.54% | 1,424,219 | $41,316,588 | $41,088,718 | -$227,870 | -0.55% | |
| Woodmont Investment Counsel Llc | 2.17% | 1,422,832 | $40,792,602 | $41,048,703 | +$256,101 | +0.63% | |
| Castleark Management Llc | 1.04% | 1,334,080 | $38,701,661 | $38,488,208 | -$213,453 | -0.55% | |
| Hhm Wealth Advisors, Llc | 3.79% | 1,298,928 | $37,681,898 | $37,474,073 | -$207,825 | -0.55% | |
| Cwm, Llc | 0.09% | 1,110,595 | $32,407,161 | $32,040,666 | -$366,495 | -1.13% | |
| Alliance Wealth Advisors, Llc | 5.85% | 1,118,638 | $32,071,351 | $32,272,706 | +$201,355 | +0.63% | |
| Triad Wealth Partners, Llc | 1.70% | 1,062,996 | $30,476,101 | $30,667,435 | +$191,334 | +0.63% | |
| Heartwood Wealth Advisors Llc | 2.33% | 1,029,860 | $29,526,086 | $29,711,461 | +$185,375 | +0.63% | |
| Crane Advisory, Llc | 4.10% | 1,014,126 | $29,024,287 | $29,257,535 | +$233,248 | +0.80% | |
| 1888 Investments, Llc | 50.36% | 980,110 | $28,432,991 | $28,276,174 | -$156,818 | -0.55% | |
| Acorn Financial Advisory Services Inc | 3.56% | 990,230 | $28,389,920 | $28,568,136 | +$178,216 | +0.63% | |
| Creative Financial Designs Inc | 1.30% | 942,567 | $27,343,855 | $27,193,058 | -$150,797 | -0.55% | |
| Boston Standard Wealth Management, Llc | 3.91% | 948,260 | $27,186,639 | $27,357,301 | +$170,662 | +0.63% | |
| Independence Wealth Advisors, Llc | 12.53% | 921,700 | $26,425,138 | $26,591,045 | +$165,907 | +0.63% | |
| Raymond James Financial Inc | 0.01% | 890,275 | $25,826,889 | $25,684,434 | -$142,455 | -0.55% | |
| Nelson Capital Management, Llc | 2.75% | 864,508 | $25,079,391 | $24,941,056 | -$138,335 | -0.55% | |
| Ubs Group Ag | 0.00% | 818,168 | $23,735,053 | $23,604,147 | -$130,906 | -0.55% | |
| Worthpointe, Llc | 5.50% | 753,673 | $21,864,054 | $21,743,466 | -$120,588 | -0.55% | |
| Jpmorgan Chase & Co | 0.00% | 748,662 | $21,733,679 | $21,598,899 | -$134,780 | -0.62% | |
| Glen Eagle Advisors, Llc | 2.73% | 746,935 | $21,668,595 | $21,549,075 | -$119,520 | -0.55% | |
| St Germain D J Co Inc | 0.75% | 714,150 | $20,717,491 | $20,603,228 | -$114,264 | -0.55% | |
| Cetera Investment Advisers | 0.02% | 700,755 | $20,328,906 | $20,216,782 | -$112,124 | -0.55% | |
| Gradient Investments Llc | 0.29% | 707,671 | $20,288,925 | $20,416,308 | +$127,383 | +0.63% | |
| Great Point Wealth Advisors, Llc | 3.15% | 691,433 | $19,823,390 | $19,947,842 | +$124,452 | +0.63% | |
| Fonville Wealth Management Llc | 2.96% | 684,046 | $19,611,613 | $19,734,727 | +$123,114 | +0.63% |
Frequently asked questions about SPTS
Who are the largest institutional holders of SPTS?
The largest institutional holders of SPTS reported in the latest SEC Form 13F filings include State Street Corp, Globalt Investments Llc / Ga, Lpl Financial Llc, Proficio Capital Partners Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SPTS position.
What is SPTS institutional ownership?
This page tracks SPTS positions reported by institutional investment managers through SEC Form 13F. SPDR PORT SHRT TRM TRSRY (SPTS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPTS?
InsiderSet currently tracks 411 institutional managers reporting SPTS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPTS shareholders.
How much SPTS stock do institutions own?
Institutional investment managers disclosed approximately $4.14B in SPTS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPTS institutional ownership last updated?
The latest SPTS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPTS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPTS position after the reporting date.
Are institutions buying or selling SPTS?
Institutional buying and selling can be analyzed by comparing SPTS positions across consecutive 13F reporting periods. InsiderSet's SPTS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPTS ownership changes.
How has SPTS institutional ownership changed over time?
InsiderSet tracks SPTS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.