SPDR PORT SHRT TRM TRSRY (SPTS) Institutional Shareholders
SPDR PORT SHRT TRM TRSRY (SPTS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.20B in SPTS holdings during the latest filing period.
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 $398.77M, representing an estimated loss of -1.10% 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
403
Total Reported Value
$4.20B
Largest Holder
State Street Corp
Largest Position
$403.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
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 | $398,766,929 | -$4,447,732 | -1.10% | |
| Globalt Investments Llc / Ga | 9.81% | 10,027,856 | $290,908,104 | $287,699,189 | -$3,208,915 | -1.10% | |
| Lpl Financial Llc | 0.06% | 9,249,616 | $268,331,347 | $265,371,483 | -$2,959,864 | -1.10% | |
| Proficio Capital Partners Llc | 7.29% | 6,991,445 | $202,821,819 | $200,584,557 | -$2,237,262 | -1.10% | |
| Envestnet Asset Management Inc | 0.04% | 6,091,698 | $176,720,151 | $174,770,816 | -$1,949,335 | -1.10% | |
| Financial Solutions Advisory Group, Inc. | 13.18% | 3,601,971 | $104,205,021 | $103,340,548 | -$864,473 | -0.83% | |
| Evermay Wealth Management Llc | 10.03% | 3,358,171 | $97,420,541 | $96,345,926 | -$1,074,615 | -1.10% | |
| Cerity Partners Llc | 0.11% | 3,196,896 | $92,741,923 | $91,718,946 | -$1,022,977 | -1.10% | |
| Ameriprise Financial Inc | 0.02% | 2,822,739 | $81,908,840 | $80,984,382 | -$924,458 | -1.13% | |
| Wells Fargo & Company/Mn | 0.01% | 2,620,688 | $76,026,169 | $75,187,539 | -$838,630 | -1.10% | |
| Flputnam Investment Management Co | 0.79% | 2,283,555 | $66,245,936 | $65,515,193 | -$730,743 | -1.10% | |
| Morgan Stanley | 0.00% | 2,270,040 | $65,853,910 | $65,127,448 | -$726,462 | -1.10% | |
| Members Trust Co | 1.91% | 2,111,976 | $61,268,423 | $60,592,591 | -$675,832 | -1.10% | |
| Focus Partners Wealth | 0.06% | 2,034,811 | $59,029,881 | $58,378,728 | -$651,153 | -1.10% | |
| Bank Of America Corp | 0.00% | 1,936,809 | $56,186,824 | $55,567,050 | -$619,774 | -1.10% | |
| Bank Of Nova Scotia | 0.08% | 1,904,928 | $55,740,587 | $54,652,384 | -$1,088,203 | -1.95% | |
| Truist Financial Corp | 0.07% | 1,905,391 | $55,275,382 | $54,665,668 | -$609,714 | -1.10% | |
| Dagco, Inc. | 9.86% | 1,838,753 | $53,342,226 | $52,753,824 | -$588,402 | -1.10% | |
| Wealthspire Advisors, Llc | 0.27% | 1,676,702 | $48,641,126 | $48,104,580 | -$536,546 | -1.10% | |
| Osaic Holdings, Inc. | 0.05% | 1,599,536 | $46,402,431 | $45,890,688 | -$511,743 | -1.10% | |
| Gerber Kawasaki Wealth & Investment Management | 1.24% | 1,598,899 | $46,384,008 | $45,872,412 | -$511,596 | -1.10% | |
| Gm Advisory Group, Llc | 1.78% | 1,586,304 | $46,288,354 | $45,511,062 | -$777,292 | -1.68% | |
| Royal Bank Of Canada | 0.01% | 1,586,270 | $46,018,000 | $45,510,086 | -$507,914 | -1.10% | |
| Portland Global Advisors Llc | 4.19% | 1,521,466 | $44,137,729 | $43,650,860 | -$486,869 | -1.10% | |
| Acorn Financial Advisory Services Inc | 5.54% | 1,438,245 | $41,723,481 | $41,263,249 | -$460,232 | -1.10% | |
| Quent Capital, Llc | 2.54% | 1,424,219 | $41,316,588 | $40,860,843 | -$455,745 | -1.10% | |
| Assetmark, Inc | 0.07% | 1,370,678 | $39,763,379 | $39,324,752 | -$438,627 | -1.10% | |
| Castleark Management Llc | 1.04% | 1,334,080 | $38,701,661 | $38,274,755 | -$426,906 | -1.10% | |
| Hhm Wealth Advisors, Llc | 3.79% | 1,298,928 | $37,681,898 | $37,266,244 | -$415,654 | -1.10% | |
| Woodmont Investment Counsel Llc | 1.86% | 1,171,212 | $33,976,861 | $33,602,072 | -$374,789 | -1.10% | |
| Cwm, Llc | 0.09% | 1,110,595 | $32,407,161 | $31,862,971 | -$544,190 | -1.68% | |
| Heartwood Wealth Advisors Llc | 2.29% | 1,014,658 | $29,435,229 | $29,110,538 | -$324,691 | -1.10% | |
| Triad Wealth Partners, Llc | 1.74% | 1,015,011 | $29,313,512 | $29,120,666 | -$192,846 | -0.66% | |
| Crane Advisory, Llc | 4.14% | 995,137 | $28,819,162 | $28,550,481 | -$268,681 | -0.93% | |
| Alliance Wealth Advisors, Llc | 5.38% | 983,283 | $28,525,040 | $28,210,389 | -$314,651 | -1.10% | |
| 1888 Investments, Llc | 50.36% | 980,110 | $28,432,991 | $28,119,356 | -$313,635 | -1.10% | |
| Creative Financial Designs Inc | 1.30% | 942,567 | $27,343,855 | $27,042,247 | -$301,608 | -1.10% | |
| Boston Standard Wealth Management, Llc | 3.76% | 895,179 | $25,887,684 | $25,682,686 | -$204,998 | -0.79% | |
| Raymond James Financial Inc | 0.01% | 890,275 | $25,826,889 | $25,541,990 | -$284,899 | -1.10% | |
| Park Avenue Securities Llc | 0.16% | 867,455 | $25,165,000 | $24,887,284 | -$277,716 | -1.10% | |
| Nelson Capital Management, Llc | 2.75% | 864,508 | $25,079,391 | $24,802,735 | -$276,656 | -1.10% | |
| Ubs Group Ag | 0.00% | 818,168 | $23,735,053 | $23,473,240 | -$261,813 | -1.10% | |
| Worthpointe, Llc | 5.50% | 753,673 | $21,864,054 | $21,622,878 | -$241,176 | -1.10% | |
| Jpmorgan Chase & Co | 0.00% | 748,662 | $21,733,679 | $21,479,113 | -$254,566 | -1.17% | |
| Glen Eagle Advisors, Llc | 2.73% | 746,935 | $21,668,595 | $21,429,565 | -$239,030 | -1.10% | |
| St Germain D J Co Inc | 0.75% | 714,150 | $20,717,491 | $20,488,964 | -$228,528 | -1.10% | |
| Cetera Investment Advisers | 0.02% | 700,755 | $20,328,906 | $20,104,661 | -$224,245 | -1.10% | |
| Evergreen Capital Management Llc | 0.35% | 696,181 | $20,196,205 | $19,973,433 | -$222,772 | -1.10% | |
| Gradient Investments Llc | 0.28% | 695,270 | $20,169,777 | $19,947,296 | -$222,481 | -1.10% | |
| Concurrent Investment Advisors, Llc | 0.17% | 674,211 | $19,558,870 | $19,343,114 | -$215,756 | -1.10% |
Frequently asked questions about SPTS
Who owns the most SPTS stock?
The largest holders of SPTS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORT SHRT TRM TRSRY (SPTS).
Is SPTS widely held by superinvestors?
Many widely followed stocks like SPTS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPTS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.