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 $4.13B 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 $372.03M in its March 31, 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 $368.84M, representing an estimated loss of -0.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% 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
406
Total Reported Value
$4.13B
Largest Holder
State Street Corp
Largest Position
$372.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
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% | 12,749,549 | $372,031,840 | $368,844,453 | -$3,187,387 | -0.86% | |
| Globalt Investments Llc / Ga | 10.55% | 10,136,473 | $295,782,283 | $293,248,164 | -$2,534,119 | -0.86% | |
| Lpl Financial Llc | 0.07% | 9,063,381 | $264,469,448 | $262,203,612 | -$2,265,836 | -0.86% | |
| Envestnet Asset Management Inc | 0.04% | 6,091,698 | $176,720,151 | $176,232,823 | -$487,328 | -0.28% | |
| Financial Solutions Advisory Group, Inc. | 13.18% | 3,601,971 | $104,205,021 | $104,205,021 | +$0 | +0.00% | |
| Evermay Wealth Management Llc | 10.03% | 3,358,171 | $97,420,541 | $97,151,887 | -$268,654 | -0.28% | |
| Cerity Partners Llc | 0.13% | 3,128,412 | $91,287,048 | $90,504,959 | -$782,089 | -0.86% | |
| Wells Fargo & Company/Mn | 0.02% | 2,633,913 | $76,857,594 | $76,199,103 | -$658,491 | -0.86% | |
| Osaic Holdings, Inc. | 0.11% | 2,500,149 | $72,954,578 | $72,329,311 | -$625,267 | -0.86% | |
| Ameriprise Financial Inc | 0.02% | 2,497,153 | $72,851,044 | $72,242,636 | -$608,408 | -0.84% | |
| Bank Of Nova Scotia | 0.12% | 2,441,533 | $71,275,557 | $70,633,550 | -$642,007 | -0.90% | |
| Flputnam Investment Management Co | 1.05% | 2,404,382 | $70,159,871 | $69,558,771 | -$601,100 | -0.86% | |
| Morgan Stanley | 0.00% | 2,281,888 | $66,585,523 | $66,015,020 | -$570,503 | -0.86% | |
| Hightower Advisors, Llc | 0.06% | 2,171,929 | $63,007,649 | $62,833,906 | -$173,743 | -0.28% | |
| Bank Of America Corp | 0.00% | 2,157,303 | $62,950,096 | $62,410,776 | -$539,320 | -0.86% | |
| Members Trust Co | 1.91% | 2,111,976 | $61,268,423 | $61,099,466 | -$168,957 | -0.28% | |
| Modern Wealth Management, Llc | 1.03% | 2,065,619 | $60,088,854 | $59,758,358 | -$330,496 | -0.55% | |
| Truist Financial Corp | 0.07% | 1,905,391 | $55,275,382 | $55,122,962 | -$152,420 | -0.28% | |
| Dagco, Inc. | 9.86% | 1,838,753 | $53,342,226 | $53,195,124 | -$147,102 | -0.28% | |
| Portland Global Advisors Llc | 5.43% | 1,746,779 | $50,971,011 | $50,534,316 | -$436,695 | -0.86% | |
| 1888 Investments, Llc | 80.59% | 1,740,100 | $50,776,118 | $50,341,093 | -$435,025 | -0.86% | |
| Gm Advisory Group, Llc | 1.78% | 1,586,304 | $46,288,354 | $45,891,775 | -$396,579 | -0.86% | |
| Proficio Capital Partners Llc | 2.32% | 1,467,595 | $43,349,808 | $42,457,523 | -$892,285 | -2.06% | |
| Donoghue Forlines Llc | 11.91% | 1,474,666 | $43,030,754 | $42,662,087 | -$368,667 | -0.86% | |
| Royal Bank Of Canada | 0.01% | 1,456,093 | $42,489,000 | $42,124,770 | -$364,230 | -0.86% | |
| Acorn Financial Advisory Services Inc | 5.54% | 1,438,245 | $41,723,481 | $41,608,428 | -$115,053 | -0.28% | |
| Gerber Kawasaki Wealth & Investment Management | 1.31% | 1,411,255 | $41,265,189 | $40,827,607 | -$437,582 | -1.06% | |
| Assetmark, Inc | 0.07% | 1,370,678 | $39,763,379 | $39,653,715 | -$109,664 | -0.28% | |
| Castleark Management Llc | 1.29% | 1,334,080 | $38,928,454 | $38,594,934 | -$333,520 | -0.86% | |
| Quent Capital, Llc | 2.68% | 1,296,623 | $37,835,473 | $37,511,303 | -$324,170 | -0.86% | |
| Hhm Wealth Advisors, Llc | 3.79% | 1,298,928 | $37,681,898 | $37,577,987 | -$103,911 | -0.28% | |
| Woodmont Investment Counsel Llc | 1.86% | 1,171,212 | $33,976,861 | $33,883,163 | -$93,698 | -0.28% | |
| Independence Wealth Advisors, Llc | 17.92% | 1,151,974 | $33,614,612 | $33,326,608 | -$288,004 | -0.86% | |
| Cwm, Llc | 0.09% | 1,110,595 | $32,407,161 | $32,129,513 | -$277,648 | -0.86% | |
| Equitable Holdings, Inc. | 0.20% | 1,038,830 | $30,416,942 | $30,053,352 | -$363,590 | -1.20% | |
| Heartwood Wealth Advisors Llc | 2.29% | 1,014,658 | $29,435,229 | $29,354,056 | -$81,173 | -0.28% | |
| Crane Advisory, Llc | 4.14% | 995,137 | $28,819,162 | $28,789,313 | -$29,849 | -0.10% | |
| Alliance Wealth Advisors, Llc | 5.38% | 983,283 | $28,525,040 | $28,446,377 | -$78,663 | -0.28% | |
| Creative Financial Designs Inc | 1.30% | 942,567 | $27,343,855 | $27,268,463 | -$75,392 | -0.28% | |
| Raymond James Financial Inc | 0.01% | 887,602 | $25,900,216 | $25,678,326 | -$221,890 | -0.86% | |
| Boston Standard Wealth Management, Llc | 3.76% | 895,179 | $25,887,684 | $25,897,528 | +$9,844 | +0.04% | |
| Focus Partners Wealth | 0.03% | 877,151 | $25,716,826 | $25,375,978 | -$340,848 | -1.33% | |
| Nelson Capital Management, Llc | 2.75% | 864,508 | $25,079,391 | $25,010,216 | -$69,175 | -0.28% | |
| Cetera Investment Advisers | 0.03% | 816,596 | $23,828,280 | $23,624,122 | -$204,158 | -0.86% | |
| Ubs Group Ag | 0.00% | 777,062 | $22,674,669 | $22,480,404 | -$194,265 | -0.86% | |
| Worthpointe, Llc | 5.50% | 753,673 | $21,864,054 | $21,803,760 | -$60,294 | -0.28% | |
| Steward Partners Investment Advisory, Llc | 0.11% | 713,797 | $20,828,587 | $20,650,147 | -$178,440 | -0.86% | |
| St Germain D J Co Inc | 0.75% | 714,150 | $20,717,491 | $20,660,360 | -$57,132 | -0.28% | |
| Evergreen Capital Management Llc | 0.35% | 696,181 | $20,196,205 | $20,140,516 | -$55,689 | -0.28% | |
| Gradient Investments Llc | 0.28% | 695,270 | $20,169,777 | $20,114,161 | -$55,616 | -0.28% |
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.