SPDR PORT SHRT TRM TRSRY (SPTS) Institutional Ownership Changes & 13F Activity

SPDR PORT SHRT TRM TRSRY (SPTS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Proficio Capital Partners Llc, Ameriprise Financial Inc, Modern Wealth Management, Llc, State Street Corp, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+371,785+6.5%6,091,698$176.72MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-147,630-38.2%238,773$6.93MQ2 2026Sep 23, 2026
State Street CorpBuy+1,149,612+9.0%13,899,161$403.21MQ2 2026Sep 22, 2026
Integrated Wealth Concepts LlcBuy+14,503+4.8%315,007$9.14MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-43,717-76.2%13,629$395.38KQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+1,602—1,602$46.47KQ2 2026Sep 02, 2026
Horan Wealth, LlcSell-10,685-31.0%23,771$689.58KQ2 2026Aug 26, 2026
Brown Financial AdvisorsBuy+539+2.8%19,921$577.91KQ2 2026Aug 26, 2026
Kingsview Wealth Management, LlcSell-9,939-3.1%309,625$8.98MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-231-0.1%348,746$10.12MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-3,801-2.3%163,912$4.76MQ2 2026Aug 18, 2026
Proficio Capital Partners LlcBuy+5,523,850+376.4%6,991,445$202.82MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-428,331-41.2%610,499$17.71MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+55,250+22.3%302,600$8.75MQ2 2026Aug 17, 2026
Triton Financial Group IncSell-15,794-49.8%15,930$462.13KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+9,252+127.2%16,527$479.46KQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+540+2.1%25,812$748.81KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+69+0.3%23,890$693.05KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,822,739—2,822,739$81.91MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-1,449,370-70.2%616,249$17.88MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-900,613-36.0%1,599,536$46.40MQ2 2026Aug 14, 2026
Independence Wealth Advisors, LlcSell-746,509-64.8%405,465$11.76MQ2 2026Aug 14, 2026
Bank Of America CorpSell-220,494-10.2%1,936,809$56.19MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcSell-166,157-93.4%11,713$339.80KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+130,177+8.9%1,586,270$46.02MQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+110,787+17.4%746,935$21.67MQ2 2026Aug 14, 2026
Manning & Napier Advisors LlcBuy+106,323+18.8%671,071$19.48MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-86,164-47.3%96,007$2.79MQ2 2026Aug 14, 2026
Entrewealth, LlcSell-86,009-45.1%104,843$3.03MQ2 2026Aug 14, 2026
Teucrium Investment Advisors, LlcBuy+81,665—81,665$2.36MQ2 2026Aug 14, 2026
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Frequently asked questions about SPTS activity

  • Which institutional owners are buying SPTS?

    Institutional owners buying SPTS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPTS activity?

    "Buy" means an investor increased their reported position in SPTS compared to the prior reporting period. This reflects growing exposure to SPDR PORT SHRT TRM TRSRY (SPTS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPTS increasing?

    Institutional interest in SPTS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.