Who owns State Street SPDR Portfolio Short Term Treasury ETF?
Institutional ownership of SPTS from SEC Form 13F filings across 231 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
231
13F holders
$2.26B
value, 2026 filers
37.5%
of shares outstanding (79.1M sh)
26
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPTS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 9.2M | $268.3M | 0.1% | 4.4% | +2.1% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 6.1M | $176.7M | 0.0% | 2.9% | +6.5% |
| 3 | EVERMAY WEALTH MANAGEMENT LLC | 3.4M | $97.4M | 10.0% | 1.6% | +8.3% |
| 4 | Cerity Partners LLC | 3.2M | $92.7M | 0.1% | 1.5% | +2.2% |
| 5 | AMERIPRISE FINANCIAL INC | 2.8M | $81.9M | 0.0% | 1.3% | +13.0% |
| 6 | WELLS FARGO & COMPANY/MN | 2.6M | $76.0M | 0.0% | 1.2% | -0.5% |
| 7 | FLPUTNAM INVESTMENT MANAGEMENT CO | 2.3M | $66.2M | 0.8% | 1.1% | -5.0% |
| 8 | MORGAN STANLEY | 2.3M | $65.9M | 0.0% | 1.1% | -0.5% |
| 9 | HighTower Advisors, LLC | 2.2M | $63.0M | 0.1% | 1% | +5.7% |
| 10 | Focus Partners Wealth | 2.0M | $59.0M | 0.1% | 1% | +132.0% |
| 11 | BANK OF AMERICA CORP /DE/ | 1.9M | $56.2M | 0.0% | 0.9% | -10.2% |
| 12 | TRUIST FINANCIAL CORP | 1.9M | $55.3M | 0.1% | 0.9% | +4.3% |
| 13 | DAGCO, INC. | 1.8M | $53.3M | 9.9% | 0.9% | +6.0% |
| 14 | Wealthspire Advisors, LLC | 1.7M | $48.6M | 0.3% | 0.8% | +17444.2% |
| 15 | OSAIC HOLDINGS, INC. | 1.6M | $46.4M | 0.1% | 0.8% | -36.0% |
| 16 | Gerber Kawasaki Wealth & Investment Management | 1.6M | $46.4M | 1.2% | 0.8% | +13.3% |
| 17 | ROYAL BANK OF CANADA | 1.6M | $46.0M | 0.0% | 0.8% | +8.9% |
| 18 | Quent Capital, LLC | 1.4M | $41.3M | 2.5% | 0.7% | +9.8% |
| 19 | ASSETMARK, INC | 1.4M | $39.8M | 0.1% | 0.6% | +25.2% |
| 20 | CASTLEARK MANAGEMENT LLC | 1.3M | $38.7M | 1.0% | 0.6% | 0.0% |
| 21 | HHM Wealth Advisors, LLC | 1.3M | $37.7M | 3.8% | 0.6% | -0.7% |
| 22 | Triad Wealth Partners, LLCNEW | 1.0M | $29.3M | 1.7% | 0.5% | new |
| 23 | Alliance Wealth Advisors, LLC /UT | 983,283 | $28.5M | 5.4% | 0.5% | +28.8% |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | 942,567 | $27.3M | 1.3% | 0.4% | -8.5% |
| 25 | RAYMOND JAMES FINANCIAL INC | 890,275 | $25.8M | 0.0% | 0.4% | +0.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.