Who Owns SPDR Portfolio Short Term Treasury ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SPDR Portfolio Short Term Treasury ETF.
Who crossed 5% of SPTS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Heartwood Wealth Advisors LLCETF1M shadded | $29.5M |
| Boston Standard Wealth Management, LLCST SHO TREAS ETF948.3K shadded | $27.2M |
| Gradient Investments LLCST SHO TREAS ETF707.7K shadded | $20.3M |
| Farther Finance Advisors, LLCETF372.1K shadded | $10.7M |
| Apella Capital, LLCST SHO TREAS ETF307.7K shtrimmed | $8.8M |
| INTEGRATED CAPITAL MANAGEMENT, INC.ST SHO TREAS ETF233.6K shadded | $6.7M |
| SigFig Wealth Management, LLCST SHO TREAS ETF78.9K shtrimmed | $2.3M |
| Tactive Advisors, LLCST SHO TREAS ETF67.2K shadded | $1.9M |
| Successful Portfolios LLCST SHO TREAS ETF41.6K shtrimmed | $1.2M |
| PUFF WEALTH MANAGEMENT, LLCST SHO TREAS ETF34.2K shadded | $981.6K |
| Acropolis Investment Management, LLCST SHO TREAS ETF15.2K shadded | $435.4K |
| First Heartland Consultants, Inc.PORTFOLIO SH TSR9K shtrimmed | $256.7K |
| Financial Enhancement Group LLCST SHO TREAS ETF8.6K shtrimmed | $247.7K |
| CoreCap Advisors, LLCETF7.4K shtrimmed | $212.4K |
| Wealth Enhancement Trust Services, Inc.ST SHO TREAS ETF2.9K shtrimmed | $84K |
| Retirement Wealth Solutions LLCST SHO TREAS ETF2.8K shadded | $80.8K |
| EASTERN BANKST SHO TREAS ETF2.8K shadded | $79.3K |
| Investors Research CorpST SHO TREAS ETF735 shheld | $21.1K |
| Aventus Investment Advisors, Inc.ETF672 shtrimmed | $19.3K |
| GK Wealth Management LLCST SHO TREAS ETF299 sh— | $8.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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