13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SPTS

SPDR Portfolio Short Term Trea

449 institutions still hold SPDR Portfolio Short Term Trea as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468r101·449 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.2%
vs prior quarter
13F value held
$2.3B
57.0% inst. owned
of float
Holders
449
-108 QoQ
filers reporting
Activity
+55 / −105
+974 added · −918 reduced
this quarter
Concentration
16.44%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q1 2026

449 institutions reported SPTS in Q1 2026. STATE STREET CORP leads at 16.4% of the visible book. -108 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
STATE STREET CORP
CIK 0000093751
$372M12.7M0.01%Q1 202602
GLOBALT Investments LLC / GA
CIK 0002011891
$296M10.1M10.55%Q1 202603
LPL Financial LLC
CIK 0001403438
$264M9.1M0.07%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$167M5.7M0.04%Q1 202605
Members Trust Co
CIK 0001677560
$110M3.8M3.66%Q1 202606
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$103M3.5M14.26%Q1 202607
Cerity Partners LLC
CIK 0001566475
$91M3.1M0.13%Q1 202608
EVERMAY WEALTH MANAGEMENT LLC
CIK 0001066816
$90M3.1M10.03%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$77M2.6M0.01%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$73M2.5M0.11%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$73M2.5M0.02%Q1 202612
BANK OF NOVA SCOTIA
CIK 0000009631
$71M2.4M0.12%Q1 202613
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$70M2.4M1.04%Q1 202614
MORGAN STANLEY
CIK 0000895421
$67M2.3M0.00%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$63M2.2M0.00%Q1 202616
Modern Wealth Management, LLC
CIK 0002001900
$60M2.1M1.03%Q1 202617
HighTower Advisors, LLC
CIK 0001462245
$60M2.1M0.06%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$53M1.8M0.07%Q1 202619
Portland Global Advisors LLC
CIK 0001504941
$51M1.7M5.43%Q1 202620
1888 Investments, LLC
CIK 0001885092
$51M1.7M80.59%Q1 2026
Page 1 of 23
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