STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | 7.27% | 9.31% | #9 | $658.1M | 22.7M | $819.5M | 28.1M | -5.4M-19.22% | Reduce | |
| STATE STREET CORP | 0.01% | 0.01% | #283 | $403.2M | 13.9M | $372.0M | 12.7M | +1.1M+9.02% | Add | |
| GLOBALT Investments LLC / GA | 9.81% | 10.55% | #6 | $290.9M | 10.0M | $295.8M | 10.1M | -108,617-1.07% | Reduce | |
| LPL Financial LLC | 0.06% | 0.07% | #196 | $268.3M | 9.2M | $264.5M | 9.1M | +186,235+2.05% | Add | |
| Proficio Capital Partners LLC | 7.28% | 2.32% | #8 | $202.8M | 7.0M | $43.3M | 1.5M | +5.5M+376.39% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.04% | 0.04% | #219 | $176.7M | 6.1M | $166.9M | 5.7M | +371,785+6.50% | Add | |
| Financial Solutions Advisory Group, Inc. | 13.16% | 14.26% | #2 | $104.2M | 3.6M | $103.1M | 3.5M | +67,607+1.91% | Add | |
| EVERMAY WEALTH MANAGEMENT LLC | 10.03% | 10.03% | #4 | $97.4M | 3.4M | $90.5M | 3.1M | +257,061+8.29% | Add | |
| Cerity Partners LLC | 0.11% | 0.13% | #152 | $92.7M | 3.2M | $91.3M | 3.1M | +68,484+2.19% | Add | |
| AMERIPRISE FINANCIAL INC | 0.02% | 0.02% | #268 | $81.9M | 2.8M | $72.9M | 2.5M | +325,586+13.04% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #280 | $76.0M | 2.6M | $76.9M | 2.6M | -13,225-0.50% | Reduce | |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.79% | 1.05% | #72 | $66.2M | 2.3M | $70.2M | 2.4M | -120,827-5.03% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #338 | $65.9M | 2.3M | $43.9M | 1.5M | +772,201+51.55% | Add | |
| HighTower Advisors, LLC | 0.06% | 0.06% | #193 | $63.0M | 2.2M | $60.0M | 2.1M | +116,246+5.65% | Add | |
| Members Trust Co | 1.91% | 3.66% | #45 | $61.3M | 2.1M | $110.0M | 3.8M | -1.7M-43.99% | Reduce | |
| Focus Partners Wealth | 0.06% | 0.03% | #194 | $59.0M | 2.0M | $25.7M | 877,151 | +1.2M+131.98% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #334 | $56.2M | 1.9M | $63.0M | 2.2M | -220,494-10.22% | Reduce | |
| BANK OF NOVA SCOTIA | 0.08% | 0.12% | #172 | $55.7M | 1.9M | $71.3M | 2.4M | -536,605-21.98% | Reduce | |
| TRUIST FINANCIAL CORP | 0.07% | 0.07% | #190 | $55.3M | 1.9M | $53.3M | 1.8M | +79,104+4.33% | Add | |
| DAGCO, INC. | 9.86% | 10.97% | #5 | $53.3M | 1.8M | $50.6M | 1.7M | +104,178+6.01% | Add | |
| CAPE COD FIVE CENTS SAVINGS BANK | 3.96% | — | #23 | $48.7M | 1.7M | $0 | 0 | +1.7M | New Buy | |
| Wealthspire Advisors, LLC | 0.27% | <0.01% | #106 | $48.6M | 1.7M | $278,886 | 9,557 | +1.7M+17,444.23% | Add | |
| OSAIC HOLDINGS, INC. | 0.05% | 0.11% | #204 | $46.4M | 1.6M | $73.0M | 2.5M | -900,613-36.02% | Reduce | |
| Gerber Kawasaki Wealth & Investment Management | 1.24% | 1.31% | #58 | $46.4M | 1.6M | $41.3M | 1.4M | +187,644+13.30% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #314 | $46.0M | 1.6M | $42.5M | 1.5M | +130,177+8.94% | Add | |
| Portland Global Advisors LLC | 4.19% | 5.43% | #21 | $44.1M | 1.5M | $51.0M | 1.7M | -225,313-12.90% | Reduce | |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5.54% | 5.21% | #14 | $41.7M | 1.4M | $38.0M | 1.3M | +135,777+10.42% | Add | |
| Quent Capital, LLC | 2.52% | 2.68% | #36 | $41.3M | 1.4M | $37.8M | 1.3M | +127,596+9.84% | Add | |
| ASSETMARK, INC | 0.07% | 0.07% | #188 | $39.8M | 1.4M | $31.9M | 1.1M | +275,776+25.19% | Add | |
| CASTLEARK MANAGEMENT LLC | 1.04% | 1.29% | #64 | $38.7M | 1.3M | $38.9M | 1.3M | 00.00% | Unchanged | |
| HHM Wealth Advisors, LLC | 3.78% | 4.39% | #24 | $37.7M | 1.3M | $38.2M | 1.3M | -9,269-0.71% | Reduce | |
| WOODMONT INVESTMENT COUNSEL LLC | 1.85% | 1.93% | #50 | $34.0M | 1.2M | $31.3M | 1.1M | +97,769+9.11% | Add | |
| Heartwood Wealth Advisors LLC | 2.29% | 2.57% | #38 | $29.4M | 1.0M | $29.4M | 1.0M | +5,515+0.55% | Add | |
| Triad Wealth Partners, LLC | 1.72% | — | #52 | $29.3M | 1.0M | $0 | 0 | +1.0M | New Buy | |
| Crane Advisory, LLC | 4.14% | 4.31% | #22 | $28.8M | 995,137 | $28.8M | 988,122 | +7,015+0.71% | Add | |
| Alliance Wealth Advisors, LLC /UT | 5.38% | 4.82% | #16 | $28.5M | 983,283 | $22.3M | 763,553 | +219,730+28.78% | Add | |
| 1888 Investments, LLC | 50.36% | 80.59% | #1 | $28.4M | 980,110 | $50.8M | 1.7M | -759,990-43.68% | Reduce | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.3% | 1.83% | #56 | $27.3M | 942,567 | $30.1M | 1.0M | -87,533-8.50% | Reduce | |
| Boston Standard Wealth Management, LLC | 3.76% | 4.06% | #25 | $25.9M | 895,179 | $24.8M | 852,998 | +42,181+4.95% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #313 | $25.8M | 890,275 | $25.9M | 887,602 | +2,673+0.30% | Add | |
| PARK AVENUE SECURITIES LLC | 0.16% | 0.2% | #140 | $25.2M | 867,455 | $25.1M | 861,222 | +6,233+0.72% | Add | |
| Nelson Capital Management, LLC | 2.75% | 3.14% | #33 | $25.1M | 864,508 | $25.7M | 880,170 | -15,662-1.78% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #342 | $23.7M | 818,168 | $22.7M | 777,062 | +41,106+5.29% | Add | |
| WorthPointe, LLC | 5.49% | 5.52% | #15 | $21.9M | 753,673 | $20.4M | 698,778 | +54,895+7.86% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #364 | $21.7M | 748,662 | $25.7M | 881,708 | -133,046-15.09% | Reduce | |
| Glen Eagle Advisors, LLC | 2.73% | 2.6% | #34 | $21.7M | 746,935 | $18.6M | 636,148 | +110,787+17.42% | Add | |
| ST GERMAIN D J CO INC | 0.75% | 0.74% | #76 | $20.7M | 714,150 | $18.8M | 643,329 | +70,821+11.01% | Add | |
| Cetera Investment Advisers | 0.02% | 0.03% | #261 | $20.3M | 700,755 | $23.8M | 816,596 | -115,841-14.19% | Reduce | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.35% | 0.46% | #97 | $20.2M | 696,181 | $21.3M | 731,553 | -35,372-4.84% | Reduce | |
| Gradient Investments LLC | 0.28% | 0.28% | #105 | $20.2M | 695,270 | $18.0M | 617,404 | +77,866+12.61% | Add |