SPDR SERIES TRUST - PORTFOLIO SH TSR (SPTS)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / PORTFOLIO SH TSR
Total 13F shares
18,842,207
Share change
+628,682
Total reported value
$551,690,098
Price per share
$29.28
Number of holders
91
Value change
+$18,405,348
Number of buys
45
Number of sells
34

Institutional Holders of SPDR SERIES TRUST - PORTFOLIO SH TSR (SPTS) as of Q4 2025

As of 31 Dec 2025, SPDR SERIES TRUST - PORTFOLIO SH TSR (SPTS) was held by 91 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 18,842,207 shares. The largest 10 holders included Members Trust Co, EVERMAY WEALTH MANAGEMENT LLC, DAGCO, INC., HHM Wealth Advisors, LLC, WOODMONT INVESTMENT COUNSEL LLC, Crane Advisory, LLC, PARK AVENUE SECURITIES LLC, Heartwood Wealth Advisors LLC, Boston Standard Wealth Management, LLC, and Gradient Investments LLC. This page lists 95 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.