Public ownership evidence

State Street SPDR Portfolio Short Term Treasury ETF (SPTS) Ownership Disclosures

Read SPTS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR Portfolio Short Term Treasury ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
29,365
Value (USD)
$858,631
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPTS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPTS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2929,365$858,631None
HORAN Wealth, LLC2026-06-302026-08-2723,771$689,584None
Principia Wealth Advisory, LLC2026-06-302026-08-27257$7,456None
Principia Wealth Advisory, LLC2026-03-312026-08-27411,891$12,018,801None
Brown Financial Advisors2026-06-302026-08-2719,921$577,908None
Layline Advisors, LLC2026-06-302026-08-2119,206$557,180None
Rehmann Capital Advisory Group2026-06-302026-08-2128,589$829,366None
Kingsview Wealth Management, LLC2026-06-302026-08-20309,625$8,982,216None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20348,746$10,117,108None
Beacon Pointe Advisors, LLC2026-06-302026-08-19163,912$4,755,073None
Orion Capital Management LLC2026-06-302026-08-19251$7,282None
Strive Financial Group ,LLC2026-06-302026-08-1856$1,625None
Coastal Bridge Advisors, LLC2026-06-302026-08-1823,890$693,055None
Triton Financial Group Inc2026-06-302026-08-1815,930$462,129None
Comprehensive Money Management Services LLC2026-06-302026-08-1825,812$748,806None
Empowered Funds, LLC2026-06-302026-08-18302,600$8,750,078None
Transamerica Financial Advisors, LLC2026-06-302026-08-1816,527$479,464None
Equitable Holdings, Inc.2026-06-302026-08-18610,499$17,710,577None
Proficio Capital Partners LLC2026-06-302026-08-186,991,445$202,821,819None
Independence Wealth Advisors, LLC2026-06-302026-08-15405,465$11,762,550None
AMERIFLEX GROUP, INC.2026-06-302026-08-152,689$77,999None
Teucrium Investment Advisors, LLC2026-06-302026-08-1581,665$2,361,451None
Synergy Investment Management, LLC2026-06-302026-08-153,581$103,883None
Synergy Investment Management, LLC2026-06-302026-08-158,132$235,912None
SEI INVESTMENTS CO2026-06-302026-08-15398,443$11,558,831None
Glen Eagle Advisors, LLC2026-06-302026-08-15746,935$21,668,595None
Modern Wealth Management, LLC2026-06-302026-08-15615,950$17,868,706None
Modern Wealth Management, LLC2026-06-302026-08-15299$8,674None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15671,071$19,481,203None
Vantage Point Financial LLC2026-06-302026-08-1517,681$512,926None
Nemes Rush Group LLC2026-06-302026-08-1512,270$355,943None
Lifeworks Advisors, LLC2026-06-302026-08-157,989$231,757None
ENTREWEALTH, LLC2026-06-302026-08-15104,843$3,029,962None
Ameritas Advisory Services, LLC2026-06-302026-08-1544,673$1,295,959None
WCG Wealth Advisors LLC2026-06-302026-08-1560,022$1,741,236None
Western Wealth Management, LLC2026-06-302026-08-15105,618$3,063,970None
Foundations Investment Advisors, LLC2026-06-302026-08-15267,736$7,767,027None
JT Stratford LLC2026-06-302026-08-15163,954$4,756,317None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,347$416,206None
OSAIC HOLDINGS, INC.2026-06-302026-08-1523,481$681,183None
OSAIC HOLDINGS, INC.2026-06-302026-08-15340,304$9,872,207None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,221,404$35,432,835None
Betterment LLC2026-06-302026-08-1535,532$1,031,000None
AIMZ Investment Advisors, LLC2026-06-302026-08-1512,282$356,301None
FLOW TRADERS U.S. LLC2026-06-302026-08-1596,007$2,785,000None
GTS SECURITIES LLC2026-06-302026-08-1517,779$515,769None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1585,154$2,470,318None
Medallion Wealth Advisors, LLC2026-06-302026-08-1573$2,118None
Waverly Advisors, LLC2026-06-302026-08-15257,034$7,456,562None
&PARTNERS2026-06-302026-08-1520,574$596,843None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗HORAN Wealth, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Brown Financial Advisors ↗Layline Advisors, LLC ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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