Purchases and Sales Made in Q4 2025 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO SHORT TERM TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
371K+ 32.51% |
$10.9M - $10.9M
|
1.51M
$44.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
179K+ 226.81% |
$5.22M - $5.25M
|
258K
$7.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
155KNew |
$4.53M - $4.56M
|
155K
$4.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145K+ 3576.67% |
$4.24M - $4.26M
|
149K
$4.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
97.3KNew |
$2.84M - $2.86M
|
97.3K
$2.85M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
96.9K+ 43.38% |
$2.83M - $2.85M
|
320K
$9.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
77.2KNew |
$2.26M - $2.27M
|
77.2K
$2.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
68.1K+ 1.97% |
$1.99M - $2M
|
3.52M
$103M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
58.2K+ 82.99% |
$1.7M - $1.71M
|
128K
$3.75M
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
56.2K+ 28.52% |
$1.64M - $1.65M
|
253K
$7.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
45.2K+ 12.56% |
$1.32M - $1.33M
|
405K
$11.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
44.1K+ 4.68% |
$1.29M - $1.3M
|
985K
$28.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
40KNew |
$1.17M - $1.18M
|
40K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
39.6K+ 5.04% |
$1.16M - $1.16M
|
825K
$24.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
30.7K+ 269.26% |
$896K - $901K
|
42.1K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
27.3K+ 2.87% |
$797K - $801K
|
978K
$28.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27K+ 3.17% |
$789K - $793K
|
878K
$25.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
24K+ 4.31% |
$703K - $707K
|
582K
$17M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
22.9K+ 5.41% |
$670K - $674K
|
447K
$13.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
18.5KNew |
$540K - $543K
|
18.5K
$541K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.9K+ 24.29% |
$522K - $525K
|
91.4K
$2.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14.3K+ 14.26% |
$418K - $420K
|
115K
$3.35M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
14.2KNew |
$414K - $416K
|
14.2K
$415K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13.8KNew |
$402K - $404K
|
13.8K
$403K
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
13.5K+ 31.84% |
$394K - $396K
|
55.8K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12K+ 4.88% |
$350K - $352K
|
257K
$7.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.2K+ 1.32% |
$328K - $330K
|
859K
$25.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10K+ 59.24% |
$292K - $294K
|
26.9K
$787K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.72KNew |
$255K - $256K
|
8.72K
$255K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.51KNew |
$220K - $221K
|
7.51K
$220K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.05K+ 12.58% |
$206K - $207K
|
63K
$1.84M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.98KNew |
$204K - $205K
|
6.98K
$204K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.92K+ 1.09% |
$173K - $174K
|
550K
$16.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.74K+ 20.84% |
$139K - $139K
|
27.5K
$804K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.52K+ 19.42% |
$103K - $104K
|
21.7K
$634K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.97K+ 11.47% |
$86.9K - $87.4K
|
28.9K
$846K
|
|
|
Jan 23, 2026
Q4 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.12K+ 1.48% |
$61.9K - $62.2K
|
145K
$4.24M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.77K+ 6.43% |
$51.6K - $51.9K
|
29.2K
$855K
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 1.76% |
$39.7K - $39.9K
|
78.4K
$2.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
677+ 0.6% |
$19.8K - $19.9K
|
113K
$3.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
626+ 40.76% |
$18.3K - $18.4K
|
2.16K
$63.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
345New |
$10.1K - $10.1K
|
345
$10.1K
|
|
|
Jan 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
248+ 3.51% |
$7.25K - $7.29K
|
7.32K
$214K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
216+ 4.92% |
$6.31K - $6.35K
|
4.6K
$135K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
210New |
$6.14K - $6.17K
|
210
$6.14K
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
201+ 2.18% |
$5.88K - $5.91K
|
9.4K
$275K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
188New |
$5.5K - $5.53K
|
188
$5.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
173+ 1.73% |
$5.06K - $5.08K
|
10.2K
$298K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12New |
$351 - $353
|
12
$351
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
4+ 0.01% |
$117 - $118
|
41.4K
$1.21M
|
|