Steward Partners Investment Advisory, LLC Spdr Portfolio Short Term Trea Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 653,953 shares of SPTS stock, worth $19.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

653,953

Previous 585,514 11.69%

Holding current value

$19.1 Million

Previous $17.1 Million 11.8%

% of portfolio

0.12%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$29.12 - $29.34 $1.99 Million - $2.01 Million	68,439 Added 11.69%	653,953 $19.2 Million
Q2 2025 Aug 12, 2025	BUY	$29.07 - $29.38 $16.3 Million - $16.5 Million	562,251 Added 2416.93%	585,514 $17.1 Million
Q1 2025 May 13, 2025	BUY	$28.92 - $29.24 $151,309 - $152,983	5,232 Added 29.02%	23,263 $680,000
Q4 2024 Feb 06, 2025	BUY	$28.88 - $29.33 $492,692 - $500,369	17,060 Added 1756.95%	18,031 $523,000
Q3 2024 Nov 14, 2024	BUY	$28.75 - $29.46 $20,153 - $20,651	701 Added 259.63%	971 $28,000

Q3 2023 Nov 13, 2023	BUY	$28.66 - $28.88 $7,738 - $7,797	270 New	270 $7,000
Q1 2023 May 15, 2023	BUY	$28.64 - $29.36 $3,551 - $3,640	124 New	124 $3,000
Q3 2022 Nov 10, 2022	BUY	$28.84 - $29.57 $104,314 - $106,954	3,617 Added 1934.22%	3,804 $110,000
Q2 2022 Aug 04, 2022	BUY	$29.16 - $29.7 $5,452 - $5,553	187 New	187 $6,000
Q4 2021 Feb 08, 2022	SELL	$30.42 - $30.64 $1,916 - $1,930	-63 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$30.62 - $30.7 $1,929 - $1,934	63 New	63 $2,000
Q1 2021 May 14, 2021	SELL	$30.64 - $30.7 $735 - $736	-24 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$30.65 - $30.71 $10,727 - $10,748	-350 Reduced 93.58%	24 $1,000
Q3 2020 Oct 30, 2020	BUY	$30.69 - $30.73 $736 - $737	24 Added 6.86%	374 $11,000
Q1 2020 Apr 29, 2020	BUY	$29.96 - $30.72 $10,486 - $10,752	350 New	350 $10,000

Others Institutions Holding SPTS

# of Institutions

442

Shares Held

169M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM TREA

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Steward Partners Investment Advisory, LLC Spdr Portfolio Short Term Trea Transaction History