Latest Institutional Transactions on Spdr Portfolio Short Term Trea (SPTS)
This table provides information on the latest institutional transactions involving Spdr Portfolio Short Term Trea (SPTS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-579K- 52.36% |
$16.7M - $17M
|
527K
$15.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
28.2KNew |
$814K - $827K
|
28.2K
$824K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
24New |
$693 - $704
|
24
$701
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-577- 7.25% |
$16.7K - $16.9K
|
7.38K
$216K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
162New |
$4.68K - $4.75K
|
162
$4.73K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.06K+ 4.77% |
$30.5K - $31K
|
23.2K
$679K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12K+ 44.3% |
$347K - $353K
|
39.2K
$1.14M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.6K+ 65.99% |
$943K - $957K
|
82.1K
$2.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.32KNew |
$38.1K - $38.7K
|
1.32K
$38.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.55K- 21.95% |
$73.6K - $74.7K
|
9.06K
$265K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.5KNew |
$506K - $514K
|
17.5K
$512K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.11K- 3.98% |
$60.9K - $61.9K
|
50.9K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
684+ 5.38% |
$19.8K - $20.1K
|
13.4K
$391K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
104KNew |
$3M - $3.05M
|
104K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.1K- 9.73% |
$408K - $414K
|
131K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.32K- 8.98% |
$125K - $127K
|
43.8K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.73KNew |
$281K - $285K
|
9.73K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
121K+ 5.43% |
$3.5M - $3.56M
|
2.36M
$68.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
22.9K+ 7.29% |
$662K - $673K
|
338K
$9.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.72K+ 38.1% |
$49.8K - $50.5K
|
6.25K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.52K+ 95.54% |
$246K - $250K
|
17.4K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.73K- 33.58% |
$108K - $109K
|
7.37K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.62K- 15.64% |
$46.7K - $47.5K
|
8.73K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.4K+ 2.88% |
$473K - $480K
|
585K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-59.1K- 11.89% |
$1.71M - $1.73M
|
438K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.47KNew |
$216K - $219K
|
7.47K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55K- 21.08% |
$1.59M - $1.61M
|
206K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
14.2KNew |
$411K - $417K
|
14.2K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.44K- 13.77% |
$244K - $248K
|
52.9K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-42.7K- 0.35% |
$1.23M - $1.25M
|
12M
$351M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.2K- 9.67% |
$382K - $388K
|
124K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-715K- 3.19% |
$20.6M - $21M
|
21.7M
$634M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16K+ 1.67% |
$462K - $469K
|
972K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.3KNew |
$153K - $155K
|
5.3K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-337K- 13.85% |
$9.74M - $9.89M
|
2.1M
$61.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.37M+ 15.68% |
$39.5M - $40.1M
|
10.1M
$295M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-17.3K- 15.53% |
$499K - $506K
|
93.9K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
222+ 2.77% |
$6.41K - $6.51K
|
8.23K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.6KNew |
$624K - $634K
|
21.6K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
16.3KNew |
$470K - $477K
|
16.3K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
251New |
$7.25K - $7.36K
|
251
$7.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-44- 11.55% |
$1.27K - $1.29K
|
337
$9.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
608KNew |
$17.6M - $17.8M
|
608K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30.4K+ 19.25% |
$879K - $893K
|
189K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 1.46% |
$462 - $469
|
1.12K
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.13K- 37.9% |
$206K - $209K
|
11.7K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.65K- 24.94% |
$192K - $195K
|
20K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-697K- 30.3% |
$20.1M - $20.4M
|
1.6M
$46.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.1K- 31.12% |
$292K - $297K
|
22.4K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.52K- 23.8% |
$131K - $133K
|
14.5K
$423K
|