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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.35K+ 2.37% |
$212K - $215K
|
317K
$9.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
170+ 1.7% |
$4.91K - $4.99K
|
10.2K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.3K+ 26.87% |
$298K - $303K
|
48.8K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
5.92K+ 2.87% |
$171K - $174K
|
212K
$6.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-662- 8.09% |
$19.1K - $19.4K
|
7.52K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
25KNew |
$722K - $733K
|
25K
$726K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.3KNew |
$355K - $360K
|
12.3K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.1KNew |
$523K - $531K
|
18.1K
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.7K+ 699.48% |
$626K - $636K
|
24.8K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.41K- 99.89% |
$156K - $159K
|
6
$174
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.94K+ 9.05% |
$172K - $174K
|
71.6K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
33.5K+ 29.08% |
$967K - $982K
|
149K
$4.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-5.89K- 2.46% |
$170K - $173K
|
234K
$6.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-38.6K- 21.06% |
$1.11M - $1.13M
|
145K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-30.8K- 10.78% |
$888K - $902K
|
255K
$7.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
13.2KNew |
$380K - $386K
|
13.2K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.87K+ 3.23% |
$227K - $231K
|
251K
$7.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.93K+ 3.22% |
$84.6K - $86K
|
93.9K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-91.9K- 19.38% |
$2.65M - $2.69M
|
382K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45- 0.41% |
$1.3K - $1.32K
|
11K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.64K- 12.97% |
$163K - $165K
|
37.8K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.54K+ 5.6% |
$44.6K - $45.3K
|
29.1K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.64K+ 17.86% |
$76.2K - $77.4K
|
17.4K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
105KNew |
$3.03M - $3.08M
|
105K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15.3K- 67.42% |
$441K - $448K
|
7.38K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08K+ 11.34% |
$31.1K - $31.6K
|
10.6K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.04K+ 5.45% |
$58.8K - $59.7K
|
39.4K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.82K- 11.52% |
$52.5K - $53.4K
|
14K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-31.5K- 11.41% |
$910K - $924K
|
245K
$7.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.74K+ 1.36% |
$50.4K - $51.2K
|
130K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6.85K+ 28.2% |
$198K - $201K
|
31.1K
$903K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-577- 7.25% |
$16.7K - $16.9K
|
7.38K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-481- 2.84% |
$13.9K - $14.1K
|
16.4K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.44K- 5.44% |
$244K - $247K
|
147K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
78+ 0.08% |
$2.25K - $2.29K
|
98.8K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.14K- 7.43% |
$61.9K - $62.9K
|
26.7K
$776K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 7.52% |
$190K - $193K
|
94K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.5K- 3.88% |
$72.2K - $73.4K
|
62K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 10.04% |
$751 - $763
|
285
$8.27K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
669K+ 33.07% |
$19.3M - $19.6M
|
2.69M
$78.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.72K+ 19.02% |
$49.8K - $50.6K
|
10.8K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15New |
$433 - $440
|
15
$435
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
335+ 3.28% |
$9.67K - $9.83K
|
10.5K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.9K+ 40.13% |
$575K - $584K
|
69.5K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.6K- 3.87% |
$74.9K - $76.1K
|
64.4K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
150+ 1.15% |
$4.33K - $4.4K
|
13.2K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 1.4% |
$396K - $402K
|
997K
$28.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.95K- 18.39% |
$201K - $204K
|
30.8K
$895K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
17+ 0.2% |
$491 - $499
|
8.39K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
7.1KNew |
$205K - $208K
|
7.1K
$206K
|