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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.9K- 4.84% |
$54.9K - $55.4K
|
37.3K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-33- 0.03% |
$954 - $964
|
98.8K
$2.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7.3K- 45.75% |
$211K - $213K
|
8.66K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.21KNew |
$64K - $64.7K
|
2.21K
$64.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.55K- 21.06% |
$44.7K - $45.2K
|
5.8K
$169K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-390- 0.7% |
$11.3K - $11.4K
|
55.4K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-638- 4.57% |
$18.5K - $18.6K
|
13.3K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.6K- 2.56% |
$739K - $747K
|
971K
$28.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-180- 0.23% |
$5.21K - $5.26K
|
76.7K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.6K+ 6.66% |
$655K - $661K
|
362K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13K- 74.08% |
$377K - $381K
|
4.57K
$133K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.8KNew |
$1.09M - $1.1M
|
37.8K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-32K- 7.5% |
$926K - $935K
|
395K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.11K- 5.02% |
$90.1K - $91K
|
58.9K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-5.39K- 8.88% |
$156K - $157K
|
55.3K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
799+ 0.48% |
$23.1K - $23.3K
|
169K
$4.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-250- 2.31% |
$7.23K - $7.31K
|
10.6K
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
34.9K+ 120.19% |
$1.01M - $1.02M
|
64K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
597+ 5.53% |
$17.3K - $17.4K
|
11.4K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-586- 0.81% |
$16.9K - $17.1K
|
71.4K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
9.42K+ 4.44% |
$272K - $275K
|
222K
$6.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-568- 3.46% |
$16.4K - $16.6K
|
15.9K
$463K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
323K+ 34072.5% |
$9.35M - $9.45M
|
324K
$9.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
15K+ 3.23% |
$434K - $439K
|
480K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-25.4K- 64.52% |
$735K - $743K
|
14K
$408K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 3.65% |
$110K - $112K
|
101K
$2.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.92K+ 98600.0% |
$171K - $173K
|
5.92K
$173K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15K+ 5.61% |
$433K - $437K
|
282K
$8.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
591KNew |
$17.1M - $17.3M
|
591K
$17.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
28.8KNew |
$833K - $842K
|
28.8K
$842K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
440K+ 16.35% |
$12.7M - $12.9M
|
3.13M
$91.5M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60.8K+ 15.74% |
$1.76M - $1.78M
|
447K
$13.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.68K+ 7.12% |
$193K - $195K
|
101K
$2.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-17.3K- 55.99% |
$499K - $504K
|
13.6K
$396K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.66K+ 1.81% |
$76.8K - $77.6K
|
149K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.97K- 0.27% |
$56.9K - $57.5K
|
725K
$21.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.72K+ 2572.8% |
$194K - $196K
|
6.98K
$204K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
25.8K+ 6.97% |
$746K - $754K
|
396K
$11.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-83.2K- 11.58% |
$2.41M - $2.43M
|
635K
$18.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-68.2K- 43.75% |
$1.97M - $1.99M
|
87.7K
$2.56M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
23.8KNew |
$686K - $697K
|
23.8K
$694K
|
|
|
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 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
|
|