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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
17.9KNew |
$513K - $526K
|
17.9K
$522K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.63KNew |
$46.6K - $47.7K
|
1.63K
$47.3K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
124New |
$3.55K - $3.64K
|
124
$3.61K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2- 0.01% |
$57.3 - $58.7
|
20.3K
$590K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.9K+ 6.69% |
$312K - $320K
|
173K
$5.05M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.2K- 63.73% |
$120K - $123K
|
2.39K
$69.5K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13.4K- 46.56% |
$385K - $395K
|
15.4K
$449K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$77.6K - $79.6K
|
2.71K
$78.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-101- 0.03% |
$2.89K - $2.97K
|
295K
$8.58M
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.4K+ 2.05% |
$40.1K - $41.1K
|
69.7K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
241New |
$6.9K - $7.08K
|
241
$7.01K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.11K- 32.3% |
$118K - $121K
|
8.62K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36.6KNew |
$1.05M - $1.08M
|
36.6K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
377New |
$10.8K - $11.1K
|
377
$11K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
70.7KNew |
$2.02M - $2.08M
|
70.7K
$2.06M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 16.8% |
$389K - $394K
|
94.2K
$2.74M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
8.97KNew |
$257K - $261K
|
8.97K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-184K- 96.85% |
$5.29M - $5.36M
|
6K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.91K+ 1.4% |
$227K - $230K
|
572K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 17.38% |
$51.5K - $52.2K
|
8.53K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.04K+ 5.05% |
$29.7K - $30.1K
|
21.5K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.42% |
$1.09K - $1.1K
|
9.11K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.05K+ 100.0% |
$30.1K - $30.5K
|
2.1K
$61.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$53K - $53.7K
|
1.85K
$53.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$203K - $206K
|
7.07K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-10.7K- 39.0% |
$307K - $311K
|
16.7K
$486K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$288K - $292K
|
10K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
20KNew |
$574K - $582K
|
20K
$582K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
74New |
$2.12K - $2.15K
|
74
$2.15K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33.3KNew |
$955K - $968K
|
33.3K
$969K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
13New |
$373 - $378
|
13
$378
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
6.93KNew |
$199K - $201K
|
6.93K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$54.5K - $55.2K
|
1.9K
$55.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.26KNew |
$36K - $36.5K
|
1.26K
$36.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-161- 38.15% |
$4.62K - $4.68K
|
261
$7.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$71.7K - $72.6K
|
2.5K
$72.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-341K- 10.91% |
$9.8M - $9.93M
|
2.79M
$81.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
83.2KNew |
$2.39M - $2.42M
|
83.2K
$2.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
805New |
$23.1K - $23.4K
|
805
$23.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
220KNew |
$6.31M - $6.4M
|
220K
$6.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-620- 39.74% |
$17.8K - $18K
|
940
$27.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-30- 24.59% |
$861 - $872
|
92
$2.68K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
11.5KNew |
$330K - $334K
|
11.5K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.83K+ 25.87% |
$138K - $140K
|
23.5K
$683K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
319+ 44.37% |
$9.16K - $9.27K
|
1.04K
$30.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
69.2KNew |
$1.99M - $2.01M
|
69.2K
$2.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8.25K- 32.71% |
$237K - $240K
|
17K
$494K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
42New |
$1.21K - $1.22K
|
42
$1.22K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
298New |
$8.55K - $8.66K
|
298
$8.67K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-249K- 81.74% |
$7.15M - $7.24M
|
55.7K
$1.62M
|
|