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 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-927- 32.7% |
$26.7K - $27K
|
1.91K
$55.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.74K+ 2.44% |
$166K - $167K
|
241K
$7.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.8K+ 43.82% |
$514K - $520K
|
58.5K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
427New |
$12.3K - $12.5K
|
427
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
27.9KNew |
$804K - $813K
|
27.9K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
578New |
$16.7K - $16.9K
|
578
$16.9K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.3KNew |
$211K - $213K
|
7.3K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.3KNew |
$356K - $360K
|
12.3K
$361K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.3K- 67.3% |
$471K - $477K
|
7.94K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.6KNew |
$363K - $368K
|
12.6K
$369K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.57K- 51.56% |
$276K - $279K
|
9K
$263K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.07K+ 6.86% |
$30.9K - $31.3K
|
16.7K
$489K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$28.8 - $29.2
|
1
$29.3
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.06K- 97.97% |
$30.6K - $31K
|
22
$644
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.74% |
$86.5 - $87.5
|
410
$12K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
46+ 0.14% |
$1.33K - $1.34K
|
32.4K
$949K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
400New |
$11.5K - $11.7K
|
400
$11.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.44K- 12.49% |
$41.4K - $41.9K
|
10.1K
$294K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 7.48% |
$37.2K - $37.6K
|
16K
$467K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-858- 4.53% |
$24.7K - $25K
|
18.1K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
6.77K+ 2.17% |
$195K - $197K
|
318K
$9.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-6.56K- 42.37% |
$189K - $191K
|
8.92K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.34KNew |
$241K - $243K
|
8.34K
$244K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.48MNew |
$99.5M - $101M
|
3.48M
$102M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-213- 22.44% |
$6.09K - $6.19K
|
736
$21.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.7KNew |
$106K - $107K
|
3.7K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
255New |
$7.29K - $7.41K
|
255
$7.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5+ 1.4% |
$143 - $145
|
363
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-421- 4.47% |
$12K - $12.2K
|
9K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-730- 6.95% |
$20.9K - $21.2K
|
9.77K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
367New |
$10.5K - $10.7K
|
367
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.8KNew |
$1.02M - $1.04M
|
35.8K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.8KNew |
$336K - $342K
|
11.8K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.7KNew |
$449K - $456K
|
15.7K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.65K- 12.37% |
$47.2K - $48K
|
11.7K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.13K- 18.89% |
$147K - $149K
|
22K
$645K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-37.2K- 84.35% |
$1.06M - $1.08M
|
6.9K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.9K- 68.33% |
$426K - $433K
|
6.91K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-382- 1.13% |
$10.9K - $11.1K
|
33.5K
$981K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.26K- 15.15% |
$36.1K - $36.7K
|
7.07K
$207K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
315New |
$9.01K - $9.15K
|
315
$9.22K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-62.6K- 11.6% |
$1.79M - $1.82M
|
477K
$14M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.96K- 66.03% |
$56.1K - $57K
|
1.01K
$29.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.45KNew |
$98.5K - $100K
|
3.45K
$101K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
484New |
$13.8K - $14.1K
|
484
$14.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
790New |
$22.6K - $23K
|
790
$23.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.75K+ 21.52% |
$50.1K - $50.9K
|
9.89K
$289K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.06KNew |
$30.2K - $30.7K
|
1.06K
$30.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-181K- 74.54% |
$5.19M - $5.27M
|
62K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.75K- 2.41% |
$136K - $138K
|
192K
$5.62M
|
|