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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.71KClosed |
$52.4K - $52.5K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-68KClosed |
$2.08M - $2.09M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 27, 2020
Q3 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-35.1KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Insights, Inc.
|
SELL
|
- |
-30.7KClosed |
$942K - $943K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.63K- 4.96% |
$80.7K - $80.9K
|
50.5K
$1.47M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-7.07KClosed |
$217K - $217K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700Closed |
$21.5K - $21.5K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$356K - $356K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4KClosed |
$321K - $321K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.81KClosed |
$209K - $209K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-305Closed |
$9.36K - $9.37K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.32KClosed |
$40.5K - $40.6K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.57KClosed |
$232K - $233K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150K+ 1101.15% |
$4.6M - $4.61M
|
164K
$4.78M
|
|
|
Aug 14, 2020
Q2 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-42.7KClosed |
$1.31M - $1.31M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-168KClosed |
$5.15M - $5.16M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-18.3KClosed |
$561K - $563K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hikari Power LTD
|
SELL
|
- |
-310KClosed |
$9.49M - $9.51M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-29.3KClosed |
$898K - $900K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-131KClosed |
$4.01M - $4.02M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Gratus Capital LLC
|
SELL
|
- |
-43KClosed |
$1.32M - $1.32M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-125KClosed |
$3.83M - $3.84M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-7.59KClosed |
$233K - $233K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Congress Asset Management CO
|
SELL
|
- |
-26KClosed |
$796K - $798K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7KClosed |
$214K - $215K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-15.6KClosed |
$478K - $480K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.2KClosed |
$282K - $283K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-149KClosed |
$4.56M - $4.57M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-27.1KClosed |
$830K - $833K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-404KClosed |
$12.4M - $12.4M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
325New |
$9.74K - $9.98K
|
325
$9.5K
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.51KClosed |
$45.3K - $46.5K
|
0
$0
|
|
|
Dec 18, 2020
Q1 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10KClosed |
$301K - $308K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-371Closed |
$11.1K - $11.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7.07KClosed |
$212K - $217K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-113Closed |
$3.39K - $3.47K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1Closed |
$30 - $30.7
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.08KClosed |
$242K - $248K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-8.77KClosed |
$263K - $269K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4KClosed |
$41.9K - $43K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.69KClosed |
$290K - $292K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-14.1KClosed |
$421K - $423K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 05, 2019
Q3 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$2.99K - $3K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.05KClosed |
$61.2K - $61.5K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.74KClosed |
$201K - $202K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
St. James Investment Company, LLC
|
SELL
|
- |
-14.2KClosed |
$423K - $425K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.29KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-204Closed |
N/A
|
0
$0
|
|