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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 38.89% |
$805 - $825
|
100
$2.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.41K- 3.64% |
$184K - $189K
|
170K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 3.12% |
$102K - $104K
|
110K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.02K- 4.21% |
$173K - $177K
|
137K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
149KNew |
$4.29M - $4.39M
|
149K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.3K+ 194.27% |
$556K - $569K
|
29.3K
$849K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-198K- 8.12% |
$5.68M - $5.82M
|
2.23M
$64.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
191K+ 541.79% |
$5.49M - $5.63M
|
226K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87- 0.14% |
$2.5K - $2.56K
|
61.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
677K+ 5.96% |
$19.5M - $20M
|
12M
$349M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119K+ 37.17% |
$3.43M - $3.52M
|
441K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
8.48KNew |
$244K - $250K
|
8.48K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.1K+ 47.25% |
$175K - $180K
|
19K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-40.2K- 74.62% |
$1.15M - $1.18M
|
13.7K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
173+ 20.87% |
$4.97K - $5.1K
|
1K
$29.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.72K- 20.97% |
$279K - $286K
|
36.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
781New |
$22.5K - $23K
|
781
$22.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31.1K+ 6.67% |
$894K - $916K
|
497K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-135K- 70.44% |
$3.87M - $3.97M
|
56.5K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-916- 18.49% |
$26.3K - $27K
|
4.04K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53.5K+ 51.13% |
$1.54M - $1.58M
|
158K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.46K+ 60.79% |
$157K - $161K
|
14.4K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.4K- 10.78% |
$386K - $396K
|
111K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-529K- 17.83% |
$15.2M - $15.6M
|
2.44M
$70.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-10.2K- 3.17% |
$292K - $299K
|
310K
$9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2M+ 173.66% |
$409M - $419M
|
22.4M
$650M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.3K- 3.46% |
$2.37M - $2.43M
|
2.3M
$66.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
67.2K+ 33.16% |
$1.93M - $1.98M
|
270K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
15K+ 128.1% |
$430K - $441K
|
26.7K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-534K- 97.18% |
$15.3M - $15.7M
|
15.5K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
391+ 0.78% |
$11.2K - $11.5K
|
50.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20.1K+ 19.01% |
$579K - $593K
|
126K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
226K+ 113.14% |
$6.5M - $6.66M
|
426K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-229K- 91.49% |
$6.59M - $6.76M
|
21.3K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$31.6K - $32.4K
|
1.1K
$31.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
553KNew |
$15.9M - $16.3M
|
553K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.02KNew |
$231K - $236K
|
8.02K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-572- 5.24% |
$16.4K - $16.9K
|
10.3K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12KNew |
$346K - $355K
|
12K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-841- 10.24% |
$24.2K - $24.8K
|
7.37K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.2K+ 733.51% |
$121K - $124K
|
4.78K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
74.8K+ 15.13% |
$2.15M - $2.2M
|
569K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
86.8K+ 9.22% |
$2.49M - $2.56M
|
1.03M
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-192K- 91.89% |
$5.52M - $5.65M
|
16.9K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.8K+ 8.65% |
$80.4K - $82.4K
|
35.1K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
90.2K+ 128.9% |
$2.59M - $2.66M
|
160K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
23.1K+ 7.91% |
$663K - $680K
|
315K
$9.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
557K+ 33.32% |
$16M - $16.4M
|
2.23M
$64.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.91K- 59.72% |
$54.9K - $56.3K
|
1.29K
$37.4K
|