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 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68.4K+ 11.69% |
$1.99M - $2.01M
|
654K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.17K- 1.1% |
$63.3K - $63.8K
|
195K
$5.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.34K- 63.96% |
$97.3K - $98.1K
|
1.88K
$55.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-35- 0.13% |
$1.02K - $1.03K
|
26.4K
$774K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
47.1K+ 5.25% |
$1.37M - $1.38M
|
944K
$27.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-2.24K- 13.73% |
$65.1K - $65.6K
|
14.1K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
80+ 1.0% |
$2.33K - $2.35K
|
8.1K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 1.25% |
$3.11M - $3.13M
|
8.62M
$252M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
748K+ 74.9% |
$21.8M - $21.9M
|
1.75M
$51.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-73.1K- 22.15% |
$2.13M - $2.15M
|
257K
$7.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
453K+ 68.12% |
$13.2M - $13.3M
|
1.12M
$32.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
457+ 6.33% |
$13.3K - $13.4K
|
7.68K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-139K- 15.56% |
$4.04M - $4.07M
|
754K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-254K- 90.77% |
$7.39M - $7.45M
|
25.8K
$755K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 10.24% |
$464K - $468K
|
172K
$5.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
8.78K+ 4.7% |
$256K - $258K
|
196K
$5.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
39+ 433.33% |
$1.14K - $1.14K
|
48
$1.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55.7K+ 199.46% |
$1.62M - $1.63M
|
83.6K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
25.9K+ 24.45% |
$755K - $760K
|
132K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.2K+ 9.24% |
$1.34M - $1.35M
|
546K
$16M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
22.7KNew |
$662K - $667K
|
22.7K
$665K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
64.3K+ 17.05% |
$1.87M - $1.89M
|
441K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
204+ 0.82% |
$5.94K - $5.99K
|
24.9K
$730K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
23.4KNew |
$682K - $687K
|
23.4K
$685K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
271K+ 543.03% |
$7.9M - $7.96M
|
321K
$9.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-6.78K- 3.58% |
$197K - $199K
|
183K
$5.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
269+ 0.56% |
$7.83K - $7.89K
|
48.1K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-1.85K- 6.74% |
$53.9K - $54.3K
|
25.6K
$749K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-523- 2.52% |
$15.2K - $15.3K
|
20.2K
$591K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5.4K- 20.84% |
$157K - $159K
|
20.5K
$601K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.1K+ 5.45% |
$732K - $738K
|
486K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-41.1K- 47.89% |
$1.2M - $1.21M
|
44.8K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-14.9K- 14.2% |
$433K - $436K
|
89.9K
$2.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.26K- 23.92% |
$211K - $213K
|
23.1K
$676K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.23K- 5.98% |
$64.9K - $65.4K
|
35K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
19.5K+ 2.69% |
$569K - $574K
|
745K
$21.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
296New |
$8.62K - $8.68K
|
296
$8.66K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.39K+ 2.47% |
$69.6K - $70.1K
|
99.2K
$2.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.7K+ 53.51% |
$78.5K - $79.1K
|
7.74K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-839- 29.32% |
$24.4K - $24.6K
|
2.02K
$59.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
117K+ 8.48% |
$3.41M - $3.44M
|
1.5M
$43.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.7K- 5.51% |
$108K - $109K
|
63.5K
$1.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.4K+ 12.47% |
$1.03M - $1.04M
|
320K
$9.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79K+ 15.15% |
$2.3M - $2.32M
|
601K
$17.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
702+ 450.0% |
$20.4K - $20.6K
|
858
$25.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.32KNew |
$96.7K - $97.4K
|
3.32K
$97.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 3.5% |
$34K - $34.2K
|
32.2K
$941K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.12K- 6.34% |
$32.6K - $32.9K
|
16.6K
$484K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
25.7K+ 6.46% |
$749K - $754K
|
424K
$12.4M
|
|