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
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
39+ 433.33% |
$1.14K - $1.14K
|
48
$1.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
204+ 0.82% |
$5.94K - $5.99K
|
24.9K
$730K
|
|
|
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
|
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
|
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 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
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
19.5K+ 2.69% |
$569K - $574K
|
745K
$21.8M
|
|
|
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
|
Us Bancorp \De\
|
SELL
|
- |
-7.26K- 23.92% |
$211K - $213K
|
23.1K
$676K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-14.9K- 14.2% |
$433K - $436K
|
89.9K
$2.63M
|
|
|
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 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-41.1K- 47.89% |
$1.2M - $1.21M
|
44.8K
$1.31M
|
|
|
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
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
11.9K+ 7.7% |
$347K - $350K
|
167K
$4.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-5.37K- 39.29% |
$156K - $157K
|
8.29K
$243K
|
|
|
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
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.4K- 7.53% |
$506K - $510K
|
213K
$6.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.32KNew |
$96.7K - $97.4K
|
3.32K
$97.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-65- 8.39% |
$1.89K - $1.91K
|
710
$20.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
952+ 0.85% |
$27.7K - $27.9K
|
112K
$3.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-666K- 45.74% |
$19.4M - $19.5M
|
790K
$23.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5K+ 2.61% |
$363K - $366K
|
490K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.71K+ 12.82% |
$49.8K - $50.1K
|
15K
$440K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-13.4K- 4.19% |
$390K - $393K
|
306K
$8.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.34K+ 3.16% |
$68.1K - $68.6K
|
76.2K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
43.3K+ 2476.49% |
$1.26M - $1.27M
|
45K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.5K+ 67.07% |
$335K - $337K
|
28.6K
$838K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.5K- 1.18% |
$741K - $747K
|
2.13M
$62.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.18K- 0.71% |
$34.3K - $34.5K
|
166K
$4.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27.4K- 22.74% |
$799K - $805K
|
93.2K
$2.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.24% |
$87.4 - $88
|
1.24K
$36.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-20.6K- 61.81% |
$601K - $606K
|
12.8K
$373K
|
|