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 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.4K- 7.53% |
$506K - $510K
|
213K
$6.24M
|
|
|
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 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.71K+ 12.82% |
$49.8K - $50.1K
|
15K
$440K
|
|
|
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
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5K+ 2.61% |
$363K - $366K
|
490K
$14.3M
|
|
|
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
|
Assetmark, Inc
|
SELL
|
- |
-666K- 45.74% |
$19.4M - $19.5M
|
790K
$23.1M
|
|
|
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
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.18K- 0.71% |
$34.3K - $34.5K
|
166K
$4.85M
|
|
|
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
|
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 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
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-20.6K- 61.81% |
$601K - $606K
|
12.8K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.3KNew |
$1.06M - $1.07M
|
36.3K
$1.06M
|
|
|
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
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-600- 0.77% |
$17.5K - $17.6K
|
77.3K
$2.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.75K- 2.42% |
$197K - $198K
|
272K
$7.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.56KNew |
$249K - $251K
|
8.56K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.14K- 4.92% |
$62.4K - $62.9K
|
41.4K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.27K- 3.52% |
$95.1K - $95.8K
|
89.4K
$2.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 10.99% |
$33.5K - $33.8K
|
11.6K
$340K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.41K- 24.25% |
$40.9K - $41.3K
|
4.39K
$128K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-2.18K- 0.99% |
$63.5K - $64K
|
219K
$6.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
61+ 24.5% |
$1.78K - $1.79K
|
310
$9.07K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.85K- 3.0% |
$229K - $230K
|
254K
$7.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
271+ 0.26% |
$7.89K - $7.95K
|
106K
$3.09M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
8.1KNew |
$236K - $238K
|
8.1K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-4.83K- 31.4% |
$141K - $142K
|
10.6K
$309K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.07K- 17.76% |
$89.4K - $90K
|
14.2K
$416K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-595- 0.35% |
$17.3K - $17.5K
|
168K
$4.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
863+ 5.05% |
$25.1K - $25.3K
|
18K
$525K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15.4K+ 8.95% |
$449K - $452K
|
188K
$5.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
207+ 4.37% |
$6.03K - $6.07K
|
4.94K
$145K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.61K+ 109.35% |
$134K - $135K
|
8.82K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-402- 25.31% |
$11.7K - $11.8K
|
1.19K
$34.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.49K+ 20.03% |
$43.4K - $43.7K
|
8.92K
$261K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
258K+ 11.13% |
$7.5M - $7.56M
|
2.57M
$75.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.3K+ 0.42% |
$679K - $684K
|
5.54M
$162M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.26K- 14.58% |
$124K - $125K
|
25K
$731K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.6KNew |
$686K - $692K
|
23.6K
$690K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
736New |
$21.4K - $21.6K
|
736
$21.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
920+ 6.17% |
$26.8K - $27K
|
15.8K
$463K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
87.5K+ 10.25% |
$2.55M - $2.57M
|
941K
$27.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29K- 10.51% |
$844K - $851K
|
247K
$7.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.97% |
$320 - $323
|
1.15K
$33.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.9K- 1.15% |
$463K - $467K
|
1.37M
$40M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
28.2KNew |
$822K - $828K
|
28.2K
$826K
|
|