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 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-773- 4.65% |
$22.5K - $22.7K
|
15.9K
$464K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.05K+ 13.09% |
$147K - $148K
|
43.6K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
934+ 3.34% |
$27.2K - $27.4K
|
28.9K
$845K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.76K- 14.75% |
$51.3K - $51.7K
|
10.2K
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.1K+ 5.13% |
$120K - $120K
|
84.1K
$2.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-77.5K- 44.18% |
$2.26M - $2.27M
|
97.9K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.88K+ 21.77% |
$113K - $114K
|
21.7K
$635K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
38.9K+ 9.13% |
$1.13M - $1.14M
|
465K
$13.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.61K+ 1.93% |
$192K - $194K
|
349K
$10.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
72+ 28.02% |
$2.1K - $2.11K
|
329
$9.63K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
21.4KNew |
$622K - $627K
|
21.4K
$625K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.07K- 8.48% |
$60.1K - $60.6K
|
22.3K
$652K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
SELL
|
- |
-904- 3.02% |
$26.3K - $26.5K
|
29K
$850K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-690- 1.48% |
$20.1K - $20.2K
|
45.9K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
4.52K+ 5.94% |
$131K - $132K
|
80.5K
$2.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-43.5K- 48.01% |
$1.27M - $1.28M
|
47.1K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
38.5K+ 32.68% |
$1.12M - $1.13M
|
156K
$4.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.99K- 1.98% |
$204K - $205K
|
346K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
64+ 0.76% |
$1.86K - $1.88K
|
8.44K
$247K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.8K+ 1.8% |
$576K - $580K
|
1.12M
$32.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
68.9KNew |
$2.01M - $2.02M
|
68.9K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35.4K- 6.1% |
$1.03M - $1.04M
|
544K
$15.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
8.34K+ 14.47% |
$243K - $245K
|
66K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
446New |
$13K - $13.1K
|
446
$13K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.43K- 1.87% |
$41.5K - $41.8K
|
75K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.86K+ 2.53% |
$83.3K - $83.9K
|
116K
$3.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
73.4K+ 14.24% |
$2.14M - $2.15M
|
589K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
15.3KNew |
$446K - $449K
|
15.3K
$448K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
7.07KNew |
$206K - $207K
|
7.07K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
181+ 3.93% |
$5.27K - $5.31K
|
4.79K
$140K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-16.5K- 1.96% |
$482K - $485K
|
829K
$24.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
13+ 0.01% |
$379 - $381
|
137K
$4.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.89K- 9.88% |
$171K - $173K
|
53.7K
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
189K+ 33.13% |
$5.51M - $5.56M
|
761K
$22.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
139+ 3.75% |
$4.05K - $4.08K
|
3.85K
$113K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
706+ 6.72% |
$20.6K - $20.7K
|
11.2K
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.83K+ 13.03% |
$112K - $112K
|
33.2K
$972K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.2K- 10.52% |
$64.1K - $64.5K
|
18.7K
$547K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-248K- 61.26% |
$7.21M - $7.27M
|
157K
$4.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
297K+ 35.2% |
$8.66M - $8.73M
|
1.14M
$33.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
93.8K+ 72.48% |
$2.73M - $2.75M
|
223K
$6.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
70.1KNew |
$2.04M - $2.06M
|
70.1K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
42.3K+ 48.59% |
$1.23M - $1.24M
|
129K
$3.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.73KNew |
$50.5K - $50.8K
|
1.73K
$50.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
69.6K+ 16.55% |
$2.03M - $2.04M
|
490K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
33K+ 3.39% |
$961K - $968K
|
1.01M
$29.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.39KNew |
$128K - $129K
|
4.39K
$128K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
25.8K+ 176.24% |
$751K - $757K
|
40.4K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-594K- 65.81% |
$17.3M - $17.4M
|
308K
$9.02M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
8.84K+ 72.28% |
$258K - $259K
|
21.1K
$617K
|
|