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 |
|---|---|---|---|---|---|---|---|
|
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
|
Bailard, Inc.
|
BUY
|
- |
4.52K+ 5.94% |
$131K - $132K
|
80.5K
$2.36M
|
|
|
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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.8K+ 1.8% |
$576K - $580K
|
1.12M
$32.7M
|
|
|
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
|
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
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.43K- 1.87% |
$41.5K - $41.8K
|
75K
$2.19M
|
|
|
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
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.2K- 10.52% |
$64.1K - $64.5K
|
18.7K
$547K
|
|
|
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
|
One Day In July LLC
|
SELL
|
- |
-248K- 61.26% |
$7.21M - $7.27M
|
157K
$4.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
69.6K+ 16.55% |
$2.03M - $2.04M
|
490K
$14.3M
|
|
|
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
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
42.3K+ 48.59% |
$1.23M - $1.24M
|
129K
$3.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
93.8K+ 72.48% |
$2.73M - $2.75M
|
223K
$6.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-594K- 65.81% |
$17.3M - $17.4M
|
308K
$9.02M
|
|
|
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
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.39KNew |
$128K - $129K
|
4.39K
$128K
|
|
|
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
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
8.84K+ 72.28% |
$258K - $259K
|
21.1K
$617K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.37K+ 7.23% |
$39.9K - $40.2K
|
20.3K
$594K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-52- 7.04% |
$1.51K - $1.53K
|
687
$20.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
624+ 57.51% |
$18.2K - $18.3K
|
1.71K
$50K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
43.4KNew |
$1.26M - $1.27M
|
43.4K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
8.21KNew |
$239K - $241K
|
8.21K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2+ 0.1% |
$58.2 - $58.7
|
1.94K
$56.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5KNew |
$146K - $147K
|
5K
$146K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-192- 2.61% |
$5.59K - $5.63K
|
7.17K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.99K+ 5.34% |
$87.2K - $87.8K
|
59.1K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.15K- 3.95% |
$33.3K - $33.6K
|
27.8K
$815K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.42K- 8.94% |
$274K - $276K
|
96K
$2.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$492K - $495K
|
16.9K
$494K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-24.7K- 18.6% |
$718K - $724K
|
108K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 1.94% |
$9.35K - $9.42K
|
16.2K
$474K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-84.7K- 18.53% |
$2.47M - $2.48M
|
372K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.8K+ 4.03% |
$343K - $345K
|
304K
$8.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.7K+ 0.49% |
$398K - $401K
|
2.78M
$81.4M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5.48K+ 1.4% |
$160K - $161K
|
398K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.6K- 12.79% |
$337K - $339K
|
78.8K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.54K- 28.39% |
$249K - $251K
|
21.6K
$631K
|
|