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 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.54K- 28.39% |
$249K - $251K
|
21.6K
$631K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.97KNew |
$145K - $146K
|
4.97K
$145K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.09K- 4.26% |
$119K - $120K
|
92K
$2.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
946+ 11.39% |
$27.5K - $27.8K
|
9.25K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-606- 2.43% |
$17.6K - $17.8K
|
24.4K
$713K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.49K+ 4.34% |
$43.3K - $43.6K
|
35.8K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
17.4K+ 7.8% |
$506K - $510K
|
240K
$7.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.73M- 91.56% |
$138M - $139M
|
436K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.1K+ 5.87% |
$732K - $737K
|
453K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
4.93KNew |
$143K - $144K
|
4.93K
$144K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 44.48% |
$335K - $337K
|
37.3K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.12K+ 47.58% |
$266K - $268K
|
28.3K
$828K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
58.5K+ 134.52% |
$1.7M - $1.72M
|
102K
$2.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-513- 5.0% |
$14.9K - $15.1K
|
9.76K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-8.07K- 25.8% |
$235K - $237K
|
23.2K
$679K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.44K+ 15.56% |
$71.1K - $71.6K
|
18.1K
$531K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
848New |
$24.7K - $24.9K
|
848
$24.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.81K+ 7.51% |
$52.7K - $53.1K
|
25.9K
$759K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
6.94KNew |
$202K - $204K
|
6.94K
$203K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 4.06% |
$504K - $508K
|
444K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2.52K- 58.58% |
$73.3K - $73.8K
|
1.78K
$52.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
609+ 2.27% |
$17.7K - $17.9K
|
27.5K
$804K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
26.2K+ 172.91% |
$764K - $770K
|
41.4K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
33.4K+ 3.64% |
$973K - $981K
|
951K
$27.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
66+ 0.2% |
$1.92K - $1.94K
|
33.1K
$968K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-547- 6.64% |
$15.9K - $16K
|
7.69K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
918+ 0.64% |
$26.7K - $26.9K
|
145K
$4.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
765K+ 88.92% |
$22.3M - $22.4M
|
1.62M
$47.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.24K+ 17.12% |
$94.5K - $95.2K
|
22.2K
$649K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.51% |
$1.05K - $1.06K
|
7.06K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-695- 3.31% |
$20.2K - $20.4K
|
20.3K
$594K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-3.88K- 14.58% |
$113K - $114K
|
22.7K
$666K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.14K+ 28.03% |
$91.4K - $92.1K
|
14.3K
$419K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 2.27% |
$2.74K - $2.76K
|
4.06K
$119K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-81.6K- 1.8% |
$2.38M - $2.39M
|
4.46M
$130M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49- 0.48% |
$1.43K - $1.44K
|
10.1K
$297K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
200K+ 10.88% |
$5.82M - $5.86M
|
2.04M
$59.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-9.07K- 7.25% |
$264K - $266K
|
116K
$3.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.88K- 26.43% |
$142K - $143K
|
13.6K
$398K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-44K- 64.08% |
$1.28M - $1.29M
|
24.7K
$722K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-193- 1.24% |
$5.62K - $5.66K
|
15.3K
$448K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.08K- 7.34% |
$31.4K - $31.7K
|
13.6K
$399K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 50.0% |
$2.62K - $2.64K
|
90
$2.63K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-165- 1.59% |
$4.8K - $4.84K
|
10.2K
$300K
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20.1K+ 26.03% |
$585K - $589K
|
97.2K
$2.85M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40.9K+ 8.33% |
$1.19M - $1.2M
|
532K
$15.6M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.55K- 1.45% |
$45.1K - $45.4K
|
106K
$3.09M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.2K+ 11.93% |
$354K - $357K
|
114K
$3.33M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-372K- 23.31% |
$10.8M - $10.9M
|
1.22M
$35.8M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
2.1K+ 8.39% |
$61K - $61.7K
|
27.1K
$793K
|
|