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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.07K- 75.49% |
$31.1K - $31.4K
|
347
$10.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
21.5KNew |
$626K - $633K
|
21.5K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5KNew |
$507K - $513K
|
17.5K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.6K+ 139.16% |
$453K - $458K
|
26.8K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
18.7KNew |
$544K - $549K
|
18.7K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-114- 0.14% |
$3.31K - $3.35K
|
81.2K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
833New |
$24.2K - $24.5K
|
833
$24.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.32K+ 7.26% |
$96.6K - $97.6K
|
49.1K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-35- 21.6% |
$1.02K - $1.03K
|
127
$3.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.32K- 44.12% |
$271K - $274K
|
11.8K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 4.0% |
$116 - $118
|
96
$2.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.3KNew |
$212K - $215K
|
7.3K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-68- 9.29% |
$1.98K - $2K
|
664
$19.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.19K- 5.07% |
$238K - $241K
|
153K
$4.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.84K+ 2.06% |
$228K - $230K
|
389K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
24.2K+ 5.04% |
$703K - $710K
|
504K
$14.8M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7.93KNew |
$230K - $233K
|
7.93K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
1.5K+ 18.07% |
$43.6K - $44.1K
|
9.8K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
78New |
$2.27K - $2.29K
|
78
$2.28K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.24K- 3.38% |
$35.9K - $36.3K
|
35.3K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
9.65KNew |
$280K - $283K
|
9.65K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-527- 2.74% |
$15.3K - $15.5K
|
18.7K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
28New |
$814 - $823
|
28
$819
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
13.7K+ 0.06% |
$397K - $401K
|
21.9M
$642M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-850- 88.08% |
$24.7K - $25K
|
115
$3.36K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
408+ 4.3% |
$11.9K - $12K
|
9.9K
$290K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3.41K- 14.95% |
$99K - $100K
|
19.4K
$567K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-218- 0.52% |
$6.34K - $6.4K
|
41.7K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-19.6K- 20.32% |
$570K - $576K
|
76.9K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
283New |
$8.23K - $8.31K
|
283
$8.28K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.9K- 49.53% |
$288K - $291K
|
10.1K
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-935- 2.92% |
$27.2K - $27.5K
|
31.1K
$910K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-484- 21.81% |
$14.1K - $14.2K
|
1.74K
$50.8K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
30+ 0.96% |
$872 - $881
|
3.14K
$91.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36K- 6.56% |
$1.05M - $1.06M
|
513K
$15M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
7.02KNew |
$204K - $206K
|
7.02K
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
550New |
$16K - $16.2K
|
550
$16.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.4KNew |
$303K - $307K
|
10.4K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
200KNew |
$5.81M - $5.88M
|
200K
$5.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.26KNew |
$36.7K - $37.1K
|
1.26K
$37K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$330K - $334K
|
11.4K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.36KNew |
$272K - $275K
|
9.36K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-80- 4.95% |
$2.33K - $2.35K
|
1.54K
$44.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.3K- 96.28% |
$357K - $361K
|
475
$13.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
31.4KNew |
$912K - $922K
|
31.4K
$918K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
13.1KNew |
$381K - $385K
|
13.1K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30KNew |
$872K - $881K
|
30K
$878K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.25K+ 9.51% |
$36.3K - $36.7K
|
14.4K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-293- 1.1% |
$8.52K - $8.61K
|
26.4K
$773K
|
|