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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.6K- 11.82% |
$1.2M - $1.23M
|
310K
$9.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
305New |
$8.77K - $8.99K
|
305
$8.91K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-24.7K- 70.21% |
$710K - $727K
|
10.5K
$306K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
138New |
$3.97K - $4.07K
|
138
$4.03K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
690New |
$19.8K - $20.3K
|
690
$20.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.7K+ 327.55% |
$48.9K - $50.1K
|
2.22K
$64.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70.8KNew |
$2.03M - $2.08M
|
70.8K
$2.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
753+ 1.65% |
$21.6K - $22.2K
|
46.4K
$1.36M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
549KNew |
$15.8M - $16.2M
|
549K
$16M
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
45.7K+ 68.62% |
$1.31M - $1.32M
|
112K
$3.28M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 91.74% |
$8.6K - $8.66K
|
27
$789
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
100KNew |
$2.87M - $2.9M
|
100K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-84- 5.64% |
$2.41K - $2.43K
|
1.41K
$41.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
167New |
$4.78K - $4.82K
|
167
$4.88K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$229 - $231
|
8
$234
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
416+ 3.2% |
$11.9K - $12K
|
13.4K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
44.7KNew |
$1.28M - $1.29M
|
44.7K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7.18KNew |
$206K - $207K
|
7.18K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
249New |
$7.13K - $7.19K
|
249
$7.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.77K- 10.36% |
$108K - $109K
|
32.6K
$952K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
234+ 0.67% |
$6.7K - $6.76K
|
35.2K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.59% |
$28.7 - $28.9
|
170
$4.97K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
318New |
$9.11K - $9.18K
|
318
$9.29K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
453New |
$13K - $13.1K
|
453
$13.2K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
200New |
$5.73K - $5.78K
|
200
$5.84K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.03KNew |
$58.2K - $58.6K
|
2.03K
$59.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
619+ 0.7% |
$17.7K - $17.9K
|
88.5K
$2.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
3.1KNew |
$88.7K - $89.4K
|
3.1K
$90.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.11K- 68.1% |
$118K - $119K
|
1.93K
$56.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-260- 2.71% |
$7.45K - $7.51K
|
9.32K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-407- 56.69% |
$11.7K - $11.8K
|
311
$9.09K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-331- 3.14% |
$9.48K - $9.56K
|
10.2K
$299K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
519+ 12.07% |
$14.9K - $15K
|
4.82K
$141K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
575New |
$16.5K - $16.6K
|
575
$16.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-104- 23.21% |
$2.98K - $3K
|
344
$10.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
206New |
$5.9K - $5.95K
|
206
$6.02K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
791+ 0.74% |
$22.7K - $22.8K
|
108K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-117- 0.91% |
$3.35K - $3.38K
|
12.7K
$370K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-13.5K- 63.38% |
$387K - $390K
|
7.8K
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-259- 91.2% |
$7.42K - $7.48K
|
25
$731
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
32.5KNew |
$930K - $937K
|
32.5K
$948K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3.57KNew |
$102K - $103K
|
3.57K
$104K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
90New |
$2.58K - $2.6K
|
90
$2.63K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.32K+ 59.75% |
$240K - $242K
|
22.2K
$650K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06KNew |
$30.4K - $30.8K
|
1.06K
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-511- 2.24% |
$14.7K - $14.9K
|
22.3K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-927- 32.7% |
$26.7K - $27K
|
1.91K
$55.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.74K+ 2.44% |
$166K - $167K
|
241K
$7.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.8K+ 43.82% |
$514K - $520K
|
58.5K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
578New |
$16.7K - $16.9K
|
578
$16.9K
|
|