Latest Institutional Purchases of Spdr Portfolio Short Term Trea (SPTS)
This list provides information on the latest institutional transactions involving Spdr Portfolio Short Term Trea (SPTS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
591KNew |
$17.1M - $17.3M
|
591K
$17.3M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
440K+ 16.35% |
$12.7M - $12.9M
|
3.13M
$91.6M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
323K+ 34072.5% |
$9.35M - $9.45M
|
324K
$9.49M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
240K+ 170.34% |
$6.94M - $7.01M
|
381K
$11.1M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
107KNew |
$3.08M - $3.12M
|
107K
$3.12M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60.8K+ 15.74% |
$1.76M - $1.78M
|
447K
$13.1M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.7KNew |
$1.23M - $1.25M
|
42.7K
$1.25M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.8KNew |
$1.09M - $1.11M
|
37.8K
$1.11M
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
34.9K+ 120.19% |
$1.01M - $1.02M
|
64K
$1.87M
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
28.8KNew |
$833K - $842K
|
28.8K
$843K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
25.8K+ 6.97% |
$746K - $754K
|
396K
$11.6M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.6K+ 6.66% |
$655K - $662K
|
362K
$10.6M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
15K+ 3.23% |
$434K - $439K
|
480K
$14M
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15K+ 5.61% |
$433K - $437K
|
282K
$8.24M
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
9.42K+ 4.44% |
$272K - $275K
|
222K
$6.48M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.72K+ 2572.8% |
$194K - $196K
|
6.98K
$204K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.68K+ 7.12% |
$193K - $195K
|
101K
$2.94M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.92K+ 98600.0% |
$171K - $173K
|
5.92K
$173K
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.95K+ 2.0% |
$114K - $115K
|
201K
$5.88M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.66K+ 1.81% |
$76.8K - $77.7K
|
149K
$4.36M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.21KNew |
$64K - $64.7K
|
2.21K
$64.8K
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
799+ 0.48% |
$23.1K - $23.4K
|
169K
$4.94M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
665+ 3.57% |
$19.2K - $19.4K
|
19.3K
$565K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
597+ 5.53% |
$17.3K - $17.5K
|
11.4K
$333K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
50+ 0.68% |
$1.45K - $1.46K
|
7.43K
$217K
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.43M+ 1133.83% |
$41.3M - $41.9M
|
1.55M
$45.5M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.37M+ 15.68% |
$39.5M - $40.1M
|
10.1M
$295M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
639K+ 35.17% |
$18.5M - $18.7M
|
2.46M
$71.9M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
611K+ 64.94% |
$17.6M - $17.9M
|
1.55M
$45.4M
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
608KNew |
$17.6M - $17.8M
|
608K
$17.8M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
578K+ 135.67% |
$16.7M - $16.9M
|
1M
$29.4M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
504KNew |
$14.6M - $14.8M
|
504K
$14.7M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
424KNew |
$12.3M - $12.4M
|
424K
$12.4M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
378K+ 44.17% |
$10.9M - $11.1M
|
1.23M
$36M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
338KNew |
$9.76M - $9.91M
|
338K
$9.88M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
265K+ 377.91% |
$7.66M - $7.77M
|
335K
$9.81M
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
238K+ 88.07% |
$6.87M - $6.98M
|
508K
$14.9M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
223K+ 2066.51% |
$6.43M - $6.53M
|
233K
$6.83M
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
186KNew |
$5.39M - $5.47M
|
186K
$5.45M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
185K+ 35.24% |
$5.34M - $5.42M
|
710K
$20.8M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
167K+ 16.28% |
$4.83M - $4.91M
|
1.19M
$34.9M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
165K+ 37.65% |
$4.77M - $4.85M
|
604K
$17.7M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155K+ 379.15% |
$4.48M - $4.55M
|
196K
$5.73M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
137K+ 85.67% |
$3.96M - $4.02M
|
297K
$8.7M
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
134KNew |
$3.87M - $3.93M
|
134K
$3.92M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
121K+ 5.43% |
$3.5M - $3.56M
|
2.36M
$68.9M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
121KNew |
$3.49M - $3.55M
|
121K
$3.54M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
115KNew |
$3.31M - $3.37M
|
115K
$3.36M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
110KNew |
$3.17M - $3.22M
|
110K
$3.21M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
105KNew |
$3.03M - $3.08M
|
105K
$3.07M
|