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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.43M+ 1133.83% |
$41.3M - $41.9M
|
1.55M
$45.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.37M+ 15.68% |
$39.5M - $40.1M
|
10.1M
$293M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.06MNew |
$30.5M - $31M
|
1.06M
$30.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
669K+ 33.07% |
$19.3M - $19.6M
|
2.69M
$78.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
639K+ 35.17% |
$18.5M - $18.7M
|
2.46M
$71.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
611K+ 64.94% |
$17.6M - $17.9M
|
1.55M
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
608KNew |
$17.6M - $17.8M
|
608K
$17.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
578K+ 135.67% |
$16.7M - $16.9M
|
1M
$29.2M
|
|
|
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
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
378K+ 44.17% |
$10.9M - $11.1M
|
1.23M
$35.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
338KNew |
$9.76M - $9.91M
|
338K
$9.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
265K+ 377.91% |
$7.66M - $7.77M
|
335K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
238K+ 88.07% |
$6.87M - $6.98M
|
508K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
223K+ 2066.51% |
$6.43M - $6.53M
|
233K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
186KNew |
$5.39M - $5.47M
|
186K
$5.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
185K+ 35.24% |
$5.34M - $5.42M
|
710K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
168KNew |
$4.85M - $4.93M
|
168K
$4.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
167K+ 16.28% |
$4.83M - $4.91M
|
1.19M
$34.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
165K+ 37.65% |
$4.77M - $4.85M
|
604K
$17.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155K+ 379.15% |
$4.48M - $4.55M
|
196K
$5.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
137K+ 85.67% |
$3.96M - $4.02M
|
297K
$8.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
134KNew |
$3.87M - $3.93M
|
134K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
121K+ 5.43% |
$3.5M - $3.56M
|
2.36M
$68.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
121KNew |
$3.49M - $3.55M
|
121K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
117K+ 19.48% |
$3.38M - $3.44M
|
719K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
115KNew |
$3.31M - $3.37M
|
115K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
110KNew |
$3.17M - $3.22M
|
110K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
105KNew |
$3.03M - $3.08M
|
105K
$3.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
104KNew |
$3M - $3.05M
|
104K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
98K+ 16.54% |
$2.83M - $2.88M
|
691K
$20.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
91.4K+ 0.42% |
$2.64M - $2.68M
|
21.8M
$634M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
81.7K+ 395.95% |
$2.36M - $2.4M
|
102K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
75.4KNew |
$2.18M - $2.21M
|
75.4K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65.9K+ 20.6% |
$1.9M - $1.93M
|
386K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
62.8KNew |
$1.81M - $1.84M
|
62.8K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
61.1K+ 15.11% |
$1.76M - $1.79M
|
465K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60.8K+ 350.48% |
$1.76M - $1.78M
|
78.1K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
60.5K+ 9.7% |
$1.75M - $1.77M
|
684K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.3K+ 0.93% |
$1.71M - $1.74M
|
6.41M
$186M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.8K+ 574.68% |
$1.7M - $1.72M
|
69K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
57.6K+ 2.02% |
$1.66M - $1.69M
|
2.91M
$84.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
54.2K+ 75.4% |
$1.56M - $1.59M
|
126K
$3.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
52.3K+ 16.44% |
$1.51M - $1.53M
|
370K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
50.9KNew |
$1.47M - $1.49M
|
50.9K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.6K+ 2.6% |
$1.37M - $1.4M
|
1.88M
$54.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43.3K+ 4.05% |
$1.25M - $1.27M
|
1.11M
$32.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
41.4KNew |
$1.19M - $1.21M
|
41.4K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
38.1KNew |
$1.1M - $1.12M
|
38.1K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
34K+ 9.38% |
$982K - $997K
|
396K
$11.5M
|