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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.5K+ 2.75% |
$43.2K - $43.8K
|
55.8K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.32KNew |
$38K - $38.6K
|
1.32K
$38.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.19K+ 11.86% |
$34.3K - $34.8K
|
11.2K
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.18K+ 5.15% |
$34K - $34.5K
|
24K
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.17KNew |
$33.6K - $34.2K
|
1.17K
$33.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08K+ 11.34% |
$31.1K - $31.6K
|
10.6K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 26.63% |
$29.2K - $29.7K
|
4.81K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
759+ 6.3% |
$21.9K - $22.3K
|
12.8K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
715+ 35.34% |
$20.6K - $21K
|
2.74K
$79.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
684+ 5.38% |
$19.8K - $20.1K
|
13.4K
$390K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
565+ 3.12% |
$16.3K - $16.6K
|
18.7K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
555+ 7.27% |
$16K - $16.3K
|
8.19K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
491+ 4.83% |
$14.2K - $14.4K
|
10.7K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
395+ 0.66% |
$11.4K - $11.6K
|
60.7K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
335+ 3.28% |
$9.67K - $9.83K
|
10.5K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
314+ 0.97% |
$9.07K - $9.21K
|
32.7K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
251New |
$7.25K - $7.36K
|
251
$7.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
251+ 0.24% |
$7.25K - $7.36K
|
106K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 38.46% |
$7.22K - $7.33K
|
900
$26.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
239+ 1.37% |
$6.9K - $7.01K
|
17.6K
$513K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
229New |
$6.61K - $6.72K
|
229
$6.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
222+ 2.77% |
$6.41K - $6.51K
|
8.23K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
187+ 0.79% |
$5.4K - $5.48K
|
23.8K
$691K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
170+ 0.58% |
$4.91K - $4.99K
|
29.4K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
170+ 1.7% |
$4.91K - $4.99K
|
10.2K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
150+ 1.15% |
$4.33K - $4.4K
|
13.2K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
111New |
$3.21K - $3.26K
|
111
$3.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
105+ 1.45% |
$3.03K - $3.08K
|
7.35K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97New |
$2.8K - $2.85K
|
97
$2.82K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
88New |
$2.54K - $2.58K
|
88
$2.56K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
78+ 0.08% |
$2.25K - $2.29K
|
98.8K
$2.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
41+ 0.39% |
$1.18K - $1.2K
|
10.5K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
37+ 32.46% |
$1.07K - $1.09K
|
151
$4.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$924 - $939
|
32
$931
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 10.04% |
$751 - $763
|
285
$8.29K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
17+ 0.2% |
$491 - $499
|
8.39K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 1.46% |
$462 - $469
|
1.12K
$32.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15New |
$433 - $440
|
15
$436
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
13+ 1.44% |
$375 - $381
|
918
$26.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
12+ 0.01% |
$347 - $352
|
121K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7+ 0.1% |
$202 - $205
|
7.06K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$86.6 - $88
|
3
$87.2
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
549KNew |
$15.8M - $16.2M
|
549K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
319KNew |
$9.18M - $9.4M
|
319K
$9.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70.8KNew |
$2.03M - $2.08M
|
70.8K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
68.6KNew |
$1.97M - $2.02M
|
68.6K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
52.1K+ 730.57% |
$1.5M - $1.54M
|
59.3K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.3K+ 307.24% |
$1.36M - $1.39M
|
62.6K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
46.8K+ 69.82% |
$1.35M - $1.38M
|
114K
$3.31M
|
|