Latest Institutional Purchases of Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

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 27, 2025 Q4 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
105
+ 1.45%
$3.03K - $3.08K
7.35K $215K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
97
New
$2.8K - $2.85K
97 $2.84K
Jan 24, 2025 Q4 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
37
+ 32.46%
$1.07K - $1.09K
151 $4.42K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
32
New
$924 - $939
32 $936
Aug 29, 2025 Q4 2024
Darwin Advisors, LLC

BUY
 -
31
+ 238.46%
$895 - $909
44 $1.29K
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
26
+ 10.04%
$751 - $763
285 $8.34K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
15
New
$433 - $440
15 $439
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
3
New
$86.6 - $88
3 $87.8
Q3 2024
Oct 03, 2024 Q3 2024
Deane Retirement Strategies, Inc.

BUY
 -
549K
New
$15.8M - $16.2M
549K $16.1M
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
68.6K
New
$1.97M - $2.02M
68.6K $2.01M
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
20.6K
New
$593K - $608K
20.6K $604K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
13K
+ 7.89%
$373K - $382K
177K $5.19M
Nov 01, 2024 Q3 2024
Carson Advisory Inc.

BUY
 -
8.6K
New
$247K - $253K
8.6K $252K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
8.07K
New
$232K - $238K
8.07K $236K
Nov 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
8.02K
New
$231K - $236K
8.02K $235K
Oct 31, 2024 Q3 2024
Portside Wealth Group, LLC

Provo, UT
BUY
 -
7.67K
New
$220K - $226K
7.67K $224K
Feb 18, 2025 Q3 2024
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
6.08K
+ 0.44%
$175K - $179K
1.38M $40.4M
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
3.1K
New
$89.2K - $91.4K
3.1K $90.8K
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
1.72K
+ 23.22%
$49.3K - $50.6K
9.11K $266K
Oct 24, 2024 Q3 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
1.6K
New
$46K - $47.1K
1.6K $46.8K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
794
New
$22.8K - $23.4K
794 $23.2K
Oct 04, 2024 Q3 2024
Hbw Advisory Services LLC

BUY
 -
753
+ 1.65%
$21.6K - $22.2K
46.4K $1.36M
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
690
New
$19.8K - $20.3K
690 $20.2K
Nov 01, 2024 Q3 2024
Costello Asset Management, Inc

BUY
 -
375
New
$10.8K - $11K
375 $11K
Nov 14, 2024 Q3 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
366
+ 348.57%
$10.5K - $10.8K
471 $13.8K
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
305
New
$8.77K - $8.99K
305 $8.92K
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
173
+ 20.87%
$4.97K - $5.1K
1K $29.3K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
162
New
$4.66K - $4.77K
162 $4.74K
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
138
New
$3.97K - $4.07K
138 $4.04K
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
100
+ 0.83%
$2.88K - $2.95K
12.2K $358K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
97
New
$2.79K - $2.86K
97 $2.84K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
72
New
$2.07K - $2.12K
72 $2.11K
Oct 29, 2024 Q3 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
14
New
$403 - $412
14 $410
Nov 13, 2024 Q3 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
9
New
$259 - $265
9 $263
Oct 25, 2024 Q3 2024
Farmers & Merchants Investments Inc

BUY
 -
8
New
$230 - $236
8 $234
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
4
New
$115 - $118
4 $117
Nov 04, 2024 Q3 2024
Apcm Wealth Management For Individuals

BUY
 -
3
+ 0.41%
$86.3 - $88.4
728 $21.3K
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
1
New
$28.8 - $29.5
1 $29.3
Q2 2024
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
44.7K
New
$1.28M - $1.29M
44.7K $1.31M
Jul 17, 2024 Q2 2024
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
32.5K
New
$930K - $937K
32.5K $949K
Aug 13, 2024 Q2 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
7.18K
New
$206K - $207K
7.18K $210K
Jul 12, 2024 Q2 2024
Gleason Group, Inc.

BUY
 -
3.57K
New
$102K - $103K
3.57K $104K
Aug 07, 2024 Q2 2024
Motco

BUY
 -
3.1K
New
$88.7K - $89.4K
3.1K $90.6K
Dec 02, 2025 Q2 2024
Flagship Harbor Advisors, LLC

BUY
 -
1.25K
+ 3.29%
$35.7K - $36K
39.1K $1.14M
Jul 22, 2024 Q2 2024
Centennial Wealth Advisory LLC

BUY
 -
791
+ 0.74%
$22.7K - $22.8K
108K $3.16M
Aug 07, 2024 Q2 2024
Balentine LLC

Atlanta, GA
BUY
 -
619
+ 0.7%
$17.7K - $17.9K
88.5K $2.59M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
575
New
$16.5K - $16.6K
575 $16.8K
Aug 09, 2024 Q2 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
453
New
$13K - $13.1K
453 $13.3K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
416
+ 3.2%
$11.9K - $12K
13.4K $393K

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