Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-300K- 19.05% |
$8.67M - $8.8M
|
1.27M
$37.1M
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-278K- 16.11% |
$8.02M - $8.14M
|
1.45M
$42.1M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-262K- 11.75% |
$7.56M - $7.68M
|
1.97M
$57.2M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-91.9K- 19.38% |
$2.65M - $2.69M
|
382K
$11.1M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-64.9K- 67.12% |
$1.87M - $1.9M
|
31.8K
$925K
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-49.5K- 13.21% |
$1.43M - $1.45M
|
325K
$9.47M
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-38.6K- 21.06% |
$1.11M - $1.13M
|
145K
$4.21M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-37.9K- 58.03% |
$1.09M - $1.11M
|
27.4K
$798K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37K- 75.58% |
$1.07M - $1.09M
|
12K
$348K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-31.5K- 11.41% |
$910K - $924K
|
245K
$7.12M
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-30.8K- 10.78% |
$888K - $902K
|
255K
$7.41M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-25.7K- 4.63% |
$743K - $755K
|
530K
$15.4M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-24.3K- 31.69% |
$703K - $714K
|
52.5K
$1.53M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.9K- 20.74% |
$691K - $701K
|
91.3K
$2.66M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.1K- 11.58% |
$581K - $590K
|
154K
$4.47M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15.3K- 67.42% |
$441K - $448K
|
7.38K
$215K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-10.2K- 20.0% |
$293K - $298K
|
40.6K
$1.18M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.68K- 21.12% |
$280K - $284K
|
36.2K
$1.05M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9.14K- 8.73% |
$264K - $268K
|
95.6K
$2.78M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.44K- 5.44% |
$244K - $247K
|
147K
$4.26M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.28K- 3.97% |
$239K - $243K
|
200K
$5.83M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.07K- 32.55% |
$233K - $237K
|
16.7K
$486K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.95K- 18.39% |
$201K - $204K
|
30.8K
$897K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-6.94K- 2.94% |
$200K - $203K
|
229K
$6.66M
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-5.89K- 2.46% |
$170K - $173K
|
234K
$6.8M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.64K- 12.97% |
$163K - $165K
|
37.8K
$1.1M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.56K- 6.74% |
$160K - $163K
|
76.8K
$2.24M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.41K- 99.89% |
$156K - $159K
|
6
$175
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.15K- 1.93% |
$149K - $151K
|
262K
$7.63M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.25K- 8.59% |
$123K - $125K
|
45.3K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.75K- 1.72% |
$108K - $110K
|
215K
$6.25M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.58K- 0.32% |
$103K - $105K
|
1.11M
$32.2M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.6K- 3.87% |
$74.9K - $76.1K
|
64.4K
$1.88M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.5K- 3.88% |
$72.2K - $73.4K
|
62K
$1.8M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.31K- 19.51% |
$66.7K - $67.8K
|
9.53K
$277K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.14K- 7.43% |
$61.9K - $62.9K
|
26.7K
$778K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.13K- 7.91% |
$61.4K - $62.4K
|
24.8K
$720K
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.07K- 11.47% |
$59.7K - $60.7K
|
16K
$464K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.82K- 11.52% |
$52.5K - $53.4K
|
14K
$406K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.69K- 15.26% |
$48.8K - $49.5K
|
9.38K
$273K
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.6K- 17.98% |
$46.2K - $46.9K
|
7.3K
$212K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-851- 4.13% |
$24.6K - $25K
|
19.7K
$574K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-662- 8.09% |
$19.1K - $19.4K
|
7.52K
$219K
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-650- 5.67% |
$18.8K - $19.1K
|
10.8K
$315K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-629- 0.99% |
$18.2K - $18.4K
|
63.2K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-577- 7.25% |
$16.7K - $16.9K
|
7.38K
$215K
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-481- 2.84% |
$13.9K - $14.1K
|
16.4K
$478K
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-309- 0.55% |
$8.92K - $9.06K
|
56K
$1.63M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-275- 17.2% |
$7.94K - $8.07K
|
1.32K
$38.5K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-204- 53.13% |
$5.89K - $5.98K
|
180
$5.24K
|