Purchases and Sales Made in Q3 2025 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO SHORT TERM TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
889K+ 72.66% |
$25.9M - $26.1M
|
2.11M
$61.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
765K+ 88.92% |
$22.3M - $22.4M
|
1.62M
$47.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
748K+ 74.9% |
$21.8M - $21.9M
|
1.75M
$51.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
520K+ 848.23% |
$15.1M - $15.3M
|
581K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
453K+ 68.12% |
$13.2M - $13.3M
|
1.12M
$32.7M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
404K+ 3.26% |
$11.8M - $11.9M
|
12.8M
$375M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
400KNew |
$11.7M - $11.7M
|
400K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
370KNew |
$10.8M - $10.9M
|
370K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
364K+ 125.26% |
$10.6M - $10.7M
|
654K
$19.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
297K+ 35.2% |
$8.66M - $8.73M
|
1.14M
$33.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
271K+ 543.03% |
$7.9M - $7.96M
|
321K
$9.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
264K+ 27.05% |
$7.69M - $7.75M
|
1.24M
$36.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
258K+ 11.13% |
$7.5M - $7.56M
|
2.57M
$75.2M
|
|
|
Nov 14, 2025
Q3 2025
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
244KNew |
$7.11M - $7.17M
|
244K
$7.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
219K+ 989.07% |
$6.37M - $6.41M
|
241K
$7.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
200K+ 10.88% |
$5.82M - $5.86M
|
2.04M
$59.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
199K+ 28.68% |
$5.79M - $5.83M
|
892K
$26.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
189K+ 33.13% |
$5.51M - $5.56M
|
761K
$22.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
156KNew |
$4.53M - $4.57M
|
156K
$4.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
144K+ 67.01% |
$4.2M - $4.23M
|
359K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
143KNew |
$4.15M - $4.19M
|
143K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
130K+ 16.43% |
$3.78M - $3.81M
|
921K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
125KNew |
$3.63M - $3.66M
|
125K
$3.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
117K+ 8.48% |
$3.41M - $3.44M
|
1.5M
$43.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 1.25% |
$3.11M - $3.13M
|
8.62M
$252M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
93.8K+ 72.48% |
$2.73M - $2.75M
|
223K
$6.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
87.5K+ 10.25% |
$2.55M - $2.57M
|
941K
$27.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.8K+ 2.92% |
$2.35M - $2.37M
|
2.84M
$83.2M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
79.2K+ 34.74% |
$2.31M - $2.32M
|
307K
$8.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79K+ 15.15% |
$2.3M - $2.32M
|
601K
$17.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
73.4K+ 14.24% |
$2.14M - $2.15M
|
589K
$17.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
70.1KNew |
$2.04M - $2.06M
|
70.1K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
69.6K+ 16.55% |
$2.03M - $2.04M
|
490K
$14.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
68.9KNew |
$2.01M - $2.02M
|
68.9K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68.5K+ 925.5% |
$1.99M - $2.01M
|
75.9K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68.4K+ 11.69% |
$1.99M - $2.01M
|
654K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
64.3K+ 17.05% |
$1.87M - $1.89M
|
441K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Members Trust CO
|
BUY
|
- |
62.3K+ 1.84% |
$1.81M - $1.83M
|
3.45M
$101M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
58.5K+ 134.52% |
$1.7M - $1.72M
|
102K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55.7K+ 199.46% |
$1.62M - $1.63M
|
83.6K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
54.2K+ 676.16% |
$1.58M - $1.59M
|
62.2K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
49.3K+ 35.37% |
$1.44M - $1.45M
|
189K
$5.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49K+ 3.84% |
$1.43M - $1.44M
|
1.32M
$38.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47.8K+ 29.73% |
$1.39M - $1.4M
|
209K
$6.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
47.1K+ 5.25% |
$1.37M - $1.38M
|
944K
$27.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.2K+ 9.24% |
$1.34M - $1.35M
|
546K
$16M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
43.4KNew |
$1.26M - $1.27M
|
43.4K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
43.3K+ 2476.49% |
$1.26M - $1.27M
|
45K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
42.3K+ 48.59% |
$1.23M - $1.24M
|
129K
$3.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
41.6KNew |
$1.21M - $1.22M
|
41.6K
$1.22M
|
|