Purchases and Sales Made in Q4 2025 in Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 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
Jan 08, 2026 Q4 2025
Dagco, Inc.

BUY
 -
371K
+ 32.51%
$10.9M - $10.9M
1.51M $44.3M
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
179K
+ 226.81%
$5.22M - $5.25M
258K $7.54M
Jan 08, 2026 Q4 2025
Independence Wealth Advisors, LLC

Independence, OH
BUY
 -
97.3K
New
$2.84M - $2.86M
97.3K $2.85M
Jan 15, 2026 Q4 2025
Members Trust CO

BUY
 -
68.1K
+ 1.97%
$1.99M - $2M
3.52M $103M
Jan 09, 2026 Q4 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
58.2K
+ 82.99%
$1.7M - $1.71M
128K $3.75M
Jan 12, 2026 Q4 2025
Private Wealth Group, LLC

BUY
 -
45.2K
+ 12.56%
$1.32M - $1.33M
405K $11.8M
Jan 07, 2026 Q4 2025
Boston Standard Wealth Management, LLC

BUY
 -
39.6K
+ 5.04%
$1.16M - $1.16M
825K $24.1M
Jan 07, 2026 Q4 2025
Lake Hills Wealth Management, LLC

BUY
 -
30.7K
+ 269.26%
$896K - $901K
42.1K $1.23M
Jan 14, 2026 Q4 2025
Crane Advisory, LLC

Fullerton, CA
BUY
 -
27.3K
+ 2.87%
$797K - $801K
978K $28.6M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
27K
+ 3.17%
$789K - $793K
878K $25.7M
Jan 08, 2026 Q4 2025
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
22.9K
+ 5.41%
$670K - $674K
447K $13.1M
Jan 08, 2026 Q4 2025
Dynamic Advisor Solutions LLC

BUY
 -
17.9K
+ 24.29%
$522K - $525K
91.4K $2.67M
Jan 08, 2026 Q4 2025
Mkt Advisors LLC

Escondido, CA
BUY
 -
14.3K
+ 14.26%
$418K - $420K
115K $3.35M
Jan 08, 2026 Q4 2025
M. Kulyk & Associates, LLC

BUY
 -
14.2K
New
$414K - $416K
14.2K $415K
Jan 09, 2026 Q4 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
13.8K
New
$402K - $404K
13.8K $403K
Jan 12, 2026 Q4 2025
Thompson Davis & Co., Inc.

BUY
 -
13.5K
+ 31.84%
$394K - $396K
55.8K $1.63M
Jan 08, 2026 Q4 2025
Integrated Capital Management, Inc.

BUY
 -
12K
+ 4.88%
$350K - $352K
257K $7.53M
Jan 12, 2026 Q4 2025
Heartwood Wealth Advisors LLC

BUY
 -
11.2K
+ 1.32%
$328K - $330K
859K $25.1M
Jan 08, 2026 Q4 2025
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
7.51K
New
$220K - $221K
7.51K $220K
Jan 08, 2026 Q4 2025
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
7.05K
+ 12.58%
$206K - $207K
63K $1.84M
Jan 14, 2026 Q4 2025
True Mark Investments, LLC

Chicago, IL
BUY
 -
6.98K
New
$204K - $205K
6.98K $204K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.92K
+ 1.09%
$173K - $174K
550K $16.1M
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.97K
+ 11.47%
$86.9K - $87.4K
28.9K $846K
Jan 12, 2026 Q4 2025
Roberts Wealth Advisors, LLC

BUY
 -
1.36K
+ 1.76%
$39.7K - $39.9K
78.4K $2.29M
Jan 20, 2026 Q4 2025
Stratos Wealth Advisors, LLC

BUY
 -
677
+ 0.6%
$19.8K - $19.9K
113K $3.31M
Jan 14, 2026 Q4 2025
Moisand Fitzgerald Tamayo, LLC

BUY
 -
626
+ 40.76%
$18.3K - $18.4K
2.16K $63.3K
Jan 15, 2026 Q4 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
345
New
$10.1K - $10.1K
345 $10.1K
Jan 14, 2026 Q4 2025
Org Partners LLC

Roanoke, IN
BUY
 -
216
+ 4.92%
$6.31K - $6.35K
4.6K $135K
Jan 16, 2026 Q4 2025
First Community Trust Na

BUY
 -
210
New
$6.14K - $6.17K
210 $6.14K
Jan 13, 2026 Q4 2025
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
201
+ 2.18%
$5.88K - $5.91K
9.4K $275K
Jan 20, 2026 Q4 2025
Princeton Global Asset Management LLC

BUY
 -
188
New
$5.5K - $5.53K
188 $5.5K
Jan 15, 2026 Q4 2025
Allspring Global Investments Holdings, LLC

BUY
 -
12
New
$351 - $353
12 $351
Jan 05, 2026 Q4 2025
Noble Wealth Management Pbc

Greenwood Village, CO
SELL
 -
0
Closed
$0 - $0
0 $0
Jan 12, 2026 Q4 2025
Horizon Financial Services, LLC

BUY
 -
0
New
$0 - $0
0 $0
Jan 15, 2026 Q4 2025
Paladin Wealth, LLC

Arden Hills, MN
SELL
 -
-110
- 0.48%
$3.22K - $3.23K
22.6K $662K
Jan 20, 2026 Q4 2025
Signaturefd, LLC

Atlanta, GA
SELL
 -
-271
- 57.05%
$7.92K - $7.96K
204 $5.97K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-428
- 5.12%
$12.5K - $12.6K
7.93K $232K
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-473
- 1.27%
$13.8K - $13.9K
36.9K $1.08M
Jan 16, 2026 Q4 2025
Aspire Private Capital, LLC

SELL
 -
-481
- 1.57%
$14.1K - $14.1K
30.1K $881K
Jan 16, 2026 Q4 2025
Matauro, LLC

New York, NY
SELL
 -
-582
- 0.5%
$17K - $17.1K
116K $3.38M
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-920
- 0.72%
$26.9K - $27K
127K $3.71M
Jan 06, 2026 Q4 2025
Ehrlich Financial Group

Laguna Niguel, CA
SELL
 -
-940
- 2.22%
$27.5K - $27.6K
41.4K $1.21M
Jan 14, 2026 Q4 2025
Centurion Wealth Management LLC

Mclean, VA
SELL
 -
-1K
- 3.57%
$29.2K - $29.4K
27K $790K
Jan 14, 2026 Q4 2025
Wealthcare Capital Partners, LLC

West Chester, PA
SELL
 -
-1.55K
- 14.85%
$45.3K - $45.6K
8.89K $260K
Jan 15, 2026 Q4 2025
Mtc Wealth Management LLC

SELL
 -
-2.08K
- 0.74%
$60.8K - $61.2K
279K $8.16M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-2.77K
- 17.32%
$81K - $81.5K
13.2K $387K
Jan 20, 2026 Q4 2025
Ascent Group, LLC

SELL
 -
-2.8K
- 11.47%
$81.7K - $82.1K
21.6K $631K
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

SELL
 -
-2.93K
- 8.26%
$85.6K - $86.1K
32.5K $952K
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.21K
- 5.05%
$93.8K - $94.3K
60.3K $1.77M

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