Purchases and Sales Made in Q2 2025 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
408+ 4.3% |
$11.9K - $12K
|
9.9K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
400+ 4.64% |
$11.6K - $11.8K
|
9.02K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 6.05% |
$9.3K - $9.4K
|
5.61K
$165K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
286+ 1.98% |
$8.31K - $8.4K
|
14.7K
$432K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
283New |
$8.23K - $8.31K
|
283
$8.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
282+ 0.06% |
$8.2K - $8.29K
|
461K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
255+ 1.08% |
$7.41K - $7.49K
|
23.8K
$698K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
254+ 1.04% |
$7.38K - $7.46K
|
24.7K
$727K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
243+ 3.48% |
$7.06K - $7.14K
|
7.22K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
243+ 5.19% |
$7.06K - $7.14K
|
4.93K
$145K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
204+ 1.12% |
$5.93K - $5.99K
|
18.5K
$543K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
200+ 0.26% |
$5.81K - $5.88K
|
77.9K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
180+ 1.03% |
$5.23K - $5.29K
|
17.6K
$517K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
172+ 1.72% |
$5K - $5.05K
|
10.2K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
132+ 0.17% |
$3.84K - $3.88K
|
76.8K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
125+ 0.95% |
$3.63K - $3.67K
|
13.3K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
90+ 0.3% |
$2.62K - $2.64K
|
29.8K
$875K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
78New |
$2.27K - $2.29K
|
78
$2.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
71+ 1.95% |
$2.06K - $2.09K
|
3.71K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
59+ 29.8% |
$1.72K - $1.73K
|
257
$7.55K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
30+ 0.96% |
$872 - $881
|
3.14K
$92.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
28New |
$814 - $823
|
28
$823
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.07% |
$349 - $353
|
1.13K
$33.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
9New |
$262 - $264
|
9
$264
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 4.0% |
$116 - $118
|
96
$2.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-7- 0.09% |
$203 - $206
|
8.02K
$236K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-24- 0.12% |
$698 - $705
|
20.8K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-31- 70.45% |
$901 - $911
|
13
$382
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-35- 21.6% |
$1.02K - $1.03K
|
127
$3.73K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-49- 0.32% |
$1.42K - $1.44K
|
15.1K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-68- 9.29% |
$1.98K - $2K
|
664
$19.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-80- 4.95% |
$2.33K - $2.35K
|
1.54K
$45.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-114- 0.14% |
$3.31K - $3.35K
|
81.2K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-135- 0.5% |
$3.92K - $3.97K
|
26.9K
$789K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-138- 0.71% |
$4.01K - $4.05K
|
19.2K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-155- 49.84% |
$4.51K - $4.55K
|
156
$4.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-157- 0.72% |
$4.56K - $4.61K
|
21.5K
$632K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-160- 1.85% |
$4.65K - $4.7K
|
8.5K
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-160- 1.51% |
$4.65K - $4.7K
|
10.4K
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-173- 0.65% |
$5.03K - $5.08K
|
26.5K
$778K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-186- 1.78% |
$5.41K - $5.46K
|
10.3K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-188- 0.11% |
$5.47K - $5.52K
|
167K
$4.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-188- 1.65% |
$5.47K - $5.52K
|
11.2K
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-189- 1.42% |
$5.49K - $5.55K
|
13.1K
$386K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-218- 0.52% |
$6.34K - $6.4K
|
41.7K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-222- 12.27% |
$6.45K - $6.52K
|
1.59K
$46.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-278- 12.56% |
$8.08K - $8.17K
|
1.94K
$56.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-282- 3.31% |
$8.2K - $8.29K
|
8.23K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-293- 1.1% |
$8.52K - $8.61K
|
26.4K
$777K
|