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 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-340- 0.8% |
$9.88K - $9.99K
|
42.3K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-355- 1.85% |
$10.3K - $10.4K
|
18.8K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-357- 1.48% |
$10.4K - $10.5K
|
23.7K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-386- 4.53% |
$11.2K - $11.3K
|
8.13K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-394- 2.45% |
$11.5K - $11.6K
|
15.7K
$460K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-406- 1.51% |
$11.8K - $11.9K
|
26.5K
$779K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-407- 5.48% |
$11.8K - $12K
|
7.03K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-411- 0.28% |
$11.9K - $12.1K
|
144K
$4.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-416- 9.11% |
$12.1K - $12.2K
|
4.15K
$122K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-484- 21.81% |
$14.1K - $14.2K
|
1.74K
$51K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-527- 2.74% |
$15.3K - $15.5K
|
18.7K
$550K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-534- 3.35% |
$15.5K - $15.7K
|
15.4K
$452K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-628- 0.11% |
$18.3K - $18.5K
|
590K
$17.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-687- 4.33% |
$20K - $20.2K
|
15.2K
$446K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-688- 0.5% |
$20K - $20.2K
|
138K
$4.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-850- 88.08% |
$24.7K - $25K
|
115
$3.38K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-935- 2.92% |
$27.2K - $27.5K
|
31.1K
$914K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-997- 0.67% |
$29K - $29.3K
|
148K
$4.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.03K- 14.64% |
$30.1K - $30.4K
|
6.03K
$177K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.07K- 75.49% |
$31.1K - $31.4K
|
347
$10.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.13K- 17.79% |
$32.9K - $33.2K
|
5.23K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.24K- 8.7% |
$35.9K - $36.3K
|
13K
$381K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.24K- 3.38% |
$35.9K - $36.3K
|
35.3K
$1.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.28K- 6.86% |
$37.2K - $37.6K
|
17.4K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 3.41% |
$38K - $38.4K
|
37K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.37K- 15.15% |
$39.9K - $40.3K
|
7.69K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.42K- 0.17% |
$41.3K - $41.7K
|
836K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.52K- 9.25% |
$44.2K - $44.7K
|
14.9K
$438K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.54K- 0.46% |
$44.7K - $45.2K
|
330K
$9.7M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.6K- 0.41% |
$46.5K - $47K
|
393K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.86K- 20.13% |
$53.9K - $54.5K
|
7.36K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.92K- 12.31% |
$55.8K - $56.4K
|
13.7K
$401K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.98K- 2.0% |
$57.4K - $58K
|
96.8K
$2.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-2.07K- 4.14% |
$60.1K - $60.7K
|
47.9K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.13K- 0.82% |
$61.9K - $62.6K
|
257K
$7.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.18K- 7.57% |
$63.4K - $64K
|
26.6K
$782K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.35K- 16.8% |
$68.2K - $69K
|
11.6K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.36K- 1.77% |
$68.5K - $69.2K
|
131K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.37K- 2.2% |
$68.8K - $69.5K
|
105K
$3.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.48K- 17.21% |
$72.2K - $73K
|
11.9K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 12.63% |
$72.6K - $73.4K
|
17.3K
$508K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.66K- 7.45% |
$77.2K - $78K
|
33K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.66K- 2.99% |
$77.3K - $78.1K
|
86.2K
$2.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 2.37% |
$78.7K - $79.6K
|
111K
$3.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.86K- 21.36% |
$83.2K - $84.1K
|
10.5K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.89K- 2.04% |
$84.1K - $85K
|
139K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.97K- 6.0% |
$86.3K - $87.3K
|
46.6K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.04K- 2.61% |
$88.3K - $89.3K
|
113K
$3.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3.41K- 14.95% |
$99K - $100K
|
19.4K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.8K- 17.71% |
$111K - $112K
|
17.7K
$519K
|