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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.95K- 18.96% |
$115K - $116K
|
16.9K
$496K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-4.39K- 1.48% |
$127K - $129K
|
292K
$8.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.41K- 0.55% |
$128K - $130K
|
804K
$23.6M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.59K- 31.97% |
$133K - $135K
|
9.77K
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.77K- 4.73% |
$139K - $140K
|
96.1K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5.92K- 98.26% |
$172K - $174K
|
105
$3.08K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.27K- 11.15% |
$182K - $184K
|
49.9K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.27K- 3.45% |
$182K - $184K
|
176K
$5.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6.55K- 29.61% |
$190K - $192K
|
15.6K
$457K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.64K- 2.24% |
$193K - $195K
|
290K
$8.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-6.72K- 24.5% |
$195K - $198K
|
20.7K
$609K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-7.05K- 2.5% |
$205K - $207K
|
275K
$8.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-7.24K- 21.83% |
$211K - $213K
|
25.9K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-7.8K- 9.18% |
$227K - $229K
|
77.2K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.19K- 5.07% |
$238K - $241K
|
153K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.83K- 21.43% |
$257K - $259K
|
32.4K
$951K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.87K- 23.26% |
$258K - $260K
|
29.2K
$859K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.2K- 76.27% |
$267K - $270K
|
2.86K
$84.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-9.25K- 3.17% |
$269K - $272K
|
283K
$8.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.32K- 44.12% |
$271K - $274K
|
11.8K
$347K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-9.37K- 4.06% |
$273K - $275K
|
221K
$6.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.38K- 23.59% |
$273K - $275K
|
30.4K
$892K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.9K- 49.53% |
$288K - $291K
|
10.1K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 7.86% |
$299K - $302K
|
121K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.1K- 52.38% |
$353K - $357K
|
11K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.3K- 96.28% |
$357K - $361K
|
475
$14K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-12.4K- 5.29% |
$362K - $366K
|
223K
$6.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.8K- 42.83% |
$373K - $377K
|
17.1K
$504K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 7.14% |
$441K - $446K
|
197K
$5.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-15.8K- 7.82% |
$461K - $466K
|
187K
$5.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-15.9K- 35.64% |
$462K - $467K
|
28.7K
$844K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-16.8K- 16.16% |
$487K - $493K
|
87K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17.5K- 42.11% |
$510K - $516K
|
24.1K
$709K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-18.7K- 38.31% |
$543K - $549K
|
30.1K
$884K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-19.4K- 19.51% |
$564K - $570K
|
80K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-19.6K- 20.32% |
$570K - $576K
|
76.9K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-20.3K- 40.43% |
$591K - $597K
|
29.9K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.8K- 51.02% |
$633K - $640K
|
20.9K
$614K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-23K- 7.63% |
$668K - $676K
|
278K
$8.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24K- 8.0% |
$698K - $705K
|
276K
$8.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-25.2K- 14.14% |
$734K - $742K
|
153K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-25.9K- 37.2% |
$752K - $760K
|
43.7K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-26.7K- 8.14% |
$776K - $784K
|
301K
$8.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-27.6K- 16.77% |
$803K - $811K
|
137K
$4.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-27.9K- 3.02% |
$812K - $820K
|
897K
$26.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-28K- 1.38% |
$813K - $822K
|
2M
$58.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-28.6K- 7.5% |
$832K - $841K
|
353K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-28.7K- 40.24% |
$835K - $844K
|
42.7K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.7K- 2.76% |
$922K - $931K
|
1.12M
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-31.8K- 20.55% |
$924K - $934K
|
123K
$3.61M
|