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 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.9K- 30.83% |
$958K - $968K
|
73.9K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-34.6K- 69.02% |
$1M - $1.02M
|
15.5K
$456K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-34.7K- 52.6% |
$1.01M - $1.02M
|
31.3K
$919K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-34.9K- 3.09% |
$1.02M - $1.03M
|
1.1M
$32.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-35.3K- 9.95% |
$1.03M - $1.04M
|
320K
$9.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36K- 6.56% |
$1.05M - $1.06M
|
513K
$15.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.2K- 3.73% |
$1.05M - $1.06M
|
935K
$27.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-40K- 4.25% |
$1.16M - $1.17M
|
902K
$26.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-45.3K- 22.54% |
$1.32M - $1.33M
|
156K
$4.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62K- 88.19% |
$1.8M - $1.82M
|
8.3K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-63.8K- 10.04% |
$1.85M - $1.87M
|
572K
$16.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-66.9K- 8.81% |
$1.95M - $1.97M
|
693K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-71.8K- 2.53% |
$2.09M - $2.11M
|
2.77M
$81.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-88.2K- 9.45% |
$2.56M - $2.59M
|
845K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-89.9K- 99.15% |
$2.61M - $2.64M
|
775
$22.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-101K- 10.17% |
$2.94M - $2.97M
|
892K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106K- 3.7% |
$3.09M - $3.12M
|
2.76M
$81.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-114K- 66.42% |
$3.31M - $3.35M
|
57.6K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-137K- 48.71% |
$3.98M - $4.02M
|
144K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 61.09% |
$4.2M - $4.24M
|
92K
$2.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-150K- 62.39% |
$4.36M - $4.4M
|
90.4K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-179K- 36.2% |
$5.22M - $5.27M
|
316K
$9.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-194K- 85.35% |
$5.65M - $5.71M
|
33.3K
$980K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-195K- 84.11% |
$5.66M - $5.72M
|
36.8K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-203K- 72.77% |
$5.9M - $5.97M
|
76K
$2.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-224K- 34.48% |
$6.52M - $6.59M
|
426K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-260K- 15.82% |
$7.56M - $7.64M
|
1.38M
$40.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-323K- 27.29% |
$9.38M - $9.48M
|
860K
$25.3M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-332K- 45.06% |
$9.64M - $9.74M
|
404K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-358K- 67.97% |
$10.4M - $10.5M
|
169K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-372K- 23.31% |
$10.8M - $10.9M
|
1.22M
$35.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-372K- 28.85% |
$10.8M - $10.9M
|
917K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-421K- 77.07% |
$12.2M - $12.4M
|
125K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-757K- 31.61% |
$22M - $22.2M
|
1.64M
$48.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-883K- 13.8% |
$25.7M - $26M
|
5.52M
$162M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.03M- 59.07% |
$30M - $30.3M
|
716K
$21M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.09M- 52.84% |
$31.8M - $32.1M
|
976K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.87M- 18.88% |
$112M - $114M
|
16.6M
$488M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-5.29M- 42.05% |
$154M - $155M
|
7.28M
$214M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.46M- 55.98% |
$159M - $160M
|
4.29M
$126M
|