Purchases and Sales Made in Q3 2025 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
765K+ 88.92% |
$22.3M - $22.4M
|
1.62M
$47.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
200K+ 10.88% |
$5.82M - $5.86M
|
2.04M
$59.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
144K+ 67.01% |
$4.2M - $4.23M
|
359K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
58.5K+ 134.52% |
$1.7M - $1.72M
|
102K
$3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
43.4KNew |
$1.26M - $1.27M
|
43.4K
$1.27M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40.9K+ 8.33% |
$1.19M - $1.2M
|
532K
$15.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
37.6K+ 5.03% |
$1.1M - $1.1M
|
785K
$23.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
35.5KNew |
$1.03M - $1.04M
|
35.5K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
33.4K+ 3.64% |
$973K - $981K
|
951K
$27.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
33K+ 3.39% |
$961K - $968K
|
1.01M
$29.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
28KNew |
$815K - $822K
|
28K
$823K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
26.2K+ 172.91% |
$764K - $770K
|
41.4K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
25.8K+ 176.24% |
$751K - $757K
|
40.4K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.1K+ 5.87% |
$732K - $737K
|
453K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
20.4K+ 13.78% |
$595K - $599K
|
169K
$4.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20.1K+ 26.03% |
$585K - $589K
|
97.2K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
17.4K+ 7.8% |
$506K - $510K
|
240K
$7.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 4.06% |
$504K - $508K
|
444K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$492K - $495K
|
16.9K
$496K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15K+ 17.59% |
$437K - $440K
|
100K
$2.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.7K+ 0.49% |
$398K - $401K
|
2.78M
$81.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12.3K+ 1.47% |
$357K - $360K
|
848K
$24.9M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.2K+ 11.93% |
$354K - $357K
|
114K
$3.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.8K+ 4.03% |
$343K - $345K
|
304K
$8.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 44.48% |
$335K - $337K
|
37.3K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$332K - $334K
|
11.4K
$335K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.12K+ 47.58% |
$266K - $268K
|
28.3K
$831K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
8.84K+ 72.28% |
$258K - $259K
|
21.1K
$619K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8.31K+ 10.82% |
$242K - $244K
|
85.1K
$2.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
6.94KNew |
$202K - $204K
|
6.94K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.73K+ 11.4% |
$167K - $168K
|
56K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5.48K+ 1.4% |
$160K - $161K
|
398K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5KNew |
$146K - $147K
|
5K
$147K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.97KNew |
$145K - $146K
|
4.97K
$146K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
4.93KNew |
$143K - $144K
|
4.93K
$145K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.39KNew |
$128K - $129K
|
4.39K
$129K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.24K+ 17.12% |
$94.5K - $95.2K
|
22.2K
$652K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.14K+ 28.03% |
$91.4K - $92.1K
|
14.3K
$421K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.99K+ 5.34% |
$87.2K - $87.8K
|
59.1K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.76K+ 49.14% |
$80.2K - $80.8K
|
8.36K
$246K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.44K+ 15.56% |
$71.1K - $71.6K
|
18.1K
$533K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.81K+ 7.51% |
$52.7K - $53.1K
|
25.9K
$762K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.49K+ 4.34% |
$43.3K - $43.6K
|
35.8K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.37K+ 7.23% |
$39.9K - $40.2K
|
20.3K
$596K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.26K+ 1.15% |
$36.7K - $36.9K
|
111K
$3.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.04K+ 7.84% |
$30.4K - $30.6K
|
14.4K
$422K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
946+ 11.39% |
$27.5K - $27.8K
|
9.25K
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
918+ 0.64% |
$26.7K - $26.9K
|
145K
$4.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
848New |
$24.7K - $24.9K
|
848
$24.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
624+ 57.51% |
$18.2K - $18.3K
|
1.71K
$50.2K
|