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 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
609+ 2.27% |
$17.7K - $17.9K
|
27.5K
$807K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
66+ 0.2% |
$1.92K - $1.94K
|
33.1K
$972K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.51% |
$1.05K - $1.06K
|
7.06K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2+ 0.1% |
$58.2 - $58.7
|
1.94K
$56.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49- 0.48% |
$1.43K - $1.44K
|
10.1K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-52- 7.04% |
$1.51K - $1.53K
|
687
$20.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 50.0% |
$2.62K - $2.64K
|
90
$2.64K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 2.27% |
$2.74K - $2.76K
|
4.06K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-112- 0.15% |
$3.26K - $3.29K
|
77.1K
$2.26M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-165- 1.59% |
$4.8K - $4.84K
|
10.2K
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-192- 2.61% |
$5.59K - $5.63K
|
7.17K
$211K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-193- 1.24% |
$5.62K - $5.66K
|
15.3K
$450K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-307- 0.72% |
$8.94K - $9.01K
|
42.4K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 1.94% |
$9.35K - $9.42K
|
16.2K
$476K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-513- 5.0% |
$14.9K - $15.1K
|
9.76K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-547- 6.64% |
$15.9K - $16K
|
7.69K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-606- 2.43% |
$17.6K - $17.8K
|
24.4K
$716K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-695- 3.31% |
$20.2K - $20.4K
|
20.3K
$597K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-875- 5.18% |
$25.5K - $25.7K
|
16K
$470K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.08K- 7.34% |
$31.4K - $31.7K
|
13.6K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.15K- 3.95% |
$33.3K - $33.6K
|
27.8K
$818K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.55K- 1.45% |
$45.1K - $45.4K
|
106K
$3.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.43K- 20.87% |
$70.7K - $71.2K
|
9.2K
$270K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2.52K- 58.58% |
$73.3K - $73.8K
|
1.78K
$52.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-3.88K- 14.58% |
$113K - $114K
|
22.7K
$668K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.09K- 4.26% |
$119K - $120K
|
92K
$2.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.88K- 26.43% |
$142K - $143K
|
13.6K
$399K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-6.04K- 10.75% |
$176K - $177K
|
50.2K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-8.07K- 25.8% |
$235K - $237K
|
23.2K
$682K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.54K- 28.39% |
$249K - $251K
|
21.6K
$633K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-9.07K- 7.25% |
$264K - $266K
|
116K
$3.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.42K- 8.94% |
$274K - $276K
|
96K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.6K- 12.79% |
$337K - $339K
|
78.8K
$2.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-24.7K- 18.6% |
$718K - $724K
|
108K
$3.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-29.2K- 10.65% |
$852K - $858K
|
245K
$7.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-31.8K- 5.4% |
$927K - $934K
|
558K
$16.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-33.9K- 31.54% |
$986K - $993K
|
73.5K
$2.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-44K- 64.08% |
$1.28M - $1.29M
|
24.7K
$725K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-81.6K- 1.8% |
$2.38M - $2.39M
|
4.46M
$131M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-84.5K- 9.03% |
$2.46M - $2.48M
|
851K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-84.7K- 18.53% |
$2.47M - $2.48M
|
372K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-594K- 65.81% |
$17.3M - $17.4M
|
308K
$9.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.73M- 91.56% |
$138M - $139M
|
436K
$12.8M
|