Purchases and Sales Made in Q4 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.43M+ 1133.83% |
$41.3M - $41.9M
|
1.55M
$45.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.06MNew |
$30.5M - $31M
|
1.06M
$30.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
669K+ 33.07% |
$19.3M - $19.6M
|
2.69M
$78.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
378K+ 44.17% |
$10.9M - $11.1M
|
1.23M
$35.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
338KNew |
$9.76M - $9.91M
|
338K
$9.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
223K+ 2066.51% |
$6.43M - $6.53M
|
233K
$6.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
121KNew |
$3.49M - $3.55M
|
121K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
117K+ 19.48% |
$3.38M - $3.44M
|
719K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
105KNew |
$3.03M - $3.08M
|
105K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
98K+ 16.54% |
$2.83M - $2.88M
|
691K
$20M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
81.7K+ 395.95% |
$2.36M - $2.4M
|
102K
$2.97M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65.9K+ 20.6% |
$1.9M - $1.93M
|
386K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
61.1K+ 15.11% |
$1.76M - $1.79M
|
465K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
54.2K+ 75.4% |
$1.56M - $1.59M
|
126K
$3.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
52.3K+ 16.44% |
$1.51M - $1.53M
|
370K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43.3K+ 4.05% |
$1.25M - $1.27M
|
1.11M
$32.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
41.4KNew |
$1.19M - $1.21M
|
41.4K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
34K+ 9.38% |
$982K - $997K
|
396K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
33.5K+ 29.08% |
$967K - $982K
|
149K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30K+ 23.8% |
$866K - $879K
|
156K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
25KNew |
$722K - $733K
|
25K
$725K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25K+ 8.93% |
$722K - $733K
|
305K
$8.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24.5K+ 7.78% |
$709K - $720K
|
340K
$9.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.7K+ 699.48% |
$626K - $636K
|
24.8K
$719K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.5KNew |
$591K - $600K
|
20.5K
$594K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.9K+ 40.13% |
$575K - $584K
|
69.5K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
19K+ 2.69% |
$550K - $558K
|
727K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.1KNew |
$523K - $531K
|
18.1K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.8K+ 71.39% |
$514K - $522K
|
42.7K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17.4K+ 4.26% |
$504K - $512K
|
427K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 9.59% |
$498K - $506K
|
197K
$5.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
17.1KNew |
$495K - $503K
|
17.1K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
16.9K+ 13.63% |
$488K - $495K
|
141K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.8K+ 26.75% |
$429K - $435K
|
70.3K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 1.4% |
$396K - $402K
|
997K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
13.2KNew |
$380K - $386K
|
13.2K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.9K+ 5.06% |
$371K - $377K
|
267K
$7.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.3KNew |
$355K - $360K
|
12.3K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 18.86% |
$337K - $342K
|
73.4K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.3K+ 26.87% |
$298K - $303K
|
48.8K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
9.95K+ 44.87% |
$287K - $292K
|
32.1K
$932K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.15K+ 93.72% |
$235K - $239K
|
16.8K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.87K+ 3.23% |
$227K - $231K
|
251K
$7.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $220K
|
7.52K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.35K+ 2.37% |
$212K - $215K
|
317K
$9.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
7.34KNew |
$212K - $215K
|
7.34K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
7.1KNew |
$205K - $208K
|
7.1K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.01K+ 4.69% |
$202K - $206K
|
157K
$4.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.93KNew |
$200K - $203K
|
6.93K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6.85K+ 28.2% |
$198K - $201K
|
31.1K
$903K
|