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 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
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.82K+ 9.43% |
$197K - $200K
|
79.1K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 7.52% |
$190K - $193K
|
94K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.46K+ 42.86% |
$187K - $189K
|
21.5K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.94K+ 9.05% |
$172K - $174K
|
71.6K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
5.92K+ 2.87% |
$171K - $174K
|
212K
$6.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.68KNew |
$164K - $167K
|
5.68K
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.28K+ 38.12% |
$152K - $155K
|
19.1K
$555K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.38KNew |
$126K - $128K
|
4.38K
$127K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.66KNew |
$106K - $107K
|
3.66K
$106K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.6K+ 19.3% |
$104K - $106K
|
22.3K
$646K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.34K+ 4.87% |
$96.6K - $98.1K
|
72K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.93K+ 3.22% |
$84.6K - $86K
|
93.9K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.64K+ 17.86% |
$76.2K - $77.4K
|
17.4K
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.44K+ 0.47% |
$70.3K - $71.4K
|
518K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.04K+ 5.45% |
$58.8K - $59.7K
|
39.4K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.78K+ 2.44% |
$51.3K - $52.1K
|
74.6K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.74K+ 1.36% |
$50.4K - $51.2K
|
130K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.72K+ 19.02% |
$49.8K - $50.6K
|
10.8K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.54K+ 5.6% |
$44.6K - $45.3K
|
29.1K
$843K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.5K+ 2.75% |
$43.2K - $43.8K
|
55.8K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.32KNew |
$38K - $38.6K
|
1.32K
$38.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.17KNew |
$33.6K - $34.2K
|
1.17K
$33.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08K+ 11.34% |
$31.1K - $31.6K
|
10.6K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
565+ 3.12% |
$16.3K - $16.6K
|
18.7K
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
491+ 4.83% |
$14.2K - $14.4K
|
10.7K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
395+ 0.66% |
$11.4K - $11.6K
|
60.7K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
335+ 3.28% |
$9.67K - $9.83K
|
10.5K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 38.46% |
$7.22K - $7.33K
|
900
$26.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
229New |
$6.61K - $6.72K
|
229
$6.64K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
187+ 0.79% |
$5.4K - $5.48K
|
23.8K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
170+ 1.7% |
$4.91K - $4.99K
|
10.2K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
150+ 1.15% |
$4.33K - $4.4K
|
13.2K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
111New |
$3.21K - $3.26K
|
111
$3.22K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
105+ 1.45% |
$3.03K - $3.08K
|
7.35K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
88New |
$2.54K - $2.58K
|
88
$2.55K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
78+ 0.08% |
$2.25K - $2.29K
|
98.8K
$2.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
41+ 0.39% |
$1.18K - $1.2K
|
10.5K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
37+ 32.46% |
$1.07K - $1.09K
|
151
$4.38K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 10.04% |
$751 - $763
|
285
$8.27K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
17+ 0.2% |
$491 - $499
|
8.39K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15New |
$433 - $440
|
15
$435
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
13+ 1.44% |
$375 - $381
|
918
$26.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-11- 0.31% |
$318 - $323
|
3.5K
$102K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-15- -0.0% |
$433 - $440
|
798K
$23.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-36- 0.49% |
$1.04K - $1.06K
|
7.33K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45- 0.41% |
$1.3K - $1.32K
|
11K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-99- 14.71% |
$2.86K - $2.9K
|
574
$16.6K
|