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
|
Private Trust CO Na
|
SELL
|
- |
-168- 0.48% |
$4.85K - $4.93K
|
35K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-204- 53.13% |
$5.89K - $5.98K
|
180
$5.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-275- 17.2% |
$7.94K - $8.07K
|
1.32K
$38.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-309- 0.55% |
$8.92K - $9.06K
|
56K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-481- 2.84% |
$13.9K - $14.1K
|
16.4K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-577- 7.25% |
$16.7K - $16.9K
|
7.38K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-629- 0.99% |
$18.2K - $18.4K
|
63.2K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-650- 5.67% |
$18.8K - $19.1K
|
10.8K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-662- 8.09% |
$19.1K - $19.4K
|
7.52K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-851- 4.13% |
$24.6K - $25K
|
19.7K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.6K- 17.98% |
$46.2K - $46.9K
|
7.3K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.69K- 15.26% |
$48.8K - $49.5K
|
9.38K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.82K- 11.52% |
$52.5K - $53.4K
|
14K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.07K- 11.47% |
$59.7K - $60.7K
|
16K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.13K- 7.91% |
$61.4K - $62.4K
|
24.8K
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.14K- 7.43% |
$61.9K - $62.9K
|
26.7K
$775K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.31K- 19.51% |
$66.7K - $67.8K
|
9.53K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.5K- 3.88% |
$72.2K - $73.4K
|
62K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.6K- 3.87% |
$74.9K - $76.1K
|
64.4K
$1.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.58K- 0.32% |
$103K - $105K
|
1.11M
$32.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.75K- 1.72% |
$108K - $110K
|
215K
$6.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-3.99K- 2.21% |
$115K - $117K
|
177K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.25K- 8.59% |
$123K - $125K
|
45.3K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.66K- 69.6% |
$135K - $137K
|
2.04K
$59K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.15K- 1.93% |
$149K - $151K
|
262K
$7.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.41K- 99.89% |
$156K - $159K
|
6
$174
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.56K- 6.74% |
$160K - $163K
|
76.8K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.64K- 12.97% |
$163K - $165K
|
37.8K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-5.89K- 2.46% |
$170K - $173K
|
234K
$6.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-6.94K- 2.94% |
$200K - $203K
|
229K
$6.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.95K- 18.39% |
$201K - $204K
|
30.8K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.07K- 32.55% |
$233K - $237K
|
16.7K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.13K- 39.72% |
$235K - $238K
|
12.3K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.28K- 3.97% |
$239K - $243K
|
200K
$5.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.44K- 5.44% |
$244K - $247K
|
147K
$4.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.65K- 3.68% |
$250K - $254K
|
226K
$6.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9.14K- 8.73% |
$264K - $268K
|
95.6K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.68K- 21.12% |
$280K - $284K
|
36.2K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-10.2K- 20.0% |
$293K - $298K
|
40.6K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-14.1K- 1.77% |
$406K - $413K
|
781K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15.3K- 67.42% |
$441K - $448K
|
7.38K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.1K- 11.58% |
$581K - $590K
|
154K
$4.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.9K- 20.74% |
$691K - $701K
|
91.3K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-24.3K- 31.69% |
$703K - $714K
|
52.5K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-25.7K- 4.63% |
$743K - $755K
|
530K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-30.8K- 10.78% |
$888K - $902K
|
255K
$7.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-31.5K- 11.41% |
$910K - $924K
|
245K
$7.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37K- 75.58% |
$1.07M - $1.09M
|
12K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-37.9K- 36.27% |
$1.09M - $1.11M
|
66.6K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-37.9K- 58.03% |
$1.09M - $1.11M
|
27.4K
$795K
|