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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.85K- 0.18% |
$53.3K - $54.2K
|
1.02M
$29.6M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.72K- 7.42% |
$78.5K - $79.7K
|
33.9K
$983K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.57K- 16.08% |
$103K - $105K
|
18.6K
$540K
|
|
|
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
$7.6M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-5.78K- 6.92% |
$167K - $170K
|
77.7K
$2.25M
|
|
|
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
$5.8M
|
|
|
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
$6.55M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.5K- 11.64% |
$534K - $542K
|
140K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.1K- 11.58% |
$581K - $590K
|
154K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.3K- 15.43% |
$585K - $594K
|
111K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.1K- 98.09% |
$610K - $619K
|
411
$11.9K
|
|
|
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
$7.09M
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-38.6K- 21.06% |
$1.11M - $1.13M
|
145K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43.5K- 71.18% |
$1.26M - $1.28M
|
17.6K
$511K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-49.5K- 13.21% |
$1.43M - $1.45M
|
325K
$9.43M
|