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 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-10.2K- 20.0% |
$293K - $298K
|
40.6K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-10.4K- 0.5% |
$302K - $306K
|
2.08M
$60.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13K- 36.18% |
$375K - $381K
|
22.9K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.2K- 9.67% |
$382K - $388K
|
124K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-13.4K- 61.71% |
$386K - $392K
|
8.3K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 41.55% |
$405K - $411K
|
19.7K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-14.1K- 1.77% |
$406K - $413K
|
781K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.1K- 9.73% |
$408K - $414K
|
131K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15.3K- 67.42% |
$441K - $448K
|
7.38K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-16.7K- 20.56% |
$481K - $489K
|
64.4K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-18.3K- 5.19% |
$529K - $537K
|
334K
$9.69M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 35.27% |
$614K - $624K
|
39K
$1.13M
|
|
|
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 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-39.1K- 12.6% |
$1.13M - $1.15M
|
271K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-42.3K- 10.56% |
$1.22M - $1.24M
|
358K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-42.7K- 0.35% |
$1.23M - $1.25M
|
12M
$348M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43.5K- 71.18% |
$1.26M - $1.28M
|
17.6K
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-49.5K- 13.21% |
$1.43M - $1.45M
|
325K
$9.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55K- 21.08% |
$1.59M - $1.61M
|
206K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-59.1K- 11.89% |
$1.71M - $1.73M
|
438K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-64.9K- 67.12% |
$1.87M - $1.9M
|
31.8K
$921K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.9K- 9.39% |
$2.11M - $2.14M
|
703K
$20.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-91.9K- 19.38% |
$2.65M - $2.69M
|
382K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-105K- 70.32% |
$3.03M - $3.07M
|
44.3K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-139K- 8.45% |
$4M - $4.07M
|
1.5M
$43.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-145K- 72.02% |
$4.18M - $4.24M
|
56.2K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-180K- 29.82% |
$5.2M - $5.29M
|
424K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-221K- 51.95% |
$6.39M - $6.49M
|
205K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-227K- 16.79% |
$6.56M - $6.67M
|
1.13M
$32.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-250K- 54.84% |
$7.22M - $7.33M
|
206K
$5.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-262K- 11.75% |
$7.56M - $7.68M
|
1.97M
$57M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-278K- 16.11% |
$8.02M - $8.14M
|
1.45M
$41.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-286K- 55.3% |
$8.25M - $8.38M
|
231K
$6.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-296K- 96.51% |
$8.55M - $8.68M
|
10.7K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-300K- 19.05% |
$8.67M - $8.8M
|
1.27M
$36.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-456K- 6.36% |
$13.2M - $13.4M
|
6.71M
$195M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-618K- 4.56% |
$17.8M - $18.1M
|
12.9M
$375M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-715K- 3.19% |
$20.6M - $21M
|
21.7M
$629M
|