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 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-64.9K- 67.12% |
$1.87M - $1.9M
|
31.8K
$922K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.9K- 9.39% |
$2.11M - $2.14M
|
703K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-72.9K- 48.31% |
$2.11M - $2.14M
|
78K
$2.26M
|
|
|
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
$43.6M
|
|
|
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
$5.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-227K- 16.79% |
$6.56M - $6.67M
|
1.13M
$32.7M
|
|
|
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
$57.1M
|
|
|
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
$6.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-296K- 96.51% |
$8.55M - $8.68M
|
10.7K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-300K- 19.05% |
$8.67M - $8.8M
|
1.27M
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-337K- 13.85% |
$9.74M - $9.89M
|
2.1M
$60.9M
|
|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-697K- 30.3% |
$20.1M - $20.4M
|
1.6M
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-715K- 3.19% |
$20.6M - $21M
|
21.7M
$629M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1M- 53.8% |
$28.9M - $29.3M
|
859K
$24.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-5.12M- 55.38% |
$148M - $150M
|
4.13M
$120M
|