Latest Institutional Transactions on Spdr Portfolio Short Term Trea (SPTS)
This table provides information on the latest institutional transactions involving Spdr Portfolio Short Term Trea (SPTS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.39KNew |
$128K - $129K
|
4.39K
$129K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
33K+ 3.39% |
$961K - $968K
|
1.01M
$29.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
43.4KNew |
$1.26M - $1.27M
|
43.4K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
25.8K+ 176.24% |
$751K - $757K
|
40.4K
$1.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-594K- 65.81% |
$17.3M - $17.4M
|
308K
$9.06M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
8.84K+ 72.28% |
$258K - $259K
|
21.1K
$619K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.37K+ 7.23% |
$39.9K - $40.2K
|
20.3K
$596K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-52- 7.04% |
$1.51K - $1.53K
|
687
$20.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
624+ 57.51% |
$18.2K - $18.3K
|
1.71K
$50.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2+ 0.1% |
$58.2 - $58.7
|
1.94K
$56.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5KNew |
$146K - $147K
|
5K
$147K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-192- 2.61% |
$5.59K - $5.63K
|
7.17K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.99K+ 5.34% |
$87.2K - $87.8K
|
59.1K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.15K- 3.95% |
$33.3K - $33.6K
|
27.8K
$818K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-84.5K- 9.03% |
$2.46M - $2.48M
|
851K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.42K- 8.94% |
$274K - $276K
|
96K
$2.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
20.4K+ 13.78% |
$595K - $599K
|
169K
$4.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
144K+ 67.01% |
$4.2M - $4.23M
|
359K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$492K - $495K
|
16.9K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-24.7K- 18.6% |
$718K - $724K
|
108K
$3.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 1.94% |
$9.35K - $9.42K
|
16.2K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-84.7K- 18.53% |
$2.47M - $2.48M
|
372K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.76K+ 49.14% |
$80.2K - $80.8K
|
8.36K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.8K+ 4.03% |
$343K - $345K
|
304K
$8.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.7K+ 0.49% |
$398K - $401K
|
2.78M
$81.7M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5.48K+ 1.4% |
$160K - $161K
|
398K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8.31K+ 10.82% |
$242K - $244K
|
85.1K
$2.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.6K- 12.79% |
$337K - $339K
|
78.8K
$2.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.97KNew |
$145K - $146K
|
4.97K
$146K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.54K- 28.39% |
$249K - $251K
|
21.6K
$633K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.09K- 4.26% |
$119K - $120K
|
92K
$2.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
946+ 11.39% |
$27.5K - $27.8K
|
9.25K
$272K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-606- 2.43% |
$17.6K - $17.8K
|
24.4K
$716K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-875- 5.18% |
$25.5K - $25.7K
|
16K
$470K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.49K+ 4.34% |
$43.3K - $43.6K
|
35.8K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
17.4K+ 7.8% |
$506K - $510K
|
240K
$7.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.73M- 91.56% |
$138M - $139M
|
436K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.1K+ 5.87% |
$732K - $737K
|
453K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
4.93KNew |
$143K - $144K
|
4.93K
$145K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-112- 0.15% |
$3.26K - $3.29K
|
77.1K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15K+ 17.59% |
$437K - $440K
|
100K
$2.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 44.48% |
$335K - $337K
|
37.3K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.12K+ 47.58% |
$266K - $268K
|
28.3K
$831K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-307- 0.72% |
$8.94K - $9.01K
|
42.4K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
58.5K+ 134.52% |
$1.7M - $1.72M
|
102K
$3M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-513- 5.0% |
$14.9K - $15.1K
|
9.76K
$287K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-8.07K- 25.8% |
$235K - $237K
|
23.2K
$682K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.44K+ 15.56% |
$71.1K - $71.6K
|
18.1K
$533K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
848New |
$24.7K - $24.9K
|
848
$24.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
6.94KNew |
$202K - $204K
|
6.94K
$204K
|