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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
401K+ 3.33% |
$11.6M - $11.8M
|
12.4M
$363M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
118KNew |
$3.42M - $3.46M
|
118K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
21.5KNew |
$626K - $633K
|
21.5K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.7K- 2.76% |
$922K - $931K
|
1.12M
$32.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-71.8K- 2.53% |
$2.09M - $2.11M
|
2.77M
$80.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-49- 0.32% |
$1.42K - $1.44K
|
15.1K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.92K- 12.31% |
$55.8K - $56.4K
|
13.7K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.66K+ 170.69% |
$77.2K - $78K
|
4.21K
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.86K+ 1.04% |
$170K - $172K
|
571K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
125+ 0.95% |
$3.63K - $3.67K
|
13.3K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.9K+ 9013.03% |
$985K - $996K
|
34.3K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-188- 0.11% |
$5.47K - $5.52K
|
167K
$4.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
22.2K+ 5.81% |
$645K - $652K
|
404K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.07K- 75.49% |
$31.1K - $31.4K
|
347
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-89.9K- 99.15% |
$2.61M - $2.64M
|
775
$22.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.89K- 2.04% |
$84.1K - $85K
|
139K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5KNew |
$507K - $513K
|
17.5K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
104K+ 32.7% |
$3.01M - $3.05M
|
421K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-25.2K- 14.14% |
$734K - $742K
|
153K
$4.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.9K+ 1.35% |
$259K - $261K
|
666K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6.55K- 29.61% |
$190K - $192K
|
15.6K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-6.72K- 24.5% |
$195K - $198K
|
20.7K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.5KNew |
$304K - $308K
|
10.5K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
18.7KNew |
$544K - $549K
|
18.7K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
32.2K+ 9.34% |
$936K - $946K
|
377K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-757K- 31.61% |
$22M - $22.2M
|
1.64M
$47.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.09M- 52.84% |
$31.8M - $32.1M
|
976K
$28.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.2K- 76.27% |
$267K - $270K
|
2.86K
$83.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.6K+ 139.16% |
$453K - $458K
|
26.8K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 3.41% |
$38K - $38.4K
|
37K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
15.5K+ 17.09% |
$450K - $455K
|
106K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
9New |
$262 - $264
|
9
$263
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
81.5K+ 6.28% |
$2.37M - $2.4M
|
1.38M
$40.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
562K+ 2416.93% |
$16.3M - $16.5M
|
586K
$17.1M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 12.63% |
$72.6K - $73.4K
|
17.3K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-355- 1.85% |
$10.3K - $10.4K
|
18.8K
$549K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62K- 88.19% |
$1.8M - $1.82M
|
8.3K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-25.9K- 37.2% |
$752K - $760K
|
43.7K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
833New |
$24.2K - $24.5K
|
833
$24.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-358K- 67.97% |
$10.4M - $10.5M
|
169K
$4.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-114- 0.14% |
$3.31K - $3.35K
|
81.2K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
447K+ 32.22% |
$13M - $13.1M
|
1.84M
$53.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.03M+ 13.73% |
$29.9M - $30.2M
|
8.51M
$249M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31.8K+ 115.99% |
$924K - $934K
|
59.2K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-406- 1.51% |
$11.8K - $11.9K
|
26.5K
$775K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-28K- 1.38% |
$813K - $822K
|
2M
$58.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.32K- 44.12% |
$271K - $274K
|
11.8K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-35- 21.6% |
$1.02K - $1.03K
|
127
$3.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
38.6KNew |
$1.12M - $1.13M
|
38.6K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
877+ 11.61% |
$25.5K - $25.8K
|
8.43K
$246K
|