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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
277+ 4.2% |
$7.96K - $8.16K
|
6.87K
$199K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
20.3K+ 9.27% |
$585K - $599K
|
240K
$6.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.3K+ 19.11% |
$872K - $894K
|
189K
$5.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.94K- 14.91% |
$55.8K - $57.2K
|
11.1K
$321K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.77K+ 0.2% |
$79.6K - $81.5K
|
1.37M
$39.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51+ 15.45% |
$1.47K - $1.5K
|
381
$11K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 23.22% |
$49.3K - $50.6K
|
9.11K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
701+ 259.63% |
$20.2K - $20.7K
|
971
$28.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.94K- 3.29% |
$142K - $145K
|
145K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-132K- 6.73% |
$3.79M - $3.88M
|
1.83M
$53M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.47K+ 28.41% |
$215K - $220K
|
33.8K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
375+ 4.39% |
$10.8K - $11K
|
8.92K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.05K+ 51.43% |
$116K - $119K
|
11.9K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-274- 2.41% |
$7.88K - $8.07K
|
11.1K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.8K+ 257.18% |
$684K - $701K
|
33K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
167K+ 47.91% |
$4.81M - $4.93M
|
517K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.51M+ 621.01% |
$216M - $221M
|
8.72M
$253M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-337K- 19.92% |
$9.68M - $9.92M
|
1.35M
$39.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.47K- 18.21% |
$70.9K - $72.6K
|
11.1K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-729- 0.79% |
$21K - $21.5K
|
92K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
366+ 348.57% |
$10.5K - $10.8K
|
471
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 38.89% |
$805 - $825
|
100
$2.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.41K- 3.64% |
$184K - $189K
|
170K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 3.12% |
$102K - $104K
|
110K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.02K- 4.21% |
$173K - $177K
|
137K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.3K+ 194.27% |
$556K - $569K
|
29.3K
$849K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-198K- 8.12% |
$5.68M - $5.82M
|
2.23M
$64.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
191K+ 541.79% |
$5.49M - $5.63M
|
226K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87- 0.14% |
$2.5K - $2.56K
|
61.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
677K+ 5.96% |
$19.5M - $20M
|
12M
$349M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10.2K- 16.12% |
$293K - $300K
|
53K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119K+ 37.17% |
$3.43M - $3.52M
|
441K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
149KNew |
$4.29M - $4.39M
|
149K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.4K- 10.78% |
$386K - $396K
|
111K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.1K+ 47.25% |
$175K - $180K
|
19K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-40.2K- 74.62% |
$1.15M - $1.18M
|
13.7K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
173+ 20.87% |
$4.97K - $5.1K
|
1K
$29.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.72K- 20.97% |
$279K - $286K
|
36.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
781New |
$22.5K - $23K
|
781
$22.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31.1K+ 6.67% |
$894K - $916K
|
497K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-135K- 70.44% |
$3.87M - $3.97M
|
56.5K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-916- 18.49% |
$26.3K - $27K
|
4.04K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53.5K+ 51.13% |
$1.54M - $1.58M
|
158K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-529K- 17.83% |
$15.2M - $15.6M
|
2.44M
$70.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-10.2K- 3.17% |
$292K - $299K
|
310K
$8.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.46K+ 60.79% |
$157K - $161K
|
14.4K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
8.48KNew |
$244K - $250K
|
8.48K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2M+ 173.66% |
$409M - $419M
|
22.4M
$650M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.3K- 3.46% |
$2.37M - $2.43M
|
2.3M
$66.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
700+ 5.69% |
$20.1K - $20.6K
|
13K
$377K
|