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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-687- 4.33% |
$20K - $20.2K
|
15.2K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-63.8K- 10.04% |
$1.85M - $1.87M
|
572K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24K- 8.0% |
$698K - $705K
|
276K
$8.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-421K- 77.07% |
$12.2M - $12.4M
|
125K
$3.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.78K+ 64.35% |
$284K - $287K
|
25K
$729K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
18.9KNew |
$551K - $557K
|
18.9K
$553K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-260K- 15.82% |
$7.56M - $7.64M
|
1.38M
$40.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.77K- 4.73% |
$139K - $140K
|
96.1K
$2.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.35K- 16.8% |
$68.2K - $69K
|
11.6K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.26KNew |
$36.7K - $37.1K
|
1.26K
$36.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-40K- 4.25% |
$1.16M - $1.17M
|
902K
$26.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
859+ 0.79% |
$25K - $25.2K
|
109K
$3.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.02K+ 11.17% |
$29.8K - $30.1K
|
10.2K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$330K - $334K
|
11.4K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.8K- 51.02% |
$633K - $640K
|
20.9K
$610K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.36KNew |
$272K - $275K
|
9.36K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
21.3K+ 33.25% |
$619K - $625K
|
85.3K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-20.3K- 40.43% |
$591K - $597K
|
29.9K
$874K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.5K+ 9.95% |
$1.29M - $1.31M
|
491K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-80- 4.95% |
$2.33K - $2.35K
|
1.54K
$44.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.3K- 96.28% |
$357K - $361K
|
475
$13.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.1K+ 0.68% |
$90K - $91K
|
457K
$13.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
204+ 1.12% |
$5.93K - $5.99K
|
18.5K
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
13.1KNew |
$381K - $385K
|
13.1K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-372K- 28.85% |
$10.8M - $10.9M
|
917K
$26.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
27.3K+ 3.9% |
$792K - $801K
|
726K
$21.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.55K+ 5.16% |
$132K - $134K
|
92.7K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
31.4KNew |
$912K - $922K
|
31.4K
$915K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.36K- 1.77% |
$68.5K - $69.2K
|
131K
$3.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
21KNew |
$611K - $617K
|
21K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-188- 1.65% |
$5.47K - $5.52K
|
11.2K
$327K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-160- 1.85% |
$4.65K - $4.7K
|
8.5K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30KNew |
$872K - $881K
|
30K
$875K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
27.7KNew |
$806K - $814K
|
27.7K
$809K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.11K+ 0.79% |
$90.5K - $91.4K
|
398K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
822+ 8.49% |
$23.9K - $24.2K
|
10.5K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.89K+ 36.35% |
$200K - $202K
|
25.9K
$754K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.2K- 3.73% |
$1.05M - $1.06M
|
935K
$27.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-12.4K- 5.29% |
$362K - $366K
|
223K
$6.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-997- 0.67% |
$29K - $29.3K
|
148K
$4.32M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-137K- 48.71% |
$3.98M - $4.02M
|
144K
$4.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.25K+ 9.51% |
$36.3K - $36.7K
|
14.4K
$420K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
132+ 0.17% |
$3.84K - $3.88K
|
76.8K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-16.8K- 16.16% |
$487K - $493K
|
87K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
286+ 1.98% |
$8.31K - $8.4K
|
14.7K
$429K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-416- 9.11% |
$12.1K - $12.2K
|
4.15K
$121K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-278- 12.56% |
$8.08K - $8.17K
|
1.94K
$56.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
77.2KNew |
$2.24M - $2.27M
|
77.2K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-150K- 62.39% |
$4.36M - $4.4M
|
90.4K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-138- 0.71% |
$4.01K - $4.05K
|
19.2K
$559K
|