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 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-24.7K- 70.21% |
$710K - $727K
|
10.5K
$306K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
138New |
$3.97K - $4.07K
|
138
$4.03K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
690New |
$19.8K - $20.3K
|
690
$20.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.7K+ 327.55% |
$48.9K - $50.1K
|
2.22K
$64.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
753+ 1.65% |
$21.6K - $22.2K
|
46.4K
$1.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
549KNew |
$15.8M - $16.2M
|
549K
$16M
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 91.74% |
$8.6K - $8.66K
|
27
$788
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
100KNew |
$2.87M - $2.9M
|
100K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
167New |
$4.78K - $4.82K
|
167
$4.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
44.7KNew |
$1.28M - $1.29M
|
44.7K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
416+ 3.2% |
$11.9K - $12K
|
13.4K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
249New |
$7.13K - $7.19K
|
249
$7.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7.18KNew |
$206K - $207K
|
7.18K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.77K- 10.36% |
$108K - $109K
|
32.6K
$951K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.59% |
$28.7 - $28.9
|
170
$4.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
234+ 0.67% |
$6.7K - $6.76K
|
35.2K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
453New |
$13K - $13.1K
|
453
$13.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
318New |
$9.11K - $9.18K
|
318
$9.28K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.03KNew |
$58.2K - $58.6K
|
2.03K
$59.2K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
200New |
$5.73K - $5.78K
|
200
$5.84K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
3.1KNew |
$88.7K - $89.4K
|
3.1K
$90.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
619+ 0.7% |
$17.7K - $17.9K
|
88.5K
$2.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-407- 56.69% |
$11.7K - $11.8K
|
311
$9.07K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-260- 2.71% |
$7.45K - $7.51K
|
9.32K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-331- 3.14% |
$9.48K - $9.56K
|
10.2K
$298K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
575New |
$16.5K - $16.6K
|
575
$16.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-104- 23.21% |
$2.98K - $3K
|
344
$10K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
206New |
$5.9K - $5.95K
|
206
$6.01K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
791+ 0.74% |
$22.7K - $22.8K
|
108K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-13.5K- 63.38% |
$387K - $390K
|
7.8K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-117- 0.91% |
$3.35K - $3.38K
|
12.7K
$370K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-259- 91.2% |
$7.42K - $7.48K
|
25
$730
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
32.5KNew |
$930K - $937K
|
32.5K
$947K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3.57KNew |
$102K - $103K
|
3.57K
$104K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
90New |
$2.58K - $2.6K
|
90
$2.63K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.32K+ 59.75% |
$240K - $242K
|
22.2K
$649K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06KNew |
$30.4K - $30.8K
|
1.06K
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-511- 2.24% |
$14.7K - $14.9K
|
22.3K
$651K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.8K+ 43.82% |
$514K - $520K
|
58.5K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.74K+ 2.44% |
$166K - $167K
|
241K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-927- 32.7% |
$26.7K - $27K
|
1.91K
$55.7K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
27.9KNew |
$804K - $813K
|
27.9K
$814K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
578New |
$16.7K - $16.9K
|
578
$16.9K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
427New |
$12.3K - $12.5K
|
427
$12.5K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.3KNew |
$356K - $360K
|
12.3K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.3KNew |
$211K - $213K
|
7.3K
$213K
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
9.6KNew |
$277K - $280K
|
9.6K
$280K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.3K- 67.3% |
$471K - $477K
|
7.94K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.6KNew |
$363K - $368K
|
12.6K
$368K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.65K- 22.19% |
$76.3K - $77.2K
|
9.28K
$271K
|
|