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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.63K- 24.9% |
$218K - $222K
|
23K
$671K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-649- 3.36% |
$18.6K - $18.9K
|
18.7K
$545K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
49.4KNew |
$1.41M - $1.44M
|
49.4K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-46- 2.26% |
$1.32K - $1.34K
|
1.99K
$58.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-40.5K- 84.98% |
$1.16M - $1.18M
|
7.17K
$209K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
8.88KNew |
$254K - $258K
|
8.88K
$259K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
108New |
$3.09K - $3.14K
|
108
$3.15K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-340Closed |
$9.74K - $9.82K
|
0
$0
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
518New |
$14.8K - $15K
|
518
$15.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.05KNew |
$145K - $146K
|
5.05K
$147K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
300KNew |
$8.61M - $8.67M
|
300K
$8.76M
|
|
|
Nov 14, 2023
Q3 2023
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
770+ 3.81% |
$22.1K - $22.2K
|
21K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-179- 1.65% |
$5.13K - $5.17K
|
10.7K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.8KClosed |
$596K - $600K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
376KNew |
$10.8M - $10.9M
|
376K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.35KNew |
$239K - $241K
|
8.35K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
655New |
$18.8K - $18.9K
|
655
$19.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
16New |
$459 - $462
|
16
$467
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
37KNew |
$1.06M - $1.07M
|
37K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.06K- 16.37% |
$58.9K - $59.3K
|
10.5K
$306K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
647New |
$18.5K - $18.7K
|
647
$18.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-537- 5.42% |
$15.4K - $15.5K
|
9.38K
$274K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.23KNew |
$63.8K - $64.3K
|
2.23K
$65K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
761+ 9.66% |
$21.8K - $22K
|
8.64K
$252K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.2K- 43.32% |
$34.5K - $34.8K
|
1.58K
$46K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-61.8K- 88.91% |
$1.77M - $1.79M
|
7.71K
$225K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.38K+ 12.3% |
$39.6K - $39.9K
|
12.6K
$368K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-143- 3.31% |
$4.1K - $4.13K
|
4.18K
$122K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.71KNew |
$221K - $223K
|
7.71K
$225K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-182- 1.92% |
$5.22K - $5.26K
|
9.32K
$272K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
81KNew |
$2.32M - $2.34M
|
81K
$2.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.07KNew |
$59.4K - $59.8K
|
2.07K
$60.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
74New |
$2.12K - $2.14K
|
74
$2.16K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
193New |
$5.53K - $5.57K
|
193
$5.63K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 14.29% |
$717 - $722
|
150
$4.38K
|
|
| Q2 2023 | |||||||
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
9.18KNew |
$264K - $269K
|
9.18K
$268K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1New |
$28.8 - $29.3
|
1
$29.2
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.2KNew |
$34.5K - $35.2K
|
1.2K
$35K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
116New |
$3.34K - $3.4K
|
116
$3.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.42K- 21.74% |
$98.5K - $100K
|
12.3K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.17K+ 15.18% |
$62.3K - $63.5K
|
16.4K
$480K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
21.7KNew |
$623K - $634K
|
21.7K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.6KNew |
$392K - $399K
|
13.6K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.6KNew |
$419K - $426K
|
14.6K
$425K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
680+ 6.47% |
$19.6K - $19.9K
|
11.2K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-433- 14.5% |
$12.5K - $12.7K
|
2.55K
$74.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40- 0.56% |
$1.15K - $1.17K
|
7.12K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-116K- 45.23% |
$3.33M - $3.39M
|
140K
$4.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
74New |
$2.13K - $2.17K
|
74
$2.16K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
239+ 3.31% |
$6.88K - $7K
|
7.45K
$217K
|
|