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 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$66.5K - $67.7K
|
2.31K
$67.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22KNew |
$634K - $646K
|
22K
$643K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 58.33% |
$201 - $205
|
5
$146
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
8.56KNew |
$246K - $251K
|
8.56K
$250K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
17.1KNew |
$491K - $500K
|
17.1K
$498K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.06KNew |
$30.6K - $31.1K
|
1.06K
$31K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.53K- 1.38% |
$44.1K - $44.9K
|
110K
$3.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
9.18KNew |
$264K - $269K
|
9.18K
$268K
|
|
| Q1 2023 | |||||||
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13.5KClosed |
$388K - $397K
|
0
$0
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-18.9K- 7.93% |
$541K - $554K
|
219K
$6.4M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.44KNew |
$41.1K - $42.1K
|
1.44K
$41.9K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-58- 0.65% |
$1.66K - $1.7K
|
8.88K
$259K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-900- 0.82% |
$25.8K - $26.4K
|
108K
$3.16M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-528KClosed |
$15.1M - $15.5M
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18.1K+ 3322.02% |
$519K - $532K
|
18.7K
$544K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-37.3K- 47.58% |
$1.07M - $1.1M
|
41.1K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
32+ 0.4% |
$916 - $940
|
8.07K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
55.7KNew |
$1.6M - $1.64M
|
55.7K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-105- 1.08% |
$3.01K - $3.08K
|
9.58K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10.9K- 60.82% |
$313K - $321K
|
7.05K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-54- 90.0% |
$1.55K - $1.59K
|
6
$175
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.88KNew |
$82.5K - $84.6K
|
2.88K
$84K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$325K - $333K
|
11.3K
$331K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
48.2KNew |
$1.38M - $1.42M
|
48.2K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
294KNew |
$8.41M - $8.62M
|
294K
$8.57M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.4KNew |
$212K - $217K
|
7.4K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33New |
$945 - $969
|
33
$963
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
61.4KNew |
$1.76M - $1.8M
|
61.4K
$1.79M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.63KNew |
$46.6K - $47.7K
|
1.63K
$47.4K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
17.9KNew |
$513K - $526K
|
17.9K
$523K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2- 0.01% |
$57.3 - $58.7
|
20.3K
$591K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
124New |
$3.55K - $3.64K
|
124
$3.62K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.9K+ 6.69% |
$312K - $320K
|
173K
$5.06M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.2K- 63.73% |
$120K - $123K
|
2.39K
$69.7K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$77.6K - $79.6K
|
2.71K
$79.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-101- 0.03% |
$2.89K - $2.97K
|
295K
$8.6M
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.4K+ 2.05% |
$40.1K - $41.1K
|
69.7K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
241New |
$6.9K - $7.08K
|
241
$7.03K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36.6KNew |
$1.05M - $1.08M
|
36.6K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.11K- 32.3% |
$118K - $121K
|
8.62K
$251K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
377New |
$10.8K - $11.1K
|
377
$11K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
70.7KNew |
$2.02M - $2.08M
|
70.7K
$2.06M
|
|
| Q4 2022 | |||||||
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
10.6K+ 21.15% |
$303K - $307K
|
60.5K
$1.77M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 16.8% |
$389K - $394K
|
94.2K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.42% |
$1.09K - $1.1K
|
9.11K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.04K+ 5.05% |
$29.7K - $30.1K
|
21.5K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-184K- 96.85% |
$5.29M - $5.36M
|
6K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.91K+ 1.4% |
$227K - $230K
|
572K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 17.38% |
$51.5K - $52.2K
|
8.53K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$53K - $53.7K
|
1.85K
$53.9K
|
|