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 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 0.7% |
$35K - $35.9K
|
171K
$5M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.73K+ 9.62% |
$50K - $51.3K
|
19.8K
$577K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.58K- 5.78% |
$103K - $106K
|
58.3K
$1.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
25KNew |
$721K - $739K
|
25K
$730K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.7KNew |
$569K - $584K
|
19.7K
$576K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-204K- 91.92% |
$5.89M - $6.04M
|
18K
$524K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
94New |
$2.71K - $2.78K
|
94
$2.74K
|
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-38- 74.51% |
$1.1K - $1.12K
|
13
$379
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-49.4K- 70.91% |
$1.42M - $1.46M
|
20.3K
$592K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
20.3KNew |
$585K - $599K
|
20.3K
$592K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.09KNew |
$176K - $180K
|
6.09K
$178K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-221K- 92.18% |
$6.36M - $6.53M
|
18.7K
$546K
|
|
|
Oct 14, 2022
Q3 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-13.7K- 1.59% |
$396K - $406K
|
851K
$24.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
16+ 0.18% |
$461 - $473
|
9.13K
$267K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
4KNew |
$115K - $118K
|
4K
$117K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-12.8KClosed |
$374K - $381K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-555- 6.52% |
$16.2K - $16.5K
|
7.95K
$232K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.3KClosed |
$505K - $514K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.29KClosed |
$37.6K - $38.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$320K - $326K
|
11K
$321K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
7+ 0.1% |
$204 - $208
|
7.09K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.54KClosed |
$103K - $105K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-10.8KClosed |
$315K - $320K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
3.32KNew |
$96.8K - $98.5K
|
3.32K
$96.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 15.17% |
$37.9K - $38.6K
|
7.27K
$212K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-148KClosed |
$4.3M - $4.38M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43.4KNew |
$1.27M - $1.29M
|
43.4K
$1.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
22.6KNew |
$660K - $672K
|
22.6K
$661K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
575New |
$16.8K - $17.1K
|
575
$16.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-8.93K- 38.47% |
$260K - $265K
|
14.3K
$417K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-68- 0.88% |
$1.98K - $2.02K
|
7.64K
$223K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.87KNew |
$259K - $263K
|
8.87K
$259K
|
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
13.3KNew |
$387K - $394K
|
13.3K
$387K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.73KNew |
$50.3K - $51.2K
|
1.73K
$50.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.5KClosed |
$393K - $400K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.5KClosed |
$715K - $728K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.5KClosed |
$393K - $400K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-6.12K- 50.0% |
$178K - $182K
|
6.12K
$179K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1KNew |
$29.2K - $29.7K
|
1K
$29.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
27+ 9.0% |
$787 - $802
|
327
$9.55K
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-14.5KClosed |
$423K - $431K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.94KClosed |
$232K - $236K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-58.8K- 69.85% |
$1.71M - $1.75M
|
25.4K
$740K
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-21.3K- 51.46% |
$622K - $633K
|
20.1K
$587K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
40.8KNew |
$1.19M - $1.21M
|
40.8K
$1.19M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-849- 10.81% |
$24.8K - $25.2K
|
7K
$204K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.77KClosed |
$110K - $112K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-5.1KClosed |
$149K - $151K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-728- 8.2% |
$21.2K - $21.6K
|
8.15K
$238K
|
|
| Q1 2022 | |||||||
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-12.9KClosed |
$381K - $391K
|
0
$0
|
|