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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-57Closed |
$1.69K - $1.73K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.61KClosed |
$196K - $201K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-30Closed |
$889 - $912
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-213Closed |
$6.31K - $6.48K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-190Closed |
$5.63K - $5.78K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-160Closed |
$4.74K - $4.87K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1K- 33.33% |
$29.6K - $30.4K
|
2K
$58.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-3.56KClosed |
$105K - $108K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-15KClosed |
$444K - $456K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-19.5KClosed |
$578K - $593K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
113New |
$3.35K - $3.44K
|
113
$3.3K
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-11.9KClosed |
$353K - $362K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-37Closed |
$1.1K - $1.13K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-7.76KClosed |
$230K - $236K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-95Closed |
$2.81K - $2.89K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.9KClosed |
$115K - $119K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-124KClosed |
$3.67M - $3.77M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.44KNew |
$42.7K - $43.8K
|
1.44K
$42.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-3- 0.41% |
$88.9 - $91.2
|
735
$21.5K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-12.6KClosed |
$373K - $383K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-17Closed |
$504 - $517
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
550+ 6.73% |
$16.7K - $16.9K
|
8.73K
$255K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-610Closed |
$18.6K - $18.7K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.34KClosed |
$223K - $225K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-123KClosed |
$3.73M - $3.76M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11.5KClosed |
$349K - $352K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-773Closed |
$23.5K - $23.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-17.3KClosed |
$526K - $530K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.12KClosed |
$94.8K - $95.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-24KClosed |
$729K - $735K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-9.25KClosed |
$281K - $283K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10Closed |
$304 - $306
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
19.7KNew |
$600K - $604K
|
19.7K
$576K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-215Closed |
$6.54K - $6.59K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-10.6KClosed |
$322K - $325K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-166Closed |
$5.05K - $5.09K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-209KClosed |
$6.35M - $6.4M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
533New |
$16.2K - $16.3K
|
533
$15.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.87KClosed |
$270K - $272K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.4KNew |
$409K - $410K
|
13.4K
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7.51KClosed |
$230K - $230K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-149KClosed |
$4.57M - $4.59M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8.14KClosed |
$249K - $250K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-26.7KClosed |
$819K - $821K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.7KClosed |
$358K - $359K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.05KClosed |
$277K - $278K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-6.64KClosed |
$203K - $204K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
261New |
$7.99K - $8.01K
|
261
$7.62K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-261KClosed |
$7.99M - $8.01M
|
0
$0
|
|