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 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-171Closed |
$5.24K - $5.25K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
SELL
|
- |
-32.6KClosed |
$997K - $1M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-28.2KClosed |
$865K - $867K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.94KClosed |
$213K - $213K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-7.61KClosed |
$233K - $234K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-44Closed |
$1.35K - $1.35K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27.4KClosed |
$841K - $842K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-19.4KClosed |
$593K - $595K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-156KClosed |
$4.78M - $4.79M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.46KClosed |
$75.5K - $75.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
744+ 5.26% |
$22.8K - $22.8K
|
14.9K
$434K
|
|
|
May 07, 2021
Q1 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-11.6KClosed |
$355K - $356K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1Closed |
$30.6 - $30.7
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-592Closed |
$18.1K - $18.2K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
189New |
$5.79K - $5.8K
|
189
$5.52K
|
|
|
Apr 29, 2021
Q1 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.6KClosed |
$202K - $203K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-69.2KClosed |
$2.12M - $2.12M
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-11.3KClosed |
$347K - $347K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-69Closed |
$2.11K - $2.12K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-8.65KClosed |
$265K - $266K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8.74KClosed |
$268K - $268K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.92KClosed |
$151K - $151K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-36Closed |
$1.1K - $1.11K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-68.5KClosed |
$2.1M - $2.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.38KClosed |
$103K - $104K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-98.6KClosed |
$3.02M - $3.03M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
16.6KNew |
$509K - $510K
|
16.6K
$485K
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-13.6KClosed |
$417K - $418K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
76New |
$2.33K - $2.33K
|
76
$2.22K
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.71KClosed |
$52.4K - $52.5K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-68KClosed |
$2.08M - $2.09M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 27, 2020
Q3 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-35.1KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Insights, Inc.
|
SELL
|
- |
-30.7KClosed |
$942K - $943K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.63K- 4.96% |
$80.7K - $80.9K
|
50.5K
$1.47M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-7.07KClosed |
$217K - $217K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700Closed |
$21.5K - $21.5K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$356K - $356K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4KClosed |
$321K - $321K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.81KClosed |
$209K - $209K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-305Closed |
$9.36K - $9.37K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.57KClosed |
$232K - $233K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.32KClosed |
$40.5K - $40.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150K+ 1101.15% |
$4.6M - $4.61M
|
164K
$4.77M
|
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-168KClosed |
$5.15M - $5.16M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-42.7KClosed |
$1.31M - $1.31M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-18.3KClosed |
$561K - $563K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-29.3KClosed |
$898K - $900K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hikari Power LTD
|
SELL
|
- |
-310KClosed |
$9.49M - $9.51M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-131KClosed |
$4.01M - $4.02M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-125KClosed |
$3.83M - $3.84M
|
0
$0
|
|