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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2020
Q2 2020
|
Gratus Capital LLC
|
SELL
|
- |
-43KClosed |
$1.32M - $1.32M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-7.59KClosed |
$233K - $233K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Congress Asset Management CO
|
SELL
|
- |
-26KClosed |
$796K - $798K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7KClosed |
$214K - $215K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-15.6KClosed |
$478K - $480K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.2KClosed |
$282K - $283K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-27.1KClosed |
$830K - $833K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-404KClosed |
$12.4M - $12.4M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
325New |
$9.74K - $9.98K
|
325
$9.48K
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.51KClosed |
$45.3K - $46.5K
|
0
$0
|
|
|
Dec 18, 2020
Q1 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10KClosed |
$301K - $308K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-371Closed |
$11.1K - $11.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-113Closed |
$3.39K - $3.47K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7.07KClosed |
$212K - $217K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1Closed |
$30 - $30.7
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.08KClosed |
$242K - $248K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4KClosed |
$41.9K - $43K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-8.77KClosed |
$263K - $269K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.69KClosed |
$290K - $292K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-14.1KClosed |
$421K - $423K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 05, 2019
Q3 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$2.99K - $3K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.05KClosed |
$61.2K - $61.5K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.74KClosed |
$201K - $202K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
St. James Investment Company, LLC
|
SELL
|
- |
-14.2KClosed |
$423K - $425K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.29KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-204Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.45KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-46.2KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-35.6KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-713Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.13KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.27KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-442Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.01KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-219Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.79KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-224Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-38.3KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-35.8KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Highland Private Wealth Management
|
SELL
|
- |
-35.8KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2018
Q2 2018
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-129KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$29.2
|
|
|
Nov 03, 2017
Q3 2017
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12KClosed |
N/A
|
0
$0
|
|