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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
726+ 0.68% |
$21.1K - $21.3K
|
107K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.6K- 0.41% |
$46.5K - $47K
|
393K
$11.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.1K- 52.38% |
$353K - $357K
|
11K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-628- 0.11% |
$18.3K - $18.5K
|
590K
$17.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.42K- 0.17% |
$41.3K - $41.7K
|
836K
$24.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.48K+ 24.96% |
$43K - $43.4K
|
7.4K
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-34.7K- 52.6% |
$1.01M - $1.02M
|
31.3K
$913K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-28.7K- 40.24% |
$835K - $844K
|
42.7K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.18K- 7.57% |
$63.4K - $64K
|
26.6K
$777K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
243+ 3.48% |
$7.06K - $7.14K
|
7.22K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30.8K+ 7.78% |
$896K - $905K
|
427K
$12.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
22.9K+ 3.16% |
$666K - $673K
|
748K
$21.8M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.8K+ 3.56% |
$285K - $288K
|
285K
$8.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
933+ 1.69% |
$27.1K - $27.4K
|
56.2K
$1.64M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
519K+ 33.46% |
$15M - $15.2M
|
2.07M
$60.4M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-756- 9.23% |
$21.9K - $22.1K
|
7.43K
$217K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22+ 0.01% |
$636 - $643
|
363K
$10.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.6K- 89.71% |
$392K - $397K
|
1.56K
$45.4K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10.5KNew |
$302K - $306K
|
10.5K
$305K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.88K- 41.42% |
$199K - $201K
|
9.73K
$284K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
62.7KNew |
$1.81M - $1.83M
|
62.7K
$1.83M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
39.9K+ 34.77% |
$1.15M - $1.17M
|
155K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
44.5K+ 13.18% |
$1.29M - $1.3M
|
382K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.93K- 26.32% |
$258K - $261K
|
25K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.4K+ 4.64% |
$2.15M - $2.17M
|
1.68M
$48.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.21M- 5.58% |
$35M - $35.4M
|
20.5M
$598M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30.8K+ 24.93% |
$892K - $902K
|
155K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21K- 13.66% |
$607K - $614K
|
133K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15K+ 76.19% |
$435K - $439K
|
34.8K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.8K- 18.18% |
$689K - $696K
|
107K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
332KNew |
$9.6M - $9.71M
|
332K
$9.69M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
482K+ 1088.74% |
$13.9M - $14.1M
|
526K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-192K- 17.08% |
$5.56M - $5.63M
|
934K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-7.5K- 29.14% |
$217K - $219K
|
18.2K
$532K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
19.3K+ 0.16% |
$559K - $565K
|
12M
$351M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 8.69% |
$133K - $134K
|
57.5K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.56K+ 48.24% |
$103K - $104K
|
10.9K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-503K- 23.99% |
$14.6M - $14.7M
|
1.59M
$46.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
440K+ 782.26% |
$12.7M - $12.9M
|
496K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-255- 4.82% |
$7.37K - $7.46K
|
5.04K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.2KNew |
$440K - $444K
|
15.2K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-457- 34.62% |
$13.2K - $13.4K
|
863
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.2KNew |
$63.5K - $64.2K
|
2.2K
$64.1K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
34.3KNew |
$993K - $1M
|
34.3K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.8K+ 83.99% |
$544K - $550K
|
41.2K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78K+ 360.97% |
$2.26M - $2.28M
|
99.7K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-222- 2.7% |
$6.42K - $6.49K
|
8.01K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
117K+ 62.02% |
$3.38M - $3.42M
|
306K
$8.92M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.49KNew |
$274K - $277K
|
9.49K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.24K- 5.41% |
$35.9K - $36.3K
|
21.7K
$632K
|
|