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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 4.06% |
$504K - $508K
|
444K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2.52K- 58.58% |
$73.3K - $73.8K
|
1.78K
$52.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
609+ 2.27% |
$17.7K - $17.9K
|
27.5K
$807K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.81K+ 7.51% |
$52.7K - $53.1K
|
25.9K
$762K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
66+ 0.2% |
$1.92K - $1.94K
|
33.1K
$972K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
26.2K+ 172.91% |
$764K - $770K
|
41.4K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
33.4K+ 3.64% |
$973K - $981K
|
951K
$27.9M
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
918+ 0.64% |
$26.7K - $26.9K
|
145K
$4.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
765K+ 88.92% |
$22.3M - $22.4M
|
1.62M
$47.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.24K+ 17.12% |
$94.5K - $95.2K
|
22.2K
$652K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-547- 6.64% |
$15.9K - $16K
|
7.69K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$332K - $334K
|
11.4K
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
35.5KNew |
$1.03M - $1.04M
|
35.5K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.51% |
$1.05K - $1.06K
|
7.06K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-695- 3.31% |
$20.2K - $20.4K
|
20.3K
$597K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-3.88K- 14.58% |
$113K - $114K
|
22.7K
$668K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.14K+ 28.03% |
$91.4K - $92.1K
|
14.3K
$421K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 2.27% |
$2.74K - $2.76K
|
4.06K
$119K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.73K+ 11.4% |
$167K - $168K
|
56K
$1.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-81.6K- 1.8% |
$2.38M - $2.39M
|
4.46M
$131M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.88K- 26.43% |
$142K - $143K
|
13.6K
$399K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-9.07K- 7.25% |
$264K - $266K
|
116K
$3.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
200K+ 10.88% |
$5.82M - $5.86M
|
2.04M
$59.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49- 0.48% |
$1.43K - $1.44K
|
10.1K
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-6.04K- 10.75% |
$176K - $177K
|
50.2K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
28KNew |
$815K - $822K
|
28K
$823K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.08K- 7.34% |
$31.4K - $31.7K
|
13.6K
$400K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-193- 1.24% |
$5.62K - $5.66K
|
15.3K
$450K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-44K- 64.08% |
$1.28M - $1.29M
|
24.7K
$725K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-33.9K- 31.54% |
$986K - $993K
|
73.5K
$2.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-165- 1.59% |
$4.8K - $4.84K
|
10.2K
$301K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.26K+ 1.15% |
$36.7K - $36.9K
|
111K
$3.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 50.0% |
$2.62K - $2.64K
|
90
$2.64K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-29.2K- 10.65% |
$852K - $858K
|
245K
$7.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20.1K+ 26.03% |
$585K - $589K
|
97.2K
$2.86M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40.9K+ 8.33% |
$1.19M - $1.2M
|
532K
$15.6M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.55K- 1.45% |
$45.1K - $45.4K
|
106K
$3.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-31.8K- 5.4% |
$927K - $934K
|
558K
$16.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.43K- 20.87% |
$70.7K - $71.2K
|
9.2K
$270K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12.3K+ 1.47% |
$357K - $360K
|
848K
$24.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
37.6K+ 5.03% |
$1.1M - $1.1M
|
785K
$23.1M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.2K+ 11.93% |
$354K - $357K
|
114K
$3.35M
|
|
| Q2 2025 | |||||||
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.59K- 31.97% |
$133K - $135K
|
9.77K
$287K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159K+ 14.25% |
$4.63M - $4.67M
|
1.28M
$37.5M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-340- 0.8% |
$9.88K - $9.99K
|
42.3K
$1.24M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.13K+ 4.85% |
$32.8K - $33.1K
|
24.4K
$716K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-24- 0.12% |
$698 - $705
|
20.8K
$612K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.64K- 2.24% |
$193K - $195K
|
290K
$8.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.3K+ 5.39% |
$2.63M - $2.65M
|
1.77M
$51.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.28K- 6.86% |
$37.2K - $37.6K
|
17.4K
$510K
|
|