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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-139K- 8.45% |
$4M - $4.07M
|
1.5M
$43.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
57.6K+ 2.02% |
$1.66M - $1.69M
|
2.91M
$84.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.6K- 18.18% |
$75.1K - $76.3K
|
11.7K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.8K- 16.55% |
$80.9K - $82.2K
|
14.1K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-39.1K- 12.6% |
$1.13M - $1.15M
|
271K
$7.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.15K+ 1.39% |
$91K - $92.4K
|
229K
$6.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.99K+ 1.44% |
$231K - $234K
|
561K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.6K- 39.66% |
$46.3K - $47K
|
2.44K
$70.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
12+ 0.01% |
$347 - $352
|
121K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.9K- 9.39% |
$2.11M - $2.14M
|
703K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
239+ 1.37% |
$6.9K - $7.01K
|
17.6K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$86.6 - $88
|
3
$87.1
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$924 - $939
|
32
$929
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.9K- 19.59% |
$54.9K - $55.7K
|
7.8K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 3.02% |
$384K - $390K
|
454K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20KNew |
$577K - $586K
|
20K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
238K+ 88.07% |
$6.87M - $6.98M
|
508K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
134KNew |
$3.87M - $3.93M
|
134K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 41.55% |
$405K - $411K
|
19.7K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.24K- 1.71% |
$93.4K - $94.9K
|
186K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-145K- 72.02% |
$4.18M - $4.24M
|
56.2K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-227K- 16.79% |
$6.56M - $6.67M
|
1.13M
$32.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-286K- 55.3% |
$8.25M - $8.38M
|
231K
$6.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.52K- 5.38% |
$44K - $44.7K
|
26.8K
$777K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
167K+ 16.28% |
$4.83M - $4.91M
|
1.19M
$34.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.55K- 3.32% |
$131K - $133K
|
133K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
168KNew |
$4.85M - $4.93M
|
168K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25.7KNew |
$743K - $755K
|
25.7K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.13K+ 8.63% |
$119K - $121K
|
51.9K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-706- 0.78% |
$20.4K - $20.7K
|
89.7K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
555+ 7.27% |
$16K - $16.3K
|
8.19K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.48K+ 42.27% |
$71.7K - $72.8K
|
8.35K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155K+ 379.15% |
$4.48M - $4.55M
|
196K
$5.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
50.9KNew |
$1.47M - $1.49M
|
50.9K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-456K- 6.36% |
$13.2M - $13.4M
|
6.71M
$195M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
639K+ 35.17% |
$18.5M - $18.7M
|
2.46M
$71.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-504- 5.91% |
$14.6K - $14.8K
|
8.03K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 7.45% |
$41.9K - $42.5K
|
18K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-18.3K- 5.19% |
$529K - $537K
|
334K
$9.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-105K- 70.32% |
$3.03M - $3.07M
|
44.3K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5.71K+ 443.25% |
$165K - $167K
|
7K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
110KNew |
$3.17M - $3.22M
|
110K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.65K- 21.5% |
$47.7K - $48.4K
|
6.03K
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-9.85K- 5.8% |
$284K - $289K
|
160K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-13.4K- 61.71% |
$386K - $392K
|
8.3K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
185K+ 35.24% |
$5.34M - $5.42M
|
710K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60.8K+ 350.48% |
$1.76M - $1.78M
|
78.1K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.88K+ 1.92% |
$54.3K - $55.2K
|
99.7K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.01K+ 29.3% |
$58.1K - $59K
|
8.88K
$258K
|