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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
156K+ 12.68% |
$4.52M - $4.57M
|
1.39M
$40.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.67K+ 38.24% |
$193K - $195K
|
24.1K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.1KNew |
$524K - $530K
|
18.1K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-340K- 3.37% |
$9.82M - $9.93M
|
9.75M
$285M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-33.1K- 9.88% |
$956K - $966K
|
301K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
469+ 0.81% |
$13.6K - $13.7K
|
58.3K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
145KNew |
$4.19M - $4.24M
|
145K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-612- 0.27% |
$17.7K - $17.9K
|
229K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.9K+ 81.84% |
$1.85M - $1.87M
|
142K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.2KNew |
$381K - $386K
|
13.2K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72K- 13.46% |
$49.8K - $50.4K
|
11.1K
$323K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.94K+ 6.96% |
$201K - $203K
|
107K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.24K+ 6.89% |
$35.9K - $36.3K
|
19.3K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-51.8K- 2.49% |
$1.5M - $1.52M
|
2.03M
$59.2M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
39.6K+ 77.76% |
$1.15M - $1.16M
|
90.5K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
26.9K+ 19.23% |
$779K - $788K
|
167K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.9KNew |
$1.59M - $1.61M
|
54.9K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-27.3K- 13.28% |
$790K - $799K
|
179K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.1K+ 10.51% |
$60.8K - $61.5K
|
22.1K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.2K- 88.0% |
$122K - $123K
|
573
$16.7K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
71.4K+ 12.2% |
$2.06M - $2.09M
|
657K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.98K- 21.15% |
$57.4K - $58K
|
7.4K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.1K- 5.43% |
$147K - $149K
|
88.8K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-26.4K- 7.38% |
$764K - $772K
|
332K
$9.68M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100KClosed |
$2.91M - $2.94M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
16.1K+ 8.66% |
$467K - $472K
|
203K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-70.1K- 89.87% |
$2.03M - $2.05M
|
7.91K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$147K - $149K
|
5.09K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.69K+ 8.96% |
$193K - $196K
|
81.3K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-287- 1.98% |
$8.3K - $8.39K
|
14.2K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-123K- 91.44% |
$3.54M - $3.58M
|
11.5K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.8KNew |
$602K - $609K
|
20.8K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24.7K+ 12.06% |
$714K - $722K
|
229K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
893K+ 59.45% |
$25.8M - $26.1M
|
2.4M
$69.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52.5K+ 28.25% |
$1.52M - $1.53M
|
238K
$6.95M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.63% |
$202 - $205
|
1.12K
$32.7K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
985+ 1.1% |
$28.5K - $28.8K
|
90.7K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
33.2KNew |
$959K - $970K
|
33.2K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.33K+ 340.58% |
$270K - $273K
|
12.1K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.82K- 1.37% |
$52.7K - $53.3K
|
131K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.93K+ 13.68% |
$55.9K - $56.5K
|
16.1K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-207- 1.17% |
$5.99K - $6.05K
|
17.4K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
411K+ 16.72% |
$11.9M - $12M
|
2.87M
$83.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.6K+ 5.15% |
$653K - $660K
|
461K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4.7K+ 14.63% |
$136K - $137K
|
36.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10+ 0.71% |
$289 - $292
|
1.42K
$41.3K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.76K+ 1.93% |
$253K - $256K
|
463K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-607K- 25.75% |
$17.5M - $17.7M
|
1.75M
$51M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-579- 3.56% |
$16.7K - $16.9K
|
15.7K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
119K+ 23.71% |
$3.46M - $3.49M
|
623K
$18.2M
|