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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.23K+ 29.02% |
$151K - $153K
|
23.3K
$679K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.8K+ 28.51% |
$1.9M - $1.93M
|
297K
$8.66M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27.4K+ 342400.0% |
$792K - $801K
|
27.4K
$800K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.4K+ 10.17% |
$40.5K - $41K
|
15.2K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.69K- 4.41% |
$48.8K - $49.3K
|
36.5K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
56.6K+ 20.89% |
$1.64M - $1.66M
|
328K
$9.56M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.76K+ 0.67% |
$109K - $110K
|
565K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
326K+ 166.21% |
$9.42M - $9.52M
|
522K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.19K- 20.45% |
$63.3K - $64K
|
8.51K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
464+ 4.55% |
$13.4K - $13.6K
|
10.7K
$311K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-35- 0.73% |
$1.01K - $1.02K
|
4.79K
$140K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-903- 1.4% |
$26.1K - $26.4K
|
63.5K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
20.8KNew |
$603K - $609K
|
20.8K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
24New |
$694 - $702
|
24
$700
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.2K+ 49.24% |
$34.7K - $35.1K
|
3.64K
$106K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
143+ 1.69% |
$4.14K - $4.18K
|
8.62K
$252K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 0.69% |
$373K - $378K
|
1.86M
$54.4M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
179K+ 35.17% |
$5.17M - $5.22M
|
687K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.37M- 88.29% |
$39.7M - $40.1M
|
182K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.39K+ 25.03% |
$156K - $158K
|
26.9K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-56.9K- 82.36% |
$1.64M - $1.66M
|
12.2K
$355K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
250+ 0.36% |
$7.23K - $7.31K
|
69.5K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.7K- 14.53% |
$49.2K - $49.7K
|
10K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-958- 15.34% |
$27.7K - $28K
|
5.29K
$154K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
313+ 2.65% |
$9.05K - $9.15K
|
12.1K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 23.88% |
$57.7K - $58.3K
|
6.36K
$185K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.35K+ 5.22% |
$155K - $156K
|
108K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73.2K+ 38.16% |
$2.12M - $2.14M
|
265K
$7.73M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-756- 1.94% |
$21.9K - $22.1K
|
38.3K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
476K+ 648.02% |
$13.8M - $13.9M
|
549K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-35.3K- 56.29% |
$1.02M - $1.03M
|
27.4K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
133K+ 129.04% |
$3.85M - $3.89M
|
236K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.82K- 6.42% |
$197K - $200K
|
99.4K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-611K- 92.6% |
$17.7M - $17.9M
|
48.8K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$1.3K - $1.32K
|
45
$1.31K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-38- 0.34% |
$1.1K - $1.11K
|
11.1K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.55K+ 2.58% |
$132K - $133K
|
181K
$5.28M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
13.1K+ 16.56% |
$379K - $383K
|
92.2K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
19+ 0.61% |
$549 - $556
|
3.11K
$90.7K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.15K- 15.8% |
$207K - $209K
|
38.1K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
149K+ 181.83% |
$4.32M - $4.37M
|
231K
$6.75M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.55K- 10.6% |
$73.7K - $74.5K
|
21.5K
$627K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.8K+ 1.78% |
$572K - $578K
|
1.13M
$33M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
311+ 0.79% |
$8.99K - $9.09K
|
39.7K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 2.6% |
$3.62K - $3.66K
|
4.68K
$137K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 9.51% |
$48.1K - $48.7K
|
19.2K
$559K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 17.54% |
$49.4K - $49.9K
|
8.02K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.08K+ 2.55% |
$89K - $90K
|
124K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-30- 0.04% |
$868 - $877
|
77.7K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.9K+ 31.99% |
$662K - $670K
|
94.5K
$2.76M
|