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 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
13.9K+ 0.34% |
$401K - $406K
|
4.14M
$121M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.2KNew |
$381K - $385K
|
13.2K
$384K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 16.72% |
$31M - $31.3M
|
7.48M
$218M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
105K+ 8.76% |
$3.03M - $3.06M
|
1.3M
$37.9M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
557+ 7.96% |
$16.1K - $16.3K
|
7.55K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
110+ 125.0% |
$3.18K - $3.22K
|
198
$5.78K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.83M+ 542.46% |
$53M - $53.6M
|
2.17M
$63.3M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
126K+ 0.58% |
$3.64M - $3.69M
|
21.9M
$640M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-888- 67.07% |
$25.7K - $26K
|
436
$12.7K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-21.4K- 13.37% |
$618K - $625K
|
139K
$4.04M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-69.4K- 16.35% |
$2.01M - $2.03M
|
355K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.7K+ 82.97% |
$339K - $342K
|
25.8K
$754K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.17K- 5.24% |
$33.7K - $34.1K
|
21.1K
$616K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-314- 3.3% |
$9.08K - $9.18K
|
9.21K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16K+ 8.76% |
$33.6K - $34K
|
14.4K
$421K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.26K- 3.83% |
$123K - $124K
|
107K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-166K- 16.49% |
$4.79M - $4.84M
|
838K
$24.5M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.02K- 18.44% |
$174K - $176K
|
26.6K
$778K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.4K+ 8.01% |
$1.63M - $1.65M
|
760K
$22.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.2K+ 15.08% |
$612K - $619K
|
162K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
16.5K+ 156.78% |
$477K - $482K
|
27K
$788K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.9K+ 13.61% |
$403K - $407K
|
116K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-281K- 22.07% |
$8.14M - $8.23M
|
993K
$29M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
268K+ 70.19% |
$7.76M - $7.84M
|
650K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.41K- 20.13% |
$69.7K - $70.4K
|
9.56K
$279K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$572K - $578K
|
19.8K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.46K- 11.8% |
$42.1K - $42.5K
|
10.9K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-280- 1.13% |
$8.1K - $8.19K
|
24.5K
$714K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
26.7K+ 3.41% |
$771K - $779K
|
808K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
248KNew |
$7.19M - $7.27M
|
248K
$7.25M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.03K- 12.93% |
$29.9K - $30.2K
|
6.96K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.1K+ 4.34% |
$408K - $413K
|
340K
$9.91M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-663- 6.22% |
$19.2K - $19.4K
|
10K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.05% |
$174 - $175
|
13.3K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
10.8K+ 22.23% |
$314K - $317K
|
59.6K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.02K+ 5.12% |
$232K - $235K
|
165K
$4.81M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.58K- 4.28% |
$74.5K - $75.4K
|
57.6K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
292KNew |
$8.44M - $8.53M
|
292K
$8.51M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.32MNew |
$67M - $67.7M
|
2.32M
$67.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.64K- 1.39% |
$105K - $106K
|
259K
$7.55M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-325K- 53.79% |
$9.39M - $9.5M
|
279K
$8.14M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.07KNew |
$204K - $207K
|
7.07K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
324K+ 37.79% |
$9.38M - $9.49M
|
1.18M
$34.5M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5New |
$145 - $146
|
5
$146
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.72K+ 0.75% |
$49.7K - $50.2K
|
231K
$6.73M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
23K+ 15.47% |
$665K - $673K
|
172K
$5.01M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.05K- 53.08% |
$59.2K - $59.9K
|
1.81K
$52.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 24.87% |
$657K - $664K
|
114K
$3.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.1K- 18.51% |
$1.07M - $1.08M
|
163K
$4.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-23- 95.83% |
$665 - $673
|
1
$29.2
|