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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-23K- 7.63% |
$668K - $676K
|
278K
$8.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-34.9K- 3.09% |
$1.02M - $1.03M
|
1.1M
$32.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
29.4K+ 23.46% |
$855K - $864K
|
155K
$4.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-19.4K- 19.51% |
$564K - $570K
|
80K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-35.3K- 9.95% |
$1.03M - $1.04M
|
320K
$9.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
200+ 0.26% |
$5.81K - $5.88K
|
77.9K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.1KNew |
$642K - $649K
|
22.1K
$649K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
59+ 29.8% |
$1.72K - $1.73K
|
257
$7.55K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.84K+ 2.06% |
$228K - $230K
|
389K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
24.2K+ 5.04% |
$703K - $710K
|
504K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-189- 1.42% |
$5.49K - $5.55K
|
13.1K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
916+ 287.15% |
$26.6K - $26.9K
|
1.24K
$36.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.74K+ 2.24% |
$167K - $169K
|
262K
$7.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-203K- 72.77% |
$5.9M - $5.97M
|
76K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.3K+ 7.29% |
$561K - $567K
|
284K
$8.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80.9K+ 85.66% |
$2.35M - $2.38M
|
175K
$5.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.19K- 5.07% |
$238K - $241K
|
153K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
12.5K+ 13.53% |
$363K - $367K
|
105K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 2.35% |
$29.1K - $29.4K
|
43.6K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-68- 9.29% |
$1.98K - $2K
|
664
$19.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.8K- 17.71% |
$111K - $112K
|
17.7K
$519K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.13K- 0.82% |
$61.9K - $62.6K
|
257K
$7.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.83K- 21.43% |
$257K - $259K
|
32.4K
$951K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5K+ 4.59% |
$305K - $309K
|
239K
$7.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-66.9K- 8.81% |
$1.95M - $1.97M
|
693K
$20.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
31.1K+ 12.53% |
$905K - $915K
|
280K
$8.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
254+ 1.04% |
$7.38K - $7.46K
|
24.7K
$727K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.04K- 2.61% |
$88.3K - $89.3K
|
113K
$3.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
1.5K+ 18.07% |
$43.6K - $44.1K
|
9.8K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-534- 3.35% |
$15.5K - $15.7K
|
15.4K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7.93KNew |
$230K - $233K
|
7.93K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.27K- 11.15% |
$182K - $184K
|
49.9K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.7K+ 195.59% |
$543K - $549K
|
28.2K
$830K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
27.5K+ 26.92% |
$798K - $807K
|
129K
$3.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.86K- 21.36% |
$83.2K - $84.1K
|
10.5K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-222- 12.27% |
$6.45K - $6.52K
|
1.59K
$46.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-155- 49.84% |
$4.51K - $4.55K
|
156
$4.58K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
255+ 1.08% |
$7.41K - $7.49K
|
23.8K
$698K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.24K- 3.38% |
$35.9K - $36.3K
|
35.3K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
78New |
$2.27K - $2.29K
|
78
$2.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-5.29M- 42.05% |
$154M - $155M
|
7.28M
$214M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.84K+ 18.91% |
$82.4K - $83.3K
|
17.8K
$524K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.87K- 23.26% |
$258K - $260K
|
29.2K
$859K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.97K- 6.0% |
$86.3K - $87.3K
|
46.6K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
85.9KNew |
$2.5M - $2.52M
|
85.9K
$2.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.48K- 17.21% |
$72.2K - $73K
|
11.9K
$351K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
28New |
$814 - $823
|
28
$823
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.07% |
$349 - $353
|
1.13K
$33.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
19.6K+ 61.68% |
$570K - $576K
|
51.4K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
646+ 15.79% |
$18.8K - $19K
|
4.74K
$139K
|