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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
280+ 0.74% |
$8.1K - $8.19K
|
38.1K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 11.57% |
$1.13K - $1.14K
|
376
$11K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-68- 0.96% |
$1.97K - $1.99K
|
7.03K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
9.9KNew |
$286K - $289K
|
9.9K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
275K+ 259.02% |
$7.96M - $8.05M
|
381K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24.9K+ 149.24% |
$721K - $729K
|
41.7K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-9.04K- 9.62% |
$262K - $264K
|
85K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.24K+ 3.05% |
$35.9K - $36.3K
|
41.9K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
60.5KNew |
$1.75M - $1.77M
|
60.5K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-804- 2.58% |
$23.3K - $23.5K
|
30.3K
$885K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.14K- 6.3% |
$61.8K - $62.5K
|
31.8K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
240K+ 170.34% |
$6.94M - $7.01M
|
381K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.81K- 19.32% |
$110K - $112K
|
15.9K
$465K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
50+ 0.68% |
$1.45K - $1.46K
|
7.43K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-30K- 12.28% |
$869K - $878K
|
215K
$6.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-13.5K- 21.43% |
$391K - $395K
|
49.5K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.95K+ 2.0% |
$114K - $115K
|
201K
$5.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-7.86K- 14.98% |
$227K - $230K
|
44.6K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-390- 0.7% |
$11.3K - $11.4K
|
55.4K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-33- 0.03% |
$954 - $965
|
98.8K
$2.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.55K- 21.06% |
$44.7K - $45.2K
|
5.8K
$169K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.9K- 4.84% |
$54.9K - $55.5K
|
37.3K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.6K+ 6.66% |
$655K - $662K
|
362K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-638- 4.57% |
$18.5K - $18.7K
|
13.3K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.8KNew |
$1.09M - $1.11M
|
37.8K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.11K- 5.02% |
$90.1K - $91.1K
|
58.9K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
799+ 0.48% |
$23.1K - $23.4K
|
169K
$4.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
323K+ 34072.5% |
$9.35M - $9.45M
|
324K
$9.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-568- 3.46% |
$16.4K - $16.6K
|
15.9K
$463K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
9.42K+ 4.44% |
$272K - $275K
|
222K
$6.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-250- 2.31% |
$7.23K - $7.31K
|
10.6K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
15K+ 3.23% |
$434K - $439K
|
480K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15K+ 5.61% |
$433K - $437K
|
282K
$8.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
440K+ 16.35% |
$12.7M - $12.9M
|
3.13M
$91.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.68K+ 7.12% |
$193K - $195K
|
101K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-17.3K- 55.99% |
$499K - $505K
|
13.6K
$396K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-83.2K- 11.58% |
$2.41M - $2.43M
|
635K
$18.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-68.2K- 43.75% |
$1.97M - $1.99M
|
87.7K
$2.56M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
119New |
$3.44K - $3.49K
|
119
$3.47K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95.6K- 8.32% |
$2.76M - $2.8M
|
1.05M
$30.7M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
162New |
$4.68K - $4.75K
|
162
$4.73K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.06K+ 4.77% |
$30.5K - $31K
|
23.2K
$678K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.55K- 21.95% |
$73.6K - $74.7K
|
9.06K
$264K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.5KNew |
$506K - $514K
|
17.5K
$511K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
684+ 5.38% |
$19.8K - $20.1K
|
13.4K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
608KNew |
$17.6M - $17.8M
|
608K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.47KNew |
$216K - $219K
|
7.47K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
14.2KNew |
$411K - $417K
|
14.2K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.32K- 8.98% |
$125K - $127K
|
43.8K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.62K- 15.64% |
$46.7K - $47.5K
|
8.73K
$255K
|
|