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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
7.02KNew |
$204K - $206K
|
7.02K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
8.48K+ 4.68% |
$247K - $249K
|
190K
$5.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
550New |
$16K - $16.2K
|
550
$16.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-45.3K- 22.54% |
$1.32M - $1.33M
|
156K
$4.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-688- 0.5% |
$20K - $20.2K
|
138K
$4.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-114K- 66.42% |
$3.31M - $3.35M
|
57.6K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
172+ 1.72% |
$5K - $5.05K
|
10.2K
$299K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.38K- 23.59% |
$273K - $275K
|
30.4K
$892K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.41K- 0.55% |
$128K - $130K
|
804K
$23.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-194K- 85.35% |
$5.65M - $5.71M
|
33.3K
$980K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
52.8K+ 139.69% |
$1.53M - $1.55M
|
90.6K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
90+ 0.3% |
$2.62K - $2.64K
|
29.8K
$875K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.4KNew |
$303K - $307K
|
10.4K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.36K+ 14.19% |
$243K - $245K
|
67.2K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
180+ 1.03% |
$5.23K - $5.29K
|
17.6K
$517K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
53.2K+ 6.65% |
$1.55M - $1.56M
|
853K
$25.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 7.86% |
$299K - $302K
|
121K
$3.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-15.9K- 35.64% |
$462K - $467K
|
28.7K
$844K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24K- 8.0% |
$698K - $705K
|
276K
$8.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-63.8K- 10.04% |
$1.85M - $1.87M
|
572K
$16.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.8K- 42.83% |
$373K - $377K
|
17.1K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
200KNew |
$5.81M - $5.88M
|
200K
$5.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.09K+ 10.19% |
$89.8K - $90.8K
|
33.4K
$982K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.26KNew |
$36.7K - $37.1K
|
1.26K
$37.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-260K- 15.82% |
$7.56M - $7.64M
|
1.38M
$40.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$330K - $334K
|
11.4K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.8K- 51.02% |
$633K - $640K
|
20.9K
$614K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.55K+ 5.16% |
$132K - $134K
|
92.7K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.36KNew |
$272K - $275K
|
9.36K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-20.3K- 40.43% |
$591K - $597K
|
29.9K
$880K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-80- 4.95% |
$2.33K - $2.35K
|
1.54K
$45.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.3K- 96.28% |
$357K - $361K
|
475
$14K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.36K- 1.77% |
$68.5K - $69.2K
|
131K
$3.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
31.4KNew |
$912K - $922K
|
31.4K
$922K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
13.1KNew |
$381K - $385K
|
13.1K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-160- 1.85% |
$4.65K - $4.7K
|
8.5K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30KNew |
$872K - $881K
|
30K
$881K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
27.7KNew |
$806K - $814K
|
27.7K
$814K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.11K+ 0.79% |
$90.5K - $91.4K
|
398K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
822+ 8.49% |
$23.9K - $24.2K
|
10.5K
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-16.8K- 16.16% |
$487K - $493K
|
87K
$2.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.25K+ 9.51% |
$36.3K - $36.7K
|
14.4K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63K+ 12.18% |
$1.83M - $1.85M
|
580K
$17M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-293- 1.1% |
$8.52K - $8.61K
|
26.4K
$777K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.1K- 52.38% |
$353K - $357K
|
11K
$324K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.48K+ 24.96% |
$43K - $43.4K
|
7.4K
$217K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
243+ 3.48% |
$7.06K - $7.14K
|
7.22K
$212K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.8K+ 3.56% |
$285K - $288K
|
285K
$8.38M
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
15.6K+ 55.71% |
$450K - $455K
|
43.5K
$1.28M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-756- 9.23% |
$21.9K - $22.1K
|
7.43K
$218K
|
|