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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
319KNew |
$9.18M - $9.4M
|
319K
$9.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.07KNew |
$232K - $238K
|
8.07K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
44New |
$1.27K - $1.3K
|
44
$1.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4New |
$115 - $118
|
4
$116
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-256- 0.4% |
$7.36K - $7.54K
|
63K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.1KNew |
$89.2K - $91.4K
|
3.1K
$90K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-168- 68.02% |
$4.83K - $4.95K
|
79
$2.29K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-51.5K- 81.46% |
$1.48M - $1.52M
|
11.7K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3+ 0.41% |
$86.3 - $88.4
|
728
$21.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
8.6KNew |
$247K - $253K
|
8.6K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
375New |
$10.8K - $11K
|
375
$10.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
97New |
$2.79K - $2.86K
|
97
$2.81K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.67KNew |
$220K - $226K
|
7.67K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
46.8K+ 69.82% |
$1.35M - $1.38M
|
114K
$3.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100+ 0.83% |
$2.88K - $2.95K
|
12.2K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
52.1K+ 730.57% |
$1.5M - $1.54M
|
59.3K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
162New |
$4.66K - $4.77K
|
162
$4.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
18.8KNew |
$542K - $555K
|
18.8K
$547K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
216+ 2.67% |
$6.21K - $6.36K
|
8.32K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.3K+ 307.24% |
$1.36M - $1.39M
|
62.6K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
72New |
$2.07K - $2.12K
|
72
$2.09K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14New |
$403 - $412
|
14
$406
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1K- 3.38% |
$28.8K - $29.5K
|
28.6K
$830K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8New |
$230 - $236
|
8
$232
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-7.82K- 81.73% |
$225K - $230K
|
1.75K
$50.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 0.64% |
$2.88K - $2.95K
|
15.8K
$458K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 8.14% |
$690 - $707
|
271
$7.86K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
68.6KNew |
$1.97M - $2.02M
|
68.6K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.22K+ 4.72% |
$35.2K - $36.1K
|
27.1K
$788K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.6KNew |
$46K - $47.1K
|
1.6K
$46.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-101K- 92.96% |
$2.91M - $2.98M
|
7.67K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-79- 5.33% |
$2.27K - $2.33K
|
1.4K
$40.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-127K- 56.24% |
$3.65M - $3.74M
|
98.9K
$2.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 3.84% |
$36.8K - $37.7K
|
32K
$930K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$28.8 - $29.5
|
1
$29
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 7.89% |
$373K - $382K
|
177K
$5.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.6K- 11.82% |
$1.2M - $1.23M
|
310K
$9M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
305New |
$8.77K - $8.99K
|
305
$8.85K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-24.7K- 70.21% |
$710K - $727K
|
10.5K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
138New |
$3.97K - $4.07K
|
138
$4K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
690New |
$19.8K - $20.3K
|
690
$20K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-17.8K- 19.22% |
$511K - $523K
|
74.7K
$2.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.7K+ 327.55% |
$48.9K - $50.1K
|
2.22K
$64.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70.8KNew |
$2.03M - $2.08M
|
70.8K
$2.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
753+ 1.65% |
$21.6K - $22.2K
|
46.4K
$1.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
549KNew |
$15.8M - $16.2M
|
549K
$15.9M
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
45.7K+ 68.62% |
$1.31M - $1.32M
|
112K
$3.26M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 91.74% |
$8.6K - $8.66K
|
27
$784
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
100KNew |
$2.87M - $2.9M
|
100K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$229 - $231
|
8
$232
|
|