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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7+ 0.1% |
$202 - $205
|
7.06K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-49- 6.27% |
$1.42K - $1.44K
|
732
$21.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.13K- 37.9% |
$206K - $209K
|
11.7K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
251New |
$7.25K - $7.36K
|
251
$7.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20KNew |
$577K - $586K
|
20K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.9K- 19.59% |
$54.9K - $55.7K
|
7.8K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$924 - $939
|
32
$934
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$86.6 - $88
|
3
$87.5
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
110KNew |
$3.17M - $3.22M
|
110K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.65K- 21.5% |
$47.7K - $48.4K
|
6.03K
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-13.4K- 61.71% |
$386K - $392K
|
8.3K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.52K- 5.38% |
$44K - $44.7K
|
26.8K
$782K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.13K+ 8.63% |
$119K - $121K
|
51.9K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.19K+ 11.86% |
$34.3K - $34.8K
|
11.2K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
38.1KNew |
$1.1M - $1.12M
|
38.1K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 40.28% |
$136K - $139K
|
16.5K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$73.2K - $74.3K
|
2.53K
$73.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.1K- 98.09% |
$610K - $619K
|
411
$12K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
424KNew |
$12.3M - $12.4M
|
424K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.46KNew |
$215K - $219K
|
7.46K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.34K- 15.76% |
$38.7K - $39.3K
|
7.16K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
17.2KNew |
$498K - $505K
|
17.2K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
170+ 0.58% |
$4.91K - $4.99K
|
29.4K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97New |
$2.8K - $2.85K
|
97
$2.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.71KNew |
$252K - $255K
|
8.71K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.04KNew |
$203K - $207K
|
7.04K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-99- 14.71% |
$2.86K - $2.9K
|
574
$16.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.17KNew |
$33.6K - $34.2K
|
1.17K
$34K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.93KNew |
$200K - $203K
|
6.93K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.68KNew |
$164K - $167K
|
5.68K
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.75K- 1.72% |
$108K - $110K
|
215K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.8K+ 26.75% |
$429K - $435K
|
70.3K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-36- 0.49% |
$1.04K - $1.06K
|
7.33K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.8K+ 71.39% |
$514K - $522K
|
42.7K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.66KNew |
$106K - $107K
|
3.66K
$107K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.32KNew |
$38K - $38.6K
|
1.32K
$38.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $220K
|
7.52K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
105+ 1.45% |
$3.03K - $3.08K
|
7.35K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
229New |
$6.61K - $6.72K
|
229
$6.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
37+ 32.46% |
$1.07K - $1.09K
|
151
$4.41K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
111New |
$3.21K - $3.26K
|
111
$3.24K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.1KNew |
$523K - $531K
|
18.1K
$529K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-662- 8.09% |
$19.1K - $19.4K
|
7.52K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.87K+ 3.23% |
$227K - $231K
|
251K
$7.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08K+ 11.34% |
$31.1K - $31.6K
|
10.6K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15.3K- 67.42% |
$441K - $448K
|
7.38K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 10.04% |
$751 - $763
|
285
$8.32K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15New |
$433 - $440
|
15
$438
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
335+ 3.28% |
$9.67K - $9.83K
|
10.5K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-204- 53.13% |
$5.89K - $5.98K
|
180
$5.25K
|