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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.5KNew |
$591K - $600K
|
20.5K
$597K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
6.08K+ 0.44% |
$175K - $179K
|
1.38M
$40.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
794New |
$22.8K - $23.4K
|
794
$23.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 23.22% |
$49.3K - $50.6K
|
9.11K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
366+ 348.57% |
$10.5K - $10.8K
|
471
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 38.89% |
$805 - $825
|
100
$2.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.8K+ 257.18% |
$684K - $701K
|
33K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-229K- 91.49% |
$6.59M - $6.76M
|
21.3K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
173+ 20.87% |
$4.97K - $5.1K
|
1K
$29.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
9New |
$259 - $265
|
9
$263
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.12K- 24.82% |
$118K - $121K
|
12.5K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-96.6K- 87.17% |
$2.78M - $2.85M
|
14.2K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40New |
$1.15K - $1.18K
|
40
$1.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.02KNew |
$231K - $236K
|
8.02K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.7K- 59.42% |
$393K - $403K
|
9.34K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.21KClosed |
$34.7K - $35.6K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.6KNew |
$593K - $608K
|
20.6K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
319KNew |
$9.18M - $9.4M
|
319K
$9.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.07KNew |
$232K - $238K
|
8.07K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4New |
$115 - $118
|
4
$117
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
44New |
$1.27K - $1.3K
|
44
$1.28K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.1KNew |
$89.2K - $91.4K
|
3.1K
$90.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-168- 68.02% |
$4.83K - $4.95K
|
79
$2.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3+ 0.41% |
$86.3 - $88.4
|
728
$21.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
8.6KNew |
$247K - $253K
|
8.6K
$251K
|
|
|
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
$2.83K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.67KNew |
$220K - $226K
|
7.67K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
162New |
$4.66K - $4.77K
|
162
$4.73K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
52.1K+ 730.57% |
$1.5M - $1.54M
|
59.3K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100+ 0.83% |
$2.88K - $2.95K
|
12.2K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
46.8K+ 69.82% |
$1.35M - $1.38M
|
114K
$3.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14New |
$403 - $412
|
14
$409
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
72New |
$2.07K - $2.12K
|
72
$2.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
216+ 2.67% |
$6.21K - $6.36K
|
8.32K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8New |
$230 - $236
|
8
$233
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1K- 3.38% |
$28.8K - $29.5K
|
28.6K
$835K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-7.82K- 81.73% |
$225K - $230K
|
1.75K
$51K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 0.64% |
$2.88K - $2.95K
|
15.8K
$460K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 8.14% |
$690 - $707
|
271
$7.91K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.6KNew |
$46K - $47.1K
|
1.6K
$46.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
68.6KNew |
$1.97M - $2.02M
|
68.6K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-101K- 92.96% |
$2.91M - $2.98M
|
7.67K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-79- 5.33% |
$2.27K - $2.33K
|
1.4K
$40.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$28.8 - $29.5
|
1
$29.2
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 3.84% |
$36.8K - $37.7K
|
32K
$935K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-127K- 56.24% |
$3.65M - $3.74M
|
98.9K
$2.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
305New |
$8.77K - $8.99K
|
305
$8.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.6K- 11.82% |
$1.2M - $1.23M
|
310K
$9.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 7.89% |
$373K - $382K
|
177K
$5.17M
|
|