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 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
9.42K+ 4.44% |
$272K - $275K
|
222K
$6.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-17.3K- 55.99% |
$499K - $505K
|
13.6K
$399K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
31+ 238.46% |
$895 - $909
|
44
$1.29K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22.9K- 4.96% |
$660K - $671K
|
438K
$12.9M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
119New |
$3.44K - $3.49K
|
119
$3.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.5KNew |
$506K - $514K
|
17.5K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.62K- 15.64% |
$46.7K - $47.5K
|
8.73K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.47KNew |
$216K - $219K
|
7.47K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
14.2KNew |
$411K - $417K
|
14.2K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.32K- 8.98% |
$125K - $127K
|
43.8K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.13K- 37.9% |
$206K - $209K
|
11.7K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
251New |
$7.25K - $7.36K
|
251
$7.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$86.6 - $88
|
3
$88.1
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$924 - $939
|
32
$940
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
110KNew |
$3.17M - $3.22M
|
110K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.13K+ 8.63% |
$119K - $121K
|
51.9K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
38.1KNew |
$1.1M - $1.12M
|
38.1K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 40.28% |
$136K - $139K
|
16.5K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$73.2K - $74.3K
|
2.53K
$74.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.1K- 98.09% |
$610K - $619K
|
411
$12.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
424KNew |
$12.3M - $12.4M
|
424K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.46KNew |
$215K - $219K
|
7.46K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.34K- 15.76% |
$38.7K - $39.3K
|
7.16K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
17.2KNew |
$498K - $505K
|
17.2K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.04KNew |
$203K - $207K
|
7.04K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97New |
$2.8K - $2.85K
|
97
$2.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.71KNew |
$252K - $255K
|
8.71K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-99- 14.71% |
$2.86K - $2.9K
|
574
$16.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.17KNew |
$33.6K - $34.2K
|
1.17K
$34.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.93KNew |
$200K - $203K
|
6.93K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.68KNew |
$164K - $167K
|
5.68K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.75K- 1.72% |
$108K - $110K
|
215K
$6.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-36- 0.49% |
$1.04K - $1.06K
|
7.33K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.66KNew |
$106K - $107K
|
3.66K
$108K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $220K
|
7.52K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.32KNew |
$38K - $38.6K
|
1.32K
$38.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
105+ 1.45% |
$3.03K - $3.08K
|
7.35K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
37+ 32.46% |
$1.07K - $1.09K
|
151
$4.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
229New |
$6.61K - $6.72K
|
229
$6.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-662- 8.09% |
$19.1K - $19.4K
|
7.52K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.1KNew |
$523K - $531K
|
18.1K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
111New |
$3.21K - $3.26K
|
111
$3.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.87K+ 3.23% |
$227K - $231K
|
251K
$7.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08K+ 11.34% |
$31.1K - $31.6K
|
10.6K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15.3K- 67.42% |
$441K - $448K
|
7.38K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 10.04% |
$751 - $763
|
285
$8.37K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15New |
$433 - $440
|
15
$441
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
335+ 3.28% |
$9.67K - $9.83K
|
10.5K
$310K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.5KNew |
$591K - $600K
|
20.5K
$601K
|
|
| Q3 2024 | |||||||
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.52K+ 1.35% |
$245K - $251K
|
641K
$18.8M
|
|