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 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-858- 4.53% |
$24.7K - $25K
|
18.1K
$526K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 7.48% |
$37.2K - $37.6K
|
16K
$464K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
8.32K+ 3.85% |
$240K - $243K
|
225K
$6.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-6.56K- 42.37% |
$189K - $191K
|
8.92K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
25+ 0.36% |
$721 - $729
|
7.03K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
6.77K+ 2.17% |
$195K - $197K
|
318K
$9.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.34KNew |
$241K - $243K
|
8.34K
$242K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.48MNew |
$99.5M - $101M
|
3.48M
$101M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
112K+ 21.94% |
$3.21M - $3.26M
|
623K
$18.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-213- 22.44% |
$6.09K - $6.19K
|
736
$21.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.7KNew |
$106K - $107K
|
3.7K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5+ 1.4% |
$143 - $145
|
363
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
255New |
$7.29K - $7.41K
|
255
$7.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-730- 6.95% |
$20.9K - $21.2K
|
9.77K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
367New |
$10.5K - $10.7K
|
367
$10.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-421- 4.47% |
$12K - $12.2K
|
9K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.8KNew |
$336K - $342K
|
11.8K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.8KNew |
$1.02M - $1.04M
|
35.8K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.65K- 12.37% |
$47.2K - $48K
|
11.7K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.7KNew |
$449K - $456K
|
15.7K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
15.3K+ 3.55% |
$437K - $445K
|
447K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-37.8K- 87.34% |
$1.08M - $1.1M
|
5.48K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$57.8K - $58.8K
|
2.02K
$58.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.3KNew |
$324K - $330K
|
11.3K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.13K- 18.89% |
$147K - $149K
|
22K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-382- 1.13% |
$10.9K - $11.1K
|
33.5K
$974K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.9K- 68.33% |
$426K - $433K
|
6.91K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-37.2K- 84.35% |
$1.06M - $1.08M
|
6.9K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.26K- 15.15% |
$36.1K - $36.7K
|
7.07K
$205K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.33M- 97.27% |
$38M - $38.6M
|
37.2K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
315New |
$9.01K - $9.15K
|
315
$9.15K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-62.6K- 11.6% |
$1.79M - $1.82M
|
477K
$13.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.96K- 66.03% |
$56.1K - $57K
|
1.01K
$29.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.45KNew |
$98.5K - $100K
|
3.45K
$100K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
484New |
$13.8K - $14.1K
|
484
$14.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
790New |
$22.6K - $23K
|
790
$22.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.75K+ 21.52% |
$50.1K - $50.9K
|
9.89K
$287K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.06KNew |
$30.2K - $30.7K
|
1.06K
$30.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-181K- 74.54% |
$5.19M - $5.27M
|
62K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.75K- 2.41% |
$136K - $138K
|
192K
$5.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
11New |
$314 - $320
|
11
$320
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18KNew |
$516K - $525K
|
18K
$524K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-8.07K- 38.41% |
$231K - $234K
|
12.9K
$376K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25K- 67.74% |
$35.6K - $36.2K
|
593
$17.2K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
12.4KNew |
$355K - $361K
|
12.4K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
3.2KNew |
$91.5K - $93K
|
3.2K
$93K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.25K+ 14.62% |
$64.4K - $65.5K
|
17.7K
$513K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.28KClosed |
$36.5K - $37.1K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-1.86K- 6.97% |
$53.2K - $54.1K
|
24.8K
$721K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.63K- 24.9% |
$218K - $222K
|
23K
$668K
|
|