Latest Institutional Purchases of Spdr Portfolio Short Term Trea (SPTS)
This list provides information on the latest institutional transactions involving Spdr Portfolio Short Term Trea (SPTS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.03M+ 64.94% |
$59.1M - $59.8M
|
5.17M
$151M
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
1.07M+ 46.25% |
$31.2M - $31.5M
|
3.39M
$99.3M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.03M+ 13.73% |
$29.9M - $30.2M
|
8.51M
$249M
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
726K+ 119.5% |
$21.1M - $21.3M
|
1.33M
$39.1M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
634K+ 174.72% |
$18.4M - $18.6M
|
997K
$29.2M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
617K+ 73.62% |
$17.9M - $18.1M
|
1.46M
$42.7M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
562K+ 2416.93% |
$16.3M - $16.5M
|
586K
$17.2M
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
447K+ 32.22% |
$13M - $13.1M
|
1.84M
$53.8M
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
401K+ 3.33% |
$11.6M - $11.8M
|
12.4M
$364M
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
398K+ 9.61% |
$11.6M - $11.7M
|
4.54M
$133M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
314K+ 192.68% |
$9.14M - $9.24M
|
478K
$14M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
289K+ 15.53% |
$8.41M - $8.5M
|
2.15M
$63.1M
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
200KNew |
$5.81M - $5.88M
|
200K
$5.86M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
168K+ 26.92% |
$4.88M - $4.93M
|
791K
$23.2M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159K+ 14.25% |
$4.63M - $4.67M
|
1.28M
$37.4M
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
159K+ 23.09% |
$4.61M - $4.66M
|
845K
$24.8M
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
144K+ 6.63% |
$4.18M - $4.22M
|
2.31M
$67.8M
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
139KNew |
$4.05M - $4.1M
|
139K
$4.09M
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
118KNew |
$3.42M - $3.46M
|
118K
$3.45M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
118KNew |
$3.42M - $3.46M
|
118K
$3.45M
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
104K+ 32.7% |
$3.01M - $3.05M
|
421K
$12.3M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.3K+ 5.39% |
$2.63M - $2.65M
|
1.77M
$51.8M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
85.9KNew |
$2.5M - $2.52M
|
85.9K
$2.52M
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
81.5K+ 6.28% |
$2.37M - $2.4M
|
1.38M
$40.5M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80.9K+ 85.66% |
$2.35M - $2.38M
|
175K
$5.14M
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
77.2KNew |
$2.24M - $2.27M
|
77.2K
$2.26M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
71.6KNew |
$2.08M - $2.1M
|
71.6K
$2.1M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
68.7KNew |
$2M - $2.02M
|
68.7K
$2.01M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
68.5K+ 63.95% |
$1.99M - $2.01M
|
176K
$5.15M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
65.7K+ 18.12% |
$1.91M - $1.93M
|
428K
$12.5M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63K+ 12.18% |
$1.83M - $1.85M
|
580K
$17M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61.3KNew |
$1.78M - $1.8M
|
61.3K
$1.8M
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
53.2K+ 6.65% |
$1.55M - $1.56M
|
853K
$25M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
52.8K+ 139.69% |
$1.53M - $1.55M
|
90.6K
$2.66M
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.8KNew |
$1.51M - $1.52M
|
51.8K
$1.52M
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50.3KNew |
$1.46M - $1.48M
|
50.3K
$1.47M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.5K+ 9.95% |
$1.29M - $1.31M
|
491K
$14.4M
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
40.6K+ 513.81% |
$1.18M - $1.19M
|
48.5K
$1.42M
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
38.6KNew |
$1.12M - $1.13M
|
38.6K
$1.13M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.9K+ 7.96% |
$1.07M - $1.08M
|
500K
$14.6M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
35.5K+ 326.72% |
$1.03M - $1.04M
|
46.4K
$1.36M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.9K+ 9013.03% |
$985K - $996K
|
34.3K
$1M
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
32.2K+ 9.34% |
$936K - $946K
|
377K
$11M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31.8K+ 115.99% |
$924K - $934K
|
59.2K
$1.73M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.5K+ 90.75% |
$917K - $927K
|
66.3K
$1.94M
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
31.4KNew |
$912K - $922K
|
31.4K
$920K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
31.1K+ 12.53% |
$905K - $915K
|
280K
$8.2M
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30.8K+ 7.78% |
$896K - $905K
|
427K
$12.5M
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30KNew |
$872K - $881K
|
30K
$879K
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
29.4K+ 23.46% |
$855K - $864K
|
155K
$4.54M
|