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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
669K+ 33.07% |
$19.3M - $19.6M
|
2.69M
$78.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
338KNew |
$9.76M - $9.91M
|
338K
$9.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
223K+ 2066.51% |
$6.43M - $6.53M
|
233K
$6.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
121KNew |
$3.49M - $3.55M
|
121K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
117K+ 19.48% |
$3.38M - $3.44M
|
719K
$20.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
105KNew |
$3.03M - $3.08M
|
105K
$3.05M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65.9K+ 20.6% |
$1.9M - $1.93M
|
386K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
61.1K+ 15.11% |
$1.76M - $1.79M
|
465K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
52.3K+ 16.44% |
$1.51M - $1.53M
|
370K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43.3K+ 4.05% |
$1.25M - $1.27M
|
1.11M
$32.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
41.4KNew |
$1.19M - $1.21M
|
41.4K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
34K+ 9.38% |
$982K - $997K
|
396K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
33.5K+ 29.08% |
$967K - $982K
|
149K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30K+ 23.8% |
$866K - $879K
|
156K
$4.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25K+ 8.93% |
$722K - $733K
|
305K
$8.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
25KNew |
$722K - $733K
|
25K
$728K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24.5K+ 7.78% |
$709K - $720K
|
340K
$9.89M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.5KNew |
$591K - $600K
|
20.5K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.9K+ 40.13% |
$575K - $584K
|
69.5K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
19K+ 2.69% |
$550K - $558K
|
727K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.1KNew |
$523K - $531K
|
18.1K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.8K+ 71.39% |
$514K - $522K
|
42.7K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17.4K+ 4.26% |
$504K - $512K
|
427K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 9.59% |
$498K - $506K
|
197K
$5.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
17.1KNew |
$495K - $503K
|
17.1K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.8K+ 26.75% |
$429K - $435K
|
70.3K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 1.4% |
$396K - $402K
|
997K
$29M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
13.2KNew |
$380K - $386K
|
13.2K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.9K+ 5.06% |
$371K - $377K
|
267K
$7.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.3KNew |
$355K - $360K
|
12.3K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 18.86% |
$337K - $342K
|
73.4K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.3K+ 26.87% |
$298K - $303K
|
48.8K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.15K+ 93.72% |
$235K - $239K
|
16.8K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.87K+ 3.23% |
$227K - $231K
|
251K
$7.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $220K
|
7.52K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.35K+ 2.37% |
$212K - $215K
|
317K
$9.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
7.34KNew |
$212K - $215K
|
7.34K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
7.1KNew |
$205K - $208K
|
7.1K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6.85K+ 28.2% |
$198K - $201K
|
31.1K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 7.52% |
$190K - $193K
|
94K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.94K+ 9.05% |
$172K - $174K
|
71.6K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
5.92K+ 2.87% |
$171K - $174K
|
212K
$6.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.38KNew |
$126K - $128K
|
4.38K
$127K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.66KNew |
$106K - $107K
|
3.66K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.6K+ 19.3% |
$104K - $106K
|
22.3K
$648K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.34K+ 4.87% |
$96.6K - $98.1K
|
72K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.93K+ 3.22% |
$84.6K - $86K
|
93.9K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.64K+ 17.86% |
$76.2K - $77.4K
|
17.4K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.44K+ 0.47% |
$70.3K - $71.4K
|
518K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.04K+ 5.45% |
$58.8K - $59.7K
|
39.4K
$1.15M
|