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 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
77.2KNew |
$2.24M - $2.27M
|
77.2K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
68.7KNew |
$2M - $2.02M
|
68.7K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63K+ 12.18% |
$1.83M - $1.85M
|
580K
$16.9M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.5K+ 9.95% |
$1.29M - $1.31M
|
491K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
31.4KNew |
$912K - $922K
|
31.4K
$915K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30.8K+ 7.78% |
$896K - $905K
|
427K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30KNew |
$872K - $881K
|
30K
$875K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
27.7KNew |
$806K - $814K
|
27.7K
$809K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
27.3K+ 3.9% |
$792K - $801K
|
726K
$21.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
22.9K+ 3.16% |
$666K - $673K
|
748K
$21.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
21.3K+ 33.25% |
$619K - $625K
|
85.3K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
21KNew |
$611K - $617K
|
21K
$613K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
18.9KNew |
$551K - $557K
|
18.9K
$553K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
13.1KNew |
$381K - $385K
|
13.1K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$330K - $334K
|
11.4K
$332K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.8K+ 3.56% |
$285K - $288K
|
285K
$8.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.36KNew |
$272K - $275K
|
9.36K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.89K+ 36.35% |
$200K - $202K
|
25.9K
$754K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.55K+ 5.16% |
$132K - $134K
|
92.7K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.11K+ 0.79% |
$90.5K - $91.4K
|
398K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.1K+ 0.68% |
$90K - $91K
|
457K
$13.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.48K+ 24.96% |
$43K - $43.4K
|
7.4K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.26KNew |
$36.7K - $37.1K
|
1.26K
$36.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.25K+ 9.51% |
$36.3K - $36.7K
|
14.4K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.02K+ 11.17% |
$29.8K - $30.1K
|
10.2K
$297K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
933+ 1.69% |
$27.1K - $27.4K
|
56.2K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
859+ 0.79% |
$25K - $25.2K
|
109K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
822+ 8.49% |
$23.9K - $24.2K
|
10.5K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
726+ 0.68% |
$21.1K - $21.3K
|
107K
$3.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
286+ 1.98% |
$8.31K - $8.4K
|
14.7K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
243+ 3.48% |
$7.06K - $7.14K
|
7.22K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
204+ 1.12% |
$5.93K - $5.99K
|
18.5K
$539K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
132+ 0.17% |
$3.84K - $3.88K
|
76.8K
$2.24M
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.32MNew |
$67M - $67.7M
|
2.32M
$67.6M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.83M+ 542.46% |
$53M - $53.6M
|
2.17M
$63.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 16.72% |
$31M - $31.3M
|
7.48M
$218M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
893K+ 59.45% |
$25.8M - $26.1M
|
2.4M
$69.9M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
519K+ 33.46% |
$15M - $15.2M
|
2.07M
$60.4M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
482K+ 1088.74% |
$13.9M - $14.1M
|
526K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
476K+ 648.02% |
$13.8M - $13.9M
|
549K
$16M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
440K+ 16.35% |
$12.7M - $12.9M
|
3.13M
$91.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
440K+ 782.26% |
$12.7M - $12.9M
|
496K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
411K+ 16.72% |
$11.9M - $12M
|
2.87M
$83.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
332KNew |
$9.6M - $9.71M
|
332K
$9.69M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
326K+ 166.21% |
$9.42M - $9.52M
|
522K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
324K+ 37.79% |
$9.38M - $9.49M
|
1.18M
$34.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
323K+ 34072.5% |
$9.35M - $9.45M
|
324K
$9.46M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
292KNew |
$8.44M - $8.53M
|
292K
$8.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
275K+ 259.02% |
$7.96M - $8.05M
|
381K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
268K+ 70.19% |
$7.76M - $7.84M
|
650K
$19M
|
|