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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.79K+ 69.81% |
$197K - $199K
|
16.5K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.23K+ 4.03% |
$181K - $183K
|
161K
$4.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.86K+ 1.04% |
$170K - $172K
|
571K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.74K+ 2.24% |
$167K - $169K
|
262K
$7.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.04K+ 47.25% |
$146K - $148K
|
15.7K
$460K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 4.91% |
$144K - $145K
|
105K
$3.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.92K+ 40.42% |
$143K - $145K
|
17.1K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.55K+ 5.16% |
$132K - $134K
|
92.7K
$2.72M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
4.3KNew |
$125K - $126K
|
4.3K
$126K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.17K+ 956.42% |
$121K - $123K
|
4.61K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.09K+ 36.91% |
$119K - $120K
|
15.2K
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.32K+ 7.26% |
$96.6K - $97.6K
|
49.1K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.11K+ 0.79% |
$90.5K - $91.4K
|
398K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.1K+ 0.68% |
$90K - $91K
|
457K
$13.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.09K+ 10.19% |
$89.8K - $90.8K
|
33.4K
$979K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.9K+ 0.86% |
$84.4K - $85.3K
|
342K
$10M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.84K+ 18.91% |
$82.4K - $83.3K
|
17.8K
$523K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.66K+ 170.69% |
$77.2K - $78K
|
4.21K
$123K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.6K+ 9.85% |
$75.6K - $76.4K
|
29K
$850K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
2.49K+ 20.53% |
$72.5K - $73.2K
|
14.6K
$429K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.14K+ 5.6% |
$62.1K - $62.8K
|
40.3K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.56K+ 5.6% |
$45.3K - $45.8K
|
29.4K
$861K
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
1.5K+ 18.07% |
$43.6K - $44.1K
|
9.8K
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.48K+ 24.96% |
$43K - $43.4K
|
7.4K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.37K+ 0.6% |
$39.9K - $40.3K
|
231K
$6.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.26KNew |
$36.7K - $37.1K
|
1.26K
$37K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.25K+ 9.51% |
$36.3K - $36.7K
|
14.4K
$422K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.13K+ 10.16% |
$32.8K - $33.1K
|
12.2K
$359K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.13K+ 4.85% |
$32.8K - $33.1K
|
24.4K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.02K+ 11.17% |
$29.8K - $30.1K
|
10.2K
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 2.35% |
$29.1K - $29.4K
|
43.6K
$1.28M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
933+ 1.69% |
$27.1K - $27.4K
|
56.2K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
916+ 287.15% |
$26.6K - $26.9K
|
1.24K
$36.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
877+ 11.61% |
$25.5K - $25.8K
|
8.43K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
859+ 0.79% |
$25K - $25.2K
|
109K
$3.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
858+ 5.44% |
$24.9K - $25.2K
|
16.6K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
833New |
$24.2K - $24.5K
|
833
$24.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
822+ 8.49% |
$23.9K - $24.2K
|
10.5K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
726+ 0.68% |
$21.1K - $21.3K
|
107K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
673+ 1.21% |
$19.6K - $19.8K
|
56.1K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
653+ 2.44% |
$19K - $19.2K
|
27.4K
$804K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
646+ 15.79% |
$18.8K - $19K
|
4.74K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
609+ 3.88% |
$17.7K - $17.9K
|
16.3K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
556+ 0.26% |
$16.2K - $16.3K
|
215K
$6.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
550New |
$16K - $16.2K
|
550
$16.1K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
422+ 0.4% |
$12.3K - $12.4K
|
107K
$3.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
408+ 4.3% |
$11.9K - $12K
|
9.9K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
400+ 4.64% |
$11.6K - $11.8K
|
9.02K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 6.05% |
$9.3K - $9.4K
|
5.61K
$164K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
286+ 1.98% |
$8.31K - $8.4K
|
14.7K
$431K
|