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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.2K+ 15.08% |
$612K - $619K
|
162K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
20.8KNew |
$603K - $609K
|
20.8K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.8KNew |
$602K - $609K
|
20.8K
$608K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$572K - $578K
|
19.8K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.8K+ 1.78% |
$572K - $578K
|
1.13M
$33M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
19.3K+ 0.16% |
$559K - $565K
|
12M
$351M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.8K+ 83.99% |
$544K - $550K
|
41.2K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.1KNew |
$524K - $530K
|
18.1K
$529K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
16.5K+ 156.78% |
$477K - $482K
|
27K
$788K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
16.1K+ 8.66% |
$467K - $472K
|
203K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15K+ 76.19% |
$435K - $439K
|
34.8K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
15K+ 3.23% |
$434K - $439K
|
480K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15K+ 5.61% |
$433K - $437K
|
282K
$8.22M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.1K+ 4.34% |
$408K - $413K
|
340K
$9.91M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.9K+ 13.61% |
$403K - $407K
|
116K
$3.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.9K+ 11.47% |
$401K - $406K
|
135K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
13.9K+ 0.34% |
$401K - $406K
|
4.14M
$121M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.2KNew |
$381K - $386K
|
13.2K
$385K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.2KNew |
$381K - $385K
|
13.2K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
13.1K+ 16.56% |
$379K - $383K
|
92.2K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
12.3K+ 70.58% |
$355K - $359K
|
29.7K
$867K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.7K+ 82.97% |
$339K - $342K
|
25.8K
$754K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11.3K+ 1.24% |
$328K - $331K
|
925K
$27M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
10.8K+ 22.23% |
$314K - $317K
|
59.6K
$1.74M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10.5KNew |
$302K - $306K
|
10.5K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
9.9KNew |
$286K - $289K
|
9.9K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.49KNew |
$274K - $277K
|
9.49K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
9.42K+ 4.44% |
$272K - $275K
|
222K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.33K+ 340.58% |
$270K - $273K
|
12.1K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.76K+ 1.93% |
$253K - $256K
|
463K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.7K+ 45.49% |
$252K - $254K
|
27.8K
$812K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.5K+ 24.94% |
$246K - $249K
|
42.6K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.02K+ 5.12% |
$232K - $235K
|
165K
$4.81M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.07KNew |
$204K - $207K
|
7.07K
$206K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.94K+ 6.96% |
$201K - $203K
|
107K
$3.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.87K+ 3.34% |
$199K - $201K
|
213K
$6.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.84K+ 2.36% |
$198K - $200K
|
296K
$8.65M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.69K+ 8.96% |
$193K - $196K
|
81.3K
$2.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.68K+ 7.12% |
$193K - $195K
|
101K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.67K+ 38.24% |
$193K - $195K
|
24.1K
$703K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.39K+ 25.03% |
$156K - $158K
|
26.9K
$786K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.35K+ 5.22% |
$155K - $156K
|
108K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.23K+ 29.02% |
$151K - $153K
|
23.3K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$147K - $149K
|
5.09K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4.7K+ 14.63% |
$136K - $137K
|
36.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 8.69% |
$133K - $134K
|
57.5K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.55K+ 2.58% |
$132K - $133K
|
181K
$5.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.95K+ 2.0% |
$114K - $115K
|
201K
$5.86M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.76K+ 0.67% |
$109K - $110K
|
565K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.56K+ 48.24% |
$103K - $104K
|
10.9K
$319K
|