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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
3.44K+ 1165.08% |
$99.4K - $100K
|
3.73K
$109K
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.08K+ 2.55% |
$89K - $90K
|
124K
$3.61M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.2KNew |
$63.5K - $64.2K
|
2.2K
$64.1K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.1K+ 10.51% |
$60.8K - $61.5K
|
22.1K
$645K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.93K+ 13.68% |
$55.9K - $56.5K
|
16.1K
$469K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.72K+ 0.75% |
$49.7K - $50.2K
|
231K
$6.73M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 9.51% |
$48.1K - $48.7K
|
19.2K
$559K
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.44KNew |
$41.5K - $42K
|
1.44K
$41.9K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.4K+ 10.17% |
$40.5K - $41K
|
15.2K
$443K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.24K+ 6.89% |
$35.9K - $36.3K
|
19.3K
$562K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.24K+ 3.05% |
$35.9K - $36.3K
|
41.9K
$1.22M
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.23KNew |
$35.4K - $35.8K
|
1.23K
$35.7K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.2K+ 49.24% |
$34.7K - $35.1K
|
3.64K
$106K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16K+ 8.76% |
$33.6K - $34K
|
14.4K
$421K
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
985+ 1.1% |
$28.5K - $28.8K
|
90.7K
$2.65M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
965New |
$27.9K - $28.2K
|
965
$28.2K
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
799+ 0.48% |
$23.1K - $23.4K
|
169K
$4.92M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
762+ 6.07% |
$22K - $22.3K
|
13.3K
$388K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
678+ 1.94% |
$19.6K - $19.8K
|
35.7K
$1.04M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
587+ 16.75% |
$17K - $17.2K
|
4.09K
$119K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
557+ 7.96% |
$16.1K - $16.3K
|
7.55K
$220K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
491+ 6.12% |
$14.2K - $14.4K
|
8.52K
$248K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
469+ 0.81% |
$13.6K - $13.7K
|
58.3K
$1.7M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
464+ 4.55% |
$13.4K - $13.6K
|
10.7K
$311K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
319New |
$9.23K - $9.33K
|
319
$9.31K
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
313+ 2.65% |
$9.05K - $9.15K
|
12.1K
$354K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
311+ 0.79% |
$8.99K - $9.09K
|
39.7K
$1.16M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
280+ 0.74% |
$8.1K - $8.19K
|
38.1K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
250+ 0.36% |
$7.23K - $7.31K
|
69.5K
$2.03M
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
185+ 20.56% |
$5.35K - $5.41K
|
1.09K
$31.7K
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
143+ 1.69% |
$4.14K - $4.18K
|
8.62K
$252K
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
110+ 125.0% |
$3.18K - $3.22K
|
198
$5.78K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
50+ 0.68% |
$1.45K - $1.46K
|
7.43K
$217K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$1.3K - $1.32K
|
45
$1.31K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 11.57% |
$1.13K - $1.14K
|
376
$11K
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
24New |
$694 - $702
|
24
$700
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22+ 0.01% |
$636 - $643
|
363K
$10.6M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
19+ 0.61% |
$549 - $556
|
3.11K
$90.7K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10+ 0.71% |
$289 - $292
|
1.42K
$41.3K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.63% |
$202 - $205
|
1.12K
$32.7K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.05% |
$174 - $175
|
13.3K
$389K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.65% |
$174 - $175
|
924
$27K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5New |
$145 - $146
|
5
$146
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
608KNew |
$17.6M - $17.8M
|
608K
$17.7M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
424KNew |
$12.3M - $12.4M
|
424K
$12.4M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
110KNew |
$3.17M - $3.22M
|
110K
$3.2M
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
38.1KNew |
$1.1M - $1.12M
|
38.1K
$1.11M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.5KNew |
$591K - $600K
|
20.5K
$597K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20KNew |
$577K - $586K
|
20K
$583K
|