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 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
283New |
$8.23K - $8.31K
|
283
$8.29K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
255+ 1.08% |
$7.41K - $7.49K
|
23.8K
$697K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
254+ 1.04% |
$7.38K - $7.46K
|
24.7K
$725K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
243+ 5.19% |
$7.06K - $7.14K
|
4.93K
$144K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
243+ 3.48% |
$7.06K - $7.14K
|
7.22K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
204+ 1.12% |
$5.93K - $5.99K
|
18.5K
$541K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
200+ 0.26% |
$5.81K - $5.88K
|
77.9K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
180+ 1.03% |
$5.23K - $5.29K
|
17.6K
$516K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
172+ 1.72% |
$5K - $5.05K
|
10.2K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
132+ 0.17% |
$3.84K - $3.88K
|
76.8K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
125+ 0.95% |
$3.63K - $3.67K
|
13.3K
$390K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
90+ 0.3% |
$2.62K - $2.64K
|
29.8K
$873K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
78New |
$2.27K - $2.29K
|
78
$2.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
71+ 1.95% |
$2.06K - $2.09K
|
3.71K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
59+ 29.8% |
$1.72K - $1.73K
|
257
$7.53K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
30+ 0.96% |
$872 - $881
|
3.14K
$92K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
28New |
$814 - $823
|
28
$821
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.07% |
$349 - $353
|
1.13K
$33.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
9New |
$262 - $264
|
9
$264
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
332KNew |
$9.6M - $9.71M
|
332K
$9.73M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
326K+ 166.21% |
$9.42M - $9.52M
|
522K
$15.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
323K+ 34072.5% |
$9.35M - $9.45M
|
324K
$9.51M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78K+ 360.97% |
$2.26M - $2.28M
|
99.7K
$2.92M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
62.7KNew |
$1.81M - $1.83M
|
62.7K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
60.5KNew |
$1.75M - $1.77M
|
60.5K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.9KNew |
$1.59M - $1.61M
|
54.9K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
34.3KNew |
$993K - $1M
|
34.3K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
27.3KNew |
$790K - $798K
|
27.3K
$800K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
15.6K+ 55.71% |
$450K - $455K
|
43.5K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.9K+ 11.47% |
$401K - $406K
|
135K
$3.95M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.2KNew |
$381K - $385K
|
13.2K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
10.8K+ 22.23% |
$314K - $317K
|
59.6K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
9.9KNew |
$286K - $289K
|
9.9K
$290K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
9.42K+ 4.44% |
$272K - $275K
|
222K
$6.49M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.07KNew |
$204K - $207K
|
7.07K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$147K - $149K
|
5.09K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.56K+ 48.24% |
$103K - $104K
|
10.9K
$320K
|
|
|
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
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.2KNew |
$63.5K - $64.2K
|
2.2K
$64.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.44KNew |
$41.5K - $42K
|
1.44K
$42.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.23KNew |
$35.4K - $35.8K
|
1.23K
$35.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
799+ 0.48% |
$23.1K - $23.4K
|
169K
$4.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
762+ 6.07% |
$22K - $22.3K
|
13.3K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
469+ 0.81% |
$13.6K - $13.7K
|
58.3K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
185+ 20.56% |
$5.35K - $5.41K
|
1.09K
$31.8K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$1.3K - $1.32K
|
45
$1.32K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
24New |
$694 - $702
|
24
$703
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.65% |
$174 - $175
|
924
$27.1K
|
|