Latest Institutional Purchases of Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

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
Oct 31, 2024 Q3 2024
Portside Wealth Group, LLC

Provo, UT
BUY
 -
7.67K
New
$220K - $226K
7.67K $224K
Feb 18, 2025 Q3 2024
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
6.08K
+ 0.44%
$175K - $179K
1.38M $40.3M
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
3.1K
New
$89.2K - $91.4K
3.1K $90.5K
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
1.72K
+ 23.22%
$49.3K - $50.6K
9.11K $266K
Oct 08, 2024 Q3 2024
Northwest Capital Management Inc

BUY
 -
1.7K
+ 327.55%
$48.9K - $50.1K
2.22K $64.8K
Oct 24, 2024 Q3 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
1.6K
New
$46K - $47.1K
1.6K $46.7K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
794
New
$22.8K - $23.4K
794 $23.2K
Oct 04, 2024 Q3 2024
Hbw Advisory Services LLC

BUY
 -
753
+ 1.65%
$21.6K - $22.2K
46.4K $1.35M
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
690
New
$19.8K - $20.3K
690 $20.1K
Nov 01, 2024 Q3 2024
Costello Asset Management, Inc

BUY
 -
375
New
$10.8K - $11K
375 $10.9K
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
305
New
$8.77K - $8.99K
305 $8.9K
Oct 29, 2024 Q3 2024
Latitude Advisors, LLC

BUY
 -
216
+ 2.67%
$6.21K - $6.36K
8.32K $243K
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
173
+ 20.87%
$4.97K - $5.1K
1K $29.2K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
162
New
$4.66K - $4.77K
162 $4.73K
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
138
New
$3.97K - $4.07K
138 $4.03K
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
100
+ 0.83%
$2.88K - $2.95K
12.2K $357K
Oct 25, 2024 Q3 2024
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
100
+ 0.64%
$2.88K - $2.95K
15.8K $460K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
97
New
$2.79K - $2.86K
97 $2.83K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
72
New
$2.07K - $2.12K
72 $2.1K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
44
New
$1.27K - $1.3K
44 $1.28K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
40
New
$1.15K - $1.18K
40 $1.17K
Nov 14, 2024 Q3 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
28
+ 38.89%
$805 - $825
100 $2.92K
Oct 29, 2024 Q3 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
14
New
$403 - $412
14 $409
Nov 13, 2024 Q3 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
9
New
$259 - $265
9 $263
Oct 25, 2024 Q3 2024
Farmers & Merchants Investments Inc

BUY
 -
8
New
$230 - $236
8 $233
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
4
New
$115 - $118
4 $117
Nov 04, 2024 Q3 2024
Apcm Wealth Management For Individuals

BUY
 -
3
+ 0.41%
$86.3 - $88.4
728 $21.2K
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
1
New
$28.8 - $29.5
1 $29.2
Q2 2024
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
100K
New
$2.87M - $2.9M
100K $2.93M
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
44.7K
New
$1.28M - $1.29M
44.7K $1.31M
Jul 17, 2024 Q2 2024
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
32.5K
New
$930K - $937K
32.5K $947K
Aug 13, 2024 Q2 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
7.18K
New
$206K - $207K
7.18K $210K
Jul 12, 2024 Q2 2024
Gleason Group, Inc.

BUY
 -
3.57K
New
$102K - $103K
3.57K $104K
Aug 07, 2024 Q2 2024
Motco

BUY
 -
3.1K
New
$88.7K - $89.4K
3.1K $90.4K
Aug 07, 2024 Q2 2024
Bokf, Na

Tulsa, OK
BUY
 -
2.03K
New
$58.2K - $58.6K
2.03K $59.2K
Jul 22, 2024 Q2 2024
Centennial Wealth Advisory LLC

BUY
 -
791
+ 0.74%
$22.7K - $22.8K
108K $3.15M
Aug 07, 2024 Q2 2024
Balentine LLC

Atlanta, GA
BUY
 -
619
+ 0.7%
$17.7K - $17.9K
88.5K $2.58M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
575
New
$16.5K - $16.6K
575 $16.8K
Aug 09, 2024 Q2 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
453
New
$13K - $13.1K
453 $13.2K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
416
+ 3.2%
$11.9K - $12K
13.4K $392K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
318
New
$9.11K - $9.18K
318 $9.28K
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
249
New
$7.13K - $7.19K
249 $7.27K
Aug 12, 2024 Q2 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
234
+ 0.67%
$6.7K - $6.76K
35.2K $1.03M
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
206
New
$5.9K - $5.95K
206 $6.01K
Aug 07, 2024 Q2 2024
New England Asset Management Inc

Farmington, CT
BUY
 -
200
New
$5.73K - $5.78K
200 $5.84K
Aug 14, 2024 Q2 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
167
New
$4.78K - $4.82K
167 $4.87K
Jul 10, 2024 Q2 2024
Atwood & Palmer Inc

BUY
 -
90
New
$2.58K - $2.6K
90 $2.63K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.59%
$28.7 - $28.9
170 $4.96K
Q1 2024
May 13, 2024 Q1 2024
Vaughan David Investments LLC

Peoria, IL
BUY
 -
27.9K
New
$804K - $813K
27.9K $814K

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