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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.8K+ 43.82% |
$514K - $520K
|
58.5K
$1.71M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.6KNew |
$363K - $368K
|
12.6K
$368K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.3KNew |
$356K - $360K
|
12.3K
$360K
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
9.6KNew |
$277K - $280K
|
9.6K
$280K
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.34KNew |
$241K - $243K
|
8.34K
$243K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.32K+ 59.75% |
$240K - $242K
|
22.2K
$649K
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.3KNew |
$211K - $213K
|
7.3K
$213K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
6.77K+ 2.17% |
$195K - $197K
|
318K
$9.29M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.74K+ 2.44% |
$166K - $167K
|
241K
$7.03M
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.07K+ 6.86% |
$30.9K - $31.3K
|
16.7K
$488K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06KNew |
$30.4K - $30.8K
|
1.06K
$30.8K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
578New |
$16.7K - $16.9K
|
578
$16.9K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
427New |
$12.3K - $12.5K
|
427
$12.5K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
400New |
$11.5K - $11.7K
|
400
$11.7K
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
46+ 0.14% |
$1.33K - $1.34K
|
32.4K
$946K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.74% |
$86.5 - $87.5
|
410
$12K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$28.8 - $29.2
|
1
$29.2
|
|
Q4 2023 | |||||||
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.48MNew |
$99.5M - $101M
|
3.48M
$102M
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
49.4KNew |
$1.41M - $1.44M
|
49.4K
$1.44M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.8KNew |
$1.02M - $1.04M
|
35.8K
$1.04M
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18KNew |
$516K - $525K
|
18K
$527K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.7KNew |
$449K - $456K
|
15.7K
$458K
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
15.3K+ 3.55% |
$437K - $445K
|
447K
$13M
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
12.4KNew |
$355K - $361K
|
12.4K
$362K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.8KNew |
$336K - $342K
|
11.8K
$343K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.3KNew |
$324K - $330K
|
11.3K
$331K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
8.88KNew |
$254K - $258K
|
8.88K
$259K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.7KNew |
$106K - $107K
|
3.7K
$108K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.45KNew |
$98.5K - $100K
|
3.45K
$101K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
3.2KNew |
$91.5K - $93K
|
3.2K
$93.4K
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.75K+ 21.52% |
$50.1K - $50.9K
|
9.89K
$289K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.06KNew |
$30.2K - $30.7K
|
1.06K
$30.8K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
790New |
$22.6K - $23K
|
790
$23.1K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
484New |
$13.8K - $14.1K
|
484
$14.1K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
367New |
$10.5K - $10.7K
|
367
$10.7K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
315New |
$9.01K - $9.15K
|
315
$9.19K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
255New |
$7.29K - $7.41K
|
255
$7.44K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
108New |
$3.09K - $3.14K
|
108
$3.15K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
11New |
$314 - $320
|
11
$321
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5+ 1.4% |
$143 - $145
|
363
$10.6K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
376KNew |
$10.8M - $10.9M
|
376K
$11M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
300KNew |
$8.61M - $8.67M
|
300K
$8.76M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
81KNew |
$2.32M - $2.34M
|
81K
$2.36M
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
37KNew |
$1.06M - $1.07M
|
37K
$1.08M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.35KNew |
$239K - $241K
|
8.35K
$244K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.71KNew |
$221K - $223K
|
7.71K
$225K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.05KNew |
$145K - $146K
|
5.05K
$147K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.23KNew |
$63.8K - $64.3K
|
2.23K
$65K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.07KNew |
$59.4K - $59.8K
|
2.07K
$60.5K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.38K+ 12.3% |
$39.6K - $39.9K
|
12.6K
$368K
|