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 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
17.1KNew |
$491K - $500K
|
17.1K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.6KNew |
$419K - $426K
|
14.6K
$427K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.6KNew |
$392K - $399K
|
13.6K
$399K
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
9.18KNew |
$264K - $269K
|
9.18K
$269K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
9.18KNew |
$264K - $269K
|
9.18K
$269K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
8.56KNew |
$246K - $251K
|
8.56K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$66.5K - $67.7K
|
2.31K
$67.7K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.17K+ 15.18% |
$62.3K - $63.5K
|
16.4K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.2KNew |
$34.5K - $35.2K
|
1.2K
$35.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.06KNew |
$30.6K - $31.1K
|
1.06K
$31.2K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
680+ 6.47% |
$19.6K - $19.9K
|
11.2K
$328K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
239+ 3.31% |
$6.88K - $7K
|
7.45K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
116New |
$3.34K - $3.4K
|
116
$3.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
74New |
$2.13K - $2.17K
|
74
$2.17K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1New |
$28.8 - $29.3
|
1
$29.3
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
294KNew |
$8.41M - $8.62M
|
294K
$8.61M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
70.7KNew |
$2.02M - $2.08M
|
70.7K
$2.07M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
61.4KNew |
$1.76M - $1.8M
|
61.4K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
55.7KNew |
$1.6M - $1.64M
|
55.7K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
48.2KNew |
$1.38M - $1.42M
|
48.2K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36.6KNew |
$1.05M - $1.08M
|
36.6K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
17.9KNew |
$513K - $526K
|
17.9K
$525K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$325K - $333K
|
11.3K
$332K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.9K+ 6.69% |
$312K - $320K
|
173K
$5.08M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.4KNew |
$212K - $217K
|
7.4K
$217K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.88KNew |
$82.5K - $84.6K
|
2.88K
$84.4K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$77.6K - $79.6K
|
2.71K
$79.5K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.63KNew |
$46.6K - $47.7K
|
1.63K
$47.7K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.44KNew |
$41.1K - $42.1K
|
1.44K
$42.1K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.4K+ 2.05% |
$40.1K - $41.1K
|
69.7K
$2.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
377New |
$10.8K - $11.1K
|
377
$11K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
241New |
$6.9K - $7.08K
|
241
$7.06K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
124New |
$3.55K - $3.64K
|
124
$3.63K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33New |
$945 - $969
|
33
$967
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
32+ 0.4% |
$916 - $940
|
8.07K
$236K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
220KNew |
$6.31M - $6.4M
|
220K
$6.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
83.2KNew |
$2.39M - $2.42M
|
83.2K
$2.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
69.2KNew |
$1.99M - $2.01M
|
69.2K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33.3KNew |
$955K - $968K
|
33.3K
$976K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
20KNew |
$574K - $582K
|
20K
$587K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 16.8% |
$389K - $394K
|
94.2K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$288K - $292K
|
10K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.91K+ 1.4% |
$227K - $230K
|
572K
$16.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$203K - $206K
|
7.07K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
6.93KNew |
$199K - $201K
|
6.93K
$203K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.83K+ 25.87% |
$138K - $140K
|
23.5K
$688K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$71.7K - $72.6K
|
2.5K
$73.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$54.5K - $55.2K
|
1.9K
$55.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$53K - $53.7K
|
1.85K
$54.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.26KNew |
$36K - $36.5K
|
1.26K
$36.8K
|
|