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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.05K+ 100.0% |
$30.1K - $30.5K
|
2.1K
$61.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.04K+ 5.05% |
$29.7K - $30.1K
|
21.5K
$631K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
805New |
$23.1K - $23.4K
|
805
$23.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
319+ 44.37% |
$9.16K - $9.27K
|
1.04K
$30.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
298New |
$8.55K - $8.66K
|
298
$8.73K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
74New |
$2.12K - $2.15K
|
74
$2.17K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
42New |
$1.21K - $1.22K
|
42
$1.23K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
13New |
$373 - $378
|
13
$381
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41.1KNew |
$1.19M - $1.22M
|
41.1K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30.1K+ 5.86% |
$867K - $889K
|
543K
$15.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
25KNew |
$721K - $739K
|
25K
$733K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
20.3KNew |
$585K - $599K
|
20.3K
$594K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.7KNew |
$569K - $584K
|
19.7K
$579K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
18.6KNew |
$536K - $549K
|
18.6K
$544K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.09KNew |
$176K - $180K
|
6.09K
$179K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
4KNew |
$115K - $118K
|
4K
$117K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.87KNew |
$53.9K - $55.3K
|
1.87K
$54.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.73K+ 9.62% |
$50K - $51.3K
|
19.8K
$579K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
376New |
$10.8K - $11.1K
|
376
$11K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
321New |
$9.26K - $9.49K
|
321
$9.41K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
94New |
$2.71K - $2.78K
|
94
$2.76K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
16+ 0.18% |
$461 - $473
|
9.13K
$268K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43.4KNew |
$1.27M - $1.29M
|
43.4K
$1.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
40.8KNew |
$1.19M - $1.21M
|
40.8K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
22.6KNew |
$660K - $672K
|
22.6K
$663K
|
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
13.3KNew |
$387K - $394K
|
13.3K
$389K
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$320K - $326K
|
11K
$322K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.87KNew |
$259K - $263K
|
8.87K
$260K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
3.32KNew |
$96.8K - $98.5K
|
3.32K
$97.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.73KNew |
$50.3K - $51.2K
|
1.73K
$50.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1KNew |
$29.2K - $29.7K
|
1K
$29.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
575New |
$16.8K - $17.1K
|
575
$16.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
27+ 9.0% |
$787 - $802
|
327
$9.58K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
7+ 0.1% |
$204 - $208
|
7.09K
$208K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
CALL |
25KNew |
$741K - $760K
|
25K
$733K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.44KNew |
$42.7K - $43.8K
|
1.44K
$42.2K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
983New |
$29.1K - $29.9K
|
983
$28.8K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
325New |
$9.63K - $9.88K
|
325
$9.53K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
113New |
$3.35K - $3.44K
|
113
$3.31K
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
19.7KNew |
$600K - $604K
|
19.7K
$578K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
550+ 6.73% |
$16.7K - $16.9K
|
8.73K
$256K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
533New |
$16.2K - $16.3K
|
533
$15.6K
|
|
| Q3 2021 | |||||||
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.4KNew |
$409K - $410K
|
13.4K
$392K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
261New |
$7.99K - $8.01K
|
261
$7.65K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
20.9KNew |
$639K - $641K
|
20.9K
$612K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
744+ 5.26% |
$22.8K - $22.8K
|
14.9K
$436K
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
189New |
$5.79K - $5.8K
|
189
$5.54K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
16.6KNew |
$509K - $510K
|
16.6K
$487K
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
76New |
$2.33K - $2.33K
|
76
$2.23K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150K+ 1101.15% |
$4.6M - $4.61M
|
164K
$4.8M
|
|