Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-5.12M- 55.38% |
$148M - $150M
|
4.13M
$120M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1M- 53.8% |
$28.9M - $29.3M
|
859K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-715K- 3.19% |
$20.6M - $21M
|
21.7M
$631M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-697K- 30.3% |
$20.1M - $20.4M
|
1.6M
$46.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-618K- 4.56% |
$17.8M - $18.1M
|
12.9M
$376M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-456K- 6.36% |
$13.2M - $13.4M
|
6.71M
$195M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-337K- 13.85% |
$9.74M - $9.89M
|
2.1M
$61M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-300K- 19.05% |
$8.67M - $8.8M
|
1.27M
$37.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-296K- 96.51% |
$8.55M - $8.68M
|
10.7K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-286K- 55.3% |
$8.25M - $8.38M
|
231K
$6.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-278K- 16.11% |
$8.02M - $8.14M
|
1.45M
$42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-262K- 11.75% |
$7.56M - $7.68M
|
1.97M
$57.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-250K- 54.84% |
$7.22M - $7.33M
|
206K
$5.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-227K- 16.79% |
$6.56M - $6.67M
|
1.13M
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-221K- 51.95% |
$6.39M - $6.49M
|
205K
$5.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-180K- 29.82% |
$5.2M - $5.29M
|
424K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-145K- 72.02% |
$4.18M - $4.24M
|
56.2K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-139K- 8.45% |
$4M - $4.07M
|
1.5M
$43.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-105K- 70.32% |
$3.03M - $3.07M
|
44.3K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-91.9K- 19.38% |
$2.65M - $2.69M
|
382K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-72.9K- 48.31% |
$2.11M - $2.14M
|
78K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.9K- 9.39% |
$2.11M - $2.14M
|
703K
$20.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-64.9K- 67.12% |
$1.87M - $1.9M
|
31.8K
$924K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-59.1K- 11.89% |
$1.71M - $1.73M
|
438K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55K- 21.08% |
$1.59M - $1.61M
|
206K
$5.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-49.5K- 13.21% |
$1.43M - $1.45M
|
325K
$9.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43.5K- 71.18% |
$1.26M - $1.28M
|
17.6K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-42.7K- 0.35% |
$1.23M - $1.25M
|
12M
$349M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-42.3K- 10.56% |
$1.22M - $1.24M
|
358K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-39.1K- 12.6% |
$1.13M - $1.15M
|
271K
$7.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-38.6K- 21.06% |
$1.11M - $1.13M
|
145K
$4.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-37.9K- 58.03% |
$1.09M - $1.11M
|
27.4K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37K- 75.58% |
$1.07M - $1.09M
|
12K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-31.5K- 11.41% |
$910K - $924K
|
245K
$7.12M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-30.8K- 10.78% |
$888K - $902K
|
255K
$7.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-25.7K- 4.63% |
$743K - $755K
|
530K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-24.3K- 31.69% |
$703K - $714K
|
52.5K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.9K- 20.74% |
$691K - $701K
|
91.3K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 35.27% |
$614K - $624K
|
39K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.1K- 98.09% |
$610K - $619K
|
411
$12K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.3K- 15.43% |
$585K - $594K
|
111K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.1K- 11.58% |
$581K - $590K
|
154K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.5K- 11.64% |
$534K - $542K
|
140K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-18.3K- 5.19% |
$529K - $537K
|
334K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-17.3K- 15.53% |
$499K - $506K
|
93.9K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-16.7K- 20.56% |
$481K - $489K
|
64.4K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15.3K- 67.42% |
$441K - $448K
|
7.38K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.1K- 9.73% |
$408K - $414K
|
131K
$3.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-14.1K- 1.77% |
$406K - $413K
|
781K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 41.55% |
$405K - $411K
|
19.7K
$574K
|