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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-56.9K- 82.36% |
$1.64M - $1.66M
|
12.2K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-51.8K- 2.49% |
$1.5M - $1.52M
|
2.03M
$59.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-49.4K- 39.18% |
$1.43M - $1.44M
|
76.6K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-48K- 33.23% |
$1.39M - $1.4M
|
96.5K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-39.5K- 56.86% |
$1.14M - $1.16M
|
30K
$875K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.1K- 18.51% |
$1.07M - $1.08M
|
163K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-35.3K- 56.29% |
$1.02M - $1.03M
|
27.4K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-33.1K- 9.88% |
$956K - $966K
|
301K
$8.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-30K- 12.28% |
$869K - $878K
|
215K
$6.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-28.6K- 2.95% |
$828K - $837K
|
944K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-27.3K- 13.28% |
$790K - $799K
|
179K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-26.4K- 7.38% |
$764K - $772K
|
332K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.8K- 18.18% |
$689K - $696K
|
107K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-21.4K- 13.37% |
$618K - $625K
|
139K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21K- 13.66% |
$607K - $614K
|
133K
$3.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-17.3K- 55.99% |
$499K - $505K
|
13.6K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-16.2K- 50.97% |
$468K - $474K
|
15.6K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.9K- 22.05% |
$460K - $465K
|
56.2K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15K- 49.99% |
$433K - $438K
|
15K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-14.4K- 22.32% |
$416K - $421K
|
50.1K
$1.46M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.6K- 89.71% |
$392K - $397K
|
1.56K
$45.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-13.5K- 21.43% |
$391K - $395K
|
49.5K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 0.69% |
$373K - $378K
|
1.86M
$54.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-9.04K- 9.62% |
$262K - $264K
|
85K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.93K- 26.32% |
$258K - $261K
|
25K
$730K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-7.86K- 14.98% |
$227K - $230K
|
44.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-7.5K- 29.14% |
$217K - $219K
|
18.2K
$532K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.44K- 27.12% |
$215K - $217K
|
20K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.15K- 15.8% |
$207K - $209K
|
38.1K
$1.11M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.88K- 41.42% |
$199K - $201K
|
9.73K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.82K- 6.42% |
$197K - $200K
|
99.4K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.02K- 18.44% |
$174K - $176K
|
26.6K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.1K- 5.43% |
$147K - $149K
|
88.8K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.26K- 3.83% |
$123K - $124K
|
107K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.2K- 88.0% |
$122K - $123K
|
573
$16.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.81K- 19.32% |
$110K - $112K
|
15.9K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.64K- 1.39% |
$105K - $106K
|
259K
$7.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.11K- 5.02% |
$90.1K - $91.1K
|
58.9K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.66K- 0.51% |
$76.9K - $77.7K
|
516K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.58K- 4.28% |
$74.5K - $75.4K
|
57.6K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.55K- 10.6% |
$73.7K - $74.5K
|
21.5K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.41K- 20.13% |
$69.7K - $70.4K
|
9.56K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.34K- 0.91% |
$67.7K - $68.4K
|
256K
$7.47M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.19K- 20.45% |
$63.3K - $64K
|
8.51K
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.14K- 6.3% |
$61.8K - $62.5K
|
31.8K
$927K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.05K- 53.08% |
$59.2K - $59.9K
|
1.81K
$52.8K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 23.88% |
$57.7K - $58.3K
|
6.36K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.98K- 21.15% |
$57.4K - $58K
|
7.4K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.9K- 4.84% |
$54.9K - $55.5K
|
37.3K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.82K- 1.37% |
$52.7K - $53.3K
|
131K
$3.82M
|