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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-9.04K- 9.62% |
$262K - $264K
|
85K
$2.5M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.93K- 26.32% |
$258K - $261K
|
25K
$735K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-7.86K- 14.98% |
$227K - $230K
|
44.6K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-7.5K- 29.14% |
$217K - $219K
|
18.2K
$536K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.44K- 27.12% |
$215K - $217K
|
20K
$587K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.43K- 7.77% |
$215K - $217K
|
88.1K
$2.59M
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7.3K- 45.75% |
$211K - $213K
|
8.66K
$254K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.15K- 15.8% |
$207K - $209K
|
38.1K
$1.12M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.82K- 6.42% |
$197K - $200K
|
99.4K
$2.92M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.02K- 18.44% |
$174K - $176K
|
26.6K
$783K
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-5.75K- 10.27% |
$166K - $168K
|
50.3K
$1.48M
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-5.39K- 8.88% |
$156K - $158K
|
55.3K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.1K- 5.43% |
$147K - $149K
|
88.8K
$2.61M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5K- 1.64% |
$145K - $146K
|
300K
$8.81M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.26K- 3.83% |
$123K - $124K
|
107K
$3.14M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.2K- 88.0% |
$122K - $123K
|
573
$16.8K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 3.65% |
$110K - $112K
|
101K
$2.96M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.81K- 19.32% |
$110K - $112K
|
15.9K
$468K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.64K- 1.39% |
$105K - $106K
|
259K
$7.6M
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.13K- 25.43% |
$90.4K - $91.4K
|
9.16K
$269K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.11K- 5.02% |
$90.1K - $91.1K
|
58.9K
$1.73M
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.72K- 15.86% |
$78.6K - $79.4K
|
14.4K
$424K
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.66K- 0.51% |
$76.9K - $77.7K
|
516K
$15.1M
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-2.65K- 0.93% |
$76.5K - $77.4K
|
281K
$8.25M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.58K- 4.28% |
$74.5K - $75.4K
|
57.6K
$1.69M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.55K- 10.6% |
$73.7K - $74.5K
|
21.5K
$631K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.41K- 20.13% |
$69.7K - $70.4K
|
9.56K
$281K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.34K- 0.91% |
$67.7K - $68.4K
|
256K
$7.53M
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.33K- 0.59% |
$67.2K - $68K
|
394K
$11.6M
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.19K- 20.45% |
$63.3K - $64K
|
8.51K
$250K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.14K- 6.3% |
$61.8K - $62.5K
|
31.8K
$934K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.05K- 53.08% |
$59.2K - $59.9K
|
1.81K
$53.2K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 23.88% |
$57.7K - $58.3K
|
6.36K
$187K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.98K- 21.15% |
$57.4K - $58K
|
7.4K
$217K
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.97K- 0.27% |
$56.9K - $57.6K
|
725K
$21.3M
|
|
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
$3.84M
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.8K- 6.39% |
$52.1K - $52.6K
|
26.4K
$775K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72K- 13.46% |
$49.8K - $50.4K
|
11.1K
$325K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 17.54% |
$49.4K - $49.9K
|
8.02K
$236K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.7K- 14.53% |
$49.2K - $49.7K
|
10K
$294K
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.69K- 4.41% |
$48.8K - $49.3K
|
36.5K
$1.07M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.55K- 21.06% |
$44.7K - $45.2K
|
5.8K
$170K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.46K- 11.8% |
$42.1K - $42.5K
|
10.9K
$320K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.24K- 5.41% |
$35.9K - $36.3K
|
21.7K
$637K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.23K- 63.84% |
$35.5K - $35.9K
|
696
$20.4K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.17K- 5.24% |
$33.7K - $34.1K
|
21.1K
$620K
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.03K- 12.93% |
$29.9K - $30.2K
|
6.96K
$205K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-977- 4.11% |
$28.3K - $28.6K
|
22.8K
$670K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-958- 15.34% |
$27.7K - $28K
|
5.29K
$155K
|