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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-8.04K- 11.77% |
$231K - $237K
|
60.3K
$1.75M
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.94K- 3.29% |
$228K - $234K
|
233K
$6.77M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-7.82K- 81.73% |
$225K - $230K
|
1.75K
$50.7K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-7.76K- 49.36% |
$223K - $229K
|
7.96K
$231K
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-7.32K- 1.2% |
$211K - $216K
|
604K
$17.5M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-6.81K- 6.46% |
$196K - $201K
|
98.7K
$2.86M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.43K- 1.58% |
$185K - $189K
|
400K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.41K- 3.64% |
$184K - $189K
|
170K
$4.92M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-6.37K- 21.94% |
$183K - $188K
|
22.6K
$657K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.33K- 2.95% |
$182K - $186K
|
209K
$6.05M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.02K- 4.21% |
$173K - $177K
|
137K
$3.97M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.64K- 0.51% |
$162K - $166K
|
1.11M
$32.2M
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.61K- 1.57% |
$161K - $165K
|
353K
$10.2M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.46K- 14.38% |
$157K - $161K
|
32.5K
$943K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.94K- 3.29% |
$142K - $145K
|
145K
$4.21M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.62K- 12.49% |
$133K - $136K
|
32.4K
$938K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.53K- 1.44% |
$130K - $133K
|
310K
$8.99M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.12K- 24.82% |
$118K - $121K
|
12.5K
$362K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 3.12% |
$102K - $104K
|
110K
$3.19M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.45K- 3.45% |
$99K - $101K
|
96.5K
$2.8M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.43K- 12.62% |
$98.7K - $101K
|
23.8K
$689K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.36K- 20.9% |
$96.6K - $99K
|
12.7K
$369K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.14K- 15.34% |
$90.3K - $92.6K
|
17.3K
$503K
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.95K- 0.72% |
$84.8K - $86.8K
|
404K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.47K- 18.21% |
$70.9K - $72.6K
|
11.1K
$321K
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.94K- 14.91% |
$55.8K - $57.2K
|
11.1K
$321K
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.91K- 59.72% |
$54.9K - $56.3K
|
1.29K
$37.4K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.78K- 14.54% |
$51.2K - $52.5K
|
10.5K
$304K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.59K- 5.6% |
$45.8K - $47K
|
26.9K
$780K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 3.84% |
$36.8K - $37.7K
|
32K
$929K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.21KClosed |
$34.7K - $35.6K
|
0
$0
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.2K- 0.39% |
$34.6K - $35.4K
|
307K
$8.89M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.18K- 23.71% |
$33.9K - $34.8K
|
3.8K
$110K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 9.05% |
$33.6K - $34.4K
|
11.7K
$340K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.05K- 6.65% |
$30.2K - $31K
|
14.8K
$428K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.04K- 1.05% |
$29.9K - $30.6K
|
97.8K
$2.84M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.01K- 12.57% |
$29.2K - $29.9K
|
7.05K
$205K
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1K- 3.38% |
$28.8K - $29.5K
|
28.6K
$829K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-981- 1.04% |
$28.2K - $28.9K
|
93.3K
$2.71M
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-975- 0.38% |
$28K - $28.7K
|
254K
$7.36M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-916- 18.49% |
$26.3K - $27K
|
4.04K
$117K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-841- 10.24% |
$24.2K - $24.8K
|
7.37K
$214K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-730- 6.68% |
$21K - $21.5K
|
10.2K
$296K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-729- 0.79% |
$21K - $21.5K
|
92K
$2.67M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-646- 3.46% |
$18.6K - $19K
|
18K
$523K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-635- 6.96% |
$18.3K - $18.7K
|
8.49K
$246K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-627- 0.52% |
$18K - $18.5K
|
121K
$3.5M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-576- 0.45% |
$16.6K - $17K
|
128K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-572- 5.24% |
$16.4K - $16.9K
|
10.3K
$300K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-453- 0.39% |
$13K - $13.3K
|
115K
$3.34M
|