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 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-372- 3.58% |
$10.7K - $11K
|
10K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-297- 2.08% |
$8.54K - $8.75K
|
14K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-274- 2.41% |
$7.88K - $8.07K
|
11.1K
$322K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-256- 0.4% |
$7.36K - $7.54K
|
63K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 0.77% |
$5.75K - $5.89K
|
25.9K
$751K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-191- 1.12% |
$5.49K - $5.63K
|
16.9K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-168- 68.02% |
$4.83K - $4.95K
|
79
$2.29K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-104- 0.28% |
$2.99K - $3.06K
|
37.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87- 0.14% |
$2.5K - $2.56K
|
61.3K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-80- 0.17% |
$2.3K - $2.36K
|
47.8K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-79- 5.33% |
$2.27K - $2.33K
|
1.4K
$40.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-54- 17.25% |
$1.55K - $1.59K
|
259
$7.51K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 7.14% |
$1.44K - $1.47K
|
650
$18.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-40- 0.05% |
$1.15K - $1.18K
|
83.5K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 8.14% |
$690 - $707
|
271
$7.86K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-13.5K- 63.38% |
$387K - $390K
|
7.8K
$226K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-10.7K- 15.54% |
$306K - $309K
|
58.1K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.43K- 14.95% |
$155K - $157K
|
30.9K
$896K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.11K- 68.1% |
$118K - $119K
|
1.93K
$55.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.77K- 10.36% |
$108K - $109K
|
32.6K
$945K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-3.1K- 9.69% |
$88.8K - $89.5K
|
28.9K
$837K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.67K- 14.75% |
$76.4K - $77K
|
15.4K
$447K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.18K- 6.98% |
$33.7K - $33.9K
|
15.7K
$454K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.05K- 9.77% |
$30.1K - $30.3K
|
9.7K
$281K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-407- 56.69% |
$11.7K - $11.8K
|
311
$9.02K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-331- 3.14% |
$9.48K - $9.56K
|
10.2K
$296K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 91.74% |
$8.6K - $8.66K
|
27
$783
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-260- 2.71% |
$7.45K - $7.51K
|
9.32K
$270K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-259- 91.2% |
$7.42K - $7.48K
|
25
$725
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-117- 0.91% |
$3.35K - $3.38K
|
12.7K
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-104- 23.21% |
$2.98K - $3K
|
344
$9.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-84- 5.64% |
$2.41K - $2.43K
|
1.41K
$40.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-23- 0.23% |
$659 - $664
|
10K
$291K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.3K- 67.3% |
$471K - $477K
|
7.94K
$230K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.57K- 51.56% |
$276K - $279K
|
9K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-6.56K- 42.37% |
$189K - $191K
|
8.92K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.65K- 22.19% |
$76.3K - $77.2K
|
9.28K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.44K- 12.49% |
$41.4K - $41.9K
|
10.1K
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 7.48% |
$37.2K - $37.6K
|
16K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.06K- 97.97% |
$30.6K - $31K
|
22
$638
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-943- 9.23% |
$27.2K - $27.5K
|
9.27K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-927- 32.7% |
$26.7K - $27K
|
1.91K
$55.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-858- 4.53% |
$24.7K - $25K
|
18.1K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-511- 2.24% |
$14.7K - $14.9K
|
22.3K
$647K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.33M- 97.27% |
$38M - $38.6M
|
37.2K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-181K- 74.54% |
$5.19M - $5.27M
|
62K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-62.6K- 11.6% |
$1.79M - $1.82M
|
477K
$13.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-40.5K- 84.98% |
$1.16M - $1.18M
|
7.17K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-37.8K- 87.34% |
$1.08M - $1.1M
|
5.48K
$159K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-37.2K- 84.35% |
$1.06M - $1.08M
|
6.9K
$200K
|
|