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 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.9K- 68.33% |
$426K - $433K
|
6.91K
$200K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-8.07K- 38.41% |
$231K - $234K
|
12.9K
$375K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.63K- 24.9% |
$218K - $222K
|
23K
$667K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.13K- 18.89% |
$147K - $149K
|
22K
$639K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.75K- 2.41% |
$136K - $138K
|
192K
$5.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.96K- 66.03% |
$56.1K - $57K
|
1.01K
$29.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-1.86K- 6.97% |
$53.2K - $54.1K
|
24.8K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.65K- 12.37% |
$47.2K - $48K
|
11.7K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.28KClosed |
$36.5K - $37.1K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.26K- 15.15% |
$36.1K - $36.7K
|
7.07K
$205K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25K- 67.74% |
$35.6K - $36.2K
|
593
$17.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-730- 6.95% |
$20.9K - $21.2K
|
9.77K
$283K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-649- 3.36% |
$18.6K - $18.9K
|
18.7K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-421- 4.47% |
$12K - $12.2K
|
9K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-382- 1.13% |
$10.9K - $11.1K
|
33.5K
$972K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-213- 22.44% |
$6.09K - $6.19K
|
736
$21.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-46- 2.26% |
$1.32K - $1.34K
|
1.99K
$57.8K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-61.8K- 88.91% |
$1.77M - $1.79M
|
7.71K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.8KClosed |
$596K - $600K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.06K- 16.37% |
$58.9K - $59.3K
|
10.5K
$304K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.2K- 43.32% |
$34.5K - $34.8K
|
1.58K
$45.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-537- 5.42% |
$15.4K - $15.5K
|
9.38K
$272K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-340Closed |
$9.74K - $9.82K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-182- 1.92% |
$5.22K - $5.26K
|
9.32K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-179- 1.65% |
$5.13K - $5.17K
|
10.7K
$310K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-143- 3.31% |
$4.1K - $4.13K
|
4.18K
$121K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 14.29% |
$717 - $722
|
150
$4.35K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-116K- 45.23% |
$3.33M - $3.39M
|
140K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.42K- 21.74% |
$98.5K - $100K
|
12.3K
$357K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.53K- 1.38% |
$44.1K - $44.9K
|
110K
$3.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-433- 14.5% |
$12.5K - $12.7K
|
2.55K
$74.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40- 0.56% |
$1.15K - $1.17K
|
7.12K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 58.33% |
$201 - $205
|
5
$145
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-528KClosed |
$15.1M - $15.5M
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-37.3K- 47.58% |
$1.07M - $1.1M
|
41.1K
$1.19M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-18.9K- 7.93% |
$541K - $554K
|
219K
$6.36M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13.5KClosed |
$388K - $397K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13.4K- 46.56% |
$385K - $395K
|
15.4K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10.9K- 60.82% |
$313K - $321K
|
7.05K
$204K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.2K- 63.73% |
$120K - $123K
|
2.39K
$69.3K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.11K- 32.3% |
$118K - $121K
|
8.62K
$250K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-900- 0.82% |
$25.8K - $26.4K
|
108K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-105- 1.08% |
$3.01K - $3.08K
|
9.58K
$278K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-101- 0.03% |
$2.89K - $2.97K
|
295K
$8.55M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-58- 0.65% |
$1.66K - $1.7K
|
8.88K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-54- 90.0% |
$1.55K - $1.59K
|
6
$174
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2- 0.01% |
$57.3 - $58.7
|
20.3K
$588K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-341K- 10.91% |
$9.8M - $9.93M
|
2.79M
$80.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-249K- 81.74% |
$7.15M - $7.24M
|
55.7K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-184K- 96.85% |
$5.29M - $5.36M
|
6K
$174K
|
|