Purchases and Sales Made in Q1 2025 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO SHORT TERM TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
47.3K+ 15.9% |
$1.37M - $1.38M
|
345K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
46.8K+ 45.08% |
$1.35M - $1.37M
|
151K
$4.4M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
45.1K+ 6.53% |
$1.3M - $1.32M
|
736K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
44.5K+ 13.18% |
$1.29M - $1.3M
|
382K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.7KNew |
$1.23M - $1.25M
|
42.7K
$1.25M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
39.9K+ 34.77% |
$1.15M - $1.17M
|
155K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
39.6K+ 77.76% |
$1.15M - $1.16M
|
90.5K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
38.8K+ 61.41% |
$1.12M - $1.13M
|
102K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
38.7K+ 4.85% |
$1.12M - $1.13M
|
837K
$24.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.8KNew |
$1.09M - $1.11M
|
37.8K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
34.9K+ 120.19% |
$1.01M - $1.02M
|
64K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
34.3KNew |
$993K - $1M
|
34.3K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
33.2KNew |
$959K - $970K
|
33.2K
$969K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30.8K+ 24.93% |
$892K - $902K
|
155K
$4.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
28.8KNew |
$833K - $842K
|
28.8K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27.6K+ 8.24% |
$799K - $807K
|
363K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27.4K+ 342400.0% |
$792K - $801K
|
27.4K
$800K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
27.3KNew |
$790K - $798K
|
27.3K
$798K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.1K+ 145.03% |
$783K - $792K
|
45.8K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
26.9K+ 19.23% |
$779K - $788K
|
167K
$4.88M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
26.7K+ 3.41% |
$771K - $779K
|
808K
$23.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
25.8K+ 6.97% |
$746K - $754K
|
396K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25.6K+ 585.28% |
$741K - $749K
|
30K
$876K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24.9K+ 149.24% |
$721K - $729K
|
41.7K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24.7K+ 12.06% |
$714K - $722K
|
229K
$6.7M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
23K+ 15.47% |
$665K - $673K
|
172K
$5.01M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.9K+ 31.99% |
$662K - $670K
|
94.5K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 24.87% |
$657K - $664K
|
114K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.6K+ 6.66% |
$655K - $662K
|
362K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.6K+ 5.15% |
$653K - $660K
|
461K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.2K+ 15.08% |
$612K - $619K
|
162K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
20.8KNew |
$603K - $609K
|
20.8K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.8KNew |
$602K - $609K
|
20.8K
$608K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
20.7K+ 8.15% |
$600K - $607K
|
275K
$8.04M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$572K - $578K
|
19.8K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.8K+ 1.78% |
$572K - $578K
|
1.13M
$33.1M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
19.3K+ 0.16% |
$559K - $565K
|
12M
$351M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$548K - $554K
|
19K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.8K+ 83.99% |
$544K - $550K
|
41.2K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.1KNew |
$524K - $530K
|
18.1K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
16.5K+ 156.78% |
$477K - $482K
|
27K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
16.1K+ 8.66% |
$467K - $472K
|
203K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.2KNew |
$440K - $444K
|
15.2K
$444K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15K+ 76.19% |
$435K - $439K
|
34.8K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
15K+ 3.23% |
$434K - $439K
|
480K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15K+ 5.61% |
$433K - $437K
|
282K
$8.23M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.6K+ 2864.31% |
$422K - $427K
|
15.1K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.1K+ 4.34% |
$408K - $413K
|
340K
$9.92M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.9K+ 13.61% |
$403K - $407K
|
116K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.9K+ 11.47% |
$401K - $406K
|
135K
$3.94M
|