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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
13.9K+ 0.34% |
$401K - $406K
|
4.14M
$121M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.2KNew |
$381K - $386K
|
13.2K
$385K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.2KNew |
$381K - $385K
|
13.2K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
13.1K+ 16.56% |
$379K - $383K
|
92.2K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
12.3K+ 70.58% |
$355K - $359K
|
29.7K
$868K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 1913.56% |
$351K - $355K
|
12.8K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.7K+ 82.97% |
$339K - $342K
|
25.8K
$754K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11.3K+ 1.24% |
$328K - $331K
|
925K
$27M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
10.8K+ 22.23% |
$314K - $317K
|
59.6K
$1.74M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10.5KNew |
$302K - $306K
|
10.5K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
9.9KNew |
$286K - $289K
|
9.9K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.49KNew |
$274K - $277K
|
9.49K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
9.42K+ 4.44% |
$272K - $275K
|
222K
$6.47M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.33K+ 340.58% |
$270K - $273K
|
12.1K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.93K+ 35.73% |
$258K - $261K
|
33.9K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.76K+ 1.93% |
$253K - $256K
|
463K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.7K+ 45.49% |
$252K - $254K
|
27.8K
$813K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.5K+ 24.94% |
$246K - $249K
|
42.6K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.02K+ 5.12% |
$232K - $235K
|
165K
$4.81M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.07KNew |
$204K - $207K
|
7.07K
$207K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.94K+ 6.96% |
$201K - $203K
|
107K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.87K+ 3.34% |
$199K - $201K
|
213K
$6.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.84K+ 2.36% |
$198K - $200K
|
296K
$8.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.72K+ 2572.8% |
$194K - $196K
|
6.98K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.69K+ 8.96% |
$193K - $196K
|
81.3K
$2.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.68K+ 7.12% |
$193K - $195K
|
101K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.67K+ 38.24% |
$193K - $195K
|
24.1K
$704K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.92K+ 98600.0% |
$171K - $173K
|
5.92K
$173K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.58K+ 50.63% |
$161K - $163K
|
16.6K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.39K+ 25.03% |
$156K - $158K
|
26.9K
$786K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.35K+ 5.22% |
$155K - $156K
|
108K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.23K+ 29.02% |
$151K - $153K
|
23.3K
$680K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
5.1K+ 38.69% |
$147K - $149K
|
18.3K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$147K - $149K
|
5.09K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4.7K+ 14.63% |
$136K - $137K
|
36.8K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 8.69% |
$133K - $134K
|
57.5K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.55K+ 2.58% |
$132K - $133K
|
181K
$5.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.95K+ 2.0% |
$114K - $115K
|
201K
$5.87M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.76K+ 0.67% |
$109K - $110K
|
565K
$16.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.57K+ 3.4% |
$103K - $104K
|
109K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.56K+ 48.24% |
$103K - $104K
|
10.9K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
3.44K+ 1165.08% |
$99.4K - $100K
|
3.73K
$109K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.08K+ 2.55% |
$89K - $90K
|
124K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.91K+ 2.24% |
$84.3K - $85.2K
|
133K
$3.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.66K+ 1.81% |
$76.8K - $77.7K
|
149K
$4.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.21KNew |
$64K - $64.7K
|
2.21K
$64.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.2KNew |
$63.5K - $64.2K
|
2.2K
$64.1K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.1K+ 10.51% |
$60.8K - $61.5K
|
22.1K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.93K+ 13.68% |
$55.9K - $56.5K
|
16.1K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.72K+ 0.75% |
$49.7K - $50.2K
|
231K
$6.74M
|