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 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 9.51% |
$48.1K - $48.7K
|
19.2K
$560K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.44KNew |
$41.5K - $42K
|
1.44K
$41.9K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.41K+ 0.6% |
$40.7K - $41.2K
|
235K
$6.87M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.4K+ 10.17% |
$40.5K - $41K
|
15.2K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.24K+ 6.89% |
$35.9K - $36.3K
|
19.3K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.24K+ 3.05% |
$35.9K - $36.3K
|
41.9K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.23KNew |
$35.4K - $35.8K
|
1.23K
$35.8K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.2K+ 49.24% |
$34.7K - $35.1K
|
3.64K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16K+ 8.76% |
$33.6K - $34K
|
14.4K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
985+ 1.1% |
$28.5K - $28.8K
|
90.7K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
965New |
$27.9K - $28.2K
|
965
$28.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
800+ 9.01% |
$23.1K - $23.4K
|
9.68K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
799+ 0.48% |
$23.1K - $23.4K
|
169K
$4.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
762+ 6.07% |
$22K - $22.3K
|
13.3K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
678+ 1.94% |
$19.6K - $19.8K
|
35.7K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
665+ 3.57% |
$19.2K - $19.4K
|
19.3K
$564K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
597+ 5.53% |
$17.3K - $17.5K
|
11.4K
$333K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
587+ 16.75% |
$17K - $17.2K
|
4.09K
$119K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
557+ 7.96% |
$16.1K - $16.3K
|
7.55K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
491+ 6.12% |
$14.2K - $14.4K
|
8.52K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
469+ 0.81% |
$13.6K - $13.7K
|
58.3K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
464+ 4.55% |
$13.4K - $13.6K
|
10.7K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
319New |
$9.23K - $9.33K
|
319
$9.32K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
313+ 2.65% |
$9.05K - $9.15K
|
12.1K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
311+ 0.79% |
$8.99K - $9.09K
|
39.7K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
280+ 0.74% |
$8.1K - $8.19K
|
38.1K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
250+ 0.36% |
$7.23K - $7.31K
|
69.5K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
185+ 20.56% |
$5.35K - $5.41K
|
1.09K
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
143+ 1.69% |
$4.14K - $4.18K
|
8.62K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
110+ 125.0% |
$3.18K - $3.22K
|
198
$5.78K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
50+ 0.68% |
$1.45K - $1.46K
|
7.43K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$1.3K - $1.32K
|
45
$1.31K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 11.57% |
$1.13K - $1.14K
|
376
$11K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
24New |
$694 - $702
|
24
$701
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22+ 0.01% |
$636 - $643
|
363K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
19+ 0.61% |
$549 - $556
|
3.11K
$90.8K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10+ 0.71% |
$289 - $292
|
1.42K
$41.4K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.63% |
$202 - $205
|
1.12K
$32.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.65% |
$174 - $175
|
924
$27K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.05% |
$174 - $175
|
13.3K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5New |
$145 - $146
|
5
$146
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-23- 95.83% |
$665 - $673
|
1
$29.2
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-30- 0.04% |
$868 - $877
|
77.7K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-33- 0.03% |
$954 - $965
|
98.8K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-35- 0.73% |
$1.01K - $1.02K
|
4.79K
$140K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-38- 0.34% |
$1.1K - $1.11K
|
11.1K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-68- 0.96% |
$1.97K - $1.99K
|
7.03K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 2.6% |
$3.62K - $3.66K
|
4.68K
$137K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-150- 2.05% |
$4.34K - $4.39K
|
7.15K
$209K
|