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 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-180- 0.23% |
$5.21K - $5.26K
|
76.7K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-207- 1.17% |
$5.99K - $6.05K
|
17.4K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-222- 2.7% |
$6.42K - $6.49K
|
8.01K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-240- 1.01% |
$6.94K - $7.02K
|
23.5K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-250- 2.31% |
$7.23K - $7.31K
|
10.6K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-255- 4.82% |
$7.37K - $7.46K
|
5.04K
$147K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-280- 1.13% |
$8.1K - $8.19K
|
24.5K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-287- 1.98% |
$8.3K - $8.39K
|
14.2K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-314- 3.3% |
$9.08K - $9.18K
|
9.21K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-390- 0.7% |
$11.3K - $11.4K
|
55.4K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-401- 0.13% |
$11.6K - $11.7K
|
317K
$9.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-414- 2.46% |
$12K - $12.1K
|
16.4K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-419- 20.59% |
$12.1K - $12.3K
|
1.62K
$47.2K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-457- 34.62% |
$13.2K - $13.4K
|
863
$25.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-549- 0.82% |
$15.9K - $16.1K
|
66K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-568- 3.46% |
$16.4K - $16.6K
|
15.9K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-579- 3.56% |
$16.7K - $16.9K
|
15.7K
$458K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-586- 0.81% |
$16.9K - $17.1K
|
71.4K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-612- 0.27% |
$17.7K - $17.9K
|
229K
$6.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-638- 4.57% |
$18.5K - $18.7K
|
13.3K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-663- 6.22% |
$19.2K - $19.4K
|
10K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-707- 0.31% |
$20.4K - $20.7K
|
225K
$6.58M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-756- 1.94% |
$21.9K - $22.1K
|
38.3K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-804- 2.58% |
$23.3K - $23.5K
|
30.3K
$886K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-888- 67.07% |
$25.7K - $26K
|
436
$12.7K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-903- 1.4% |
$26.1K - $26.4K
|
63.5K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-958- 15.34% |
$27.7K - $28K
|
5.29K
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-977- 4.11% |
$28.3K - $28.6K
|
22.8K
$666K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.02K- 2.0% |
$29.4K - $29.7K
|
49.9K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.03K- 12.93% |
$29.9K - $30.2K
|
6.96K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.17K- 5.24% |
$33.7K - $34.1K
|
21.1K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.23K- 63.84% |
$35.5K - $35.9K
|
696
$20.3K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.24K- 5.41% |
$35.9K - $36.3K
|
21.7K
$633K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.46K- 11.8% |
$42.1K - $42.5K
|
10.9K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.55K- 21.06% |
$44.7K - $45.2K
|
5.8K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.69K- 4.41% |
$48.8K - $49.3K
|
36.5K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.7K- 14.53% |
$49.2K - $49.7K
|
10K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 17.54% |
$49.4K - $49.9K
|
8.02K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72K- 13.46% |
$49.8K - $50.4K
|
11.1K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.8K- 6.39% |
$52.1K - $52.6K
|
26.4K
$771K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.82K- 1.37% |
$52.7K - $53.3K
|
131K
$3.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.9K- 4.84% |
$54.9K - $55.5K
|
37.3K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.97K- 0.27% |
$56.9K - $57.6K
|
725K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.98K- 21.15% |
$57.4K - $58K
|
7.4K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 23.88% |
$57.7K - $58.3K
|
6.36K
$186K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.05K- 53.08% |
$59.2K - $59.9K
|
1.81K
$52.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.14K- 6.3% |
$61.8K - $62.5K
|
31.8K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.19K- 20.45% |
$63.3K - $64K
|
8.51K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.33K- 0.59% |
$67.2K - $68K
|
394K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.34K- 0.91% |
$67.7K - $68.4K
|
256K
$7.48M
|