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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.41K- 20.13% |
$69.7K - $70.4K
|
9.56K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.55K- 10.6% |
$73.7K - $74.5K
|
21.5K
$627K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.58K- 4.28% |
$74.5K - $75.4K
|
57.6K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-2.65K- 0.93% |
$76.5K - $77.4K
|
281K
$8.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.66K- 0.51% |
$76.9K - $77.7K
|
516K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.72K- 15.86% |
$78.6K - $79.4K
|
14.4K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.11K- 5.02% |
$90.1K - $91.1K
|
58.9K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.13K- 25.43% |
$90.4K - $91.4K
|
9.16K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.64K- 1.39% |
$105K - $106K
|
259K
$7.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.81K- 19.32% |
$110K - $112K
|
15.9K
$465K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 3.65% |
$110K - $112K
|
101K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.2K- 88.0% |
$122K - $123K
|
573
$16.7K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.26K- 3.83% |
$123K - $124K
|
107K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5K- 1.64% |
$145K - $146K
|
300K
$8.76M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.1K- 5.43% |
$147K - $149K
|
88.8K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-5.39K- 8.88% |
$156K - $158K
|
55.3K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-5.75K- 10.27% |
$166K - $168K
|
50.3K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.02K- 18.44% |
$174K - $176K
|
26.6K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.82K- 6.42% |
$197K - $200K
|
99.4K
$2.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.88K- 41.42% |
$199K - $201K
|
9.73K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.15K- 15.8% |
$207K - $209K
|
38.1K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7.3K- 45.75% |
$211K - $213K
|
8.66K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.43K- 7.77% |
$215K - $217K
|
88.1K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.44K- 27.12% |
$215K - $217K
|
20K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-7.5K- 29.14% |
$217K - $219K
|
18.2K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-7.86K- 14.98% |
$227K - $230K
|
44.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.93K- 26.32% |
$258K - $261K
|
25K
$730K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-9.04K- 9.62% |
$262K - $264K
|
85K
$2.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.96K- 1.89% |
$288K - $291K
|
517K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 0.69% |
$373K - $378K
|
1.86M
$54.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13K- 74.08% |
$377K - $381K
|
4.57K
$133K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-13.5K- 21.43% |
$391K - $395K
|
49.5K
$1.45M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.6K- 89.71% |
$392K - $397K
|
1.56K
$45.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-14.4K- 22.32% |
$416K - $421K
|
50.1K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15K- 49.99% |
$433K - $438K
|
15K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.9K- 22.05% |
$460K - $465K
|
56.2K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-16.2K- 50.97% |
$468K - $474K
|
15.6K
$455K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-17.3K- 55.99% |
$499K - $505K
|
13.6K
$396K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.2K- 43.92% |
$525K - $531K
|
23.2K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21K- 13.66% |
$607K - $614K
|
133K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-21.4K- 13.37% |
$618K - $625K
|
139K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.8K- 18.18% |
$689K - $696K
|
107K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-25.4K- 64.52% |
$735K - $743K
|
14K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.6K- 2.56% |
$739K - $748K
|
971K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-26.4K- 7.38% |
$764K - $772K
|
332K
$9.69M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-27.3K- 13.28% |
$790K - $799K
|
179K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-28.6K- 2.95% |
$828K - $837K
|
944K
$27.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-30K- 12.28% |
$869K - $878K
|
215K
$6.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-32K- 7.5% |
$926K - $936K
|
395K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-33.1K- 9.88% |
$956K - $966K
|
301K
$8.8M
|