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 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-35.3K- 56.29% |
$1.02M - $1.03M
|
27.4K
$801K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.1K- 18.51% |
$1.07M - $1.08M
|
163K
$4.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-39.5K- 56.86% |
$1.14M - $1.16M
|
30K
$876K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-48K- 33.23% |
$1.39M - $1.4M
|
96.5K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-49.4K- 39.18% |
$1.43M - $1.44M
|
76.6K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-51.8K- 2.49% |
$1.5M - $1.52M
|
2.03M
$59.3M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-56.9K- 82.36% |
$1.64M - $1.66M
|
12.2K
$356K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-68.2K- 43.75% |
$1.97M - $1.99M
|
87.7K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-69.4K- 16.35% |
$2.01M - $2.03M
|
355K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-70.1K- 89.87% |
$2.03M - $2.05M
|
7.91K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-74.8K- 2.57% |
$2.16M - $2.19M
|
2.84M
$82.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-83.2K- 11.58% |
$2.41M - $2.43M
|
635K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100KClosed |
$2.91M - $2.94M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-123K- 91.44% |
$3.54M - $3.58M
|
11.5K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-156K- 10.78% |
$4.5M - $4.55M
|
1.29M
$37.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-166K- 16.49% |
$4.79M - $4.84M
|
838K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-192K- 17.08% |
$5.56M - $5.63M
|
934K
$27.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-281K- 22.07% |
$8.14M - $8.23M
|
993K
$29M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-315K- 4.69% |
$9.1M - $9.2M
|
6.4M
$187M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-323K- 16.42% |
$9.34M - $9.44M
|
1.64M
$48M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-325K- 53.79% |
$9.39M - $9.5M
|
279K
$8.15M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-340K- 3.37% |
$9.82M - $9.93M
|
9.75M
$285M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-364K- 2.82% |
$10.5M - $10.7M
|
12.6M
$367M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-503K- 23.99% |
$14.6M - $14.7M
|
1.59M
$46.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-511K- 48.37% |
$14.8M - $15M
|
546K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-607K- 25.75% |
$17.5M - $17.7M
|
1.75M
$51.1M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-611K- 92.6% |
$17.7M - $17.9M
|
48.8K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.21M- 5.58% |
$35M - $35.4M
|
20.5M
$598M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.37M- 88.29% |
$39.7M - $40.1M
|
182K
$5.32M
|