Purchases and Sales Made in Q3 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.59K- 5.6% |
$45.8K - $47K
|
26.9K
$784K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.78K- 14.54% |
$51.2K - $52.5K
|
10.5K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.91K- 59.72% |
$54.9K - $56.3K
|
1.29K
$37.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.94K- 14.91% |
$55.8K - $57.2K
|
11.1K
$323K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2.3K- 16.7% |
$66.2K - $67.8K
|
11.5K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.47K- 18.21% |
$70.9K - $72.6K
|
11.1K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.95K- 0.72% |
$84.8K - $86.8K
|
404K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.14K- 15.34% |
$90.3K - $92.6K
|
17.3K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.36K- 20.9% |
$96.6K - $99K
|
12.7K
$371K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.38K- 28.39% |
$97.2K - $99.6K
|
8.53K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.43K- 12.62% |
$98.7K - $101K
|
23.8K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.45K- 3.45% |
$99K - $101K
|
96.5K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 3.12% |
$102K - $104K
|
110K
$3.21M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3.67K- 15.46% |
$106K - $108K
|
20.1K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.12K- 24.82% |
$118K - $121K
|
12.5K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.53K- 1.44% |
$130K - $133K
|
310K
$9.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.62K- 12.49% |
$133K - $136K
|
32.4K
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.94K- 3.29% |
$142K - $145K
|
145K
$4.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.46K- 14.38% |
$157K - $161K
|
32.5K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.61K- 1.57% |
$161K - $165K
|
353K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.64K- 0.51% |
$162K - $166K
|
1.11M
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.02K- 4.21% |
$173K - $177K
|
137K
$4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.33K- 2.95% |
$182K - $186K
|
209K
$6.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-6.37K- 21.94% |
$183K - $188K
|
22.6K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.41K- 3.64% |
$184K - $189K
|
170K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.43K- 1.58% |
$185K - $189K
|
400K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-6.81K- 6.46% |
$196K - $201K
|
98.7K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-7.32K- 1.2% |
$211K - $216K
|
604K
$17.6M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-7.76K- 49.36% |
$223K - $229K
|
7.96K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-7.76K- 49.36% |
$223K - $229K
|
7.96K
$232K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-7.82K- 81.73% |
$225K - $230K
|
1.75K
$51K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.94K- 3.29% |
$228K - $234K
|
233K
$6.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-8.04K- 11.77% |
$231K - $237K
|
60.3K
$1.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.08K- 54.68% |
$232K - $238K
|
6.69K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.17K- 11.46% |
$235K - $241K
|
63.1K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.39K- 14.49% |
$241K - $247K
|
49.5K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.56K- 26.64% |
$246K - $252K
|
23.6K
$688K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.18K- 5.59% |
$264K - $270K
|
155K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.23K- 12.99% |
$265K - $272K
|
61.8K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.72K- 20.97% |
$279K - $286K
|
36.6K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-10.1K- 3.43% |
$291K - $298K
|
285K
$8.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-10.2K- 3.17% |
$292K - $299K
|
310K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10.2K- 16.12% |
$293K - $300K
|
53K
$1.55M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.4K- 33.74% |
$300K - $307K
|
20.5K
$597K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-10.6K- 76.94% |
$305K - $312K
|
3.18K
$92.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12.4K- 14.73% |
$357K - $366K
|
71.8K
$2.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-12.5K- 41.83% |
$360K - $369K
|
17.4K
$508K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-12.7K- 9.96% |
$366K - $375K
|
115K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.4K- 10.78% |
$386K - $396K
|
111K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.7K- 59.42% |
$393K - $403K
|
9.34K
$273K
|