Purchases and Sales Made in Q4 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
34K+ 9.38% |
$982K - $997K
|
396K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
33.5K+ 29.08% |
$967K - $982K
|
149K
$4.34M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.6K+ 65.99% |
$943K - $957K
|
82.1K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30.4K+ 19.25% |
$879K - $893K
|
189K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30K+ 23.8% |
$866K - $879K
|
156K
$4.56M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
28.2KNew |
$814K - $827K
|
28.2K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
27K+ 23.92% |
$781K - $793K
|
140K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25.7KNew |
$743K - $755K
|
25.7K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
25.2K+ 10.79% |
$727K - $738K
|
258K
$7.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
25KNew |
$722K - $733K
|
25K
$730K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25K+ 8.93% |
$722K - $733K
|
305K
$8.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24.5K+ 7.78% |
$709K - $720K
|
340K
$9.93M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
23.8KNew |
$686K - $697K
|
23.8K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
22.9K+ 7.29% |
$662K - $673K
|
338K
$9.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
21.8K+ 45.87% |
$629K - $639K
|
69.3K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.7K+ 699.48% |
$626K - $636K
|
24.8K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.6KNew |
$624K - $634K
|
21.6K
$631K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.5KNew |
$591K - $600K
|
20.5K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20KNew |
$577K - $586K
|
20K
$583K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.9K+ 40.13% |
$575K - $584K
|
69.5K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
19K+ 2.69% |
$550K - $558K
|
727K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.3K+ 10.54% |
$528K - $536K
|
192K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.1KNew |
$523K - $531K
|
18.1K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
18.1K+ 2.82% |
$523K - $531K
|
659K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.8K+ 71.39% |
$514K - $522K
|
42.7K
$1.25M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.5KNew |
$506K - $514K
|
17.5K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.5KNew |
$505K - $513K
|
17.5K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17.4K+ 4.26% |
$504K - $512K
|
427K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 9.59% |
$498K - $506K
|
197K
$5.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
17.2KNew |
$498K - $505K
|
17.2K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
17.1KNew |
$495K - $503K
|
17.1K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.1K+ 1756.95% |
$493K - $500K
|
18K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
16.9K+ 13.63% |
$488K - $495K
|
141K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.4K+ 2.88% |
$473K - $480K
|
585K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
16.3KNew |
$470K - $477K
|
16.3K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16K+ 1.67% |
$462K - $469K
|
972K
$28.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.8K+ 26.75% |
$429K - $435K
|
70.3K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
14.2KNew |
$411K - $417K
|
14.2K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.2K+ 5.15% |
$409K - $416K
|
290K
$8.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14.1KNew |
$408K - $414K
|
14.1K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
13.8KNew |
$398K - $404K
|
13.8K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 1.4% |
$396K - $402K
|
997K
$29.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13.5K+ 52.25% |
$391K - $397K
|
39.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 3.02% |
$384K - $390K
|
454K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
13.2KNew |
$380K - $386K
|
13.2K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.9K+ 5.06% |
$371K - $377K
|
267K
$7.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.3KNew |
$355K - $360K
|
12.3K
$359K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12K+ 44.3% |
$347K - $353K
|
39.2K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
11.8KNew |
$342K - $347K
|
11.8K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 18.86% |
$337K - $342K
|
73.4K
$2.14M
|