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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
8KNew |
$231K - $234K
|
8K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.99K+ 1.44% |
$231K - $234K
|
561K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.87K+ 3.23% |
$227K - $231K
|
251K
$7.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $220K
|
7.52K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.47KNew |
$216K - $219K
|
7.47K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.46KNew |
$215K - $219K
|
7.46K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.35K+ 2.37% |
$212K - $215K
|
317K
$9.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
7.34KNew |
$212K - $215K
|
7.34K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
7.1KNew |
$205K - $208K
|
7.1K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.04KNew |
$203K - $207K
|
7.04K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.01K+ 4.69% |
$202K - $206K
|
157K
$4.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.93KNew |
$200K - $203K
|
6.93K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6.85K+ 28.2% |
$198K - $201K
|
31.1K
$903K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.82K+ 9.43% |
$197K - $200K
|
79.1K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 7.52% |
$190K - $193K
|
94K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.46K+ 42.86% |
$187K - $189K
|
21.5K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.94K+ 9.05% |
$172K - $174K
|
71.6K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
5.92K+ 2.87% |
$171K - $174K
|
212K
$6.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5.71K+ 443.25% |
$165K - $167K
|
7K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.68KNew |
$164K - $167K
|
5.68K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.36K+ 16.32% |
$155K - $157K
|
38.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.3KNew |
$153K - $155K
|
5.3K
$154K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.28K+ 38.12% |
$152K - $155K
|
19.1K
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 40.28% |
$136K - $139K
|
16.5K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.38KNew |
$126K - $128K
|
4.38K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.13K+ 8.63% |
$119K - $121K
|
51.9K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.93K+ 4.07% |
$114K - $115K
|
100K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.86KNew |
$111K - $113K
|
3.86K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.66KNew |
$106K - $107K
|
3.66K
$106K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.6K+ 19.3% |
$104K - $106K
|
22.3K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.49K+ 3.39% |
$101K - $102K
|
106K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.34K+ 4.87% |
$96.6K - $98.1K
|
72K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.15K+ 1.39% |
$91K - $92.4K
|
229K
$6.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.04K+ 0.33% |
$87.7K - $89K
|
914K
$26.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.93K+ 3.22% |
$84.6K - $86K
|
93.9K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.64K+ 17.86% |
$76.2K - $77.4K
|
17.4K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$73.2K - $74.3K
|
2.53K
$73.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.48K+ 42.27% |
$71.7K - $72.8K
|
8.35K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.44K+ 0.47% |
$70.3K - $71.4K
|
518K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.36K+ 23.15% |
$68.1K - $69.2K
|
12.5K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.04K+ 5.45% |
$58.8K - $59.7K
|
39.4K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.01K+ 29.3% |
$58.1K - $59K
|
8.88K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.88K+ 1.92% |
$54.3K - $55.2K
|
99.7K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.78K+ 2.44% |
$51.3K - $52.1K
|
74.6K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.74K+ 1.36% |
$50.4K - $51.2K
|
130K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.72K+ 19.02% |
$49.8K - $50.6K
|
10.8K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.72K+ 38.1% |
$49.8K - $50.5K
|
6.25K
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.54K+ 5.6% |
$44.6K - $45.3K
|
29.1K
$844K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.5K+ 2.75% |
$43.2K - $43.8K
|
55.8K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.32KNew |
$38K - $38.6K
|
1.32K
$38.2K
|