Purchases and Sales Made in Q4 2024 in Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

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 11, 2025 Q4 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
2.01K
+ 29.3%
$58.1K - $59K
8.88K $259K
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
1.88K
+ 1.92%
$54.3K - $55.2K
99.7K $2.91M
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.78K
+ 2.44%
$51.3K - $52.1K
74.6K $2.18M
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 $3.8M
Jan 15, 2025 Q4 2024
Cranbrook Wealth Management, LLC

BUY
 -
1.72K
+ 19.02%
$49.8K - $50.6K
10.8K $315K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.72K
+ 38.1%
$49.8K - $50.5K
6.25K $182K
Jan 21, 2025 Q4 2024
Mkt Advisors LLC

Escondido, CA
BUY
 -
1.54K
+ 5.6%
$44.6K - $45.3K
29.1K $849K
Jan 28, 2025 Q4 2024
Visionary Horizons, LLC

Knoxville, TN
BUY
 -
1.5K
+ 2.75%
$43.2K - $43.8K
55.8K $1.63M
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
1.32K
New
$38.1K - $38.7K
1.32K $38.6K
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
1.32K
New
$38K - $38.6K
1.32K $38.4K
Feb 10, 2025 Q4 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
1.18K
+ 5.15%
$34K - $34.5K
24K $702K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
1.17K
New
$33.6K - $34.2K
1.17K $34K
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
1.08K
+ 11.34%
$31.1K - $31.6K
10.6K $309K
Feb 25, 2025 Q4 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.06K
+ 4.77%
$30.5K - $31K
23.2K $679K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.01K
+ 26.63%
$29.2K - $29.7K
4.81K $140K
Apr 11, 2025 Q4 2024
Principia Wealth Advisory, LLC

Dallas, TX
BUY
 -
949
New
$27.4K - $27.8K
949 $27.7K
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
759
+ 6.3%
$21.9K - $22.3K
12.8K $374K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
715
+ 35.34%
$20.6K - $21K
2.74K $80K
Feb 18, 2025 Q4 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
684
+ 5.38%
$19.8K - $20.1K
13.4K $391K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
565
+ 3.12%
$16.3K - $16.6K
18.7K $545K
Feb 12, 2025 Q4 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
555
+ 7.27%
$16K - $16.3K
8.19K $239K
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
491
+ 4.83%
$14.2K - $14.4K
10.7K $311K
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
395
+ 0.66%
$11.4K - $11.6K
60.7K $1.77M
Jan 15, 2025 Q4 2024
Garrett Investment Advisors LLC

BUY
 -
335
+ 3.28%
$9.67K - $9.83K
10.5K $308K
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
314
+ 0.97%
$9.07K - $9.21K
32.7K $954K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
251
+ 0.24%
$7.25K - $7.36K
106K $3.1M
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
251
New
$7.25K - $7.36K
251 $7.33K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
250
+ 38.46%
$7.22K - $7.33K
900 $26.3K
Feb 13, 2025 Q4 2024
Evensky & Katz LLC

BUY
 -
239
+ 1.37%
$6.9K - $7.01K
17.6K $515K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
229
New
$6.61K - $6.72K
229 $6.69K
Feb 14, 2025 Q4 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
222
+ 2.77%
$6.41K - $6.51K
8.23K $240K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
187
+ 0.79%
$5.4K - $5.48K
23.8K $694K
Feb 06, 2025 Q4 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
170
+ 0.58%
$4.91K - $4.99K
29.4K $860K
Jan 23, 2025 Q4 2024
Austin Private Wealth, LLC

BUY
 -
170
+ 1.7%
$4.91K - $4.99K
10.2K $298K
Feb 28, 2025 Q4 2024
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
162
New
$4.68K - $4.75K
162 $4.73K
Jan 14, 2025 Q4 2024
Acropolis Investment Management, LLC

BUY
 -
150
+ 1.15%
$4.33K - $4.4K
13.2K $384K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
111
New
$3.21K - $3.26K
111 $3.24K
Jan 27, 2025 Q4 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
105
+ 1.45%
$3.03K - $3.08K
7.35K $215K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
97
New
$2.8K - $2.85K
97 $2.83K
Feb 03, 2025 Q4 2024
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
88
New
$2.54K - $2.58K
88 $2.57K
Jan 16, 2025 Q4 2024
Zhang Financial LLC

BUY
 -
78
+ 0.08%
$2.25K - $2.29K
98.8K $2.89M
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
41
+ 0.39%
$1.18K - $1.2K
10.5K $307K
Apr 22, 2025 Q4 2024
North Rock Partners, LLC

BUY
 -
41
+ 1.34%
$1.18K - $1.2K
3.09K $90.3K
Jan 24, 2025 Q4 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
37
+ 32.46%
$1.07K - $1.09K
151 $4.41K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
32
New
$924 - $939
32 $935
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
26
+ 10.04%
$751 - $763
285 $8.32K
Mar 04, 2025 Q4 2024
Dogwood Wealth Management LLC

Lenexa, KS
BUY
 -
24
New
$693 - $704
24 $701
Jan 14, 2025 Q4 2024
Stephens Group Asset Management, LLC

BUY
 -
17
+ 0.2%
$491 - $499
8.39K $245K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
16
+ 1.46%
$462 - $469
1.12K $32.6K

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