Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
956
+ 5.67%
$28.3K - $29.1K
17.8K $518K
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

BUY
 -
815
+ 2.75%
$24.1K - $24.8K
30.4K $884K
May 04, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
813
+ 3.55%
$24.1K - $24.7K
23.7K $689K
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

BUY
 -
761
+ 9.41%
$22.5K - $23.1K
8.84K $257K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
721
+ 5.9%
$21.4K - $21.9K
12.9K $376K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
702
+ 24.72%
$20.8K - $21.3K
3.54K $103K
Jul 28, 2022 Q1 2022
Outlook Wealth Advisors, LLC

BUY
 -
647
+ 7.02%
$19.2K - $19.7K
9.86K $286K
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
410
+ 3.4%
$12.1K - $12.5K
12.5K $362K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
383
+ 19.64%
$11.3K - $11.6K
2.33K $67.8K
May 16, 2022 Q1 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
376
+ 2.97%
$11.1K - $11.4K
13.1K $379K
Jul 29, 2022 Q1 2022
Tpg Financial Advisors, LLC

BUY
 -
207
+ 0.04%
$6.13K - $6.29K
527K $15.3M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
185
+ 1.42%
$5.48K - $5.63K
13.2K $384K
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
177
+ 2.56%
$5.24K - $5.38K
7.1K $206K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

BUY
 -
122
+ 46.74%
$3.61K - $3.71K
383 $11.1K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
122
New
$3.61K - $3.71K
122 $3.54K
Apr 25, 2022 Q1 2022
Tradewinds Capital Management, LLC

BUY
 -
113
New
$3.35K - $3.44K
113 $3.28K
May 05, 2022 Q1 2022
Dgs Capital Management, LLC

BUY
 -
101
+ 0.05%
$2.99K - $3.07K
201K $5.82M
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
77
+ 3.2%
$2.28K - $2.34K
2.48K $72.1K
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
67
+ 0.62%
$1.98K - $2.04K
10.8K $313K
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
66
+ 0.63%
$1.95K - $2.01K
10.5K $306K
Apr 15, 2022 Q1 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
24
+ 0.11%
$711 - $730
21K $609K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
17
+ 0.11%
$504 - $517
16.1K $466K
Jul 14, 2022 Q1 2022
Juncture Wealth Strategies, LLC

BUY
 -
14
+ 0.14%
$415 - $426
10.3K $298K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
10
+ 0.18%
$296 - $304
5.52K $160K
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
6
+ 0.08%
$178 - $182
7.08K $206K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
4
+ 0.01%
$118 - $122
45.9K $1.33M
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
1
+ 0.01%
$29.6 - $30.4
12.8K $373K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.42%
$29.6 - $30.4
237 $6.88K
Apr 13, 2022 Q1 2022
Investors Research Corp

SELL
 -
-3
- 0.41%
$88.9 - $91.2
735 $21.3K
May 10, 2022 Q1 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-6
- 0.08%
$178 - $182
7.71K $224K
Apr 08, 2022 Q1 2022
Level Financial Advisors, Inc.

SELL
 -
-17
Closed
$504 - $517
0 $0
May 11, 2022 Q1 2022
Orion Capital Management LLC

SELL
 -
-25
- 9.47%
$741 - $760
239 $6.94K
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-30
Closed
$889 - $912
0 $0
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

SELL
 -
-37
Closed
$1.1K - $1.13K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-57
Closed
$1.69K - $1.73K
0 $0
Apr 19, 2022 Q1 2022
Bedel Financial Consulting, Inc.

SELL
 -
-95
Closed
$2.81K - $2.89K
0 $0
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-101
- 2.23%
$2.99K - $3.07K
4.44K $129K
May 11, 2022 Q1 2022
Amj Financial Wealth Management

Leesburg, VA
SELL
 -
-150
- 0.76%
$4.44K - $4.56K
19.5K $565K
May 04, 2022 Q1 2022
Absolute Capital Management, LLC

SELL
 -
-160
Closed
$4.74K - $4.87K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-160
Closed
$4.74K - $4.87K
0 $0
Apr 18, 2022 Q1 2022
Sky Oak Wealth, LLC

SELL
 -
-162
- 2.02%
$4.8K - $4.93K
7.85K $228K
May 02, 2022 Q1 2022
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-170
Closed
$5.04K - $5.17K
0 $0
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

SELL
 -
-190
Closed
$5.63K - $5.78K
0 $0
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-205
- 2.34%
$6.07K - $6.23K
8.55K $248K
May 05, 2022 Q1 2022
Carson Allaria Wealth Management, Ltd.

SELL
 -
-213
Closed
$6.31K - $6.48K
0 $0
May 12, 2022 Q1 2022
Treynor Bancshares, Inc.

SELL
 -
-250
- 0.95%
$7.41K - $7.6K
25.9K $753K
May 13, 2022 Q1 2022
Brighton Jones LLC

SELL
 -
-322
- 1.61%
$9.54K - $9.79K
19.6K $570K
Apr 19, 2022 Q1 2022
Manning & Napier Group, LLC

SELL
 -
-369
- 0.16%
$10.9K - $11.2K
236K $6.86M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-408
- 47.94%
$12.1K - $12.4K
443 $12.9K

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