Purchases and Sales Made in Q1 2022 in Spdr Portfolio Short Term Trea (SPTS)
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 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-454- 3.31% |
$13.4K - $13.8K
|
13.3K
$385K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-551- 3.74% |
$16.3K - $16.8K
|
14.2K
$412K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-593- 6.52% |
$17.6K - $18K
|
8.51K
$247K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-698Closed |
$20.7K - $21.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-698- 5.36% |
$20.7K - $21.2K
|
12.3K
$358K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-729- 7.33% |
$21.6K - $22.2K
|
9.21K
$268K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-790- 0.74% |
$23.4K - $24K
|
106K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-791- 5.36% |
$23.4K - $24.1K
|
14K
$405K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-813- 3.43% |
$24.1K - $24.7K
|
22.9K
$665K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-910- 4.56% |
$27K - $27.7K
|
19K
$553K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-913- 4.35% |
$27K - $27.8K
|
20.1K
$583K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1KClosed |
$29.6K - $30.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1K- 33.33% |
$29.6K - $30.4K
|
2K
$58.1K
|
|
|
May 12, 2022
Q1 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1K- 2.03% |
$29.6K - $30.4K
|
48.3K
$1.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.01K- 3.39% |
$29.9K - $30.7K
|
28.7K
$835K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.01KClosed |
$30K - $30.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.17K- 3.41% |
$34.7K - $35.6K
|
33.2K
$964K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.21K- 4.84% |
$35.9K - $36.9K
|
23.8K
$693K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.35K- 1.11% |
$39.8K - $40.9K
|
120K
$3.49M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.37K- 71.46% |
$40.5K - $41.6K
|
546
$15.9K
|
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.41KClosed |
$41.6K - $42.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.54KClosed |
$45.6K - $46.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.55K- 36.0% |
$45.9K - $47.1K
|
2.76K
$80K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.14K- 5.09% |
$63.3K - $65K
|
39.8K
$1.16M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.35K- 3.53% |
$69.5K - $71.3K
|
64K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.28K- 11.07% |
$97.1K - $99.7K
|
26.3K
$765K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.49K- 12.54% |
$103K - $106K
|
24.3K
$707K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-3.56KClosed |
$105K - $108K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
SELL
|
- |
-3.62KClosed |
$107K - $110K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.78K- 4.66% |
$112K - $115K
|
77.4K
$2.25M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3.82KClosed |
$113K - $116K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.9KClosed |
$115K - $119K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 8.5% |
$118K - $121K
|
42.9K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.38K- 20.42% |
$130K - $133K
|
17.1K
$495K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.1KClosed |
$151K - $155K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.1K- 50.5% |
$151K - $155K
|
5K
$145K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.13K- 3.77% |
$152K - $156K
|
131K
$3.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.39K- 8.46% |
$160K - $164K
|
58.3K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5.82K- 25.14% |
$172K - $177K
|
17.3K
$503K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-6.05K- 63.37% |
$179K - $184K
|
3.5K
$102K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.13K- 85.0% |
$182K - $186K
|
1.08K
$31.4K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.59KClosed |
$195K - $200K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.61KClosed |
$196K - $201K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-6.67K- 24.19% |
$197K - $203K
|
20.9K
$607K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.7K- 10.81% |
$198K - $204K
|
55.2K
$1.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.7KClosed |
$199K - $204K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.89K- 3.36% |
$204K - $210K
|
198K
$5.75M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.9K- 47.25% |
$204K - $210K
|
7.7K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-6.98K- 11.85% |
$207K - $212K
|
51.9K
$1.51M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.06KClosed |
$209K - $215K
|
0
$0
|