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 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-7.09KClosed |
$210K - $216K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7.14KClosed |
$211K - $217K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.2K- 48.51% |
$213K - $219K
|
7.64K
$222K
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.23K- 3.19% |
$214K - $220K
|
220K
$6.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-7.36K- 1.79% |
$218K - $224K
|
404K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.61KClosed |
$225K - $231K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.61K- 39.86% |
$225K - $231K
|
11.5K
$333K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-7.66KClosed |
$227K - $233K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-7.76KClosed |
$230K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.82K- 29.07% |
$232K - $238K
|
19.1K
$554K
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-8.35K- 9.03% |
$247K - $254K
|
84.1K
$2.44M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.64KClosed |
$256K - $263K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-9.41K- 45.26% |
$279K - $286K
|
11.4K
$331K
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-10.2KClosed |
$301K - $309K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.8K- 37.42% |
$319K - $328K
|
18K
$524K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11K- 4.7% |
$325K - $334K
|
223K
$6.47M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-11.9KClosed |
$353K - $362K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.5K- 46.42% |
$370K - $379K
|
14.4K
$418K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-12.6KClosed |
$373K - $383K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.8K- 17.79% |
$379K - $390K
|
59.2K
$1.72M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-12.9KClosed |
$381K - $391K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-14.5K- 7.32% |
$429K - $441K
|
183K
$5.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-15KClosed |
$444K - $456K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.1K- 5.06% |
$448K - $460K
|
284K
$8.24M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16.3KClosed |
$484K - $497K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-19.3KClosed |
$572K - $587K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-19.5KClosed |
$578K - $593K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-20.7K- 32.7% |
$612K - $628K
|
42.5K
$1.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-22K- 28.4% |
$652K - $670K
|
55.5K
$1.61M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26.1K- 91.17% |
$773K - $793K
|
2.53K
$73.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-26.3K- 8.68% |
$780K - $801K
|
277K
$8.04M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-28.8K- 9.49% |
$854K - $877K
|
275K
$7.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.9K- 3.61% |
$916K - $940K
|
825K
$24M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.8K- 13.45% |
$943K - $968K
|
205K
$5.95M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-35.4K- 84.41% |
$1.05M - $1.08M
|
6.54K
$190K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-39.3K- 71.18% |
$1.16M - $1.19M
|
15.9K
$461K
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-41.1KClosed |
$1.22M - $1.25M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-42.2K- 11.67% |
$1.25M - $1.28M
|
319K
$9.27M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.8K- 14.53% |
$1.27M - $1.3M
|
252K
$7.3M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-43.7K- 4.19% |
$1.29M - $1.33M
|
998K
$29M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-47.2K- 29.96% |
$1.4M - $1.43M
|
110K
$3.2M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.7K- 23.33% |
$1.62M - $1.66M
|
180K
$5.22M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-55.6KClosed |
$1.65M - $1.69M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.6K- 11.24% |
$1.82M - $1.87M
|
486K
$14.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-63.1K- 18.89% |
$1.87M - $1.92M
|
271K
$7.87M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-69K- 37.08% |
$2.04M - $2.1M
|
117K
$3.4M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-71.7K- 11.54% |
$2.12M - $2.18M
|
550K
$16M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-73.4K- 36.14% |
$2.18M - $2.23M
|
130K
$3.77M
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-101K- 16.04% |
$2.98M - $3.06M
|
527K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-118K- 87.18% |
$3.49M - $3.58M
|
17.3K
$503K
|