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
|
Money Concepts Capital Corp
|
SELL
|
- |
-123K- 97.52% |
$3.65M - $3.75M
|
3.13K
$90.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-124KClosed |
$3.67M - $3.77M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-147K- 60.83% |
$4.37M - $4.49M
|
95K
$2.76M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-178K- 33.49% |
$5.27M - $5.41M
|
353K
$10.3M
|
|
|
May 04, 2022
Q1 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-184K- 78.31% |
$5.45M - $5.59M
|
50.9K
$1.48M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-230K- 50.56% |
$6.82M - $7M
|
225K
$6.54M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-288K- 90.37% |
$8.54M - $8.77M
|
30.8K
$893K
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-387K- 35.84% |
$11.5M - $11.8M
|
692K
$20.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-406KClosed |
$12M - $12.3M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-564K- 98.34% |
$16.7M - $17.1M
|
9.5K
$276K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-637K- 95.26% |
$18.9M - $19.4M
|
31.7K
$921K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-751K- 22.44% |
$22.3M - $22.9M
|
2.6M
$75.4M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.2M- 71.11% |
$35.5M - $36.4M
|
486K
$14.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-5.14M- 90.11% |
$152M - $156M
|
564K
$16.4M
|