Purchases and Sales Made in Q1 2023 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q1 2023. 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 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
33.6MNew |
$961M - $985M
|
33.6M
$970M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.73M+ 195.93% |
$164M - $168M
|
8.65M
$250M
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3.95MNew |
$113M - $116M
|
3.95M
$114M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.01M+ 32.87% |
$86.1M - $88.3M
|
12.2M
$351M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.58M+ 115450.56% |
$74M - $75.9M
|
2.59M
$74.8M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.21MNew |
$63.3M - $64.9M
|
2.21M
$63.9M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.18M+ 232.28% |
$62.5M - $64.1M
|
3.12M
$90.2M
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.39MNew |
$39.9M - $40.9M
|
1.39M
$40.3M
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.08MNew |
$30.9M - $31.7M
|
1.08M
$31.2M
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.07MNew |
$30.6M - $31.4M
|
1.07M
$30.9M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
947K+ 35.46% |
$27.1M - $27.8M
|
3.62M
$105M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
902K+ 283.71% |
$25.8M - $26.5M
|
1.22M
$35.3M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
780K+ 9.82% |
$22.3M - $22.9M
|
8.72M
$252M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
671K+ 1072.54% |
$19.2M - $19.7M
|
733K
$21.2M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
603K+ 1661.77% |
$17.3M - $17.7M
|
640K
$18.5M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
578K+ 463.91% |
$16.6M - $17M
|
703K
$20.3M
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
539K+ 2830.53% |
$15.4M - $15.8M
|
558K
$16.1M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
389K+ 5.37% |
$11.1M - $11.4M
|
7.64M
$221M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
317K+ 117.84% |
$9.08M - $9.31M
|
586K
$16.9M
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
294KNew |
$8.41M - $8.62M
|
294K
$8.49M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
261K+ 770.86% |
$7.48M - $7.67M
|
295K
$8.53M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
260K+ 14.38% |
$7.44M - $7.63M
|
2.07M
$59.7M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
195K+ 6.08% |
$5.58M - $5.72M
|
3.4M
$98.1M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
176K+ 34.56% |
$5.05M - $5.17M
|
686K
$19.8M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
176K+ 90.49% |
$5.04M - $5.17M
|
371K
$10.7M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
145K+ 88.16% |
$4.15M - $4.26M
|
309K
$8.94M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
139KNew |
$3.98M - $4.08M
|
139K
$4.02M
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
136K+ 112.63% |
$3.88M - $3.98M
|
256K
$7.4M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130K+ 13.83% |
$3.73M - $3.83M
|
1.07M
$31M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
126K+ 325.96% |
$3.61M - $3.7M
|
165K
$4.76M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
117K+ 201.87% |
$3.36M - $3.44M
|
175K
$5.07M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
109KNew |
$3.11M - $3.19M
|
109K
$3.14M
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
109K+ 15.52% |
$3.11M - $3.19M
|
809K
$23.4M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
108K+ 6.3% |
$3.09M - $3.17M
|
1.82M
$52.6M
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
102K+ 37.85% |
$2.94M - $3.01M
|
373K
$10.8M
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
84.7K+ 7.39% |
$2.42M - $2.49M
|
1.23M
$35.5M
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
79.8K+ 25.28% |
$2.29M - $2.34M
|
396K
$11.4M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.8K+ 8.86% |
$2.29M - $2.34M
|
980K
$28.3M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
79.1KNew |
$2.26M - $2.32M
|
79.1K
$2.28M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
75.3K+ 4.52% |
$2.16M - $2.21M
|
1.74M
$50.3M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
74.6K+ 207.08% |
$2.14M - $2.19M
|
111K
$3.2M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
73.6K+ 62.57% |
$2.11M - $2.16M
|
191K
$5.53M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
70.7KNew |
$2.02M - $2.08M
|
70.7K
$2.04M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
68.4KNew |
$1.96M - $2.01M
|
68.4K
$1.98M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
67.3KNew |
$1.93M - $1.98M
|
67.3K
$1.95M
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
66.8KNew |
$1.91M - $1.96M
|
66.8K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
66.1K+ 19.46% |
$1.89M - $1.94M
|
405K
$11.7M
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
66K+ 12.83% |
$1.89M - $1.94M
|
581K
$16.8M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
64.7KNew |
$1.85M - $1.9M
|
64.7K
$1.87M
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
64.5KNew |
$1.85M - $1.89M
|
64.5K
$1.86M
|