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 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
61.4KNew |
$1.76M - $1.8M
|
61.4K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
55.7KNew |
$1.6M - $1.64M
|
55.7K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
49.5K+ 26.55% |
$1.42M - $1.45M
|
236K
$6.82M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48.9KNew |
$1.4M - $1.44M
|
48.9K
$1.41M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
48.7K+ 877.67% |
$1.4M - $1.43M
|
54.3K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
48.2KNew |
$1.38M - $1.42M
|
48.2K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.6K+ 87.82% |
$1.31M - $1.34M
|
97.6K
$2.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45.5KNew |
$1.3M - $1.34M
|
45.5K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
41.9K+ 573.82% |
$1.2M - $1.23M
|
49.2K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
39.8K+ 93.66% |
$1.14M - $1.17M
|
82.2K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.7K+ 13.95% |
$1.11M - $1.14M
|
316K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
37.7K+ 74.47% |
$1.08M - $1.11M
|
88.3K
$2.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
37.5K+ 29.56% |
$1.07M - $1.1M
|
164K
$4.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36.6KNew |
$1.05M - $1.08M
|
36.6K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
35.1K+ 1.33% |
$1.01M - $1.03M
|
2.68M
$77.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
35K+ 26.15% |
$1M - $1.03M
|
169K
$4.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
33.3K+ 6.93% |
$954K - $978K
|
514K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.5K+ 1.8% |
$930K - $953K
|
1.84M
$53M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.1K+ 159.31% |
$919K - $942K
|
52.2K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
30.9K+ 7.66% |
$884K - $906K
|
434K
$12.5M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
27.5K+ 5.69% |
$788K - $808K
|
511K
$14.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27KNew |
$775K - $794K
|
27K
$781K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
26.5KNew |
$759K - $778K
|
26.5K
$766K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26K+ 129.49% |
$745K - $764K
|
46.1K
$1.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
26KNew |
$745K - $764K
|
26K
$751K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
24.6K+ 4.92% |
$704K - $721K
|
523K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21.5K+ 85.8% |
$615K - $631K
|
46.5K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
21.4K+ 354.21% |
$613K - $628K
|
27.4K
$792K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
19.8KNew |
$567K - $581K
|
19.8K
$572K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
19.3K+ 11.96% |
$551K - $565K
|
180K
$5.21M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18.1K+ 3322.02% |
$519K - $532K
|
18.7K
$539K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
17.9KNew |
$513K - $526K
|
17.9K
$518K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.5KNew |
$502K - $514K
|
17.5K
$506K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
16.5KNew |
$472K - $484K
|
16.5K
$476K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
15.9KNew |
$454K - $466K
|
15.9K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
15.8KNew |
$451K - $462K
|
15.8K
$455K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
15.1K+ 40.86% |
$432K - $443K
|
52K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.6KNew |
$419K - $430K
|
14.6K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
14.6KNew |
$418K - $428K
|
14.6K
$422K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14.6KNew |
$418K - $428K
|
14.6K
$421K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
14.3K+ 33.69% |
$410K - $420K
|
56.8K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
14.3KNew |
$409K - $419K
|
14.3K
$412K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
13.8K+ 4.16% |
$396K - $406K
|
346K
$10M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 15.81% |
$373K - $383K
|
95.5K
$2.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13K+ 18.28% |
$373K - $382K
|
84.2K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 7.29% |
$364K - $373K
|
187K
$5.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.5KNew |
$358K - $367K
|
12.5K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$325K - $333K
|
11.3K
$328K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
11K+ 11.25% |
$315K - $323K
|
109K
$3.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 136.11% |
$312K - $320K
|
18.9K
$545K
|