Purchases and Sales Made in Q1 2023 in Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

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 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
10.9K
+ 6.69%
$312K - $320K
173K $5.01M
May 10, 2023 Q1 2023
Fwl Investment Management, LLC

BUY
 -
10.5K
+ 739.24%
$302K - $310K
12K $346K
Apr 18, 2023 Q1 2023
Marshall Financial Group LLC

BUY
 -
10.5K
New
$300K - $308K
10.5K $303K
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
10.4K
New
$296K - $304K
10.4K $299K
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
10.3K
+ 14.07%
$294K - $302K
83.4K $2.41M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
9.69K
+ 52.03%
$277K - $284K
28.3K $818K
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
9.68K
+ 6.1%
$277K - $284K
168K $4.86M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
9.68K
+ 44.42%
$277K - $284K
31.5K $909K
May 12, 2023 Q1 2023
First Trust Capital Management L.P.

Chicago, IL
BUY
 -
9.22K
+ 76.08%
$264K - $271K
21.3K $617K
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
9.07K
+ 3.55%
$260K - $266K
264K $7.64M
Apr 27, 2023 Q1 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
8.69K
New
$249K - $255K
8.69K $251K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
8.64K
+ 102.15%
$248K - $254K
17.1K $494K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8.6K
+ 21.54%
$246K - $253K
48.6K $1.4M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
8.39K
+ 11.79%
$240K - $246K
79.6K $2.3M
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
8.37K
New
$240K - $246K
8.37K $242K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
8.06K
+ 8.57%
$231K - $237K
102K $2.95M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
7.92K
New
$227K - $233K
7.92K $229K
Sep 12, 2023 Q1 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
7.67K
New
$220K - $225K
7.67K $221K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
7.4K
New
$212K - $217K
7.4K $214K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
7.21K
New
$207K - $212K
7.21K $208K
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
7.17K
+ 68.4%
$205K - $211K
17.7K $510K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.17K
+ 29.51%
$205K - $210K
31.5K $909K
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
7.16K
New
$205K - $210K
7.16K $207K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
7.08K
New
$203K - $208K
7.08K $205K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
7K
New
$201K - $206K
7K $202K
Jul 19, 2023 Q1 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
6.97K
+ 5.53%
$199K - $204K
133K $3.84M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
6.69K
New
$192K - $197K
6.69K $193K
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
6.46K
+ 3.47%
$185K - $190K
193K $5.57M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
6.02K
+ 26.56%
$172K - $177K
28.7K $828K
Apr 28, 2023 Q1 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
5.23K
+ 1.08%
$150K - $153K
489K $14.1M
Apr 28, 2023 Q1 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
5.07K
+ 16.71%
$145K - $149K
35.4K $1.02M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.47K
+ 5.27%
$128K - $131K
89.3K $2.58M
Apr 26, 2023 Q1 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
4.26K
+ 21.21%
$122K - $125K
24.3K $703K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
3.99K
+ 14.6%
$114K - $117K
31.3K $905K
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
3.89K
+ 25.04%
$111K - $114K
19.4K $561K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
3.79K
+ 3.6%
$109K - $111K
109K $3.15M
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
3.46K
+ 3.45%
$99.2K - $102K
104K $3M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
3.42K
+ 27.84%
$97.9K - $100K
15.7K $453K
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
3.2K
+ 2.57%
$91.5K - $93.8K
127K $3.68M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.19K
+ 8.73%
$91.3K - $93.6K
39.7K $1.15M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2.88K
New
$82.5K - $84.6K
2.88K $83.2K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
2.88K
New
$82.5K - $84.6K
2.88K $83.2K
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
2.86K
+ 8.86%
$81.9K - $84K
35.2K $1.02M
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
2.75K
+ 35.13%
$78.7K - $80.7K
10.6K $305K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
2.72K
+ 9.27%
$77.8K - $79.7K
32K $925K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
2.71K
New
$77.6K - $79.6K
2.71K $78.3K
Apr 26, 2023 Q1 2023
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
2.49K
+ 1.02%
$71.3K - $73.1K
247K $7.13M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.43K
+ 13.79%
$69.7K - $71.4K
20.1K $580K
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
2.15K
+ 2.82%
$61.6K - $63.2K
78.3K $2.26M

Track Institutional and Insider Activities on SPTS

Follow SPDR PORTFOLIO SHORT TERM TREA and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPTS shares.

Notify only if

Insider Trading

Get notified when an Spdr Portfolio Short Term Trea insider buys or sells SPTS shares.

Notify only if

News

Receive news related to SPDR PORTFOLIO SHORT TERM TREA

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPTS