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 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.09K
+ 13.34%
$59.8K - $61.3K
17.7K $512K
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
2.09K
+ 0.38%
$59.7K - $61.2K
553K $16M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.08K
+ 10.77%
$59.5K - $61K
21.3K $617K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.97K
+ 14.34%
$56.4K - $57.8K
15.7K $453K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.91K
+ 9.58%
$54.6K - $56K
21.8K $630K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.91K
+ 9.58%
$54.6K - $56K
21.8K $630K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
1.83K
New
$52.5K - $53.8K
1.83K $53K
May 15, 2023 Q1 2023
Innealta Capital, LLC

Austin, TX
BUY
 -
1.72K
+ 6.42%
$49.2K - $50.5K
28.5K $824K
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
1.63K
New
$46.6K - $47.7K
1.63K $47K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.48K
+ 7.82%
$42.3K - $43.3K
20.4K $588K
Apr 25, 2023 Q1 2023
ETF Portfolio Partners, Inc.

BUY
 -
1.4K
+ 2.05%
$40.1K - $41.1K
69.7K $2.01M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.23K
+ 19.17%
$35.2K - $36.1K
7.64K $221K
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1.22K
+ 7.13%
$35.1K - $35.9K
18.4K $531K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
990
+ 2.56%
$28.4K - $29.1K
39.7K $1.15M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
903
New
$25.9K - $26.5K
903 $26.1K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
836
New
$23.9K - $24.5K
836 $24.2K
Apr 14, 2023 Q1 2023
Advocacy Wealth Management Services, LLC

BUY
 -
775
+ 4.23%
$22.2K - $22.8K
19.1K $552K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
770
+ 3.89%
$22.1K - $22.6K
20.6K $594K
Apr 21, 2023 Q1 2023
Cardinal Strategic Wealth Guidance

BUY
 -
754
+ 10.21%
$21.6K - $22.1K
8.14K $235K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
677
+ 4.0%
$19.4K - $19.9K
17.6K $508K
May 15, 2023 Q1 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
584
+ 2.38%
$16.7K - $17.1K
25.1K $726K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
508
+ 0.62%
$14.5K - $14.9K
83K $2.4M
May 08, 2023 Q1 2023
M. Kulyk & Associates, LLC

BUY
 -
506
+ 4.14%
$14.5K - $14.9K
12.7K $367K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
489
New
$14K - $14.4K
489 $14.1K
Apr 11, 2023 Q1 2023
Roberts Wealth Advisors, LLC

BUY
 -
480
+ 0.54%
$13.7K - $14.1K
89.5K $2.59M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
456
+ 12.57%
$13.1K - $13.4K
4.08K $118K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
390
+ 28.04%
$11.2K - $11.5K
1.78K $51.5K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
377
New
$10.8K - $11.1K
377 $10.9K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
350
+ 175.0%
$10K - $10.3K
550 $15.9K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
310
New
$8.88K - $9.1K
310 $8.96K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
295
New
$8.45K - $8.66K
295 $8.52K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
241
New
$6.9K - $7.08K
241 $6.96K
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
132
+ 1.09%
$3.78K - $3.88K
12.3K $355K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
124
New
$3.55K - $3.64K
124 $3.58K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
124
New
$3.55K - $3.64K
124 $3.58K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
114
+ 0.15%
$3.26K - $3.35K
78.3K $2.26M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
98
+ 1.21%
$2.81K - $2.88K
8.22K $237K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
77
New
$2.21K - $2.26K
77 $2.22K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
58
New
$1.66K - $1.7K
58 $1.68K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
33
New
$945 - $969
33 $953
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
32
+ 0.4%
$916 - $940
8.07K $233K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
12
New
$344 - $352
12 $347
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
5
+ 0.48%
$143 - $147
1.04K $30K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.47%
$28.6 - $29.4
212 $6.12K
May 04, 2023 Q1 2023
Tower Wealth Partners, Inc.

Lewisburg, PA
SELL
 -
-2
- 0.01%
$57.3 - $58.7
20.3K $586K
May 10, 2023 Q1 2023
3 Edge Asset Management, LP

SELL
 -
-2
- 0.01%
$57.3 - $58.7
33.7K $975K
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
SELL
 -
-46
- 0.36%
$1.32K - $1.35K
12.6K $363K
May 12, 2023 Q1 2023
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-54
- 90.0%
$1.55K - $1.59K
6 $173
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-58
- 0.65%
$1.66K - $1.7K
8.88K $256K

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