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 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-66- 9.59% |
$1.89K - $1.94K
|
622
$18K
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-85- 0.12% |
$2.43K - $2.5K
|
70.4K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-86- 1.2% |
$2.46K - $2.52K
|
7.08K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-98- 19.92% |
$2.81K - $2.88K
|
394
$11.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-101- 0.03% |
$2.89K - $2.97K
|
295K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-105- 1.08% |
$3.01K - $3.08K
|
9.58K
$277K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-149- 12.12% |
$4.27K - $4.37K
|
1.08K
$31.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-155- 1.22% |
$4.44K - $4.55K
|
12.6K
$363K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-155- 1.63% |
$4.44K - $4.55K
|
9.37K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-229- 0.38% |
$6.56K - $6.72K
|
59.7K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-295Closed |
$8.45K - $8.66K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-296- 18.44% |
$8.48K - $8.69K
|
1.31K
$37.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-348- 0.77% |
$9.97K - $10.2K
|
44.8K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-383- 1.64% |
$11K - $11.2K
|
23K
$665K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-393- 3.74% |
$11.3K - $11.5K
|
10.1K
$292K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-447- 1.81% |
$12.8K - $13.1K
|
24.3K
$702K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-450- 5.73% |
$12.9K - $13.2K
|
7.4K
$214K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-556- 1.07% |
$15.9K - $16.3K
|
51.3K
$1.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-558- 21.35% |
$16K - $16.4K
|
2.06K
$59.4K
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-635- 0.71% |
$18.2K - $18.6K
|
88.9K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-650- 8.38% |
$18.6K - $19.1K
|
7.11K
$205K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-697- 6.49% |
$20K - $20.5K
|
10K
$290K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-900- 0.82% |
$25.8K - $26.4K
|
108K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.23K- 90.01% |
$35.1K - $36K
|
136
$3.93K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.3K- 5.98% |
$37.2K - $38.2K
|
20.4K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.37K- 5.45% |
$39.2K - $40.2K
|
23.7K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.42K- 4.81% |
$40.8K - $41.8K
|
28.2K
$814K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.47K- 66.88% |
$42.1K - $43.2K
|
728
$21K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.49K- 13.98% |
$42.7K - $43.8K
|
9.18K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.74K- 4.33% |
$49.7K - $50.9K
|
38.4K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
SELL
|
- |
-2.06K- 16.95% |
$59.1K - $60.6K
|
10.1K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.1K- 12.04% |
$60.2K - $61.7K
|
15.4K
$444K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.31K- 8.97% |
$66.2K - $67.8K
|
23.4K
$677K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.39K- 3.19% |
$68.3K - $70.1K
|
72.4K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.96K- 8.76% |
$84.7K - $86.8K
|
30.8K
$890K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.02K- 40.15% |
$86.4K - $88.5K
|
4.5K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.08K- 20.38% |
$88.1K - $90.3K
|
12K
$347K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.22K- 22.32% |
$92.1K - $94.5K
|
11.2K
$324K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.28K- 29.29% |
$94.1K - $96.4K
|
7.93K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.62K- 3.46% |
$104K - $106K
|
101K
$2.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.71K- 11.02% |
$106K - $109K
|
30K
$865K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-3.77K- 55.78% |
$108K - $111K
|
2.99K
$86.3K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.98K- 27.45% |
$114K - $117K
|
10.5K
$304K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.11K- 32.3% |
$118K - $121K
|
8.62K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.2K- 63.73% |
$120K - $123K
|
2.39K
$69K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.23K- 1.6% |
$121K - $124K
|
260K
$7.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.06K- 33.84% |
$145K - $149K
|
9.9K
$286K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.13K- 1.84% |
$147K - $151K
|
273K
$7.9M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.93K- 2.54% |
$170K - $174K
|
227K
$6.56M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.13K- 17.87% |
$176K - $180K
|
28.2K
$815K
|