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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.21K- 9.66% |
$178K - $182K
|
58.1K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.47K- 22.64% |
$185K - $190K
|
22.1K
$639K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-6.55K- 19.63% |
$187K - $192K
|
26.8K
$774K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.83K- 4.02% |
$195K - $200K
|
163K
$4.7M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-6.96K- 14.72% |
$199K - $204K
|
40.3K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-7K- 25.45% |
$200K - $206K
|
20.5K
$592K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-8.5K- 7.11% |
$243K - $250K
|
111K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-8.62K- 5.29% |
$247K - $253K
|
154K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10.9K- 60.82% |
$313K - $321K
|
7.05K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-11.1K- 0.87% |
$317K - $325K
|
1.26M
$36.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.3K- 31.69% |
$324K - $332K
|
24.4K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.4K- 4.0% |
$355K - $364K
|
297K
$8.58M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-12.4K- 25.01% |
$355K - $364K
|
37.2K
$1.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-12.5K- 51.31% |
$358K - $367K
|
11.9K
$342K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 99.99% |
$370K - $380K
|
1
$28.9
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13.4K- 46.56% |
$385K - $395K
|
15.4K
$446K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-13.5K- 2.59% |
$386K - $396K
|
507K
$14.7M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13.5KClosed |
$388K - $397K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.6K- 7.7% |
$389K - $398K
|
163K
$4.7M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8K- 20.96% |
$397K - $407K
|
52.2K
$1.51M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-14K- 5.65% |
$402K - $412K
|
234K
$6.77M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.2K- 0.41% |
$435K - $446K
|
3.71M
$107M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16K- 99.74% |
$458K - $470K
|
42
$1.21K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18.1K- 97.08% |
$519K - $532K
|
545
$15.7K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-18.3K- 2.41% |
$525K - $538K
|
741K
$21.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-18.9K- 7.93% |
$541K - $554K
|
219K
$6.33M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-18.9K- 7.93% |
$541K - $554K
|
219K
$6.33M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-18.9KClosed |
$541K - $555K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20.3K- 51.91% |
$581K - $596K
|
18.8K
$543K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.3K- 8.44% |
$610K - $625K
|
231K
$6.67M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-21.5K- 20.77% |
$615K - $630K
|
81.9K
$2.37M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-28.7K- 23.59% |
$821K - $842K
|
92.9K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-28.9K- 9.67% |
$828K - $848K
|
270K
$7.8M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.1K- 61.44% |
$919K - $942K
|
20.1K
$582K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45.2K- 44.45% |
$1.29M - $1.33M
|
56.4K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47.7K- 37.6% |
$1.37M - $1.4M
|
79.2K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53.3K- 38.29% |
$1.53M - $1.56M
|
85.9K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-53.5K- 25.27% |
$1.53M - $1.57M
|
158K
$4.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-56.2K- 8.66% |
$1.61M - $1.65M
|
593K
$17.1M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-81K- 77.41% |
$2.32M - $2.38M
|
23.6K
$683K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-84.9K- 97.43% |
$2.43M - $2.49M
|
2.24K
$64.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-86.3K- 91.7% |
$2.47M - $2.54M
|
7.82K
$226K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-87.7K- 93.7% |
$2.51M - $2.58M
|
5.9K
$170K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-88.2K- 93.05% |
$2.53M - $2.59M
|
6.59K
$190K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-96.3K- 53.43% |
$2.76M - $2.83M
|
84K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-96.7K- 63.06% |
$2.77M - $2.84M
|
56.7K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-110K- 75.93% |
$3.15M - $3.23M
|
34.9K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-122K- 13.26% |
$3.5M - $3.59M
|
800K
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-152K- 3.14% |
$4.34M - $4.45M
|
4.68M
$135M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-225K- 53.54% |
$6.45M - $6.62M
|
196K
$5.65M
|