Purchases and Sales Made in Q1 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q1 2024. 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 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
8.53M+ 64.81% |
$246M - $249M
|
21.7M
$627M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.7MNew |
$136M - $137M
|
4.7M
$136M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.16M+ 9.47% |
$120M - $121M
|
48.1M
$1.39B
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16M+ 39.15% |
$33.5M - $33.8M
|
4.12M
$119M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
776K+ 200.46% |
$22.4M - $22.6M
|
1.16M
$33.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
628K+ 40.17% |
$18.1M - $18.3M
|
2.19M
$63.3M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
491KNew |
$14.2M - $14.3M
|
491K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
460K+ 4.39% |
$13.3M - $13.4M
|
10.9M
$316M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
442K+ 389.63% |
$12.7M - $12.9M
|
555K
$16M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
335K+ 35.54% |
$9.65M - $9.76M
|
1.28M
$36.9M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
331K+ 225.23% |
$9.55M - $9.65M
|
478K
$13.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
300K+ 151.11% |
$8.64M - $8.73M
|
498K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 484.21% |
$7.19M - $7.27M
|
301K
$8.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
229K+ 23.89% |
$6.6M - $6.67M
|
1.19M
$34.3M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
BUY
|
- |
227KNew |
$6.55M - $6.62M
|
227K
$6.56M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
211K+ 32.94% |
$6.08M - $6.14M
|
850K
$24.6M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
209K+ 172.38% |
$6.02M - $6.08M
|
330K
$9.52M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
190KNew |
$5.49M - $5.55M
|
190K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
177KNew |
$5.12M - $5.17M
|
177K
$5.13M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
171K+ 25.01% |
$4.93M - $4.99M
|
855K
$24.7M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
155K+ 213.65% |
$4.48M - $4.53M
|
228K
$6.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
143K+ 9.19% |
$4.13M - $4.17M
|
1.7M
$49.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
138K+ 8.02% |
$3.99M - $4.04M
|
1.86M
$53.9M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
125K+ 21.53% |
$3.6M - $3.64M
|
704K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
121K+ 689.22% |
$3.48M - $3.52M
|
138K
$3.99M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
97.7K+ 9.77% |
$2.82M - $2.85M
|
1.1M
$31.7M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
95.8KNew |
$2.76M - $2.79M
|
95.8K
$2.77M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
94.2KNew |
$2.72M - $2.75M
|
94.2K
$2.72M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
88.8KNew |
$2.56M - $2.59M
|
88.8K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
82.9K+ 24.73% |
$2.39M - $2.42M
|
418K
$12.1M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
80.4K+ 13.52% |
$2.32M - $2.34M
|
675K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
74.1K+ 2.83% |
$2.14M - $2.16M
|
2.69M
$77.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
72.1K+ 11.14% |
$2.08M - $2.1M
|
720K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
68.1K+ 835.41% |
$1.96M - $1.99M
|
76.3K
$2.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
57.9K+ 8.05% |
$1.67M - $1.69M
|
778K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
51.8K+ 41.42% |
$1.49M - $1.51M
|
177K
$5.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
51.4K+ 27.99% |
$1.48M - $1.5M
|
235K
$6.8M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
47.9K+ 12.66% |
$1.38M - $1.4M
|
426K
$12.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.2K+ 4.64% |
$1.28M - $1.29M
|
997K
$28.8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.1KNew |
$1.24M - $1.26M
|
43.1K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.4K+ 4.12% |
$1.16M - $1.18M
|
1.02M
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
37KNew |
$1.07M - $1.08M
|
37K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35.1K+ 59.67% |
$1.01M - $1.02M
|
94K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.1K+ 2830.56% |
$1.01M - $1.02M
|
36.3K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
35KNew |
$1.01M - $1.02M
|
35K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.9K+ 10.82% |
$1.01M - $1.02M
|
357K
$10.3M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
32KNew |
$922K - $932K
|
32K
$924K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
28.8K+ 12.49% |
$831K - $840K
|
259K
$7.5M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.1KNew |
$809K - $818K
|
28.1K
$811K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
27.9KNew |
$804K - $813K
|
27.9K
$805K
|