Purchases and Sales Made in Q1 2024 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 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
May 06, 2024 Q1 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
25.5K
+ 16.87%
$735K - $743K
176K $5.1M
May 02, 2024 Q1 2024
Whittier Trust CO

BUY
 -
25.5K
+ 256.38%
$734K - $743K
35.4K $1.02M
Apr 18, 2024 Q1 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
25.1K
+ 12.16%
$723K - $731K
231K $6.68M
May 02, 2024 Q1 2024
Rinkey Investments

San Diego, CA
BUY
 -
23.9K
+ 7.91%
$690K - $698K
327K $9.44M
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
21.7K
+ 50.8%
$625K - $631K
64.3K $1.86M
Apr 22, 2024 Q1 2024
Centennial Wealth Advisory LLC

BUY
 -
21.4K
+ 24.95%
$617K - $624K
107K $3.09M
May 23, 2024 Q1 2024
Austin Wealth Management, LLC

Austin, TX
BUY
 -
21.1K
+ 9.32%
$608K - $614K
247K $7.14M
May 15, 2024 Q1 2024
Integrated Wealth Concepts LLC

BUY
 -
21K
+ 18.54%
$605K - $611K
134K $3.87M
May 13, 2024 Q1 2024
Key F Inancial Inc

BUY
 -
19.5K
+ 10.45%
$562K - $569K
206K $5.95M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
17.8K
+ 43.82%
$514K - $520K
58.5K $1.69M
May 08, 2024 Q1 2024
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
16.9K
New
$488K - $493K
16.9K $489K
May 07, 2024 Q1 2024
Us Bancorp \De\

BUY
 -
16.8K
+ 384.26%
$486K - $491K
21.2K $613K
Apr 18, 2024 Q1 2024
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
16.4K
+ 8.34%
$474K - $479K
213K $6.16M
Apr 26, 2024 Q1 2024
Treasure Coast Financial Planning

BUY
 -
16.4K
+ 4.88%
$473K - $478K
352K $10.2M
May 02, 2024 Q1 2024
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
16.1K
+ 41.71%
$463K - $469K
54.6K $1.58M
Apr 16, 2024 Q1 2024
Stratos Wealth Advisors, LLC

BUY
 -
16K
+ 21.37%
$462K - $467K
91K $2.63M
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
14.4K
+ 103.3%
$417K - $421K
28.4K $821K
May 14, 2024 Q1 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
13.3K
New
$383K - $387K
13.3K $384K
May 07, 2024 Q1 2024
Significant Wealth Partners LLC

Cary, IL
BUY
 -
12.6K
New
$363K - $368K
12.6K $364K
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
12.5K
+ 0.54%
$361K - $365K
2.32M $67.1M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
12.5K
+ 0.54%
$361K - $365K
2.32M $67.1M
May 10, 2024 Q1 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
12.3K
New
$356K - $360K
12.3K $356K
Apr 26, 2024 Q1 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
12K
+ 24.77%
$347K - $351K
60.7K $1.75M
May 01, 2024 Q1 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
11.4K
New
$330K - $333K
11.4K $330K
Apr 18, 2024 Q1 2024
O'Brien Wealth Partners LLC

BUY
 -
10.4K
+ 3.14%
$300K - $304K
341K $9.86M
May 10, 2024 Q1 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
9.67K
+ 113.2%
$279K - $282K
18.2K $526K
Apr 15, 2024 Q1 2024
Mkt Advisors LLC

Escondido, CA
BUY
 -
9.67K
+ 55.89%
$279K - $282K
27K $779K
May 09, 2024 Q1 2024
M. Kulyk & Associates, LLC

BUY
 -
9.6K
New
$277K - $280K
9.6K $277K
May 15, 2024 Q1 2024
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
9.36K
+ 0.69%
$270K - $273K
1.37M $39.6M
May 15, 2024 Q1 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
8.97K
New
$259K - $262K
8.97K $259K
May 13, 2024 Q1 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
8.76K
+ 33.25%
$253K - $256K
35.1K $1.01M
May 08, 2024 Q1 2024
Bailard, Inc.

BUY
 -
8.71K
+ 13.89%
$251K - $254K
71.4K $2.06M
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
8.38K
+ 21.36%
$242K - $244K
47.6K $1.37M
Apr 12, 2024 Q1 2024
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
8.34K
New
$241K - $243K
8.34K $241K
Apr 15, 2024 Q1 2024
Dgs Capital Management, LLC

BUY
 -
8.32K
+ 3.85%
$240K - $243K
225K $6.49M
Aug 13, 2024 Q1 2024
Prospera Financial Services Inc

BUY
 -
8.32K
+ 59.75%
$240K - $242K
22.2K $642K
May 15, 2024 Q1 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
8.01K
New
$231K - $234K
8.01K $231K
May 10, 2024 Q1 2024
Betterment LLC

New York, NY
BUY
 -
7.95K
New
$229K - $232K
7.95K $230K
May 02, 2024 Q1 2024
Good Life Advisors, LLC

BUY
 -
7.74K
+ 8.17%
$223K - $226K
102K $2.96M
May 15, 2024 Q1 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
7.51K
+ 43.69%
$217K - $219K
24.7K $714K
May 14, 2024 Q1 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
7.4K
New
$213K - $216K
7.4K $214K
Apr 22, 2024 Q1 2024
Altfest L J & CO Inc

BUY
 -
7.32K
+ 1.19%
$211K - $213K
624K $18M
May 08, 2024 Q1 2024
Independent Advisor Alliance

BUY
 -
7.31K
New
$211K - $213K
7.31K $211K
May 10, 2024 Q1 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
7.3K
New
$211K - $213K
7.3K $211K
Apr 04, 2024 Q1 2024
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
7.1K
+ 2.62%
$205K - $207K
278K $8.03M
Apr 15, 2024 Q1 2024
Allen Capital Group, LLC

BUY
 -
6.99K
+ 22.66%
$202K - $204K
37.8K $1.09M
Apr 15, 2024 Q1 2024
Manning & Napier Group, LLC

BUY
 -
6.77K
+ 2.17%
$195K - $197K
318K $9.2M
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
6.73K
+ 28.15%
$194K - $196K
30.7K $886K
Apr 11, 2024 Q1 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.71K
+ 7.74%
$194K - $196K
93.5K $2.7M

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