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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.65K- 13.23% |
$47.6K - $48.1K
|
10.8K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.67K- 1.15% |
$48.1K - $48.6K
|
143K
$4.15M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.69K- 7.92% |
$48.8K - $49.3K
|
19.7K
$568K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-1.74K- 0.85% |
$50.1K - $50.7K
|
203K
$5.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.85K- 53.07% |
$53.4K - $54K
|
1.64K
$47.3K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.93K- 10.64% |
$55.7K - $56.3K
|
16.2K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2K- 9.39% |
$57.7K - $58.3K
|
19.3K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.03K- 2.69% |
$58.6K - $59.3K
|
73.7K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.1K- 15.91% |
$60.6K - $61.3K
|
11.1K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.27K- 60.41% |
$65.6K - $66.3K
|
1.49K
$43K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.43K- 19.74% |
$70K - $70.8K
|
9.87K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.5K- 24.96% |
$72.2K - $73K
|
7.53K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.58K- 22.41% |
$74.3K - $75.2K
|
8.92K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.58K- 6.19% |
$74.4K - $75.2K
|
39.1K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 0.61% |
$74.5K - $75.3K
|
420K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.6K- 12.58% |
$75K - $75.8K
|
18.1K
$522K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.65K- 22.19% |
$76.3K - $77.2K
|
9.28K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.86K- 9.3% |
$82.5K - $83.4K
|
27.9K
$806K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.17K- 24.75% |
$91.4K - $92.4K
|
9.63K
$278K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.19K- 8.13% |
$91.9K - $93K
|
36K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.27K- 3.76% |
$94.4K - $95.5K
|
83.9K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.45K- 4.18% |
$99.6K - $101K
|
79.2K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.46K- 18.87% |
$99.8K - $101K
|
14.9K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.63K- 3.49% |
$105K - $106K
|
101K
$2.91M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.87K- 21.42% |
$112K - $113K
|
14.2K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.37K- 5.74% |
$126K - $127K
|
71.7K
$2.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-4.49K- 17.41% |
$129K - $131K
|
21.3K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.97K- 2.95% |
$143K - $145K
|
164K
$4.72M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.2K- 32.6% |
$150K - $152K
|
10.8K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.7K- 43.58% |
$164K - $166K
|
7.38K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-6.56K- 42.37% |
$189K - $191K
|
8.92K
$258K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-6.87K- 50.96% |
$198K - $200K
|
6.61K
$191K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.9K- 18.9% |
$199K - $201K
|
29.6K
$855K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.4K- 16.93% |
$213K - $216K
|
36.3K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.49K- 47.32% |
$216K - $218K
|
8.34K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.83K- 22.21% |
$226K - $228K
|
27.4K
$792K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.88K- 4.24% |
$227K - $230K
|
178K
$5.14M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.36K- 2.42% |
$241K - $244K
|
336K
$9.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.45K- 16.08% |
$244K - $246K
|
44.1K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8.81K- 5.26% |
$254K - $257K
|
159K
$4.58M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.57K- 51.56% |
$276K - $279K
|
9K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-10.1K- 33.45% |
$292K - $295K
|
20.1K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10.1K- 18.74% |
$292K - $295K
|
43.9K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 45.44% |
$312K - $316K
|
13K
$376K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.2K- 38.65% |
$324K - $328K
|
17.8K
$515K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.3K- 8.39% |
$326K - $330K
|
123K
$3.56M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.4K- 4.33% |
$329K - $332K
|
252K
$7.28M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.7K- 96.14% |
$337K - $341K
|
469
$13.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.7K- 24.35% |
$337K - $341K
|
36.3K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-12.9K- 21.87% |
$371K - $375K
|
45.9K
$1.33M
|