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 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.9K- 99.57% |
$373K - $377K
|
56
$1.62K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-14.8K- 4.52% |
$428K - $433K
|
313K
$9.04M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.6K- 9.46% |
$451K - $456K
|
150K
$4.32M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.3K- 67.3% |
$471K - $477K
|
7.94K
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17.8K- 8.19% |
$513K - $519K
|
199K
$5.76M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-17.8K- 4.44% |
$513K - $519K
|
383K
$11.1M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.6K- 5.21% |
$536K - $542K
|
338K
$9.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19.2K- 48.02% |
$553K - $559K
|
20.8K
$600K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19.2K- 32.58% |
$553K - $559K
|
39.7K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-20.7K- 93.31% |
$596K - $603K
|
1.48K
$42.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-21.1K- 28.64% |
$607K - $614K
|
52.5K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-25.7K- 33.0% |
$742K - $750K
|
52.2K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-27.9K- 51.48% |
$804K - $813K
|
26.3K
$759K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.8K- 32.35% |
$832K - $841K
|
60.3K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-29.2K- 28.37% |
$843K - $852K
|
73.8K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.2K- 67.59% |
$872K - $881K
|
14.5K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31K- 21.19% |
$895K - $905K
|
115K
$3.33M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-34.5K- 1.35% |
$996K - $1.01M
|
2.52M
$72.8M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-37.4K- 13.48% |
$1.08M - $1.09M
|
240K
$6.93M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-39.1K- 37.99% |
$1.13M - $1.14M
|
63.8K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40.1K- 6.4% |
$1.16M - $1.17M
|
587K
$17M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.8K- 16.03% |
$1.18M - $1.19M
|
214K
$6.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-43.8K- 17.81% |
$1.26M - $1.28M
|
202K
$5.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-45.4K- 36.77% |
$1.31M - $1.32M
|
78K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46.9K- 46.59% |
$1.35M - $1.37M
|
53.7K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53.7KClosed |
$1.55M - $1.57M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57.8K- 16.95% |
$1.67M - $1.68M
|
283K
$8.18M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.7K- 2.51% |
$1.72M - $1.74M
|
2.32M
$67.1M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.9K- 52.64% |
$1.76M - $1.78M
|
54.8K
$1.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-62.8K- 27.19% |
$1.81M - $1.83M
|
168K
$4.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-65.8K- 38.53% |
$1.9M - $1.92M
|
105K
$3.03M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-70.6K- 66.0% |
$2.04M - $2.06M
|
36.4K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-81.8K- 3.25% |
$2.36M - $2.39M
|
2.44M
$70.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-86.2K- 77.79% |
$2.49M - $2.51M
|
24.6K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-91.1K- 31.49% |
$2.63M - $2.66M
|
198K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-93.8K- 51.62% |
$2.7M - $2.73M
|
87.9K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-113K- 25.61% |
$3.27M - $3.31M
|
330K
$9.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-122K- 9.54% |
$3.53M - $3.56M
|
1.16M
$33.5M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-151K- 52.51% |
$4.35M - $4.4M
|
137K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-156K- 7.24% |
$4.51M - $4.56M
|
2M
$57.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-175K- 38.17% |
$5.04M - $5.09M
|
283K
$8.17M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-184K- 52.37% |
$5.3M - $5.36M
|
167K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-200K- 19.99% |
$5.78M - $5.85M
|
802K
$23.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-222K- 45.86% |
$6.4M - $6.47M
|
262K
$7.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-223K- 45.18% |
$6.42M - $6.49M
|
270K
$7.81M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-386K- 97.09% |
$11.1M - $11.3M
|
11.6K
$334K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-478K- 87.43% |
$13.8M - $14M
|
68.8K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-528K- 99.38% |
$15.2M - $15.4M
|
3.31K
$95.5K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-595K- 30.63% |
$17.2M - $17.3M
|
1.35M
$38.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-601K- 31.07% |
$17.3M - $17.5M
|
1.33M
$38.5M
|