Purchases and Sales Made in Q2 2022 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.15M+ 77.0% |
$62.7M - $63.9M
|
4.94M
$143M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77M+ 195.6% |
$51.7M - $52.6M
|
2.68M
$77.4M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.72M+ 1173.61% |
$50.2M - $51.1M
|
1.87M
$54M
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.44M+ 217.54% |
$41.9M - $42.7M
|
2.1M
$60.6M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2M+ 246.19% |
$34.9M - $35.5M
|
1.68M
$48.6M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2M+ 246.19% |
$34.9M - $35.5M
|
1.68M
$48.6M
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.13MNew |
$33M - $33.6M
|
1.13M
$32.7M
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
821K+ 2059.34% |
$23.9M - $24.4M
|
860K
$24.9M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
663K+ 67.77% |
$19.3M - $19.7M
|
1.64M
$47.5M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
545K+ 216.69% |
$15.9M - $16.2M
|
797K
$23M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
478KNew |
$13.9M - $14.2M
|
478K
$13.8M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
349K+ 266.77% |
$10.2M - $10.4M
|
480K
$13.9M
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
346K+ 3040.74% |
$10.1M - $10.3M
|
357K
$10.3M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
329KNew |
$9.58M - $9.76M
|
329K
$9.5M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
291KNew |
$8.48M - $8.64M
|
291K
$8.41M
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
284KNew |
$8.27M - $8.42M
|
284K
$8.2M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
282K+ 12.62% |
$8.22M - $8.37M
|
2.52M
$72.7M
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
263K+ 96.98% |
$7.66M - $7.81M
|
534K
$15.4M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
227KNew |
$6.62M - $6.74M
|
227K
$6.56M
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
222KNew |
$6.48M - $6.6M
|
222K
$6.42M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
212K+ 27.82% |
$6.18M - $6.29M
|
974K
$28.1M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
133KNew |
$3.89M - $3.96M
|
133K
$3.86M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
132K+ 366.49% |
$3.85M - $3.92M
|
168K
$4.86M
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
119K+ 145.85% |
$3.46M - $3.53M
|
200K
$5.79M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
114K+ 8.08% |
$3.32M - $3.38M
|
1.52M
$44M
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
107K+ 67.08% |
$3.12M - $3.18M
|
266K
$7.7M
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
106K+ 47.94% |
$3.09M - $3.14M
|
327K
$9.44M
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
99.1K+ 205.86% |
$2.89M - $2.94M
|
147K
$4.26M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
85KNew |
$2.48M - $2.52M
|
85K
$2.46M
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
80.3KNew |
$2.34M - $2.39M
|
80.3K
$2.32M
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
74KNew |
$2.16M - $2.2M
|
74K
$2.14M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
67.1K+ 96.9% |
$1.96M - $1.99M
|
136K
$3.94M
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
62.1KNew |
$1.81M - $1.85M
|
62.1K
$1.8M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
54.3K+ 318.61% |
$1.58M - $1.61M
|
71.4K
$2.06M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
53.6KNew |
$1.56M - $1.59M
|
53.6K
$1.55M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
49.7K+ 6.02% |
$1.45M - $1.48M
|
875K
$25.3M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
49.2K+ 141.94% |
$1.43M - $1.46M
|
83.8K
$2.42M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
46.1K+ 30.6% |
$1.34M - $1.37M
|
197K
$5.68M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
43.5KNew |
$1.27M - $1.29M
|
43.5K
$1.26M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43.4KNew |
$1.27M - $1.29M
|
43.4K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
41.4K+ 260.84% |
$1.21M - $1.23M
|
57.3K
$1.66M
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
40.8KNew |
$1.19M - $1.21M
|
40.8K
$1.18M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
34.4K+ 71.11% |
$1M - $1.02M
|
82.7K
$2.39M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.8K+ 2.37% |
$985K - $1M
|
1.46M
$42.1M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
32.2KNew |
$938K - $955K
|
32.2K
$930K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30.8K+ 2844.92% |
$898K - $914K
|
31.9K
$921K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.5K+ 118.61% |
$859K - $875K
|
54.3K
$1.57M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29KNew |
$845K - $860K
|
29K
$837K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
28.9KNew |
$844K - $860K
|
28.9K
$837K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.7K+ 24.52% |
$837K - $852K
|
146K
$4.21M
|