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 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
28.7KNew |
$837K - $852K
|
28.7K
$829K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
28.4K+ 32.21% |
$827K - $842K
|
116K
$3.36M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.3K+ 268.28% |
$825K - $840K
|
38.8K
$1.12M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.2K+ 182.11% |
$793K - $808K
|
42.1K
$1.22M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
22.6K+ 7.1% |
$660K - $672K
|
342K
$9.87M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
22.6KNew |
$660K - $672K
|
22.6K
$654K
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
21.2K+ 43.73% |
$618K - $630K
|
69.7K
$2.01M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21K+ 37.89% |
$613K - $625K
|
76.6K
$2.21M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.5KNew |
$598K - $610K
|
20.5K
$593K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.3KNew |
$533K - $543K
|
18.3K
$528K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.7K+ 53.27% |
$516K - $525K
|
50.9K
$1.47M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
17.3K+ 14.06% |
$504K - $513K
|
140K
$4.05M
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
16.8K+ 152.72% |
$489K - $498K
|
27.8K
$802K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
14.8K+ 32.24% |
$431K - $439K
|
60.7K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.7K+ 77.4% |
$429K - $437K
|
33.8K
$975K
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.4K+ 1.61% |
$421K - $429K
|
912K
$26.4M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 1.46% |
$410K - $418K
|
975K
$28.2M
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
13.3KNew |
$387K - $394K
|
13.3K
$383K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
12.2KNew |
$356K - $363K
|
12.2K
$353K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 0.44% |
$331K - $337K
|
2.61M
$75.3M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1K+ 19.15% |
$325K - $331K
|
69.3K
$2M
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$320K - $326K
|
11K
$318K
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
10.6K+ 2.15% |
$310K - $316K
|
505K
$14.6M
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
9.92KNew |
$289K - $295K
|
9.92K
$287K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.72K+ 98.58% |
$283K - $289K
|
19.6K
$566K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.67K+ 25.02% |
$282K - $287K
|
48.3K
$1.4M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.99KNew |
$262K - $267K
|
8.99K
$260K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.87KNew |
$259K - $263K
|
8.87K
$256K
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
8.68KNew |
$253K - $258K
|
8.68K
$251K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.67KNew |
$253K - $258K
|
8.67K
$251K
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.32KNew |
$243K - $247K
|
8.32K
$240K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.71K+ 87.2% |
$225K - $229K
|
16.6K
$478K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.93K+ 32.41% |
$202K - $206K
|
28.3K
$818K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.59KNew |
$192K - $196K
|
6.59K
$190K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
6.04K+ 65.24% |
$176K - $179K
|
15.3K
$442K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5.89K+ 48.61% |
$172K - $175K
|
18K
$521K
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5.83K+ 1.11% |
$170K - $173K
|
533K
$15.4M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.34K+ 21372.0% |
$156K - $159K
|
5.37K
$155K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.15K+ 15.75% |
$150K - $153K
|
37.8K
$1.09M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.07K+ 22.5% |
$148K - $151K
|
27.6K
$797K
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.66K+ 35.71% |
$136K - $138K
|
17.7K
$512K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.38K+ 10.29% |
$128K - $130K
|
46.9K
$1.35M
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
3.32KNew |
$96.8K - $98.5K
|
3.32K
$95.9K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.22K+ 3.38% |
$93.7K - $95.5K
|
98.2K
$2.84M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.17K+ 41.13% |
$92.4K - $94.1K
|
10.9K
$314K
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
3.1K+ 2.93% |
$90.4K - $92.1K
|
109K
$3.15M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.06K+ 5.15% |
$89.1K - $90.8K
|
62.4K
$1.8M
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.02KNew |
$88.1K - $89.7K
|
3.02K
$87.2K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3K+ 548.72% |
$87.4K - $89K
|
3.54K
$102K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.91KNew |
$84.9K - $86.5K
|
2.91K
$84.1K
|