Purchases and Sales Made in Q2 2022 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 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
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.75K
+ 18.2%
$80.1K - $81.6K
17.8K $515K
Jul 28, 2022 Q2 2022
Whittier Trust CO

BUY
 -
2.19K
+ 1365.63%
$63.7K - $64.9K
2.35K $67.7K
Aug 12, 2022 Q2 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
2.13K
+ 17.1%
$62.2K - $63.3K
14.6K $422K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.11K
+ 475.85%
$61.5K - $62.6K
2.55K $73.7K
Aug 15, 2022 Q2 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
2K
+ 1.17%
$58.3K - $59.4K
172K $4.98M
Aug 12, 2022 Q2 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
1.87K
+ 10.79%
$54.6K - $55.6K
19.2K $555K
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1.77K
+ 7.43%
$51.7K - $52.6K
25.6K $740K
Aug 04, 2022 Q2 2022
Glassman Wealth Services

BUY
 -
1.73K
New
$50.3K - $51.2K
1.73K $49.8K
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.71K
+ 9.6%
$49.9K - $50.8K
19.5K $565K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
1.69K
+ 4.6%
$49.3K - $50.2K
38.4K $1.11M
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
1.34K
+ 3.74%
$39.1K - $39.9K
37.2K $1.08M
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
1.31K
+ 37.51%
$38.3K - $39K
4.81K $139K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.3K
+ 9.84%
$38K - $38.7K
14.5K $420K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
1.19K
+ 9.2%
$34.7K - $35.3K
14.1K $408K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
1K
New
$29.2K - $29.7K
1K $28.9K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
897
New
$26.2K - $26.6K
897 $25.9K
Jul 22, 2022 Q2 2022
Successful Portfolios LLC

BUY
 -
825
+ 2.87%
$24.1K - $24.5K
29.6K $854K
Dec 08, 2022 Q2 2022
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
798
+ 4.1%
$23.3K - $23.7K
20.3K $585K
Aug 15, 2022 Q2 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
674
+ 3.21%
$19.7K - $20K
21.6K $625K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
575
New
$16.8K - $17.1K
575 $16.6K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
558
+ 3.76%
$16.3K - $16.6K
15.4K $445K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
495
New
$14.4K - $14.7K
495 $14.3K
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

BUY
 -
489
+ 5.82%
$14.3K - $14.5K
8.9K $257K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
321
New
$9.36K - $9.53K
321 $9.27K
Jul 20, 2022 Q2 2022
Peterson Financial Group, Inc.

BUY
 -
318
+ 3.28%
$9.27K - $9.44K
10K $289K
Jul 29, 2022 Q2 2022
Tpg Financial Advisors, LLC

BUY
 -
207
+ 0.04%
$6.04K - $6.15K
533K $15.4M
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
198
New
$5.77K - $5.88K
198 $5.72K
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
187
New
$5.45K - $5.55K
187 $5.4K
Aug 12, 2022 Q2 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
179
+ 1.35%
$5.22K - $5.32K
13.4K $388K
Jul 26, 2022 Q2 2022
Tri Star Advisors Inc.

BUY
 -
168
+ 0.94%
$4.9K - $4.99K
18.1K $523K
Aug 09, 2022 Q2 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
120
New
$3.5K - $3.56K
120 $3.47K
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
109
+ 0.14%
$3.18K - $3.24K
77.5K $2.24M
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
108
New
$3.15K - $3.21K
108 $3.12K
Jul 25, 2022 Q2 2022
Godsey & Gibb Associates

BUY
 -
51
New
$1.49K - $1.51K
51 $1.47K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
47
+ 1.89%
$1.37K - $1.4K
2.53K $73.1K
Aug 12, 2022 Q2 2022
New Harbor Financial Group, LLC

Leominster, MA
BUY
 -
31
+ 0.04%
$904 - $921
86.4K $2.5M
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
27
+ 9.0%
$787 - $802
327 $9.45K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
7
+ 0.1%
$204 - $208
7.09K $205K
Aug 02, 2022 Q2 2022
Treynor Bancshares, Inc.

BUY
 -
3
+ 0.01%
$87.5 - $89.1
25.9K $749K
Aug 04, 2022 Q2 2022
Focused Wealth Management, Inc

BUY
 -
1
+ 0.04%
$29.2 - $29.7
2.76K $79.6K
Aug 04, 2022 Q2 2022
Retirement Group, LLC

BUY
 -
1
+ 0.21%
$29.2 - $29.7
488 $14.1K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-17
- 0.11%
$496 - $505
16K $463K
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-38
- 3.5%
$1.11K - $1.13K
1.05K $30.3K
Aug 01, 2022 Q2 2022
My Wealth Management Inc.

SELL
 -
-52
- 0.1%
$1.52K - $1.54K
50.9K $1.47M
Aug 08, 2022 Q2 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-68
- 0.88%
$1.98K - $2.02K
7.64K $221K
Aug 02, 2022 Q2 2022
Pinnacle Wealth Management Group, Inc.

SELL
 -
-90
- 0.37%
$2.62K - $2.67K
24.3K $701K
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-92
- 3.94%
$2.68K - $2.73K
2.24K $64.7K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

SELL
 -
-137
- 1.93%
$3.99K - $4.07K
6.97K $201K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-237
Closed
$6.91K - $7.04K
0 $0

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