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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-334Closed |
$9.74K - $9.92K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-351- 0.29% |
$10.2K - $10.4K
|
120K
$3.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-388- 7.76% |
$11.3K - $11.5K
|
4.61K
$133K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-423- 4.29% |
$12.3K - $12.6K
|
9.44K
$273K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-481- 0.75% |
$14K - $14.3K
|
63.4K
$1.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-486- 1.9% |
$14.2K - $14.4K
|
25.1K
$726K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-500- 2.44% |
$14.6K - $14.9K
|
20K
$576K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-555- 6.52% |
$16.2K - $16.5K
|
7.95K
$230K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-613- 36.06% |
$17.9K - $18.2K
|
1.09K
$31.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-650- 0.59% |
$19K - $19.3K
|
110K
$3.17M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-714- 3.12% |
$20.8K - $21.2K
|
22.2K
$641K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-728- 8.2% |
$21.2K - $21.6K
|
8.15K
$235K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-791- 9.35% |
$23.1K - $23.5K
|
7.67K
$222K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-813- 0.91% |
$23.7K - $24.1K
|
88.6K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-838- 4.39% |
$24.4K - $24.9K
|
18.2K
$527K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-849- 10.81% |
$24.8K - $25.2K
|
7K
$202K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-910- 1.45% |
$26.5K - $27K
|
61.9K
$1.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-953- 3.13% |
$27.8K - $28.3K
|
29.5K
$852K
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.04K- 5.74% |
$30.2K - $30.8K
|
17K
$491K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.11K- 7.97% |
$32.4K - $33K
|
12.8K
$371K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.13K- 14.07% |
$33K - $33.6K
|
6.91K
$200K
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.13K- 11.06% |
$33.1K - $33.7K
|
9.12K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.15K- 7.02% |
$33.5K - $34.2K
|
15.2K
$440K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.29KClosed |
$37.6K - $38.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 15.17% |
$37.9K - $38.6K
|
7.27K
$210K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.32K- 3.08% |
$38.5K - $39.2K
|
41.6K
$1.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.33K- 30.39% |
$38.8K - $39.5K
|
3.05K
$88K
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.38K- 0.57% |
$40.2K - $41K
|
239K
$6.92M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.65K- 89.9% |
$48K - $48.9K
|
185
$5.34K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.65K- 4.33% |
$48.1K - $49K
|
36.5K
$1.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.09K- 1.04% |
$60.9K - $62K
|
198K
$5.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.09K- 66.85% |
$61K - $62.2K
|
1.04K
$30K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.28K- 8.51% |
$66.5K - $67.7K
|
24.5K
$708K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.53KClosed |
$73.7K - $75.1K
|
0
$0
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.01K- 67.87% |
$87.8K - $89.4K
|
1.43K
$41.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.54KClosed |
$103K - $105K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.56K- 1.6% |
$104K - $106K
|
219K
$6.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.77KClosed |
$110K - $112K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.78K- 30.63% |
$110K - $112K
|
8.55K
$247K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.87K- 27.27% |
$113K - $115K
|
10.3K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.89K- 6.56% |
$113K - $115K
|
55.3K
$1.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.09K- 62.54% |
$119K - $121K
|
2.45K
$70.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.15K- 20.66% |
$121K - $123K
|
15.9K
$460K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.16K- 2.03% |
$121K - $124K
|
201K
$5.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.16K- 21.19% |
$121K - $124K
|
15.5K
$447K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.38KClosed |
$128K - $130K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.52K- 17.72% |
$132K - $134K
|
21K
$607K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.55K- 8.76% |
$133K - $135K
|
47.4K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.69K- 40.85% |
$137K - $139K
|
6.79K
$196K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-5.1KClosed |
$149K - $151K
|
0
$0
|