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
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-5.52K
Closed
$161K - $164K
0 $0
Aug 01, 2022 Q2 2022
James Investment Research Inc

SELL
 -
-6.12K
- 50.0%
$178K - $182K
6.12K $177K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-6.25K
- 43.4%
$182K - $186K
8.15K $235K
Jul 19, 2022 Q2 2022
Integrated Capital Management, Inc.

SELL
 -
-6.68K
- 5.73%
$195K - $198K
110K $3.18M
Jul 22, 2022 Q2 2022
Mc Elhenny Sheffield Capital Management, LLC

SELL
 -
-6.76K
Closed
$197K - $201K
0 $0
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-7.56K
- 13.69%
$220K - $225K
47.7K $1.38M
Jul 12, 2022 Q2 2022
Centennial Wealth Advisory LLC

SELL
 -
-7.83K
- 6.77%
$228K - $233K
108K $3.11M
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-7.85K
- 36.07%
$229K - $233K
13.9K $402K
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-7.88K
- 12.13%
$230K - $234K
57K $1.65M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-7.9K
- 41.13%
$230K - $235K
11.3K $327K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

SELL
 -
-8.55K
Closed
$249K - $254K
0 $0
Aug 02, 2022 Q2 2022
Cx Institutional

SELL
 -
-8.83K
- 6.8%
$257K - $262K
121K $3.5M
Aug 09, 2022 Q2 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-8.93K
- 38.47%
$260K - $265K
14.3K $413K
Aug 10, 2022 Q2 2022
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-8.97K
Closed
$261K - $266K
0 $0
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

SELL
 -
-9.5K
Closed
$277K - $282K
0 $0
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-10.4K
- 5.26%
$304K - $310K
188K $5.42M
Aug 15, 2022 Q2 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-10.8K
Closed
$315K - $320K
0 $0
Jul 13, 2022 Q2 2022
First Affirmative Financial Network

SELL
 -
-11K
- 3.54%
$320K - $326K
299K $8.65M
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

SELL
 -
-11K
- 35.89%
$322K - $328K
19.7K $570K
Aug 15, 2022 Q2 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-11.8K
- 51.38%
$344K - $351K
11.2K $323K
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-12.2K
Closed
$356K - $362K
0 $0
Aug 15, 2022 Q2 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-12.7K
- 24.41%
$370K - $376K
39.3K $1.13M
Aug 15, 2022 Q2 2022
Innealta Capital, LLC

Austin, TX
SELL
 -
-12.7K
- 16.61%
$370K - $377K
63.7K $1.84M
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-12.8K
Closed
$374K - $381K
0 $0
Aug 05, 2022 Q2 2022
Tempus Wealth Planning, LLC

SELL
 -
-13.4K
- 6.09%
$390K - $397K
206K $5.96M
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-13.5K
Closed
$393K - $400K
0 $0
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-13.5K
Closed
$393K - $400K
0 $0
Jul 28, 2022 Q2 2022
Matisse Capital

SELL
 -
-14.5K
Closed
$423K - $431K
0 $0
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-17.3K
Closed
$505K - $514K
0 $0
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-17.4K
- 66.23%
$509K - $518K
8.9K $257K
Mar 23, 2023 Q2 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-18.5K
- 28.93%
$540K - $550K
45.5K $1.31M
Jul 12, 2022 Q2 2022
Manning & Napier Group, LLC

SELL
 -
-18.7K
- 7.93%
$546K - $556K
217K $6.28M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-18.9K
- 5.36%
$552K - $562K
334K $9.66M
Aug 04, 2022 Q2 2022
Altfest L J & CO Inc

SELL
 -
-20.4K
- 64.39%
$595K - $606K
11.3K $326K
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-20.9K
- 22.08%
$610K - $622K
73.9K $2.13M
Jul 26, 2022 Q2 2022
Brendel Financial Advisors LLC

SELL
 -
-21.3K
- 51.46%
$622K - $633K
20.1K $581K
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-21.9K
Closed
$637K - $649K
0 $0
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-22.2K
- 5.05%
$649K - $661K
418K $12.1M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-24.5K
- 13.62%
$713K - $727K
155K $4.48M
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

SELL
 -
-24.5K
Closed
$715K - $728K
0 $0
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

SELL
 -
-25.4K
- 3.81%
$740K - $753K
640K $18.5M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-25.7K
- 77.57%
$749K - $763K
7.42K $214K
Jul 19, 2022 Q2 2022
Eagle Ridge Investment Management

SELL
 -
-26K
- 45.08%
$757K - $771K
31.6K $914K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-27.8K
- 6.94%
$812K - $827K
374K $10.8M
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-29.9K
- 6.24%
$873K - $889K
450K $13M
Aug 17, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-31.7K
- 99.39%
$924K - $941K
193 $5.58K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-32.2K
Closed
$938K - $955K
0 $0
Aug 31, 2022 Q2 2022
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-32.8K
- 10.98%
$958K - $975K
266K $7.69M
Jul 18, 2022 Q2 2022
Capitol Family Office, Inc.

SELL
 -
-34.1K
- 3.8%
$995K - $1.01M
865K $25M

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