Purchases and Sales Made in Q2 2023 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q2 2023. 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 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.65M+ 10.89% |
$105M - $107M
|
37.2M
$1.08B
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.35M+ 71.47% |
$96.3M - $98M
|
8.03M
$232M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.19MNew |
$91.9M - $93.6M
|
3.19M
$92.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.74M+ 37086.93% |
$79M - $80.4M
|
2.75M
$79.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 11.97% |
$29.8M - $30.3M
|
9.68M
$280M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03M+ 56.52% |
$29.6M - $30.2M
|
2.85M
$82.4M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
649K+ 7.44% |
$18.7M - $19M
|
9.37M
$271M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
591KNew |
$17M - $17.3M
|
591K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
571K+ 27.62% |
$16.4M - $16.7M
|
2.64M
$76.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
468K+ 6.12% |
$13.5M - $13.7M
|
8.1M
$234M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
465K+ 19.59% |
$13.4M - $13.6M
|
2.84M
$82.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
460K+ 12.73% |
$13.2M - $13.5M
|
4.08M
$118M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
375K+ 392.56% |
$10.8M - $11M
|
470K
$13.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
291K+ 128.03% |
$8.38M - $8.53M
|
518K
$15M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
286KNew |
$8.23M - $8.38M
|
286K
$8.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
283K+ 575.46% |
$8.16M - $8.3M
|
333K
$9.61M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
255K+ 773.02% |
$7.33M - $7.46M
|
288K
$8.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
222K+ 12.81% |
$6.38M - $6.5M
|
1.95M
$56.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
194K+ 103.37% |
$5.57M - $5.67M
|
381K
$11M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
175KNew |
$5.02M - $5.11M
|
175K
$5.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
168K+ 12.07% |
$4.84M - $4.92M
|
1.56M
$45.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
164K+ 5.25% |
$4.72M - $4.8M
|
3.29M
$95M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
154K+ 188.42% |
$4.44M - $4.52M
|
236K
$6.83M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154K+ 24.05% |
$4.43M - $4.51M
|
794K
$22.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
143KNew |
$4.11M - $4.19M
|
143K
$4.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
140K+ 12.92% |
$4.02M - $4.09M
|
1.22M
$35.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
134K+ 287.5% |
$3.85M - $3.92M
|
180K
$5.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
119K+ 31.79% |
$3.42M - $3.48M
|
492K
$14.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
115K+ 29.16% |
$3.32M - $3.38M
|
511K
$14.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
111K+ 347.26% |
$3.2M - $3.26M
|
143K
$4.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
108K+ 121.75% |
$3.11M - $3.17M
|
197K
$5.7M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
90.4K+ 1372.86% |
$2.6M - $2.65M
|
97K
$2.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
85.8K+ 16.91% |
$2.47M - $2.51M
|
593K
$17.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80.6K+ 26.05% |
$2.32M - $2.36M
|
390K
$11.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
76.3K+ 11.12% |
$2.2M - $2.23M
|
762K
$22M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
73.1K+ 2.73% |
$2.1M - $2.14M
|
2.76M
$79.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
60.9K+ 36.19% |
$1.75M - $1.79M
|
229K
$6.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.7K+ 19.54% |
$1.66M - $1.69M
|
353K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.1K+ 64.23% |
$1.59M - $1.62M
|
141K
$4.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.1K+ 281.03% |
$1.53M - $1.55M
|
71.9K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
52K+ 882.65% |
$1.5M - $1.52M
|
57.9K
$1.67M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
47K+ 296.42% |
$1.35M - $1.38M
|
62.9K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.9K+ 228.08% |
$1.32M - $1.35M
|
66.1K
$1.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
45.8K+ 41.43% |
$1.32M - $1.34M
|
156K
$4.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
41.4K+ 17.56% |
$1.19M - $1.21M
|
277K
$8.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
40.3K+ 7.88% |
$1.16M - $1.18M
|
551K
$15.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
39.4K+ 1.0% |
$1.13M - $1.15M
|
3.98M
$115M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.2KNew |
$1.07M - $1.09M
|
37.2K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
35KNew |
$1.01M - $1.03M
|
35K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
33.5K+ 4.19% |
$965K - $982K
|
833K
$24.1M
|