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 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.72K+ 24.2% |
$107K - $109K
|
19.1K
$554K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.71K+ 4.15% |
$107K - $109K
|
93K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.7KNew |
$106K - $108K
|
3.7K
$107K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.36K+ 8.77% |
$96.8K - $98.5K
|
41.7K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
3.19K+ 34.04% |
$91.8K - $93.4K
|
12.6K
$364K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.76K+ 4.14% |
$79.5K - $80.9K
|
69.5K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.66K+ 3.39% |
$76.4K - $77.8K
|
81K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.53K+ 193.28% |
$72.8K - $74.1K
|
3.84K
$111K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$66.5K - $67.7K
|
2.31K
$67K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 2.76% |
$65.9K - $67.1K
|
85.3K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.17K+ 15.18% |
$62.3K - $63.5K
|
16.4K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.13K+ 4.34% |
$61.2K - $62.3K
|
51.1K
$1.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.09K+ 8.59% |
$60.1K - $61.2K
|
26.4K
$765K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.93K+ 6.13% |
$55.5K - $56.5K
|
33.4K
$968K
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
1.91K+ 2.71% |
$54.8K - $55.8K
|
72.3K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77K+ 2.24% |
$51K - $51.9K
|
80.8K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.69K+ 13.48% |
$48.8K - $49.6K
|
14.3K
$414K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.62KNew |
$46.5K - $47.3K
|
1.62K
$46.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.57K+ 19.79% |
$45.2K - $46K
|
9.5K
$275K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.54K+ 2.38% |
$44.2K - $45K
|
66.2K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.43K+ 7.34% |
$41K - $41.8K
|
20.9K
$605K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.42K+ 8.02% |
$41K - $41.7K
|
19.2K
$556K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.36K+ 0.83% |
$39.2K - $39.9K
|
166K
$4.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.33K+ 13.44% |
$38.3K - $39K
|
11.2K
$326K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 123900.0% |
$35.7K - $36.3K
|
1.24K
$36K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 123900.0% |
$35.7K - $36.3K
|
1.24K
$36K
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 14.17% |
$35.5K - $36.1K
|
9.93K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.21K+ 2878.57% |
$34.8K - $35.4K
|
1.25K
$36.3K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.21K+ 14.69% |
$34.7K - $35.4K
|
9.43K
$273K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.2K+ 76.44% |
$34.7K - $35.3K
|
2.78K
$80.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.2KNew |
$34.5K - $35.2K
|
1.2K
$34.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.06KNew |
$30.6K - $31.1K
|
1.06K
$30.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
961+ 1.15% |
$27.7K - $28.2K
|
84.3K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
937+ 0.42% |
$27K - $27.5K
|
224K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
774+ 1.59% |
$22.3K - $22.7K
|
49.3K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
686+ 2.82% |
$19.7K - $20.1K
|
25K
$726K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
680+ 6.47% |
$19.6K - $19.9K
|
11.2K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
657+ 3.23% |
$18.9K - $19.3K
|
21K
$609K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
512New |
$14.7K - $15K
|
512
$14.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
500New |
$14.4K - $14.7K
|
500
$14.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
443+ 142.9% |
$12.7K - $13K
|
753
$21.8K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
340New |
$9.79K - $9.96K
|
340
$9.86K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
335New |
$9.64K - $9.82K
|
335
$9.72K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
257+ 3.35% |
$7.4K - $7.53K
|
7.92K
$230K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
244New |
$7.02K - $7.15K
|
244
$7.08K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
239+ 3.31% |
$6.88K - $7K
|
7.45K
$216K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
221+ 30.36% |
$6.36K - $6.48K
|
949
$27.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
206+ 1.41% |
$5.93K - $6.04K
|
14.8K
$429K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
203New |
$5.84K - $5.95K
|
203
$5.89K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
175New |
$5.04K - $5.13K
|
175
$5.08K
|