Purchases and Sales Made in Q2 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q2 2024. 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 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
7.33K+ 74.88% |
$210K - $212K
|
17.1K
$497K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.19K+ 23.36% |
$206K - $208K
|
38K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7.18KNew |
$206K - $207K
|
7.18K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.14KNew |
$204K - $206K
|
7.14K
$207K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
7KNew |
$201K - $202K
|
7K
$203K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
7K+ 80.2% |
$200K - $202K
|
15.7K
$456K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.89K+ 349.01% |
$197K - $199K
|
8.86K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.59KNew |
$189K - $190K
|
6.59K
$191K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
6.43K+ 24.78% |
$184K - $186K
|
32.3K
$939K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.25K+ 8.02% |
$179K - $181K
|
84.3K
$2.45M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6K+ 6.76% |
$172K - $173K
|
94.8K
$2.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
5.97K+ 2.8% |
$171K - $173K
|
219K
$6.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.9K+ 9.03% |
$169K - $170K
|
71.3K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.34K+ 2.5% |
$153K - $154K
|
219K
$6.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
5.29K+ 21.49% |
$152K - $153K
|
29.9K
$868K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.28K+ 39.73% |
$151K - $152K
|
18.6K
$539K
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.17K+ 1.91% |
$148K - $149K
|
275K
$8M
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.08K+ 0.71% |
$145K - $147K
|
725K
$21M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.07K+ 9.71% |
$145K - $146K
|
57.3K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.87K+ 22.93% |
$139K - $141K
|
26.1K
$758K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.67K+ 61.95% |
$134K - $135K
|
12.2K
$354K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.55K+ 8.46% |
$130K - $131K
|
58.3K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.34K+ 43.36% |
$124K - $125K
|
14.3K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.27K+ 4.08% |
$122K - $123K
|
109K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
4.25K+ 24.98% |
$122K - $123K
|
21.2K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.14K+ 33.22% |
$119K - $120K
|
16.6K
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.82K+ 20.99% |
$110K - $110K
|
22K
$640K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.81K+ 32.88% |
$109K - $110K
|
15.4K
$447K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3.57KNew |
$102K - $103K
|
3.57K
$104K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.36K+ 205.01% |
$96.1K - $96.9K
|
4.99K
$145K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.29K+ 26.21% |
$94.2K - $94.9K
|
15.8K
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.23K+ 6.79% |
$92.6K - $93.3K
|
50.8K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
3.1KNew |
$88.7K - $89.4K
|
3.1K
$89.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.09K+ 13.52% |
$88.4K - $89.1K
|
25.9K
$753K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.04K+ 5.01% |
$87.1K - $87.8K
|
63.7K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.96K+ 44.85% |
$84.9K - $85.6K
|
9.57K
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.95K+ 0.17% |
$84.6K - $85.3K
|
1.7M
$49.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.92K+ 39.94% |
$83.7K - $84.3K
|
10.2K
$297K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.77K+ 0.2% |
$79.3K - $79.9K
|
1.37M
$39.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.36K+ 16.64% |
$67.7K - $68.2K
|
16.6K
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.11K+ 3.97% |
$60.4K - $60.9K
|
55.1K
$1.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.03KNew |
$58.2K - $58.6K
|
2.03K
$59K
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.02K+ 4.06% |
$57.9K - $58.3K
|
51.8K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.98K+ 23.53% |
$56.7K - $57.2K
|
10.4K
$302K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.91K+ 148.29% |
$54.7K - $55.2K
|
3.2K
$92.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 4.29% |
$44.7K - $45K
|
37.9K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.32K+ 5.97% |
$37.8K - $38.1K
|
23.4K
$680K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.29K+ 17.62% |
$37K - $37.3K
|
8.61K
$250K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.25K+ 3.44% |
$35.7K - $36K
|
37.5K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22K+ 32.37% |
$34.9K - $35.1K
|
4.98K
$145K
|