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 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-148K- 63.9% |
$4.24M - $4.27M
|
83.5K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-156K- 10.68% |
$4.46M - $4.49M
|
1.3M
$37.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-167K- 82.61% |
$4.78M - $4.82M
|
35.2K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-167K- 94.38% |
$4.79M - $4.82M
|
9.95K
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-184K- 15.84% |
$5.28M - $5.32M
|
979K
$28.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-194K- 46.22% |
$5.56M - $5.61M
|
226K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-208K- 69.19% |
$5.96M - $6.01M
|
92.7K
$2.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-254K- 89.74% |
$7.27M - $7.33M
|
29K
$843K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-261K- 9.68% |
$7.47M - $7.53M
|
2.43M
$70.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-267K- 85.39% |
$7.64M - $7.7M
|
45.7K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-312K- 15.6% |
$8.95M - $9.02M
|
1.69M
$49.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-369K- 14.65% |
$10.6M - $10.7M
|
2.15M
$62.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-523K- 23.86% |
$15M - $15.1M
|
1.67M
$48.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-526K- 89.55% |
$15.1M - $15.2M
|
61.4K
$1.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-540K- 7.6% |
$15.5M - $15.6M
|
6.57M
$191M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-558K- 29.24% |
$16M - $16.1M
|
1.35M
$39.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16M- 28.13% |
$33.2M - $33.5M
|
2.96M
$86.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-44.1M- 91.6% |
$1.26B - $1.27B
|
4.04M
$117M
|