Purchases and Sales Made in Q3 2021 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.16MNew |
$35.4M - $35.5M
|
1.16M
$33.4M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
767KNew |
$23.5M - $23.6M
|
767K
$22.2M
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
633KNew |
$19.4M - $19.4M
|
633K
$18.3M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
608KNew |
$18.6M - $18.7M
|
608K
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
BUY
|
- |
575KNew |
$17.6M - $17.7M
|
575K
$16.6M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
418K+ 308.67% |
$12.8M - $12.8M
|
554K
$16M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
334K+ 34.36% |
$10.2M - $10.2M
|
1.31M
$37.7M
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
332KNew |
$10.2M - $10.2M
|
332K
$9.6M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
263K+ 1770.53% |
$8.05M - $8.07M
|
278K
$8.02M
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
256KNew |
$7.84M - $7.86M
|
256K
$7.4M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
242K+ 11.24% |
$7.42M - $7.44M
|
2.4M
$69.3M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
234K+ 59576.79% |
$7.15M - $7.17M
|
234K
$6.76M
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
209KNew |
$6.4M - $6.41M
|
209K
$6.04M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
177K+ 2.84% |
$5.42M - $5.43M
|
6.41M
$185M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
149K+ 14.28% |
$4.56M - $4.57M
|
1.19M
$34.5M
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
113K+ 7.76% |
$3.47M - $3.48M
|
1.57M
$45.5M
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
98.1K+ 56.87% |
$3M - $3.01M
|
271K
$7.82M
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
92.5K+ 5.87% |
$2.83M - $2.84M
|
1.67M
$48.2M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73K+ 561.9% |
$2.24M - $2.24M
|
86K
$2.49M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
72.9K+ 56.65% |
$2.23M - $2.24M
|
202K
$5.82M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.8K+ 14.84% |
$2.11M - $2.11M
|
532K
$15.4M
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
65.2K+ 182.92% |
$2M - $2M
|
101K
$2.92M
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
52.6K+ 10.51% |
$1.61M - $1.61M
|
553K
$16M
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
52.1K+ 3.02% |
$1.6M - $1.6M
|
1.78M
$51.4M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
49.8KNew |
$1.52M - $1.53M
|
49.8K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
41.3K+ 1.28% |
$1.26M - $1.27M
|
3.27M
$94.6M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
36.8K+ 1.71% |
$1.13M - $1.13M
|
2.19M
$63.4M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
32.2K+ 6.45% |
$984K - $987K
|
530K
$15.3M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
30.4K+ 100.27% |
$930K - $932K
|
60.6K
$1.75M
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
28.6KNew |
$874K - $877K
|
28.6K
$825K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3K+ 11.03% |
$806K - $808K
|
265K
$7.65M
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
26.2K+ 25.83% |
$801K - $803K
|
127K
$3.68M
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
22.4K+ 66.74% |
$687K - $688K
|
56K
$1.62M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
21.5K+ 9.6% |
$657K - $659K
|
245K
$7.09M
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
21.2K+ 8.14% |
$648K - $650K
|
281K
$8.13M
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
20.4K+ 6.97% |
$625K - $626K
|
313K
$9.05M
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19.2KNew |
$587K - $588K
|
19.2K
$554K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18.8K+ 857.4% |
$575K - $576K
|
21K
$606K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 10.47% |
$573K - $574K
|
197K
$5.71M
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
15.5K+ 5.78% |
$475K - $477K
|
284K
$8.21M
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
14.5KNew |
$444K - $445K
|
14.5K
$419K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.6K+ 2.91% |
$417K - $419K
|
482K
$13.9M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 7.88% |
$413K - $414K
|
185K
$5.34M
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.4KNew |
$409K - $410K
|
13.4K
$386K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
13.2KNew |
$404K - $405K
|
13.2K
$382K
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
13.1KNew |
$403K - $404K
|
13.1K
$380K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9KNew |
$395K - $396K
|
12.9K
$373K
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
11.5KNew |
$352K - $352K
|
11.5K
$332K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$319K - $320K
|
10.4K
$301K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.25KNew |
$283K - $284K
|
9.25K
$267K
|