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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
9.25KNew |
$283K - $284K
|
9.25K
$267K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.88KNew |
$272K - $273K
|
8.88K
$256K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.6KNew |
$263K - $264K
|
8.6K
$248K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.32KNew |
$255K - $255K
|
8.32K
$240K
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
8.24K+ 1.44% |
$252K - $253K
|
579K
$16.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.15K+ 57.5% |
$250K - $250K
|
22.3K
$645K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
7.75KNew |
$237K - $238K
|
7.75K
$224K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$233K - $233K
|
7.6K
$219K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
7.57KNew |
$232K - $232K
|
7.57K
$219K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.52K+ 57.46% |
$230K - $231K
|
20.6K
$595K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.19KNew |
$220K - $221K
|
7.19K
$208K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
6.97K+ 20.0% |
$213K - $214K
|
41.8K
$1.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.67KNew |
$204K - $205K
|
6.67K
$193K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.6K+ 3.13% |
$171K - $172K
|
184K
$5.32M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.51KNew |
$169K - $169K
|
5.51K
$159K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.21K+ 74.12% |
$159K - $160K
|
12.2K
$353K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5K+ 10.53% |
$153K - $154K
|
52.5K
$1.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$153K - $154K
|
5K
$144K
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
4.61K+ 1.97% |
$141K - $142K
|
239K
$6.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.34K+ 20.71% |
$133K - $133K
|
25.3K
$730K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
3.12KNew |
$95.4K - $95.7K
|
3.12K
$90.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.8K+ 12.03% |
$85.6K - $85.8K
|
26K
$752K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.61K+ 4.39% |
$79.9K - $80.1K
|
62.1K
$1.79M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.34K+ 28.2% |
$71.8K - $72K
|
10.7K
$308K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.87K+ 52.28% |
$57.1K - $57.3K
|
5.44K
$157K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.85K+ 2.38% |
$56.6K - $56.8K
|
79.5K
$2.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
1.45K+ 9.12% |
$44.3K - $44.4K
|
17.3K
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.4K+ 0.24% |
$42.7K - $42.8K
|
590K
$17M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.31K+ 0.99% |
$40.2K - $40.3K
|
134K
$3.86M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.15K+ 0.56% |
$35.3K - $35.4K
|
206K
$5.94M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.13K+ 16.98% |
$34.5K - $34.6K
|
7.77K
$225K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.08K+ 3.46% |
$33K - $33.1K
|
32.2K
$929K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1KNew |
$30.6K - $30.7K
|
1K
$28.9K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
963+ 6.94% |
$29.5K - $29.6K
|
14.8K
$429K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
849+ 20.82% |
$26K - $26.1K
|
4.93K
$142K
|
|
|
Nov 29, 2021
Q3 2021
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
834+ 2.4% |
$25.5K - $25.6K
|
35.6K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
773New |
$23.7K - $23.7K
|
773
$22.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
745+ 1.77% |
$22.8K - $22.9K
|
42.7K
$1.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
704+ 2.9% |
$21.6K - $21.6K
|
25K
$722K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
655+ 4.65% |
$20.1K - $20.1K
|
14.7K
$426K
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
640+ 3.05% |
$19.6K - $19.6K
|
21.6K
$625K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
610New |
$18.7K - $18.7K
|
610
$17.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
551+ 19.62% |
$16.9K - $16.9K
|
3.36K
$97K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
419+ 4.53% |
$12.8K - $12.9K
|
9.67K
$279K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
388+ 20.12% |
$11.9K - $11.9K
|
2.32K
$66.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
373New |
$11.4K - $11.5K
|
373
$10.8K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
324+ 0.31% |
$9.92K - $9.95K
|
106K
$3.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
312+ 20.47% |
$9.55K - $9.58K
|
1.84K
$53K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
228+ 0.63% |
$6.98K - $7K
|
36.7K
$1.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
225+ 35.89% |
$6.89K - $6.91K
|
852
$24.6K
|