Purchases and Sales Made in Q3 2021 in Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

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 04, 2021 Q3 2021
Barnett & Company, Inc.

BUY
 -
204
New
$6.25K - $6.26K
204 $5.89K
Nov 12, 2021 Q3 2021
Aveo Capital Partners, LLC

BUY
 -
190
+ 1.02%
$5.82K - $5.83K
18.8K $544K
Nov 15, 2021 Q3 2021
First Manhattan CO

New York, NY
BUY
 -
186
New
$5.7K - $5.71K
186 $5.37K
Nov 12, 2021 Q3 2021
First Command Advisory Services, Inc.

BUY
 -
166
New
$5.08K - $5.1K
166 $4.8K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
141
New
$4.32K - $4.33K
141 $4.07K
Nov 15, 2021 Q3 2021
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
73
+ 0.35%
$2.24K - $2.24K
20.9K $605K
Jul 29, 2022 Q3 2021
Tpg Financial Advisors, LLC

BUY
 -
71
+ 0.01%
$2.17K - $2.18K
634K $18.3M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
63
New
$1.93K - $1.93K
63 $1.82K
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

BUY
 -
39
+ 0.39%
$1.19K - $1.2K
10K $290K
Nov 09, 2021 Q3 2021
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
10
+ 0.04%
$306 - $307
24K $693K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
4
+ 0.01%
$122 - $123
47.3K $1.37M
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
BUY
 -
3
+ 0.04%
$91.9 - $92.1
6.7K $194K
Sep 10, 2024 Q3 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
3
+ 0.04%
$91.9 - $92.1
8.18K $236K
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 15, 2021 Q3 2021
Titus Wealth Management

Larskpur, CA
SELL
 -
-1
- 0.01%
$30.6 - $30.7
9.45K $273K
Nov 16, 2021 Q3 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-1
- 0.01%
$30.6 - $30.7
7.73K $223K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-19
- 67.86%
$582 - $583
9 $260
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-22
- 1.98%
$674 - $675
1.09K $31.4K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-38
- 19.39%
$1.16K - $1.17K
158 $4.56K
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

SELL
 -
-54
Closed
$1.65K - $1.66K
0 $0
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-59
- 1.23%
$1.81K - $1.81K
4.74K $137K
Oct 14, 2021 Q3 2021
Successful Portfolios LLC

SELL
 -
-90
- 0.33%
$2.76K - $2.76K
27.5K $795K
Oct 22, 2021 Q3 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-137
- 1.87%
$4.19K - $4.21K
7.17K $207K
Oct 08, 2021 Q3 2021
Carnegie Capital Asset Management, LLC

SELL
 -
-157
- 0.61%
$4.81K - $4.82K
25.5K $736K
Oct 29, 2021 Q3 2021
Rda Financial Network

SELL
 -
-164
- 1.52%
$5.02K - $5.03K
10.6K $306K
Nov 03, 2021 Q3 2021
Great Point Wealth Advisors, LLC

Boston, MA
SELL
 -
-170
- 0.81%
$5.21K - $5.22K
20.8K $601K
Oct 20, 2021 Q3 2021
Northwest Wealth Management, LLC

SELL
 -
-215
- 1.54%
$6.58K - $6.6K
13.8K $398K
Oct 28, 2021 Q3 2021
Mechanics Bank Trust Department

SELL
 -
-221
- 1.06%
$6.77K - $6.78K
20.6K $596K
Nov 16, 2021 Q3 2021
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-268
- 0.46%
$8.21K - $8.23K
58.4K $1.69M
Oct 27, 2021 Q3 2021
Investors Research Corp

SELL
 -
-306
- 29.31%
$9.37K - $9.39K
738 $21.3K
Oct 28, 2021 Q3 2021
Pinnacle Wealth Management Group, Inc.

SELL
 -
-462
- 1.63%
$14.1K - $14.2K
27.9K $806K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-514
- 5.48%
$15.7K - $15.8K
8.86K $256K
Oct 12, 2021 Q3 2021
Harbor Investment Advisory, LLC

SELL
 -
-520
Closed
$15.9K - $16K
0 $0
Oct 08, 2021 Q3 2021
Centennial Wealth Advisory LLC

SELL
 -
-571
- 0.48%
$17.5K - $17.5K
117K $3.39M
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-629
Closed
$19.3K - $19.3K
0 $0
Nov 09, 2021 Q3 2021
Graypoint LLC

SELL
 -
-1.05K
- 11.87%
$32K - $32.1K
7.76K $224K
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-1.16K
Closed
$35.6K - $35.7K
0 $0
Nov 12, 2021 Q3 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-1.2K
- 6.59%
$36.7K - $36.8K
17K $491K
Nov 03, 2021 Q3 2021
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-1.3K
- 1.99%
$39.7K - $39.8K
63.8K $1.84M
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-1.32K
- 15.7%
$40.3K - $40.4K
7.07K $204K
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-1.38K
- 1.45%
$42.3K - $42.5K
94.2K $2.72M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

SELL
 -
-1.4K
- 0.35%
$43K - $43.1K
396K $11.4M
Nov 04, 2021 Q3 2021
Brighton Jones LLC

SELL
 -
-1.45K
- 6.48%
$44.5K - $44.6K
21K $605K
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-2.04K
- 31.0%
$62.6K - $62.7K
4.55K $131K
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

SELL
 -
-2.36K
- 7.06%
$72.3K - $72.5K
31.1K $898K
Oct 27, 2021 Q3 2021
Moloney Securities Asset Management, LLC

SELL
 -
-2.61K
- 26.14%
$79.8K - $80K
7.37K $213K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.62K
- 27.67%
$80.1K - $80.3K
6.84K $198K
Nov 12, 2021 Q3 2021
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-2.84K
- 24.76%
$86.9K - $87.1K
8.62K $249K
Nov 15, 2021 Q3 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-2.88K
- 9.13%
$88.2K - $88.4K
28.7K $828K

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