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 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.14K- 5.6% |
$96.2K - $96.5K
|
53K
$1.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.89K- 6.29% |
$119K - $119K
|
57.9K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.92K- 14.41% |
$120K - $120K
|
23.3K
$673K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.09K- 7.38% |
$125K - $125K
|
51.3K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.21K- 37.97% |
$129K - $129K
|
6.88K
$199K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.48K- 7.43% |
$137K - $137K
|
55.8K
$1.61M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.96K- 96.75% |
$152K - $152K
|
167
$4.82K
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.14K- 4.3% |
$157K - $158K
|
114K
$3.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-5.34K- 50.09% |
$163K - $164K
|
5.32K
$154K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.49K- 4.38% |
$168K - $169K
|
120K
$3.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.79K- 91.38% |
$177K - $178K
|
546
$15.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.91K- 28.95% |
$181K - $181K
|
14.5K
$419K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6.52K- 5.05% |
$200K - $200K
|
123K
$3.55M
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-6.64KClosed |
$203K - $204K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7.5K- 3.47% |
$230K - $230K
|
209K
$6.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7.51KClosed |
$230K - $230K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8.14KClosed |
$249K - $250K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.33K- 33.81% |
$255K - $256K
|
16.3K
$471K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.45K- 10.35% |
$259K - $259K
|
73.2K
$2.11M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.76KClosed |
$268K - $269K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.83K- 22.32% |
$270K - $271K
|
30.7K
$888K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-9K- 1.71% |
$275K - $276K
|
518K
$15M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.05KClosed |
$277K - $278K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.25K- 1.59% |
$283K - $284K
|
571K
$16.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.81K- 62.5% |
$300K - $301K
|
5.88K
$170K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.98K- 6.56% |
$306K - $306K
|
142K
$4.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4KClosed |
$348K - $349K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.7KClosed |
$358K - $359K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.8K- 0.83% |
$362K - $363K
|
1.41M
$40.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-11.9K- 24.5% |
$365K - $366K
|
36.7K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-12.3K- 51.49% |
$378K - $379K
|
11.6K
$336K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.7K- 4.6% |
$389K - $390K
|
263K
$7.61M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.9KClosed |
$426K - $427K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15.1K- 27.38% |
$463K - $464K
|
40.1K
$1.16M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-16K- 15.37% |
$489K - $491K
|
88K
$2.54M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16.2K- 16.3% |
$497K - $499K
|
83.4K
$2.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-17.5K- 4.49% |
$535K - $536K
|
372K
$10.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-21.4K- 4.42% |
$655K - $657K
|
463K
$13.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-23.3K- 25.74% |
$712K - $714K
|
67.1K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.3K- 17.97% |
$743K - $745K
|
111K
$3.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-26.7KClosed |
$819K - $821K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28K- 9.84% |
$856K - $858K
|
256K
$7.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-28.6K- 99.97% |
$876K - $878K
|
10
$289
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
SELL
|
- |
-31.6K- 7.2% |
$968K - $970K
|
407K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.6K- 47.23% |
$1.18M - $1.18M
|
43.1K
$1.25M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-42.4K- 85.25% |
$1.3M - $1.3M
|
7.34K
$212K
|
|
|
Nov 01, 2021
Q3 2021
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-45K- 41.19% |
$1.38M - $1.38M
|
64.3K
$1.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-46.5K- 16.9% |
$1.42M - $1.43M
|
228K
$6.6M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-51.2K- 80.29% |
$1.57M - $1.57M
|
12.6K
$363K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-56.6K- 83.11% |
$1.73M - $1.74M
|
11.5K
$332K
|