Purchases and Sales Made in Q3 2022 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 2022. 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 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
28.9K
+ 14.69%
$833K - $854K
225K $6.51M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
27.9K
+ 279.38%
$806K - $826K
37.9K $1.1M
Nov 14, 2022 Q3 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
27.2K
+ 38.02%
$783K - $803K
98.6K $2.85M
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
26.6K
New
$766K - $785K
26.6K $767K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
26.3K
New
$759K - $778K
26.3K $761K
Nov 01, 2022 Q3 2022
Waycross Partners, LLC

Louisville, KY
BUY
 -
25K
New
$721K - $739K
25K $722K
Oct 17, 2022 Q3 2022
3 Edge Asset Management, LP

BUY
 -
24.4K
New
$704K - $722K
24.4K $705K
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
23.2K
+ 27.99%
$668K - $685K
106K $3.06M
Oct 06, 2022 Q3 2022
Advocacy Wealth Management Services, LLC

BUY
 -
21.2K
New
$612K - $627K
21.2K $613K
Oct 28, 2022 Q3 2022
Redw Wealth LLC

BUY
 -
21.1K
+ 75.97%
$608K - $624K
48.9K $1.41M
Oct 18, 2022 Q3 2022
Bailard, Inc.

BUY
 -
19.9K
+ 14.22%
$575K - $589K
160K $4.63M
Oct 24, 2022 Q3 2022
Clear Creek Financial Management, LLC

BUY
 -
19.8K
+ 6.8%
$571K - $585K
311K $8.97M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
19.7K
New
$569K - $584K
19.7K $570K
Nov 09, 2022 Q3 2022
My Wealth Management Inc.

BUY
 -
19.6K
+ 38.57%
$566K - $580K
70.5K $2.04M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
19K
New
$548K - $562K
19K $549K
Nov 01, 2022 Q3 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
18.7K
New
$538K - $552K
18.7K $539K
Nov 03, 2022 Q3 2022
Resource Planning Group

BUY
 -
18.6K
New
$536K - $549K
18.6K $537K
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
17.4K
+ 3.52%
$501K - $514K
511K $14.8M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
16.9K
+ 11.58%
$487K - $499K
163K $4.7M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
14.8K
New
$428K - $439K
14.8K $429K
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
13.6K
+ 74.57%
$393K - $403K
31.9K $922K
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
12.9K
New
$372K - $382K
12.9K $373K
Oct 14, 2022 Q3 2022
Golden Green, Inc.

BUY
 -
12.5K
New
$361K - $371K
12.5K $362K
Nov 14, 2022 Q3 2022
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
12.3K
New
$355K - $364K
12.3K $356K
Nov 14, 2022 Q3 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
12.2K
+ 21.35%
$353K - $362K
69.6K $2.01M
Nov 14, 2022 Q3 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
11.8K
+ 66.7%
$341K - $349K
29.5K $853K
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
11.3K
+ 92.29%
$325K - $334K
23.5K $679K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
11.1K
New
$319K - $327K
11.1K $320K
Oct 14, 2022 Q3 2022
Flagship Private Wealth, LLC

BUY
 -
10.7K
New
$309K - $317K
10.7K $309K
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
10.3K
New
$298K - $305K
10.3K $298K
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
10.1K
+ 34.95%
$292K - $299K
39.1K $1.13M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
9.06K
+ 62.34%
$261K - $268K
23.6K $682K
Nov 17, 2022 Q3 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
8.4K
New
$242K - $249K
8.4K $243K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
7.93K
+ 20.96%
$229K - $235K
45.8K $1.32M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
7.92K
+ 5.1%
$228K - $234K
163K $4.71M
Nov 14, 2022 Q3 2022
Accurate Wealth Management, LLC

BUY
 -
7.16K
+ 34.09%
$206K - $212K
28.2K $813K
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
6.84K
+ 24.79%
$197K - $202K
34.4K $995K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
6.09K
New
$176K - $180K
6.09K $176K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
5.84K
+ 5.33%
$168K - $173K
115K $3.33M
Oct 28, 2022 Q3 2022
Better Money Decisions, LLC

BUY
 -
5.49K
+ 1.61%
$158K - $162K
347K $10M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.4K
+ 211.68%
$156K - $160K
7.95K $230K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
5.3K
+ 13.79%
$153K - $157K
43.8K $1.26M
Oct 12, 2022 Q3 2022
Acorn Financial Advisory Services Inc

BUY
 -
4.26K
+ 0.67%
$123K - $126K
644K $18.6M
Oct 05, 2022 Q3 2022
Savior LLC

BUY
 -
4K
New
$115K - $118K
4K $116K
Oct 26, 2022 Q3 2022
Balentine LLC

Atlanta, GA
BUY
 -
4K
New
$115K - $118K
4K $116K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
3.95K
+ 10.83%
$114K - $117K
40.4K $1.17M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
3.62K
+ 1934.22%
$104K - $107K
3.8K $110K
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
3.1K
+ 64.51%
$89.5K - $91.8K
7.91K $229K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.1K
+ 5.88%
$89.4K - $91.7K
55.8K $1.61M

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